Carlisle Companies reported fourth-quarter adjusted earnings of $3.90 per share, exceeding the consensus estimate of $3.60. This result compares with $4.47 in the same quarter a year earlier. Revenue for the period climbed 2.8% year-over-year to $1.08 billion, driven by strength in the Construction Materials segment, which benefited from higher sales of single-ply roofing membranes and polyiso insulation products. The company’s operating margin expanded by 120 basis points to 15.4%, reflecting disciplined pricing actions and productivity improvements across its five core business lines.

According to its latest 13F filing, Running Oak Capital LLC boosted its position in Carlisle Companies by acquiring 1,788 additional shares, bringing its total holding to 45,773 shares. This represents a 4.1% increase in ownership during the third quarter. The firm now controls approximately 0.11% of the outstanding shares. Other notable moves include new positions initiated by Elevation Point Wealth Partners, Twin Peaks Wealth Advisors, GFG Capital and Hemington Wealth Management, each purchasing positions valued near $25,000 to $26,000, while Caitong International Asset Management lifted its stake by 527.3%. Overall, institutional investors account for 89.5% of the company’s shares.

Wall Street analysts anticipate first-quarter earnings of $3.63 per share on revenue near $1.11 billion. CSL trades at a forward P/E ratio of 17.1, below its 10-year average, implying potential undervaluation. The balance sheet remains healthy, with net debt to EBITDA at 1.4x and a current ratio of 3.25. Management reiterated its target of $40 in adjusted EPS by 2030, supported by ongoing mergers and acquisitions and accelerating demand for energy-efficient building solutions. The board approved a quarterly dividend of $1.10 per share, payable March 2 to shareholders of record February 17, translating to an annualized yield of 1.3% and a payout ratio near 25%.