Carlisle’s 3.23% Stock Decline Amid 57.28% Volume Surge to $280M, 442nd in Daily Liquidity as Q2 Earnings Beat

Carlisle Companies (CSL) saw a 3.23% decline in its stock price on July 30, 2025, despite a 57.28% surge in trading volume to $280 million, ranking it 442nd in daily liquidity. The company reported Q2 2025 results with $1.4 billion in revenue, flat year-over-year, and a record adjusted EPS of $6.27. Strategic moves included the acquisition of Bonded Logic, a recycled denim insulation firm, and $300 million in share repurchases. The Carlisle Construction Materials (CCM) division posted a 0.6% revenue increase to $1.096 billion, while Carlisle Weatherproofing Technologies (CWT) faced a 2% decline to $354 million due to weak residential and commercial markets.

Management revised its full-year outlook to low-single-digit revenue growth and a 150-basis-point drop in adjusted EBITDA margins, citing persistent construction market headwinds. Despite challenges in CWT, CCM’s re-roofing segment maintained mid-single-digit growth, contributing 70% of its commercial roofing revenue. Operational investments, including automation projects at CWT, are expected to generate $12 million in annual adjusted EBITDA. The company emphasized Vision 2030 strategic pillars, including innovation and capital allocation, while returning $343 million to shareholders through dividends and buybacks.

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