Carlisle Companies Incorporated is a diversified industrial company with a global portfolio of niche brands that delivers energy efficient and highly engineered products and solutions for its customers. Driven by its strategic plan, Vision 2025, Carlisle is committed to generating superior shareholder returns by investing in high-ROIC businesses and maintaining a balanced capital deployment approach, including investments in its businesses, strategic acquisitions, share repurchases and continued dividend increases. Carlisle is headquartered in Phoenix, Arizona. Its worldwide team of employees generated $4.2 billion in revenues in 2020.

Company profile
Ticker
CSL
Exchange
Website
CEO
Dale Koch
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Accella Holdings, LLC • ASP Henry Holdings, Inc. • Carlisle Construction Materials, LLC • Carlisle Fluid Technologies, Inc. • Carlisle Interconnect Technologies, Inc. • Carlisle, LLC ...
IRS number
311168055
CSL stock data
News

Carlisle Companies Ex-Dividend Date Is Wednesday, Here's What You Need To Know
12 Aug 22
Recap: Carlisle Companies Q2 Earnings
27 Jul 22
Carlisle Companies Q2 EPS $6.15 Beats $5.00 Estimate, Sales $1.85B Beat $1.69B Estimate
27 Jul 22
Earnings Scheduled For July 27, 2022
27 Jul 22
Baird Maintains Outperform on Carlisle Companies, Raises Price Target to $325
23 Jun 22
Analyst ratings and price targets
Calendar
28 Jul 22
12 Aug 22
31 Dec 22
Financial summary
Quarter (USD) | Jun 22 | Mar 22 | Dec 21 | Sep 21 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 353.2M | 353.2M | 353.2M | 353.2M | 353.2M | 353.2M |
Cash burn (monthly) | (no burn) | 30.01M | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 43.45M | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 309.75M | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 10.3 | n/a | n/a | n/a | n/a |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Aug 22 | John E Berlin | Common Stock | Sell | Dispose S | No | No | 310.46 | 399 | 123.87K | 30,693 |
11 Aug 22 | John E Berlin | Common Stock | Option exercise | Acquire M | No | No | 110.79 | 399 | 44.21K | 31,092 |
11 Aug 22 | John E Berlin | Common Stock | Sell | Dispose S | No | No | 309.5 | 15,841 | 4.9M | 30,693 |
11 Aug 22 | John E Berlin | Common Stock | Option exercise | Acquire M | No | No | 110.79 | 15,841 | 1.76M | 46,534 |
11 Aug 22 | John E Berlin | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 110.79 | 399 | 44.21K | 0 |
11 Aug 22 | John E Berlin | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 110.79 | 15,841 | 1.76M | 399 |
11 Aug 22 | Nicholas J. Shears | Common Stock | Sell | Dispose S | No | No | 312.16 | 5,147 | 1.61M | 15,496 |
11 Aug 22 | Nicholas J. Shears | Common Stock | Sell | Dispose S | No | No | 312.71 | 5,470 | 1.71M | 20,643 |
11 Aug 22 | Nicholas J. Shears | Common Stock | Option exercise | Acquire M | No | No | 110.79 | 5,470 | 606.02K | 26,113 |
11 Aug 22 | Nicholas J. Shears | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 110.79 | 5,470 | 606.02K | 0 |
Institutional ownership, Q1 2022
88.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 478 |
Opened positions | 64 |
Closed positions | 63 |
Increased positions | 158 |
Reduced positions | 161 |
13F shares | Current |
---|---|
Total value | 11.22B |
Total shares | 45.63M |
Total puts | 8.8K |
Total calls | 53.5K |
Total put/call ratio | 0.2 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 5.13M | $1.26B |
BLK Blackrock | 4.32M | $1.06B |
Allspring Global Investments | 2.66M | $653.53M |
Atlanta Capital Management Co L L C | 2.65M | $652.6M |
JPM JPMorgan Chase & Co. | 2.3M | $565.51M |
STT State Street | 1.98M | $487.58M |
Generation Investment Management | 1.67M | $411.21M |
Fiduciary Management | 1.31M | $322.98M |
BEN Franklin Resources | 1.11M | $273.63M |
Harris Associates L P | 965.08K | $237.33M |
Financial report summary
?Competition
Standard IndustriesRisks
- The Company’s earnings growth strategy is partially dependent on the acquisition and successful integration of other businesses.
