Carlisle Companies Incorporated (CSL) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Carlisle Companies published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Carlisle Companies reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Diluted EPS here is from continuing operations, the figure Carlisle headlines. Including discontinued operations, Q3 2026 diluted EPS was $5.24, against $4.98.
• Carlisle's adjusted EPS adds back acquisition-related amortization ($0.55 a share in Q3 2026) as well as restructuring, casualty, legal and pension items.

Source: Carlisle Companies Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Carlisle Companies splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Carlisle Companies's Carlisle Construction Materials (CCM) revenue was $1.1 billion in Q3 2026, up 8% from $1.0 billion in Q3 2025, 74% of total revenue.
• Carlisle Companies's Carlisle Weatherproofing Technologies (CWT) revenue was $379 million in Q3 2026, up 9% from $346 million in Q3 2025, 26% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Carlisle Companies said:

“For the fourth quarter, we expect high-single-digit revenue growth with flat adjusted EBITDA margin, as the benefits of our pricing actions continue to build.”

“Our outlook does not assume a near-term recovery in new construction markets.”

“CCM fourth quarter revenues up high-single-digit percentage year-over-year”

“Our balance sheet remains strong, and we remain on track with our $1.2 billion share repurchase target for 2026.”

Source: Carlisle Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the CSL forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Revenue and diluted EPS from continuing operations, each as first reported in that quarter's release.

We do not hold a confirmed date for Carlisle Companies's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

Carlisle Companies makes building envelope products, mostly commercial roofing, in two segments. Revenue rose 9% to $1,463.4 million in Q3 2026. Carlisle Construction Materials (CCM) brought in $1,084.9 million, up 8% (9% organic), and Carlisle Weatherproofing Technologies (CWT) $378.5 million, up 9% (10% organic). (Carlisle Companies Q3 2026 release, Oct 28, 2026)

CCM sells single-ply roofing membranes (EPDM, TPO and PVC), polyiso insulation and architectural metal, mainly to commercial construction and the repair and replacement market. Carlisle said CCM's growth came from volume tied to its strategic initiatives, including data centers, plus solid re-roofing demand and price realization, tempered by soft commercial new construction. (Carlisle Form 10-K, 2025, Feb 13, 2026; Carlisle Companies Q3 2026 release, Oct 28, 2026)

CWT makes waterproofing, roofing underlayments, air and vapor barriers, spray foam and coatings, and expanded polystyrene insulation, sold mostly through distribution and retail outlets in North America. Carlisle credited CWT's growth to share gains and weather that lifted demand for roof coatings, which outweighed weak residential and non-residential new construction. (Carlisle Form 10-K, 2025, Feb 13, 2026; Carlisle Companies Q3 2026 release, Oct 28, 2026)

Carlisle sells mainly in the US: $1,327.5 million of Q3 2026 revenue was delivered to US customers and $135.9 million internationally, down from $142.0 million. Its customer base is concentrated through distribution: in 2025 CCM's two largest customers represented 33% of Carlisle's consolidated revenues. (Carlisle Form 10-Q, Q3 2026, Oct 29, 2026; Carlisle Form 10-K, 2025, Feb 13, 2026)

Carlisle said renewed escalation of the conflict in the Middle East pushed petroleum-derived raw material, diesel and freight costs well above its July outlook, and it has added freight surcharges and price increases across CCM and CWT without a material change in demand. (Carlisle Companies Q3 2026 release, Oct 28, 2026)

Carlisle Companies' diluted EPS from continuing operations was $5.22 in Q3 2026, up 5%, and adjusted EPS was $5.92, up 6%. Most of the $0.70 gap is acquisition-related amortization of intangible assets, which Carlisle adds back ($0.55 a share), along with casualty losses ($0.07) and restructuring, legal and pension settlement costs. (Carlisle Companies Q3 2026 release, Oct 28, 2026)

Operating income was flat at $293.2 million, so operating margin fell to 20.0% from 21.8%, and adjusted EBITDA margin fell to 23.8% from 25.9%. CCM's adjusted EBITDA margin dropped 200 basis points to 28.2% because raw material and freight inflation outpaced pricing, while CWT's rose 60 basis points to 18.0%. Interest expense rose to $27.7 million from $21.3 million. (Carlisle Companies Q3 2026 release, Oct 28, 2026)

Income from continuing operations fell 3% to $207.4 million, but diluted shares dropped to 39.6 million from 42.9 million. Carlisle repurchased $350 million of shares in the quarter and $850 million in the first nine months, and raised its quarterly dividend 14% to $1.25 a share. (Carlisle Companies Q3 2026 release, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Carlisle Companies gives a next-quarter outlook in words, not numbers. For Q4 2026 it expects consolidated revenue up a high-single-digit percentage year over year, with CCM and CWT each up a high-single-digit percentage, and adjusted EBITDA margin flat year over year. (Carlisle Companies Q3 2026 release, Oct 28, 2026)

The outlook assumes no near-term recovery in new construction, and Carlisle said it remains on track for $1.2 billion of share repurchases in 2026. It does not provide forward-looking GAAP figures or reconcile its non-GAAP outlook. (Carlisle Companies Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover Carlisle Companies, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Carlisle Companies's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning CSL is on is CSL a buy or a sell?, what analysts expect next is on the CSL forecast, and what the company does is on the Carlisle Companies Incorporated (CSL) stock page.

Every number on this page can be traced to a document Carlisle Companies published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.