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Jun 30, 2025
Carlisle Q2 2025 Earnings Report
Carlisle reported flat revenue and strong profitability in Q2 2025, with record adjusted EPS and sustained margins despite weak construction markets.
Key Takeaways
Carlisle Companies maintained revenue at $1.45 billion in Q2 2025, while delivering record adjusted EPS of $6.27. Strong performance in re-roofing markets helped offset continued weakness in residential and new construction segments. The company revised its full-year outlook downward due to macroeconomic headwinds.
Revenue held steady at $1.45 billion despite softness in new construction markets
Record adjusted EPS of $6.27, exceeding prior year levels
Carlisle Construction Materials (CCM) grew slightly, offsetting weakness at Carlisle Weatherproofing Technologies (CWT)
Revised FY 2025 guidance projects low single-digit revenue growth and 150 bps decline in adjusted EBITDA margin
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Carlisle now expects low single-digit revenue growth and a 150 bps decline in adjusted EBITDA margin for FY 2025 due to macroeconomic pressures and weak construction activity.
Positive Outlook
- Strong backlog and recurring revenue from re-roofing markets
- Operational efficiency gains from automation projects
- Annual synergy expectations of $34 million from recent acquisitions
- Strategic acquisition of Bonded Logic expanding insulation portfolio
- Continued innovation with new product launches
Challenges Ahead
- Continued deterioration in residential and commercial construction markets
- Increased project delays due to macro uncertainty
- Lower-than-expected distributor inventory load-ins
- Limited traction on price increases announced earlier in the year
Historical Earnings Impact
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Avg. Return Before/After Earnings
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