Carlisle Companies Q2 rev $1.4 bln, EPS $5.87, adj. EPS $6.27.

• Carlisle Companies reported Q2 revenue of $1.4 billion, flat YoY. • Operating margin was 23.1%, and adj. EBITDA margin was 26.9%. • Diluted EPS was $5.87, and record adj. EPS was $6.27. • The company repurchased 0.8 million shares for $300 million. • Carlisle acquired Bonded Logic, a manufacturer of recycled denim insulation. • FY 2025 outlook now expects LSD revenue growth with adj. EBITDA margins down 150 bps.

Title: Carlisle Companies Reports Mixed Q2 Results; Adjusts FY 2025 Outlook

Carlisle Companies Incorporated (NYSE: CSL) reported its second quarter 2025 financial results today, showcasing a flat year-over-year revenue of $1.4 billion while maintaining strong operating margins. The company's operating margin stood at 23.1%, and its adjusted EBITDA margin was 26.9%. Diluted EPS was $5.87, with a record adjusted EPS of $6.27. Carlisle repurchased 0.8 million shares for $300 million during the quarter.

The company's performance was highlighted by strong results in its Carlisle Construction Materials (CCM) segment, which saw revenue increase by 0.6% to $1.096 million, driven by the acquisition of MTL. However, Carlisle Weatherproofing Technologies (CWT) segment faced challenges, with revenue decreasing by 2% to $354 million due to softness in residential and commercial end-markets. Despite these challenges, Carlisle continued to invest in innovation and operational excellence, as seen in its $166 million capital expenditures and $108 million acquisitions during the period.

The company also made a strategic acquisition by purchasing Bonded Logic, a manufacturer of recycled denim insulation, which strengthens its portfolio of energy-efficient building solutions. This acquisition supports the growth of the Henry UltraTouch denim insulation product, which was named a 2025 finalist for The Home Depot Merchandising Innovation Award.

However, Carlisle has revised its full-year 2025 outlook due to the continued deterioration in new construction markets. The company now expects low-single-digit revenue growth, with an adjusted EBITDA margin decline of 150 basis points. This adjustment reflects lower volume expectations and limited traction on price increases.

The company remains committed to its Vision 2030 strategic initiatives, including operational excellence, innovation, and disciplined capital deployment. Carlisle will continue to enhance efficiency via automation, emerging AI technologies, and the Carlisle Operating System, while leveraging synergies from integrating its strategic acquisitions.

Carlisle Companies will discuss its second quarter 2025 results on a conference call at 5:00 p.m. ET today. The call can be accessed via webcast at www.carlisle.com/investors/events-and-presentations or by telephone at 800-549-8228 (Domestic) or 646-564-2877 (International), with Conference ID: 87231.

References
[1] https://www.marketscreener.com/news/carlisle-companies-reports-second-quarter-results-ce7c5fdfd080f326