Carlisle Q3 revenue rises 1% as EPS falls; full-year outlook turns more conservative
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.
Key points
- 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
- Full-year 2025 share buyback target increased to $1.3 billion; quarterly dividend raised 10%
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:11 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 29, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.