- The loss of, a significant decline in business with, or pricing pressure from, one or more of the Company’s key customers could adversely affect the Company’s business, financial condition, results of operations and cash flows.
- Failure to successfully complete dispositions or restructuring activities could negatively affect the Company.
- Several of the market segments that the Company serves are cyclical and sensitive to domestic and global economic conditions.
- The Company is subject to risks arising from international economic, political, legal, and business factors.
- The Company has significant concentrations in the domestic commercial construction market.
- Raw material costs are a significant component of the Company’s cost structure and are subject to volatility, including cost increases, significant disruptions to the Company's supply chains or significant shortages of materials.
- Currency fluctuation could have a material impact on the Company’s reported results of business operations.
- The Company and certain of its customers’ operations are subject to regulatory risks.
- The Company is subject to risks arising from global pandemics, including COVID-19.
- Security breaches or significant disruptions of our information technology systems or violations of data privacy laws could adversely affect our business.
Content analysis
?Positive | ||
Negative | ||
Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
H.S. sophomore Avg
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New words:
accomplish, adding, arrangement, concentrated, differentiated, eligible, employ, encouraged, EPDM, estate, evolving, exceeding, highlighted, introduction, launched, Launching, live, long, marked, membrane, Ongoing, pace, perseverance, platform, PVC, rapidly, real, reinforcement, robust, set, talent, track, uncertain, unwavering, waste
Removed:
American, backlog, customary, decrease, decreased, direction, focused, positioned, realization, remain, transportation, travel
Financial reports
Current reports
8-K
Carlisle Companies Reports Record Second Quarter Results
27 Jul 22
8-K
Material Modifications to Rights of Security Holders
4 May 22
8-K
Carlisle Companies Reports Record First Quarter Results
28 Apr 22
8-K
Regulation FD Disclosure
22 Apr 22
8-K
Carlisle Companies Reports Record Fourth Quarter Results
10 Feb 22
8-K
Carlisle Companies Reports Third Quarter 2021 Results
21 Oct 21
8-K
Entry into a Material Definitive Agreement
28 Sep 21
8-K
Other Events
16 Sep 21
8-K
Other Events
14 Sep 21
8-K
Other Events
14 Sep 21
Registration and prospectus
S-8
Registration of securities for employees
28 Jun 22
424B2
Prospectus for primary offering
16 Sep 21
FWP
Free writing prospectus
14 Sep 21
424B3
Prospectus supplement
14 Sep 21
S-3ASR
Automatic shelf registration
6 Nov 20
424B2
Prospectus for primary offering
18 Feb 20
FWP
Free writing prospectus
13 Feb 20
424B3
Prospectus supplement
13 Feb 20
424B2
Prospectus for primary offering
13 Nov 17
424B3
Prospectus supplement
12 Nov 17
Proxies
DEFA14A
Additional proxy soliciting materials
22 Mar 22
PRE 14A
Preliminary proxy
7 Mar 22
DEFA14A
Additional proxy soliciting materials
23 Mar 21
DEFA14A
Additional proxy soliciting materials
24 Mar 20
DEFA14A
Additional proxy soliciting materials
24 Mar 20
DEFA14A
Additional proxy soliciting materials
26 Mar 19
DEF 14A
Definitive proxy
26 Mar 19
Other
SD
Conflict minerals disclosure
27 May 22
SD
Conflict minerals disclosure
28 May 21
SD
