Carlisle Q2 revenue beats estimates; record sales lift FY outlook
CSL•What drove the quarter
- Volume growth and re-roofing demand — The company said record revenue was driven by above-market volume growth from strategic initiatives and solid re-roofing demand.
- Raw material and freight costs — Carlisle said elevated input costs outpaced pricing realization, pressuring margins despite operational efficiency initiatives.
- Customer pre-buying — The company cited customer pre-buying ahead of announced price increases as a contributor to Q2 revenue.
Q2 revenue beats estimates
Carlisle said its second-quarter revenue rose 8% year over year, beating analyst expectations.
Adjusted EPS for Q2 rose 12% year over year to a record $7.03.
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $1.57 bln | $1.48 bln (10 Analysts) |
| Q2 EPS | $6.36 | ||
| Q2 Net Income | $255.20 mln |
Outlook raised for fiscal 2026
Carlisle raised its fiscal 2026 revenue outlook to mid-single-digit percentage growth.
The company said it expects its fiscal 2026 adjusted EBITDA margin to remain flat.
