Carlisle Companies Incorporated CSL is gaining from momentum in the Carlisle Construction Materials (CCM) segment, driven by healthy re-roofing demand, strategic growth initiatives and commercial execution. In the second quarter of 2026, the segment’s revenues increased 8% year over year. In 2026, the company expects the CCM segment’s revenues to increase in the mid-single digits. Carlisle is also witnessing encouraging trends in the Carlisle Weatherproofing Technologies (CWT) segment, supported by market-share gains and operational improvement initiatives. In the second quarter of 2026, CWT revenues increased 10% year over year. The segment is also benefiting from automation, footprint consolidation and expanded in-house polystyrene resin capacity.
CSL continues to use acquisitions to broaden its building-envelope portfolio, extend geographic reach and deepen contractor relationships. Acquisitions contributed 0.3% to the company’s second-quarter 2026 revenue growth. In June 2025, Carlisle acquired Bonded Logic, a U.S. manufacturer of sustainable thermal and acoustical insulation products. The acquisition expanded its insulation offering and supported the company’s push into energy-efficient building-envelope solutions. In February 2025, Carlisle acquired ThermaFoam, adding vertically integrated expanded-polystyrene capabilities and extending Insulfoam’s geographic coverage in Texas and the South-Central United States.
Carlisle remains committed to adding to its shareholders’ wealth through share repurchases and dividends. In the first half of 2026, Carlisle repurchased $500 million of shares and paid $90 million in dividends, returning $590 million to shareholders. In the second quarter alone, it repurchased $250 million of shares. Carlisle raised its full-year 2026 share repurchase target to $1.2 billion from $1 billion. Also, in August 2026, the company hiked its quarterly dividend by 14% to $1.25 per share. This marks Carlisle’s 50th consecutive annual dividend increase.
CSL’s Zacks Rank
In the past three months, this Zacks Rank #3 (Hold) company’s shares have gained 5.4% against the industry’s 18.4% decline.
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However, Carlisle has been dealing with elevated raw-material and freight costs, particularly for petroleum-based inputs affected by the Middle East conflict and related supply disruptions. Not only is this pushing up its direct expenses, but it is also weighing on margins as pricing realization lags cost inflation. In the second quarter of 2026, Carlisle’s cost of sales increased 10.3% year over year. Also, research and development expenses increased 2.7% year over year.
Carlisle’s exposure to the construction market makes its results sensitive to interest rates, customer demand and geopolitical disruptions. In the second quarter of 2026, the Middle East conflict increased petroleum-based raw material and freight costs and caused supply disruptions due to supplier-related disruptions.
Stocks to Consider
Better-ranked companies are discussed below.
GPGI, Inc. GPGI currently carries a Zacks Rank #2 (Buy). GPGI delivered a trailing four-quarter average earnings surprise of 23.8%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In the past 60 days, the Zacks Consensus Estimate for GPGI’s 2026 earnings has increased 4.2%.
Griffon Corporation GFF presently carries a Zacks Rank of 2. It has a trailing four-quarter average earnings surprise of 6.6%.
The Zacks Consensus Estimate for GFF’s 2026 earnings has increased 4.4% in the past 60 days.
3M Company MMM presently carries a Zacks Rank of 2. 3M delivered a trailing two-quarter average earnings surprise of 4.1%.
In the past 60 days, the consensus estimate for MMM’s 2026 earnings has increased 2.9%.
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Carlisle Companies Incorporated (CSL): Free Stock Analysis Report
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