Carlisle Companies

CSL · NYSE

$339.79+$9.32 (+2.82%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $330.47

CSL analyst rating

BuyConsensus of 5 analysts over the last 12 months. 60% rate it a buy.

Strong buy0
Buy3
Hold2
Underperform0
Sell0

12-month price target · 13 analysts

Average $413.03 (+21.6% upside)

Low: $343.40
Now: $339.79
High: $498.75

Upgrades and downgrades

The latest rating actions, newest first

CSL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Baird	Oct 13, 2026	Maintains	Outperform	$412.00 → $402.00	50%
DA Davidson	Aug 25, 2026	Initiates	Neutral	$410.00	52%
Baird	Jul 20, 2026	Maintains	Outperform	$425.00 → $405.00	50%
Truist Securities	Jul 7, 2026	Maintains	Hold	$360.00 → $340.00	53%
Truist Securities	Apr 24, 2026	Maintains	Hold	$340.00 → $360.00	53%
Oppenheimer	Apr 24, 2026	Maintains	Outperform	$420.00 → $425.00	49%
Baird	Apr 24, 2026	Maintains	Outperform	$402.00 → $425.00	50%
Oppenheimer	Apr 20, 2026	Maintains	Outperform	$435.00 → $420.00	49%
Baird	Apr 15, 2026	Maintains	Outperform	$420.00 → $402.00	50%
JP Morgan	Mar 9, 2026	Maintains	Overweight	$400.00 → $420.00	27%

The case for and against

Updated Mar 13, 2026

Bull case

Carlisle Companies Inc. demonstrated resilience in its financial performance, with the Carlisle Weatherproofing Technologies (CWT) segment achieving a 3% year-over-year revenue increase to $346 million, driven significantly by recent acquisitions that contributed $39 million. The Carlisle Construction Materials (CCM) segment recorded a slight 0.3% year-over-year revenue increase to $1,001 million, indicating stability despite a challenging market environment, particularly in organic sales. Positive upside risks for the company include a favorable regulatory climate promoting sustainability initiatives and an anticipated recovery in the non-residential construction market, which could bolster future growth prospects.

Bear case

Carlisle Companies Inc. is facing a challenging outlook as its Carlisle Construction Materials (CCM) segment anticipates a low single-digit decline in volume due to weakened new construction activity, overshadowing any strength in re-roofing. Financial performance has already shown signs of distress, with EBITDA contracting 8% year-over-year to $303 million, falling below expectations, indicating potential operational difficulties. Moreover, significant downside risks loom from a contraction in non-residential building investments, competitive pricing pressures from peers, and inflation in raw material inputs within the Carlisle Weatherproofing Technologies segment.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.