Here's Why Investors Should Retain Carlisle Stock in Portfolio

Group 1: Company Performance - Carlisle Companies Incorporated (CSL) is experiencing growth in the Construction Materials segment, with a 2% year-over-year revenue increase in Q4 2024, driven by non-residential construction market strength in the U.S. and Europe [1] - The company anticipates mid-single-digit revenue growth for the Construction Materials segment in 2025, supported by strong contractor backlogs and customer demand [2] - The Weatherproofing Technologies segment is facing challenges, with organic revenues declining by 8% year-over-year in Q4 due to a slowdown in the residential construction market and project delays [8] Group 2: Acquisitions and Expansion - CSL acquired ThermaFoam in February 2025, enhancing its polystyrene insulation product portfolio and expanding its market presence in Texas and the South-Central U.S. [3] - The acquisition of Plasti-Fab in December 2024 strengthened CSL's position in the North American polystyrene insulation market [4] - The acquisition of MTL Holdings in May 2024 expanded customer offerings and boosted the architectural metals business [4] Group 3: Financial Management - In 2024, CSL rewarded shareholders with $172.4 million in dividends, a 7.6$1.59 billion, up 76.2% year-over-year [5] - The company is facing rising raw material and labor costs, with selling and administrative expenses increasing by 15.6% and cost of sales by 5.5% year-over-year in 2024 [9]