CARLISLE COMPANIES INC — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Carlisle Companies reported Q2 2026 record revenue of $1,570.3 million (up 8% YoY) and diluted EPS of $6.36 (up 8% YoY) on adjusted EPS of $7.03 (up 12% YoY). Operating margin was 22.4% and adjusted EBITDA margin 26.2%. The company repurchased $250 million in shares during H1 2026 and increased full-year repurchase target to $1.2 billion. FY 2026 guidance raised to mid-single-digit revenue growth with flat adjusted EBITDA margins, citing above-market volume growth, pricing actions (implemented April/July with third increase in August), and operational improvements in automation and manufacturing consolidation. Cash position: $665.3 million; long-term debt $2,889.9 million.
Why this rating
Strong execution with record revenue/EPS and raised guidance demonstrates resilience amid cost inflation. Share buyback increase ($1.2B on ~$15.8B market cap ≈ 7.6%) and pricing power are positive. However, margin pressure (70 bps decline in adjusted EBITDA margin YoY to 26.2%), lagging pricing realization, and softer new construction offset upside—ordinary strong earnings, not transformational.
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