Core Insights - Carlisle (CSL) reported $1.45 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 0.1% and an EPS of $6.27, slightly up from $6.24 a year ago, but below the consensus estimates [1] - The revenue fell short of the Zacks Consensus Estimate by 3.2%, while the EPS missed the consensus estimate by 6% [1] Revenue Performance - Carlisle Weatherproofing Technologies (CWT) generated $353.9 million in revenue, which is below the average estimate of $381.25 million, representing a year-over-year decline of 2.2% [4] - Carlisle Construction Materials (CCM) reported $1.1 billion in revenue, slightly above the average estimate of $1.12 billion, with a year-over-year increase of 0.6% [4] Earnings Before Interest and Taxes (EBIT) - Adjusted EBIT for Carlisle Construction Materials (CCM) was $324.1 million, lower than the estimated $346.06 million [4] - Adjusted EBIT for Corporate and unallocated was reported at -$28.5 million, better than the estimated -$30.48 million [4] - Adjusted EBIT for Carlisle Weatherproofing Technologies (CWT) was $44.8 million, significantly below the average estimate of $56.44 million [4] Stock Performance - Over the past month, shares of Carlisle have returned +8.7%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Carlisle (CSL) is expected to report quarterly earnings of $6.67 per share, a 6.9% increase year-over-year, with revenues projected at $1.5 billion, reflecting a 3.2% year-over-year growth [1] - The consensus EPS estimate has been revised 1.1% higher in the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Estimates - Analysts estimate revenues for Carlisle Construction Materials (CCM) to be $1.12 billion, a 2.5% increase from the previous year [5] - Revenues for Carlisle Weatherproofing Technologies (CWT) are forecasted to reach $381.25 million, suggesting a 5.4% year-over-year increase [5] Adjusted EBIT Estimates - The consensus for Adjusted EBIT for Carlisle Construction Materials (CCM) is $346.06 million, slightly up from $343.80 million reported in the same quarter last year [6] - For Carlisle Weatherproofing Technologies (CWT), analysts expect Adjusted EBIT to be $56.44 million, down from $59.60 million reported in the same quarter last year [6] Stock Performance - Over the past month, Carlisle shares have increased by 16.2%, outperforming the Zacks S&P 500 composite, which saw a 4.9% change [6] - Carlisle holds a Zacks Rank of 3 (Hold), suggesting that its performance is likely to align with the overall market in the near term [6]