CARLISLE COMPANIES INC 8K

Carlisle Companies Incorporated announced record second quarter 2026 results, increased its 2026 revenue outlook, and raised its share repurchase target to $1.2 billion while detailing segment performance, cost inflation impacts, and pricing actions.

On July 29, 2026, Carlisle Companies Incorporated reported its second quarter 2026 financial results, highlighting record revenue of approximately $1.57 billion (up 8% year-over-year), record diluted EPS of $6.36 and adjusted EPS of $7.03, resilient operating and adjusted EBITDA margins, and strong performance in both its Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT) segments despite inflationary pressures from higher raw material and freight costs tied to Middle East conflict. The company detailed margin dynamics, noted improved profitability at CWT driven by automation and manufacturing consolidation, and described pricing actions and freight surcharges implemented in April and July with another price increase planned for August to recover cost inflation. Carlisle also emphasized progress on its Vision 2030 strategy, including new product launches such as ThermaThin 7 polyiso insulation, continued investments in innovation, and a disciplined capital allocation framework. The company repurchased $250 million of shares in the quarter (and $500 million year-to-date), raised its full-year 2026 share repurchase target to $1.2 billion, provided updated guidance calling for mid-single-digit revenue growth with flat adjusted EBITDA margin for 2026, and disclosed cash flow, balance sheet, and various non-GAAP metrics and reconciliations, while including standard forward-looking statement and non-GAAP disclosures.

Filing Facts

CIK

790051

Ticker

-

Form

8K

Source Type

sec

Accession

0000790051-26-000033

Alert Tier

7