Carlisle Companies Incorporated Aktie News

Carlisle Companies Incorporated ( CSL ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Mehul Patel - Vice President of Investor Relations D. Koch - Chairman, President & CEO Kevin Zdimal - VP & CFO Conference Call Participants Timothy Wojs - Robert W.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today announced its third quarter 2025 financial results. Revenue of $1.3 billion, up 1% year-over-year Diluted EPS of $4.97 and adj. EPS of $5.61 Operating margin of 21.8%, adj. EBITDA margin of 25.9%, CCM adj. EBITDA margin of 30.2% Issued $1.0 billion of debt, providing additional financial flexibility Increasing ...

Comfort Systems USA (FIX) now dominates my portfolio after a strong rally, but its high valuation raises concerns about future returns. FIX's fundamentals remain robust, driven by AI, data center buildouts, and acquisitions, yet the stock trades at a significant premium to historical averages. I am considering rotating capital from FIX into undervalued opportunities like Carlisle Companies (CSL...

Mastercard, Carlisle Companies, and Brookfield Asset Management collectively yield a market-beating 1.6% and are trading 4% to 21% below our fair value estimates. Mastercard is poised to keep benefiting from meaningful secular trends and the network effect of its business model. Carlisle Companies can leverage rising demand from aging U.S. infrastructure and its track record of smart bolt-on ac...

The U.S. housing market is a 'coiled spring' with pent-up demand, poised for explosive growth if mortgage rates and regulations ease. Even small drops in mortgage rates have triggered surges in refinancing and buyer activity, confirming high sensitivity and sidelined demand. Top investment opportunities include housing-related suppliers and distributors like Carlisle, TopBuild, Builders FirstSo...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) will release third quarter 2025 results on Wednesday, October 29, 2025, after market close. A conference call to discuss these results has been scheduled for 5pm ET on Wednesday, October 29, 2025. The call can be accessed via webcast, along with related materials, at www.carlisle.com/investors/events-and-presentation...

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips t...

The U.S. housing market is severely constrained by high prices, elevated mortgage rates, and overregulation, creating a national affordability crisis. Government intervention is accelerating, with potential emergency measures aimed at boosting supply, easing regulations, and lowering borrowing costs to unlock pent-up demand.