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$CSL

7 stories mentioning CSLUpdated 39d ago

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Wire

Update: Market Chatter: Carlisle Companies Made Unsolicited Offers for Owens Corning

(Updates to add more details from the Wall Street Journal report in the third paragraph.)Carlisle Companies (CSL) has made multiple unsolicited offers to acquire Owens Corning (OC), with a potential deal valued at over $10 billion, The Wall Street Journal reported Monday, citing people familiar with the matter.Owens Corning has not yet engaged substantially with Carlisle, the report said, adding that Carlisle is now evaluating its next move.Carlisle has proposed a mix of cash and stock to acquire Owens Corning at a significant premium to where its shares have traded this year, the report added.Carlisle Companies, Owens Corning did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $371.75, Change: $-16.63, Percent Change: -4.28%

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Wire

Market Chatter: Carlisle Companies Made Unsolicited Offers for Owens Corning

Carlisle Companies (CSL) has made multiple unsolicited offers to acquire Owens Corning (OC), with a potential deal valued at over $10 billion, The Wall Street Journal reported Monday, citing people familiar with the matter.Owens Corning has not yet engaged substantially with Carlisle, the report said, adding that Carlisle is now evaluating its next move.Carlisle Companies, Owens Corning did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $369.68, Change: $-18.70, Percent Change: -4.81%

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Wire

Carlisle Made Unsolicited Offers for Owens Corning, The Wall Street Journal Reports

Carlisle Made Unsolicited Offers for Owens Corning, The Wall Street Journal Reports

$CSL$OC
Research

Raymond James Initiates Carlisle at Outperform With $425 Price Target

Carlisle (CSL) has an average rating of overweight and mean price target of $409.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Wire

Truist Adjusts Price Target on Carlisle to $360 From $340, Maintains Hold Rating

Carlisle (CSL) has an average rating of overweight and mean price target of $407.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $383.61, Change: $+19.75, Percent Change: +5.43%

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Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Carlisle Companies Incorporated

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $440 from $417, based on a 2027 P/E of 18.4x, in-line with the stock's 10-year average forward P/E. We increase our adjusted EPS estimates to $21.15 from $21.12 for '26 and to $23.90 from $23.85 for '27. CSL posted Q1 adjusted EPS of $3.63 vs. $3.61 (+1%), well ahead of the $3.34 consensus. The quarter was characterized by stronger-than-expected margins, as revenue fell 4% to $1.05B ($11M below consensus) and adjusted EBIT margin expanded 30 bps to 17.1% (100 bps ahead of consensus). CSL shares traded 7% higher after the release on Thursday. In our view, the biggest positive was the margin expansion of the CCM segment (~72% of total quarterly revenue), which came despite a 5% revenue decline. We think management's path to $40 EPS under Vision 2030 is achievable through organic growth, margin expansion potential, and an accelerating innovation pipeline. Exceptional cash flow, a strong balance sheet, and strong returns to shareholders contribute to our Buy view.

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Research

Research Alert: Csl: Q1 Well Ahead Of Consensus; 2026 Guidance Maintained

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Carlisle Companies (CSL) posted Q1 adjusted EPS of $3.63 vs. $3.61 (+1%), well ahead of the $3.34 consensus. The quarter was characterized by stronger-than-expected margins, as revenue fell 4% to $1.05B ($11M below consensus) and adjusted EBIT margin expanded 30 bps to 17.1% (100 bps ahead of consensus). We thought the margin improvement was impressive considering volume headwinds. CSL's CCM segment (~72% of total revenue in Q1) posted a 5% revenue decline to $758M, but adjusted EBITDA margin expanded 30 bps to 27.4% despite lower volumes. The CWL segment (~28% of total revenue) recorded a 1% top-line decline to $294M, and adjusted EBITDA margin compressed 40 bps to 15.2% Management reiterated full-year guidance and returned $296M to shareholders in Q1 via $250M in share buybacks and $46M in dividends. CSL shares traded 7% higher after the release on Thursday. In our view, the biggest positive was the margin expansion of the CCM segment, which came despite a 5% revenue decline.

$CSL

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