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Dec 31, 2025
Carlisle Q4 2025 Earnings Report
Carlisle Companies reported a slight revenue increase, a decrease in diluted EPS, and strong operating cash flow for the fourth quarter of 2025.
Key Takeaways
Carlisle Companies announced its fourth quarter 2025 financial results, reporting a slight revenue increase of 0.4% year-over-year to $1.1 billion. Diluted EPS decreased by 10% to $3.19, while adjusted EPS also saw a 13% decline to $3.90. The company generated $1.1 billion in operating cash flow for the full year 2025 and repurchased $300 million of shares in Q4, contributing to a total of $1.3 billion in share repurchases for the year.
Fourth quarter revenue increased 0.4% year-over-year to $1.1 billion.
Diluted EPS for the fourth quarter was $3.19, a 10% decrease from the previous year.
Adjusted EPS for the fourth quarter was $3.90, a 13% decrease from the previous year.
The company generated $1.1 billion in operating cash flow for the full year 2025.
Revenue by Segment
Forward Guidance
For 2026, Carlisle expects low-single-digit revenue growth and approximately 50 basis points of adjusted EBITDA margin expansion, with plans to repurchase up to $1 billion of shares.
Positive Outlook
- Low-single-digit revenue growth expected for FY 2026.
- Approximately 50 basis points of adjusted EBITDA margin expansion anticipated.
- Plans to repurchase up to $1 billion of shares in 2026.
- Solid financial position and robust cash flow to support continued strong returns.
- Commitment to pursuing value-enhancing acquisitions and delivering shareholder value.
Challenges Ahead
- Challenging market conditions are expected to continue into the first half of 2026.
- No specific negative guidance points were provided beyond the challenging market conditions.
- The outlook does not specify potential impacts from geopolitical events or economic uncertainties.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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