Carlisle Q4 revenue up 0.4% to $1.1 billion; adjusted EPS falls 13% to $3.90
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.
Key points
- 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
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 February 03, 2026.
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.