CARLISLE COMPANIES INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Carlisle reported Q3 2026 revenues of $1.463B (up 9% YoY) and diluted EPS of $5.22 with record adjusted EPS of $5.92 (up 6% YoY). Operating margin was 20.0% and adjusted EBITDA margin was 23.8%, both down due to petroleum-derived input and freight cost inflation outpacing pricing realization. The company increased its quarterly dividend by 14% (marking 50 consecutive annual increases) and repurchased $350M of shares in Q3; year-to-date repurchases total $850M against a $1.2B 2026 target. Nine-month free cash flow was $407M.
Why this rating
Solid organic growth (8-10%) and record adjusted EPS offset by margin compression from cost inflation. Routine quarterly earnings announcement with no material M&A, structural changes, or strategic shifts. Dividend increase is symbolic milestone, not transformational. Event is 0.6% of market cap (~$94M in Q3 repurchases); margins under pressure but temporary per guidance.
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