Carlisle Companies Reports Q3 2026 Revenue Growth Driven by Reroofing and Data Center Demand
Carlisle Companies (CSL) reported third-quarter revenue of $1.5 billion, a 9% increase year-over-year, fueled by robust reroofing demand and significant price realization. While adjusted EPS rose 6% to $5.92, adjusted EBITDA margins saw a 210 basis point contraction to 23.8%. This margin compression was primarily driven by rising input costs, specifically petroleum-derived raw materials and diesel, which escalated due to geopolitical tensions in the Middle East. Despite these cost pressures, the company saw explosive growth in its data center segment, with revenue increasing 200% year-over-year. Carlisle also achieved 'Dividend King' status by marking its 50th consecutive annual dividend increase. Management remains focused on reaching price-cost parity by the end of 2026 and maintains its long-term 'Vision 2030' targets for EPS and return on invested capital.
Tickers: $CSL
Topics: Adjusted EPS Data Center Demand Dividend Increase Revenue Growth Share Repurchases