Carlisle Cos.

Owens Corning shares rose nearly 9% by Monday midday, recouping earlier losses. Reports say Carlisle made unsolicited takeover offers to Owens Corning, which the company has not materially engaged with. On the news, Carlisle shares fell by about 5%. » Więcej na de.investing.com

Carlisle reported Q1 2026 revenue of $1.052 billion (−4% YoY) and adjusted earnings per share of $3.63, topping analyst estimates by 8%. Adjusted EBITDA margin rose 50 basis points to 22.3% thanks to productivity improvements, disciplined purchasing and cost control, despite revenue headwinds from weather and tariffs. The company reaffirmed its full‑year outlook for single‑digit revenue growth and further margin expansion, and reiterated targets for ROIC and free cash flow margin, supported by share repurchases and announced price increases. » Więcej na de.investing.com

Carlisle reported a revenue decline to $5.0 billion, an adjusted EBITDA that fell 8% to $1.2 billion, and a margin of 24.4%. Earnings per share fell to $17.16, while operating cash flow rose to $1.1 billion and the free cash flow margin continued to improve. Management expects 2026 revenue growth in the low single digits, an EBITDA margin improvement of about 0.5 percentage points, higher investments of around $200 million, and plans share buybacks of up to $1.0 billion as part of the Vision-2030 goals. » Więcej na finanzen.net

Carlisle reported adjusted EPS of $3.90 for Q4 2025 versus $3.59 expected, while revenue of $1.1bn slightly missed estimates. Organic revenue fell 3%, adjusted EBITDA margin declined 300 basis points to 22.1%, and adjusted EPS was down 13% year over year. For 2025 Carlisle generated a record free cash flow of $972m and returned $1.5bn to shareholders during the year. For 2026 management expects low-single-digit revenue growth and an expansion of the adjusted EBITDA margin of about 50 basis points. » Więcej na de.investing.com

Carlisle Companies shares fell sharply, trading down 8.64% over the past month and down 34.14% over 52 weeks, after Madison Small Cap Fund cited underperformance in Industrials driven by Carlisle and peers. Madison highlighted near‑term risk to commercial roofing and normalizing distributor inventories but still projects Carlisle could generate $40 per share in earnings by 2030, calling it a high‑margin, recurring‑revenue business. Carlisle reported $1.3 billion in third‑quarter 2025 revenue, up 1% year‑over‑year, and hedge fund ownership increased modestly in Q2. » Więcej na finance.yahoo.com