Every material Form 8-K Carlisle Companies has filed with the SEC since December 18, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Carlisle Companies reported third quarter 2026 revenue of $1.5 billion, up 9% year over year, and adjusted EPS of $5.92, up 6%. Adjusted EBITDA margin fell 210 basis points to 23.8%, which the company attributed to raw material and freight costs rising faster than pricing, and it expects flat adjusted EBITDA margin in the fourth quarter. The company also raised its quarterly dividend 14% and repurchased $350 million of shares during the quarter.
Q3 revenue $1,463.4 million, up 9%; diluted EPS $5.22, up 5%; adjusted EPS $5.92, up 6%
Adjusted EBITDA margin 23.8%, down 210 basis points year over year; operating income $293.2 million, flat with the prior year
Fourth quarter outlook: high-single-digit revenue growth and flat adjusted EBITDA margin year over year
Quarterly dividend increased 14%, the company's 50th consecutive annual increase; $350 million of shares repurchased in the quarter
Carlisle Companies announced that director Jesse G. Singh resigned from its board on September 10, 2026, citing a change in his employment, and not any disagreement with the company. The board also fixed its size at six directors, and the company thanked Singh for more than eight years of service.
Jesse G. Singh resigned as a director effective at the conclusion of the September 10, 2026 board meeting.
Resignation was due to a change in his employment, per the company's governance guidelines; the filing states no disagreement with the company.
The board fixed the number of directors at six following the resignation.
Carlisle Companies reported second-quarter 2026 revenue of $1.6 billion, up 8% from a year earlier, and diluted EPS from continuing operations of $6.36, up from $5.87. The company raised its full-year 2026 revenue outlook to mid-single-digit growth and increased its share repurchase target to $1.2 billion, though operating and adjusted EBITDA margins both fell 70 basis points.
Q2 2026 revenues of $1,570.3 million, up 8% from $1,449.5 million in Q2 2025
Diluted EPS from continuing operations of $6.36 vs. $5.87; adjusted EPS of $7.03, up 12%
Operating margin of 22.4% vs. 23.1%, and adjusted EBITDA margin of 26.2% vs. 26.9%
FY 2026 outlook raised to mid-single-digit revenue growth with flat adjusted EBITDA margin; share repurchase target increased to $1.2 billion
At its April 29, 2026 annual meeting, Carlisle Companies stockholders elected Sheryl D. Palmer and Jesse G. Singh as directors, approved on an advisory basis the 2025 executive pay, and ratified Deloitte & Touche LLP as auditor for 2026. Director Jonathan R. Collins resigned, effective after the meeting, after a change in his employment, and the company said the departure was not due to any disagreement with the company. Executive Vice President Scott C. Selbach also retired on April 28, 2026.
Sheryl D. Palmer received 31,348,097 votes for and 3,257,426 against, and Jesse G. Singh received 32,292,836 for and 2,306,055 against.
Advisory vote on 2025 executive compensation: 30,209,063 for and 4,331,231 against.
Deloitte & Touche LLP ratified as independent auditor for 2026 with 37,101,448 votes for and 132,073 against.
Board fixed the number of directors at seven following Collins' resignation; Selbach retired April 28, 2026 after more than 35 years.
Carlisle Companies reported first-quarter 2026 results with revenue down 4% year-over-year to $1.05 billion, as winter weather and softer construction demand reduced volumes. Diluted EPS from continuing operations was $3.10, down from $3.13, while adjusted EPS rose 1% to $3.63; the company reaffirmed its full-year 2026 outlook and its $1 billion share repurchase target.
Revenue was $1,052.1 million versus $1,095.8 million a year earlier, down 4%; income from continuing operations fell 9% to $127.7 million.
Diluted EPS was $3.10 versus $3.13; adjusted EPS was $3.63 versus $3.61, up 1%.
Adjusted EBITDA margin rose 50 basis points to 22.3%; the company repurchased $250 million of shares in the quarter.
Full-year 2026 outlook reaffirmed: low-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion.
