Mar 31, 2023

Carlisle Q1 2023 Earnings Report

Carlisle's first quarter results reflected destocking efforts and inclement weather, but underlying demand remained strong.

Key Takeaways

Carlisle Companies reported a decrease in revenue and earnings per share for the first quarter of 2023 compared to the previous year. Revenues decreased by 21.2% to $1.2 billion, and GAAP diluted EPS decreased by 47.7% to $1.92. The company faced headwinds from channel inventory destocking and inclement weather, but contractor end market demand remained robust.

First quarter revenues declined 21.2% year-over-year to $1.2 billion.

GAAP Diluted EPS decreased 39.7% to $2.57.

Channel inventory destock and inclement weather continued to be headwinds.

Contractor end market demand remained robust.

Total Revenue
$1.18B
Previous year: $1.5B
-21.2%
EPS
$2.57
Previous year: $4.26
-39.7%
Gross Profit
$347M
Previous year: $491M
-29.4%
Cash and Equivalents
$386M
Previous year: $292M
+32.4%
Free Cash Flow
$109M
Previous year: $13.9M
+687.1%
Total Assets
$7.12B
Previous year: $7.32B
-2.8%

Carlisle

Carlisle

Carlisle Revenue by Segment

Forward Guidance

The company expects full year 2023 sales to decrease high-single-digits year-over-year for CCM and to decrease low-double-digits year-over-year for CWT. The company continues to expect full year 2023 sales to increase high-single-digits year-over-year for CIT and CFT.

Revenue & Expenses

Visualization of income flow from segment revenue to net income