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Company

CARLISLE COMPANIES INC

Ticker
CSL
Sector
Industry
Report date
October 29, 2026
Valye AI Score

63

High visibility
Recent developments
Recent developments summary

Carlisle Companies Inc reported third quarter 2026 financial results showing 9% revenue growth and net income of $208.1 million. The company held an earnings conference call on October 29, 2026, providing detailed insights into its performance. Despite revenue growth, some reports noted that earnings lagged certain expectations. The company maintains strong liquidity with a current ratio of 2.4 as of September 30, 2026.

Recent developments:
  • Carlisle Companies Incorporated reported third quarter 2026 financial results with 9% revenue growth [N2].
  • The company held a Q3 2026 earnings call transcript published on October 29, 2026, discussing financial performance and outlook [N1].
  • Some news coverage indicated that Carlisle's Q3 earnings lagged certain estimates [N3].
  • Detailed analysis of Q3 earnings metrics was provided in a news article on October 28, 2026 [N4].
  • Carlisle Companies held a Q3 2026 earnings conference call on October 28, 2026 [N5].
  • Wall Street expectations for earnings growth were discussed in a report dated October 21, 2026 [N6].
Overview

Carlisle Companies Inc is a publicly traded company identified by ticker CSL. The company provides quarterly and annual financial disclosures through SEC filings, including a recent 10-Q filing for Q3 2026 and a 10-K filing for fiscal year 2025. Carlisle's financial results for Q3 2026 show revenue growth and profitability, supported by detailed earnings call transcripts and financial news coverage. The company maintains solid liquidity metrics as of September 30, 2026.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Carlisle Companies Inc reported Q3 2026 financial results with 9% revenue growth and net income of $208.1 million as of September 30, 2026. The company maintains strong liquidity with a current ratio of 2.4 and cash ratio of 0.62 based on its latest 10-Q filing dated October 29, 2026.

Scenarios for CSL

Bull case model:

Carlisle's recent financial disclosures demonstrate revenue growth and profitability, supported by strong liquidity ratios. The company’s transparent communication through earnings calls and detailed SEC filings enhances business model clarity and investor understanding. Continued operational execution and financial discipline could sustain these positive trends.

Bear case model:

Despite revenue growth, Carlisle's earnings performance in Q3 2026 lagged some expectations according to news coverage, indicating potential challenges in margin management or cost pressures. The company operates in an environment with industry headwinds that could impact future financial results. Maintaining profitability and managing risks remain critical.

Moat:

Carlisle Companies Inc operates with a business model that supports consistent revenue growth and profitability, as evidenced by its recent 9% revenue increase in Q3 2026 and positive net income. The company's liquidity position, with a current ratio of 2.4, indicates financial stability. Regular and transparent SEC filings and earnings calls contribute to strong visibility and investor confidence.

Risks overview
Risks summary
The primary risks for Carlisle Companies Inc relate to market cyclicality, operational execution challenges, and maintaining financial liquidity under changing economic conditions.
Risks details:

• Market and Industry Risks: Carlisle operates in sectors subject to economic cycles and competitive pressures which may affect revenue and profitability.
• Operational Risks: Execution risks include managing costs and maintaining margins amid fluctuating demand and input prices.
• Liquidity Risks: While current liquidity ratios are strong, any significant adverse changes in working capital or cash flows could impact financial flexibility.

FINAL FORECAST FOR CSL

Final take one line
Carlisle Companies Inc exhibits high business model visibility with detailed recent financial disclosures and strong liquidity metrics as of Q3 2026.
Final take 12 to 24 month view

Business trends: Revenue growth of 9% in Q3 2026 and ongoing transparent financial reporting indicate steady operational activity.
Execution milestones: Completion of quarterly earnings calls and SEC filings provide clarity on financial performance and risk management.
Key risks: Market cyclicality, operational cost pressures, and maintaining liquidity amid economic fluctuations remain important considerations.

Valye AI Visibility Research Score

High visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

63
LLM visibility overview
LLM Visibility known facts
  • Carlisle Companies Inc is a publicly traded company with ticker CSL.
  • The company reported Q3 2026 financial results including 9% revenue growth as of October 29, 2026.
  • As of September 30, 2026, Carlisle had cash and cash equivalents of $546.7 million and current assets of $2.104 billion, with current liabilities of $875 million, resulting in a current ratio of 2.4 and a cash ratio of 0.62.
  • Net income for Q3 2026 was $208.1 million with basic earnings per share of $5.27 and diluted EPS of $5.24.
  • The latest SEC filings include a 10-K filed on February 13, 2026, and a 10-Q filed on October 29, 2026, providing detailed financial and risk disclosures.
  • Recent news coverage includes multiple earnings call transcripts and financial results reports from a primary source (www.nasdaq.com) dated October 2026.
  • Carlisle's Q3 2026 earnings call and financial results were publicly disclosed and analyzed in detail in multiple news articles on October 28-29, 2026.
  • The company has a history of quarterly earnings reports and conference calls providing transparency into financial performance and business operations.
Sources
Sources - Context summary

Generated 2026-10-30

Sources - Earning calls
  • N1
  • N5
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-02-13 | 10-K
  • S2 | 2026-10-29 | 10-Q
Sources - News headlines
  • N1 | 2026-10-29 | www.nasdaq.com | Carlisle (CSL) Q3 2026 Earnings Call Transcript | https://www.nasdaq.com/articles/carlisle-csl-q3-2026-earnings-call-transcript
  • N2 | 2026-10-29 | www.nasdaq.com | Carlisle Companies Incorporated Reports Third Quarter 2026 Financial Results with 9% Revenue Growth | https://www.nasdaq.com/articles/carlisle-companies-incorporated-reports-third-quarter-2026-financial-results-9-revenue
  • N3 | 2026-10-28 | www.nasdaq.com | Carlisle (CSL) Lags Q3 Earnings Estimates | https://www.nasdaq.com/articles/carlisle-csl-lags-q3-earnings-estimates
  • N4 | 2026-10-28 | www.nasdaq.com | Compared to Estimates, Carlisle (CSL) Q3 Earnings: A Look at Key Metrics | https://www.nasdaq.com/articles/compared-estimates-carlisle-csl-q3-earnings-look-key-metrics
  • N5 | 2026-10-28 | www.nasdaq.com | Carlisle Companies Q3 26 Earnings Conference Call At 5:00 PM ET | https://www.nasdaq.com/articles/carlisle-companies-q3-26-earnings-conference-call-5-00-pm-et
  • N6 | 2026-10-21 | www.nasdaq.com | Carlisle (CSL) Reports Next Week: Wall Street Expects Earnings Growth | https://www.nasdaq.com/articles/carlisle-csl-reports-next-week-wall-street-expects-earnings-growth
  • N7 | 2026-10-15 | www.nasdaq.com | MMM Q3 Earnings on Deck: How to Approach the Stock Now? | https://www.nasdaq.com/articles/mmm-q3-earnings-deck-how-approach-stock-now
  • N8 | 2026-10-12 | www.nasdaq.com | 3M's Margins Improve Amid Cost Pressures: Can the Trend Continue? | https://www.nasdaq.com/articles/3ms-margins-improve-amid-cost-pressures-can-trend-continue
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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