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Mar 31
Carlisle Q1 2025 Earnings Report
Carlisle reported steady Q1 results despite market challenges and weather disruptions.
Key Takeaways
Carlisle Companies delivered stable revenue and strong adjusted EPS in Q1 2025, bolstered by acquisitions and strategic focus, despite headwinds from the residential construction slowdown and adverse winter conditions.
Revenue held steady at $1.1 billion, essentially flat year-over-year.
Adjusted EPS reached $3.61, supported by acquisitions and margin control.
Free cash flow was negative due to lower income and higher working capital use.
Carlisle increased its 2025 share repurchase target from $800 million to $1 billion.
Carlisle
Carlisle
Carlisle Revenue by Segment
Carlisle Revenue by Geographic Location
Revenue by Segment
CCM Revenue
CapyFin.comCWT Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.com Forward Guidance
Carlisle reaffirmed its full-year 2025 outlook, projecting mid-single-digit revenue growth and adjusted EBITDA margin expansion despite economic uncertainty.
Positive Outlook
- Mid-single-digit revenue growth expected for FY25.
- Adjusted EBITDA margin expected to expand ~50 bps.
- Minimal impact anticipated from tariffs due to North America-centric operations.
- Acquisitions expected to exceed original synergy targets.
- Positive momentum from improved March weather entering the busy season.
Challenges Ahead
- Residential volumes expected to decline due to affordability and interest rate pressures.
- Inventory levels in the channel remain low due to higher carrying costs.
- Softness in residential construction market continues.
- Weather disruptions negatively impacted Q1.
- Potential economic slowdown in H2 2025 remains a concern.