Carlisle Companies reported fourth-quarter 2025 results on February 3, 2026. Revenue rose 0.4% to $1.1 billion, but operating income fell 15%, diluted EPS from continuing operations fell 10% to $3.19, and adjusted EPS fell 13% to $3.90. For 2026, the company expects low-single-digit revenue growth, about 50 basis points of adjusted EBITDA margin expansion, and plans to repurchase up to $1 billion of shares.
Q4 2025 revenue was $1,127.7 million, up 0.4% from $1,122.9 million a year earlier
Q4 diluted EPS from continuing operations was $3.19 versus $3.56; adjusted EPS was $3.90 versus $4.47
Q4 adjusted EBITDA fell 12% to $249.0 million; CCM adjusted EBITDA fell 10% and CWT fell 10%
2026 outlook: low-single-digit revenue growth and adjusted EBITDA margin up about 50 basis points; up to $1 billion of share repurchases planned
Carlisle Companies appointed Jason Taylor as President of Carlisle Construction Materials, effective November 3, 2025, succeeding Steve Schwar, who becomes Vice Chair of the unit. Both report to Chair, President and CEO Chris Koch. The filing describes a planned leadership succession and does not report financial results or changes to guidance.
Jason Taylor joins as President of Carlisle Construction Materials (CCM), effective November 3, 2025
Taylor previously spent more than 14 years at Beacon Building Products, now QXO, Inc., most recently as President of the West Division
Steve Schwar, President of CCM since February 2022, becomes Vice Chair of CCM
Taylor and Schwar report to Chris Koch, Chair, President and Chief Executive Officer
Carlisle reported third-quarter 2025 revenue of $1.3 billion, up 1.0% year over year, while diluted EPS from continuing operations fell 6.2% to $4.97 and adjusted EPS fell 2.9% to $5.61. The company revised its 2025 outlook to flat full-year revenue and an adjusted EBITDA margin down 250 basis points from 2024, and raised its full-year share repurchase target to $1.3 billion.
Q3 revenue $1,346.9 million, up 1.0% from $1,333.6 million; operating income fell 7.1% to $293.9 million
Diluted EPS from continuing operations $4.97 vs $5.30 a year earlier; adjusted EPS $5.61 vs $5.78
2025 outlook revised to flat full-year revenue and adjusted EBITDA margin down 250 basis points but still in the mid-20s percent range
Carlisle Companies completed a public offering of $1 billion in senior unsecured notes, split into $500 million of 5.250% notes due 2035 and $500 million of 5.550% notes due 2040. The filing shows the company is adding long-term debt, which shareholders should weigh against how the proceeds will be used, a use the filing does not describe.
Two tranches: $500 million of 5.250% notes maturing September 15, 2035 and $500 million of 5.550% notes maturing September 15, 2040.
Interest is payable semi-annually on March 15 and September 15, starting March 15, 2026.
The notes rank equally with the company's existing and future senior unsecured debt and carry limits on secured debt and sale-leaseback transactions.
Underwriters are Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and Truist Securities, Inc., under an agreement dated August 13, 2025.
Carlisle reported second-quarter 2025 revenue of $1.4 billion, flat year over year, and diluted EPS from continuing operations of $5.87, down from $5.94. Adjusted EPS rose to a record $6.27 from $6.24, but the company revised its full-year outlook to low-single-digit revenue growth and a 150 basis point decline in adjusted EBITDA margin, citing weaker new construction and residential markets.
Q2 2025 revenue was $1,449.5 million versus $1,450.6 million a year earlier, down 0.1%.
Diluted EPS from continuing operations was $5.87 versus $5.94; adjusted EPS was a record $6.27 versus $6.24.
FY 2025 outlook now calls for low-single-digit revenue growth and adjusted EBITDA margins down 150 basis points.
CWT operating income fell 28% to $43 million in the quarter on lower volumes.
Carlisle Companies appointed Christopher B. Gaskill as Vice President and General Counsel on May 15, 2025, succeeding Scott C. Selbach, who moves to Executive Vice President, Government Relations and remains Secretary. Gaskill previously was Executive Vice President, Chief Legal Officer and Secretary at Summit Materials, Inc. The change is administrative, with no financial results disclosed in the filing.
