Carlisle(US:CSL)2025-07-30 21:00Financial Performance - Second quarter revenues were $1.4 billion, remaining flat year-over-year[5] - Adjusted EPS increased by 0.5% to $6.27[5, 19] - Adjusted EBITDA margin decreased by 190 bps to 26.9%[5, 18] Segment Performance - Carlisle Construction Materials (CCM) segment revenue increased by 0.6% to $1.096 billion, while adjusted EBITDA decreased by 5% to $346 million[23] - Carlisle Weatherproofing Technologies (CWT) segment revenue decreased by 2% to $354 million, and adjusted EBITDA decreased by 13% to $71 million[29] Outlook and Strategy - The company anticipates low single-digit (LSD) revenue growth for FY 2025, with adjusted EBITDA margins down 150 bps[6, 42] - The company returned $343 million to shareholders through dividends and share repurchases[6] - The company acquired Bonded Logic, expanding into the $14 billion North American insulation market[6, 11] Liquidity and Debt - The company has total liquidity of $1.1 billion, including $68 million in cash and $1.0 billion available under a revolver as of June 30, 2025[36] - Net debt to EBITDA ratio is 1.4x, within the target range of 1.0x-2.0x[36]