THE NEXT 100 YEARS 4th Quarter 2021 Earnings Call February 10, 2022 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," "forecast," and similar expressions, and reflect our expectations concerning the future. It is possible th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2021 Commission file number 1-9278 www.carlisle.com CARLISLE COMPANIES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 31-1168055 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 16430 North Scottsdale Road, Suite 4 ...

THE NEXT 100 YEARS 3rd Quarter 2021 Earnings Call October 21, 2021 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," "forecast," and similar expressions, and reflect our expectations concerning the future. It is possible tha ...

Carlisle Companies Incorporated (NYSE:CSL) Q3 2021 Results Conference Call October 21, 2021 5:00 PM ET Company Participants Jim Giannakouros - VP, IR Chris Koch - Chairman, President and CEO Bob Roche - CFO Conference Call Participants Bryan Blair - Oppenheimer Saree Boroditsky - Jefferies Garik Shmois - Loop Capital Tim Wojs - Baird David MacGregor - Longbow Research Operator Good afternoon. My name is Bethany, and I will be your conference operator today. At this time, I would like to welcome everyone to ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2021 Commission file number 1-9278 www.carlisle.com CARLISLE COMPANIES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 31-1168055 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 16430 North Scottsdale Road, Suite 400, S ...

VISION CARLISLE 2025 2nd Quarter 2021 Earnings Call July 22, 2021 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," "forecast," and similar expressions, and reflect our expectations concerning the future. It is possible that ...

Financial Data and Key Metrics Changes - Revenue increased by 22% year-over-year, driven by strong performance in the CCM and CFT segments, while CIT faced an 8% decline due to commercial aerospace challenges [18][35]. - Adjusted EPS for the second quarter was $2.16, up from $1.95 in the previous year, with organic revenue growth of 20.7% [36][35]. - Adjusted EBITDA margin for CCM was 21.5%, reflecting a 60 basis point decline year-over-year due to higher raw material prices [38]. Business Line Data and Key Metrics Changes - CCM revenue grew by 27.5%, with all product lines achieving over 20% growth, particularly in architectural metals and spray foam insulation [37]. - CFT sales surged by 54% year-over-year, with organic revenue improving by 44.3% [41]. - CIT revenue declined by 8.2%, primarily due to the ongoing impact of the pandemic on commercial aerospace markets [39]. Market Data and Key Metrics Changes - The U.S. reroofing market is expected to grow from $6 billion to $8 billion over the next decade, driven by pent-up demand and increased emphasis on energy efficiency [20]. - The commercial aerospace market remains depressed, but there are signs of stabilization and potential sequential revenue improvement [39][25]. Company Strategy and Development Direction - The company is committed to its Vision 2025 strategy, aiming for $8 billion in revenues and $15 in earnings per share by 2025 [10][51]. - Significant investments are being made in building products, including a $60 million facility in Missouri for energy-efficient insulation and expansion of TPO manufacturing [14][15]. - The acquisition of Henry Company for $1.575 billion is expected to enhance long-term value creation and align with the company's strategy to optimize its portfolio [27][44]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the remainder of 2021, citing record backlogs and supportive trends in key markets [48]. - The company anticipates high teens revenue growth for 2021, with CCM expected to lead this growth [49]. - Despite uncertainties related to COVID-19 and supply chain constraints, management remains confident in the company's ability to execute its strategies [52]. Other Important Information - The company has returned over $1.8 billion to shareholders through share repurchases since 2016 and has a history of consistently raising dividends [17]. - The company reported a free cash flow of $64.6 million for the quarter, a decline due to increased working capital usage [44]. Q&A Session Summary Question: How did raw material availability impact CCM's ability to meet demand? - Management indicated that the team effectively managed raw material constraints and met demand in the second quarter, with expectations for continued normal growth into the third quarter [55]. Question: What are the expectations for growth rates as the company moves into the third quarter? - Management expects growth rates to continue, with the third quarter anticipated to be larger than the second, reflecting normal seasonality [56]. Question: How is the company managing its backlog amid potential double ordering? - The company prioritizes orders based on necessity and long-term customer relationships, ensuring that essential contractors receive the products they need [60]. Question: What is the outlook for the building envelope business given housing market conditions? - Management remains optimistic about the building envelope business, noting strong demand and the potential for continued growth despite market fluctuations [90].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2021 Commission file number 1-9278 www.carlisle.com CARLISLE COMPANIES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 31-1168055 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) (480) 781-5000 (Registrant's telephone n ...

Carlisle Companies Inc. (NYSE:CSL) Q1 2021 Earnings Conference Call April 22, 2021 5:00 PM ET Company Participants Jim Giannakouros - Vice President of Investor Relations Chris Koch - Chairman, President & Chief Executive Officer Bob Roche - Chief Financial Officer Conference Call Participants Bryan Blair - Oppenheimer Tim Wojs - Baird Saree Boroditsky - Jefferies Garik Shmois - Loop Capital Joel Tiss - BMO Capital Markets Kevin Hocevar - Northcoast Research Operator Good afternoon. My name is Kavita [ph] a ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED December 31, 2020 www.carlisle.com Commission File Number 1-9278 CARLISLE COMPANIES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 31-1168055 (State of incorporation) (I.R.S. Employer I.D. No) 16430 North Scottsdale Road, Suite 400, Scottsdale, Arizona 85254 (Address of principal executiv ...