Carlisle Companies (CSL) 2025 Earnings Call Presentation

Company Overview - The company is a leading supplier of innovative building envelope products and solutions for more energy-efficient buildings[5] - The company's revenue for 2024 was $5 billion[6] - The adjusted EBITDA margin for 2024 was 266%[6] - The company's market capitalization as of May 1, 2025, was approximately $16 billion[6] Carlisle Construction Materials (CCM) - CCM's revenue for 2024 was $37 billion[9] - CCM's adjusted EBITDA margin for 2024 was 314%[9] - Replace & Remodel accounts for 67% of CCM's revenue mix, while New Construction accounts for 33%[12] - Commercial makes up 92% of CCM's revenue mix, while Residential accounts for 8%[12] Carlisle Weatherproofing Technologies (CWT) - CWT's revenue for 2024 was $13 billion[13] - CWT's adjusted EBITDA margin for 2024 was 206%[13] - Replace & Remodel accounts for 44% of CWT's revenue mix, while New Construction accounts for 56%[14] - Commercial makes up 55% of CWT's revenue mix, while Residential accounts for 45%[14]