Conflict minerals disclosure
27 May 20
CORRESP
Correspondence with SEC
20 May 20
UPLOAD
Letter from SEC
20 May 20
UPLOAD
Letter from SEC
14 May 20
SD
Conflict minerals disclosure
28 May 19
UPLOAD
Letter from SEC
25 Jul 18
CORRESP
Correspondence with SEC
16 Jul 18
UPLOAD
Letter from SEC
18 Jun 18
Ownership
4
CARLISLE COMPANIES / NICHOLAS J. SHEARS ownership change
11 Aug 22
4
CARLISLE COMPANIES / John E Berlin ownership change
11 Aug 22
SC 13G/A
CARLISLE COMPANIES / VANGUARD ownership change
11 Jul 22
4
CARLISLE COMPANIES / Jesse G Singh ownership change
1 Jun 22
4
CARLISLE COMPANIES / Corrine D. Ricard ownership change
1 Jun 22
4
CARLISLE COMPANIES / GREGG A OSTRANDER ownership change
1 Jun 22
4
CARLISLE COMPANIES / Maia Hansen ownership change
1 Jun 22
4
CARLISLE COMPANIES / James D Frias ownership change
1 Jun 22
4
CARLISLE COMPANIES / Jonathan R. Collins ownership change
1 Jun 22
4
CARLISLE COMPANIES / ROBERT G BOHN ownership change
1 Jun 22
Patents
Utility
Electrical connector assembly with RF impedance element
9 Aug 22
A connector and shielding ring for use with the connector includes a male portion with a shroud and a center conductor and a female portion with a jack and a socket positioned to receive the center conductor.
Utility
Systems and methods for status indication of fluid delivery systems
5 Jul 22
A fluid delivery system includes a status indicator and control system comprising a processor.
Utility
Electrostatic Coating System and Method
16 Jun 22
A coating apparatus can include a spray applicator configured to discharge a coating material toward a surface of a workpiece, wherein the spray applicator includes an air shaping orifice, and wherein the spray applicator is configured to generate an electric field between the spray applicator and the workpiece, and a positioning system configured to adjust a position of the spray applicator relative to the surface of the workpiece.
Utility
Fluid tip for spray applicator
17 May 22
A spray system includes a spray applicator configured to apply a fluid to a target.
Utility
System and method for applying material to a bicycle frame
17 May 22
A method for applying material to a bicycle frame includes determining, via a controller, at least one physical dimension of the bicycle frame.
Transcripts
2022 Q2
Earnings call transcript
28 Jul 22
2022 Q1
Earnings call transcript
29 Apr 22
2021 Q4
Earnings call transcript
11 Feb 22
2021 Q3
Earnings call transcript
22 Oct 21
2021 Q2
Earnings call transcript
23 Jul 21
2021 Q1
Earnings call transcript
23 Apr 21
2020 Q4
Earnings call transcript
5 Feb 21
2020 Q3
Earnings call transcript
20 Oct 20
2020 Q2
Earnings call transcript
21 Jul 20
2020 Q1
Earnings call transcript
21 Apr 20
Reddit threads
Carlisle Companies Incorporated [CSL] Raised their dividend by 39%!
11 Aug 22
Daily Discussion Thread - July 27th, 2022
27 Jul 22
Daily Discussion Thread - July 26th, 2022
26 Jul 22
Daily Discussion Thread - July 25th, 2022
25 Jul 22
Announcements x Daily Discussion for Wednesday, July 20, 2022
20 Jul 22
Announcements x Daily Discussion for Weekend of July 08, 2022
8 Jul 22
Announcements x Daily Discussion for Friday, July 08, 2022
8 Jul 22
Here is a seriously interesting small cap biotech in Phase IIb/III clincial trials for rare diseases with a addressable market of US $4.1 billion ...have a look at Antiense Therapeutics Limited (ASX: $ANP; FSE: $AWY)
29 Jun 22
Pre-market summary - June 2
2 Jun 22
Daily Discussion Thread - May 16th, 2022
16 May 22