CARLISLE COMPANIES INCORPORATED
In the published model solve dated 2026-Q2, anchored at $352.14, CARLISLE COMPANIES INCORPORATED (CSL) is priced for +7.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Two roofing distributors buy a third of everything Carlisle sells: the 10-K discloses that ⟦in 2025 CCM's two largest customers represented 33% of the Company's consolidated revenues⟧, with Beacon Roofing Supply at about 16.7% and ABC Supply at about 16.3%. • The share count has been shrinking about 6.1% a year over the past four years, which is where a good deal of the per-share progress has come from while end-market volumes have been soft. • Second-quarter results are due July 29, 2026, and
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754 institutional managers reported holding CSL in 13F filings for the quarter ended 2026-03-31. 83 opened new positions that quarter. Held by BlackRock, Vanguard Group, Morgan Stanley, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (8.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CSL has cut its share count 22% over the past five years, spending $4.51B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 15 years straight; the current rate is $4.20 a share annually. Cash returned over the past three years: $482.30M in dividends and $3.81B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CSL over the trailing three years. Absence is a fact about the company, not a signal. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CSL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-29 | +1.5% | +18.9% |
| 2023-07-28 | +3.0% | -6.5% |
| 2023-10-28 | +4.9% | +25.6% |
| 2024-04-27 | +6.7% | +1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CSL's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-04-30 (items 5.02, 5.07, 9.01); 2026-04-23 (items 2.02, 9.01); 2026-02-03 (items 2.02, 9.01); 2025-11-03 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.