News · Carlisle Companies Incorporated (CSL) · Basic Materials
Carlisle rises 7.6% after third-quarter results and dividend raise
What happened
Carlisle (CSL) rose 7.6% on October 29, 2026, after the company reported third-quarter results that beat estimates and raised its dividend. The company said third-quarter revenue was $1.5 billion, a 9% year-over-year increase, diluted EPS was $5.22 and record adjusted EPS was $5.92, Business Wire and Seeking Alpha reported. Carlisle also announced a 14% increase to its quarterly dividend, marking its 50th consecutive annual increase.
How big was the move
The stock closed at $371.36. The change on the day rose 7.6% after the stock opened 1.7% above the previous close. Trading volume was 1.7 times its 20-day average, and the move was 3.6 times a typical daily move for this stock. The S&P 500 on the day fell 0.3%, while the Basic Materials sector median on the day rose 0.1%; that put the gain 7.4 percentage points better than the sector median. Over the last five sessions the stock rose 5.3% while the S&P 500 over five sessions rose 0.7%.
The technical picture
The stock was 10.7% above its 20-day moving average, 10.4% above its 50-day moving average and 5.4% above its 200-day moving average. The 50-day average is below the 200-day average, a sign of a weak longer-term trend. The Relative Strength Index (14 days) was 70, which sits in a neutral range, and the distance from the 52-week high was 14.2% below the 52-week high.
Shorter-term momentum rose 15.3% over one month and rose 3.2% over three months, while the stock rose 9.1% over one year, 3.0 percentage points behind the S&P 500. Volatility was 33% annualized over 60 days, higher than 65% of its own readings over five years.
Fundamentals and valuation
For the four quarters through September 30, 2026, Carlisle reported revenue of $5.21 billion, which grew 4.0% from a year earlier, and diluted earnings per share of $17.66, which rose 0.2% from a year earlier. Gross margin was 34.7%, down from 36.2% a year earlier, and operating margin was 19.5%, down from 20.7% a year earlier. Free-cash-flow margin stood at 14.4%, return on invested capital was 14.7%, and the balance sheet showed net debt of 2.0 times EBITDA. Share count over one year decreased by 7.7%.
On valuation, the stock traded at 21.0 times trailing earnings and 17.8 times price to forward earnings, with a free-cash-flow yield of 5.5%. Its price to trailing earnings is higher than 57% of its own readings over the past five years, where the five-year median is 19.9 times earnings. PromtFinance scores rank Carlisle 55 (Neutral) on Value, 41 (Weak) on Growth and 86 (Strong) on Quality, with Momentum 70 (Positive) and Revisions 65 (Positive).
Earnings and analyst expectations
Carlisle’s last report, on October 28, 2026, showed earnings per share of $5.92 against $5.89 expected, 0.5% above estimates, and represented the fifth consecutive quarter beating estimates. The company’s average surprise over the last four reports was 7.3% above estimates, and the typical two-day reaction after recent reports fell 0.5%. The next report is scheduled for November 4, 2026.
Analysts’ consensus price target was $395.40, which is 6.5% above the closing price, based on the views of 26 analysts. Sixty-two percent of those analysts rate the stock Buy or Strong Buy, and the consensus rating is Buy.
What to watch
- November 4, 2026: Carlisle’s next report date.
- Consensus price target $395.40, 6.5% above the closing price.
- Net debt of 2.0 times EBITDA and free-cash-flow margin of 14.4%.
- Record adjusted EPS of $5.92 in the October 28, 2026, report and a 14% dividend increase.
- In the past five years the stock had 5 sessions with a gain of at least 7.6%; twenty trading days later the median result was a decline of 2.5%, and 2 of 5 were higher.