Christopher B. Gaskill appointed Vice President and General Counsel on May 15, 2025
Scott C. Selbach transitions to Executive Vice President, Government Relations and remains Secretary
Gaskill's executive severance agreement provides three years of compensation and benefits if terminated within three years of a change of control
Both executives will report to Chair, President and CEO Chris Koch
At its April 30, 2025 annual meeting, Carlisle Companies stockholders elected Jonathan R. Collins, D. Christian Koch and C. David Myers to the board. Directors Robin J. Adams, Robert G. Bohn and Gregg A. Ostrander retired under the company's age-72 director refreshment policy, and the filing says the retirements were not due to any disagreement with the company.
Robin J. Adams, Robert G. Bohn and Gregg A. Ostrander resigned from the board effective immediately, in line with the age-72 policy.
Stockholders elected Jonathan R. Collins, D. Christian Koch and C. David Myers as directors.
Stockholders approved 2024 executive compensation in an advisory vote, with 28,733,750 votes for and 8,603,713 against.
Stockholders ratified Deloitte & Touche LLP as independent auditor for the year ending December 31, 2025, with 39,707,480 votes for and 213,225 against.
Carlisle Companies reported first quarter 2025 results on April 23, 2025. Revenue was $1.1 billion, essentially flat year over year, but diluted EPS from continuing operations fell 11.1% to $3.13 and operating income fell 18.5%. The company reaffirmed its 2025 outlook and raised its 2025 share repurchase target to $1 billion from $800 million.
Revenue was $1,095.8 million compared with $1,096.5 million in the first quarter of 2024, a decline of 0.1%.
Diluted EPS from continuing operations was $3.13 versus $3.52; adjusted EPS was $3.61 versus $3.72.
Free cash flow from continuing operations was negative $30.4 million, compared with $132.0 million a year earlier.
The company reaffirmed 2025 guidance for mid-single-digit revenue growth and adjusted EBITDA margin expansion of about 50 basis points.
Carlisle Companies reported fourth quarter 2024 results on February 4, 2025. Revenue was $1.1 billion, down 0.4% from a year earlier, and GAAP diluted EPS from continuing operations fell 9.0% to $3.56, while adjusted EPS rose 7.2% to $4.47. The company expects mid-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion in 2025.
Q4 2024 revenue was $1,122.9 million, down 0.4% year over year; operating income fell 11.7% to $224.0 million.
Full-year 2024 diluted EPS from continuing operations was $18.34, up 29.0%; adjusted EPS was $20.20, up 30.2%.
Carlisle repurchased $420 million of shares in Q4 and $1.6 billion for the full year 2024.
2025 outlook calls for mid-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion.
Carlisle Companies Incorporated elected Sheryl D. Palmer to its Board of Directors on January 28, 2025, fixing the board at 11 directors. The Board determined she is independent under New York Stock Exchange and SEC rules, and she received 111 restricted shares as part of the standard non-employee director compensation.
Palmer's term expires at the company's 2026 annual meeting of stockholders
Board size fixed at 11 directors following the election
Initial restricted stock award of 111 shares with a grant-date fair value of approximately $43,750
Palmer is President, CEO and Chairman of Taylor Morrison Home Corporation, per the press release
Carlisle Companies closed its acquisition of the expanded polystyrene insulation segment of PFB Holdco, which includes the Plasti-Fab and Insulspan brands, for $259.5 million in cash, subject to customary purchase price adjustments. The company said the deal fits its Vision 2030 strategy and has no reported financial results in this filing, so its effect on earnings is not quantified here.
Cash consideration of $259,547,682, subject to customary purchase price adjustments
Transaction closed December 18, 2024; agreement signed October 17, 2024
Plasti-Fab is headquartered in Calgary, Alberta, with eight Canadian and three U.S. manufacturing locations
Seller was PFB Intermediate, LLC, a portfolio company of The Riverside Company
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