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Sep 30
Carlisle Q3 2025 Earnings Report
Carlisle reported modest revenue growth in Q3 2025 but faced profit margin pressure due to higher costs and softer demand in new construction markets.
Key Takeaways
Carlisle delivered a slight year-over-year revenue increase in Q3 2025, supported by steady re-roofing activity in its construction materials segment. However, net income declined as a result of increased costs and macroeconomic headwinds affecting demand in key markets like residential construction.
Revenue reached $1.35 billion, up 1% year-over-year.
Adjusted EPS was $5.61, while GAAP EPS came in at $4.97.
Carlisle Construction Materials delivered a 30.2% adjusted EBITDA margin.
The company repurchased $300 million in stock during the quarter and increased the full-year buyback target to $1.3 billion.
Carlisle
Carlisle
Carlisle Revenue by Segment
Carlisle Revenue by Geographic Location
Revenue by Segment
Construction Materials Revenue
CapyFin.comWeatherproofing Tech Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.com Forward Guidance
Carlisle expects full-year revenue to remain flat with adjusted EBITDA margins in the mid-20% range, reflecting resilience despite macroeconomic uncertainty.
Positive Outlook
- Strong commercial re-roofing demand expected to persist.
- Synergies from Plasti-Fab and ThermaFoam acquisitions ahead of schedule.
- Continued innovation driving product adoption (e.g., RapidLock™, SeamShield™).
- Resilient margin performance despite construction cycle challenges.
- Vision 2030 remains on track with disciplined capital deployment.
Challenges Ahead
- CWT segment faces ongoing headwinds from residential softness.
- New construction activity remains weak due to affordability concerns.
- Operating costs increased from investments in innovation and customer experience.
- Changes in distribution channels causing near-term order disruptions.
- Full-year adjusted EBITDA margin projected down 250 basis points from 2024.