Carlisle Companies Incorporated (NYSE:CSL) Q4 2020 Earnings Conference Call February 4, 2020 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 Tim Wojs - Baird Saree Boroditsky - Jefferies Adam Baumgarten - Credit Suisse Kevin Hocevar - Northcoast Research Garik Shmois - Loop Capital Joel Tiss - BMO Capital Markets David MacGregor - Longbow Research Operator Good afternoon. My name is Anni ...

THE NEXT 100 YEARS 4th Quarter 2020 Earnings Conference Call February 4, 2021 Forward-looking statements Non-GAAP financial measures During this presentation, we make certain forward-looking statements concerning plans and expectations for Carlisle Companies Incorporated. We caution you that actual events or results may differ materially from our plans and expectations based on various factors and uncertainties, including risks from the global coronavirus (COVID-19) pandemic. The risk factors are contained ...

THE NEXT 100 YEARS 3rd Quarter 2020 Earnings Conference Call October 20, 2020 Forward-looking statements Non-GAAP financial measures During this presentation, we make certain forward-looking statements concerning plans and expectations for Carlisle Companies Incorporated. We caution you that actual events or results may differ materially from our plans and expectations based on various factors and uncertainties, including risks from the global coronavirus (COVID-19) pandemic. The risk factors are contained ...

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, 2020 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 telepho ...

Financial Data and Key Metrics Changes - Revenue decreased 12% to $1.1 billion in Q3 2020, with organic revenue declining 14.3% and acquisitions contributing 1.9% to sales growth [33] - Diluted EPS from continuing operations was $1.87, down from $2.42 year-over-year, with significant headwinds from volume, price, and mix [35] - Free cash flow for the first nine months of 2020 was $367.5 million, with expectations of over 150% free cash flow conversion for the full year [41] Business Line Data and Key Metrics Changes - CCM revenues decreased 7.8%, but operating margin improved by 260 basis points to 22%, driven by favorable raw materials and lower SG&A [36] - CIT revenue declined 30.3%, with an operating margin of negative 2.2%, significantly impacted by commercial aerospace volume declines [37] - CFT sales declined 5.1%, but operating income increased 5% year-over-year, with an operating margin improvement of 70 basis points to 6.8% [38] Market Data and Key Metrics Changes - The U.S. non-residential reroofing market is estimated to grow from $5 billion to $6 billion annually to approximately $8 billion in the next decade [11] - European construction markets showed steady performance, supporting overall year-over-year growth, with profitability improving [18] - Aerospace markets have been severely impacted by COVID-19, but there is optimism for recovery as global air travel resumes [21] Company Strategy and Development Direction - The company is focused on achieving Vision 2025, targeting $15 in earnings per share, supported by a strong cash generation capability and strategic acquisitions [10][30] - Continuous improvement through the Carlisle Operating System (COS) is a priority, with COS delivering approximately 1% of sales in savings and efficiency gains [32] - The company is committed to returning capital to shareholders while seeking strategic acquisitions, having deployed over $340 million in share repurchases year-to-date [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilience and ability to navigate the challenges posed by the COVID-19 pandemic, emphasizing safety and operational efficiency [7][9] - There is cautious optimism regarding the recovery of the aerospace market, with expectations of increased passenger confidence as safety measures improve [21] - The company anticipates low single-digit growth in CCM sales for Q4, barring any weather or COVID-related disruptions [18] Other Important Information - The company has taken proactive steps, including restructuring actions and workforce reductions, to position itself for improved performance in 2021 and beyond [13] - The company increased its dividend by 5% in September, marking the 44th consecutive year of increases [12] Q&A Session Summary Question: Freight costs and exposure to spot versus contracted rates - Management indicated that most freight is contracted, and while inflation is expected, it will be passed on in pricing [47] Question: Outlook for re-roofing activity and contractor availability - Management noted that re-roofing demand is building, but contractor availability and permitting processes may delay activity [51] Question: Growth outlook for aerospace and MAX production volumes - Management remains cautiously optimistic about aerospace recovery, with expectations of increased production rates in 2021 [54][56] Question: Price realization potential in 2021 - Management believes that if demand picks up, there could be a positive pricing environment in 2021 [58] Question: European market performance and competitive environment - Management reported positive trends in Europe, with expectations of continued demand and pricing pressures in the non-residential market [86][88]

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, 2020 Commission file number 1-9278 www.carlisle.com CARLISLE COMPANIES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 31-1168055 (State of incorporation) (I.R.S. Employer Identification No.) (480) 781-5000 (Telephone) 16430 North Scottsdale Road, Suite 400, Scottsdale, ...

Carlisle Companies Incorporated (NYSE:CSL) Q2 2020 Earnings Conference Call July 21, 2020 5:00 PM ET Company Participants James Giannakouros - Vice President of Investor Relations and Financial Planning & Analysis Christian Koch - Chairman, President and Chief Executive Officer Robert Roche - Vice President and Chief Financial Officer Conference Call Participants Bryan Blair - Oppenheimer & Co., Inc. Timothy Wojs - Robert W. Baird & Co., Inc. Adam Baumgarten - Credit Suisse Garik Shmois - Loop Capital Marke ...

THE NEXT 100 YEARS 2nd Quarter 2020 Earnings Conference Call July 21, 2020 Forward-looking statements Non-GAAP financial measures During this presentation, we make certain forward-looking statements concerning plans and expectations for Carlisle Companies Incorporated. We caution you that actual events or results may differ materially from our plans and expectations based on various factors and uncertainties, including risks from the global coronavirus (COVID-19) pandemic. The risk factors are contained in ...

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, 2020 Commission file number 1-9278 www.carlisle.com CARLISLE COMPANIES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 31-1168055 (State of incorporation) (I.R.S. Employer Identification No.) (480) 781-5000 (Telephone) 16430 North Scottsdale Road, Suite 400, Scottsdale, ...

Carlisle Companies Incorporated (NYSE:CSL) Q1 2020 Earnings Conference Call April 21, 2020 5:00 PM ET Company Participants Jim Giannakouros - VP, IR and Financial Planning & Analysis Chris Koch - President and CEO Bob Roche - CFO Conference Call Participants Tim Wojs - Baird Bryan Blair - Oppenheimer Saree Boroditsky - Jefferies Garik Shmois - Loop Capital Kevin Hocevar - Northcoast Research Joel Tiss - BMO David MacGregor - Longbow Research Operator Good afternoon. My name is Chantelle and I will be your c ...