GET DAILY SIGNALSCarlisle Companies (CSL) Q3 2026 Earnings: What the Numbers Could Reveal
Key Takeaways
- Carlisle Companies (NYSE: CSL) is scheduled to report third-quarter 2026 results after the market close on October 28, 2026, with a conference call at 5:00 p.m. ET.
- Wall Street consensus calls for adjusted earnings per share (EPS) near $5.90 and revenue of approximately $1.43 billion, versus $5.61 and roughly $1.35 billion in the prior-year quarter.
- Investors are watching whether resilient commercial reroofing demand can offset ongoing raw material and freight cost inflation in its two segments: Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT).
- Carlisle has beaten the consensus EPS estimate in six of its last eight quarters, but post-earnings price drift has been negative since its July report.
- Updated 2026 guidance for mid-single-digit revenue growth and flat adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margins will be a key focus.
Why This Report Matters
Carlisle Companies supplies building envelope products designed for more energy-efficient structures, operating mainly through its CCM and CWT segments. The third-quarter update is significant because it will test how well the commercial reroofing cycle holds up. Management has noted that this area accounts for about 70% of sales and tends to be relatively stable, even as raw material and freight costs remain elevated. In the second quarter, the company delivered 8.3% revenue growth and raised its full-year 2026 outlook, yet adjusted EBITDA margins contracted as costs rose faster than pricing could adjust. This report should clarify whether those pricing efforts are gaining ground and how the CWT segment recovery is progressing.
Projected Figures for the Quarter
Analysts are looking for adjusted EPS in a range of roughly $5.84 to $5.96, centering around $5.90, compared with $5.61 in the same period last year. Revenue is expected near $1.43 billion, reflecting about 6% year-over-year growth. Alongside second-quarter results, management outlined mid-single-digit consolidated revenue growth and flat adjusted EBITDA margins for the full year. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Focus areas include segment revenue and margins for CCM and CWT, organic growth trends, and the balance between price increases and cost pressures. Share repurchases will also draw attention after the company lifted its buyback target to $1.2 billion, along with free cash flow trends. Carlisle has topped consensus EPS estimates in six of the past eight quarters, including a roughly 9% beat last quarter, though the shares have not always moved higher after the release.
Market Sentiment Ahead of the Print
Heading into the report, investor caution appears evident. Earnings Whispers data shows a post-earnings drift of about -6.7% since the July 29 release, indicating some reassessment despite the prior beat. Estimate revisions have turned modestly negative over the past month, and the stock was trading near $340 in mid-October, below recent peaks. Potential concerns center on whether input and freight costs continue to exceed pricing gains, any softening in new construction activity, and the speed of margin improvement in CWT. A shortfall on either the top or bottom line, or weaker margin guidance, could weigh on the shares.
Looking Ahead: Areas to Monitor
Beyond the immediate report, several themes stand out. The path of adjusted EBITDA margins will be closely watched. CCM’s margin fell 90 basis points year over year to 30.7% in the second quarter, while CWT’s margin declined the same amount to 19.0% even with sequential improvement. Management commentary on closing the gap between pricing and costs will be important.
Demand trends in reroofing versus new construction also matter. The resilience of commercial reroofing, which supports roughly 70% of sales, has been a consistent theme even as new construction remains soft. Updates on the sales mix or organic growth expectations for both segments will help shape views on 2027.
Capital allocation and balance-sheet strength are worth tracking as well. The company has increased buybacks toward the $1.2 billion target while maintaining its dividend and a $1.0 billion revolving credit facility. Longer-term innovation efforts, including new products as a rising portion of sales, provide additional context beyond near-term margins.
AI Tools in My Research Process
When preparing for earnings like this one, I frequently use Tickeron’s AI Screener to quickly filter building-products names by technical patterns, fundamentals, and recent performance. It helps surface comparable setups and refine the list of factors worth monitoring without spending hours on manual screens.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
CSL in upward trend: price rose above 50-day moving average on October 20, 2026
CSL moved above its 50-day moving average on October 20, 2026 date and that indicates a change from a downward trend to an upward trend. In 40 of 50 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 80%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where CSL's RSI Indicator exited the oversold zone, 18 of 28 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 64%.
The Momentum Indicator moved above the 0 level on October 20, 2026. You may want to consider a long position or call options on CSL as a result. In 55 of 74 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 74%.
The Moving Average Convergence Divergence (MACD) for CSL just turned positive on September 28, 2026. Looking at past instances where CSL's MACD turned positive, the stock continued to rise in 35 of 46 cases over the following month. The odds of a continued upward trend are 76%.
Following a +2.91% 3-day Advance, the price is estimated to grow further. Considering data from situations where CSL advanced for three days, in 245 of 343 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
The Aroon Indicator entered an Uptrend today. In 152 of 257 cases where CSL Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 59%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for CSL moved below the 200-day moving average on September 18, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CSL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
CSL broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 26 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 33 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 46 (best 1 - 100 worst), indicating steady price growth. CSL’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 53 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock slightly better than average.
The Tickeron Valuation Rating of 77 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (8.352) is normal, around the industry mean (3.070). P/E Ratio (19.357) is within average values for comparable stocks, (24.215). Projected Growth (PEG Ratio) (0.906) is also within normal values, averaging (1.238). Dividend Yield (0.015) settles around the average of (0.062) among similar stocks. P/S Ratio (2.591) is also within normal values, averaging (1.941).
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General Information
a manufacturer of rubber construction materials, transportation products and general industry products
Industry BuildingProducts
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