参考来源：https://www.fiercepharma.com/pharma/csls-chief-executive-retires-ahead-earnings-former-seqirus- president-steps-interim-role 来源：市场资讯 而压在 CSL 身上的，还有一笔 "天价收购" 的包袱。2022 年，公司以 117 亿美元拿下 Vifor，创下公司 收购史纪录，也由此成立了 CSL Vifor 业务单元，主攻缺铁性贫血和肾病领域。可时至今日，这笔收购 的投资回报始终遭市场质疑，迟迟未能兑现预期，也让公司的经营业绩添了不少阻力。董事会直言，麦 肯齐的能力与公司现阶段的发展需求已不匹配，对公司当前的业绩表现，董事会也明确表达了不满。 临危受命的内勒，算是 CSL 的 "根正苗红"。33 年的任职生涯里，他当过 CFO，做过 Seqirus 总裁，更 是参与了 Plasma、Behring、Seqirus 三大核心业务的收购布局，甚至亲手设计打造了 Broadmeadows 血 浆工厂，还执掌过全球供应链和 IT 板块，对公司的里里外外门儿清。也正因如此，董事会给了他十足 ...

The Australian sharemarket on Tuesday (February 10, 2026) closed ⁠flat as gains in miners and gold stocks were offset by declines in banks, while insurance stocks came under pressure after the launch of ‌an AI tool ‌by Insurify. After seeing a rally on Monday, the S&P/ASX 200 ended 2.7 points lower at 8,867.40, after rising 1.9% yesterday. The bottom-performing stocks in this index were STEADFAST GROUP LIMITED and INSURANCE AUSTRALIA GROUP LIMITED, down 9.46% and 6.19%, respectively, according to the ASX w ...

Key Takeaways CSL beat Q4 EPS estimates and topped revenue forecasts, even as adjusted earnings fell 13% from last year.Carlisle Construction and Weatherproofing revenues rose on acquisitions, while organic sales declined.CSL expects low-single-digit revenue growth in 2026, with adjusted EBITDA margin seen rising about 50 bps.Carlisle Companies Incorporated (CSL) reported fourth-quarter 2025 adjusted earnings of $3.90 per share, which beat the Zacks Consensus Estimate of $3.60. However, the bottom line decr ...

Core Insights - Carlisle (CSL) reported revenue of $1.13 billion for the quarter ended December 2025, reflecting a year-over-year increase of 0.4% and surpassing the Zacks Consensus Estimate of $1.1 billion by 2.24% [1] - The company's EPS for the quarter was $3.90, down from $4.47 in the same quarter last year, but exceeded the consensus estimate of $3.60 by 8.21% [1] Revenue Performance - Carlisle Construction Materials (CCM) generated revenues of $826.8 million, exceeding the four-analyst average estimate of $810.77 million, but showing a year-over-year decline of 0.8% [4] - Carlisle Weatherproofing Technologies (CWT) reported revenues of $300.9 million, surpassing the average estimate of $292.82 million and reflecting a year-over-year increase of 4% [4] Adjusted EBIT Metrics - Adjusted EBIT for Carlisle Construction Materials (CCM) was $198.7 million, exceeding the three-analyst average estimate of $182.97 million [4] - Adjusted EBIT for Corporate and unallocated was reported at -$21 million, slightly worse than the three-analyst average estimate of -$20.18 million [4] - Adjusted EBIT for Carlisle Weatherproofing Technologies (CWT) was $21.3 million, above the three-analyst average estimate of $20.86 million [4] Stock Performance - Shares of Carlisle have returned +3.1% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Carlisle (CSL) came out with quarterly earnings of $3.9 per share, beating the Zacks Consensus Estimate of $3.6 per share. This compares to earnings of $4.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.21%. A quarter ago, it was expected that this diversified manufacturer would post earnings of $5.47 per share when it actually produced earnings of $5.61, delivering a surprise of +2.56%.Over the last four quarters, the c ...

Carlisle Companies (NYSE:CSL) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsCharles Perron-Piché - Vice President of Equity ResearchChris Koch - Chairman, President, and CEODavid MacGregor - PresidentGarik Shmois - Managing DirectorKeith Hughes - Managing DirectorKevin Zdimal - CFOMehul Patel - VP of Investor RelationsTom Sano - Managing DirectorConference Call ParticipantsAdam Baumgarten - VP and Equity Research AnalystOperatorGood afternoon. My name is Joelle, and I will be your ...

Carlisle Companies (NYSE:CSL) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsCharles Perron-Piché - Vice President of Equity ResearchChris Koch - Chairman, President, and CEODavid MacGregor - PresidentGarik Shmois - Managing DirectorKeith Hughes - Managing DirectorKevin Zdimal - CFOMehul Patel - VP of Investor RelationsTom Sano - Managing DirectorConference Call ParticipantsAdam Baumgarten - VP and Equity Research AnalystOperatorGood afternoon. My name is Joelle, and I will be your ...

Carlisle Companies (NYSE:CSL) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Speaker7Good afternoon. My name is Joelle, and I will be your conference call operator today. At this time, I would like to welcome everyone to the Carlisle Companies' fourth quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, we will conduct a question-and-answer session. I would like to turn the call over to Mr. Mehul Patel, Carlisle Vice Pre ...

Forward Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally use words such as "expect," "foresee," "anticipate," "believe," "project," "should," "estimate," "will," "plans," "intends," "forecast," and similar expressions, and reflect our expectations concerning the future. Such statements are made based on known events and circumstances at the ti ...

Exhibit 99.1 PRESS RELEASE 2/3/26 Carlisle Companies Reports Fourth Quarter Results SCOTTSDALE, ARIZONA, February 3, 2026 - Carlisle Companies Incorporated (NYSE:CSL) today announced its fourth quarter 2025 financial results. Comments from Chris Koch, Chair, President and Chief Executive Officer "Throughout 2025, despite continued headwinds in new construction and a complex economic environment, we continued to execute against our Vision 2030 strategy, and we remain very confident in our key long-term finan ...