4 stories mentioning CSLUpdated 39d ago
Every FINWIRES story that references CSL, newest first.
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://www..com/contact-us)
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://www..com/contact-us)Price: $383.61, Change: $+19.75, Percent Change: +5.43%
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.
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.
