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Carlisle Companies (CSL) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Carlisle Companies (CSL) Q3 2026 earnings results →

Q3 2026 Revenue up 9% year over year to $1.5B · 14¢ of every $1 of revenue kept as net profit · operating margin 20.0%

Carlisle Companies made $1.5B in Q3 2026 (+9% Y/Y): CCM $1.1B, Carlisle Weatherproofing Technologies $378M. Operating margin 20.0%, net earnings $208M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.

Revenue$1.5B
Year over year+9%
Operating margin20.0%
Net earnings$208M
Operating cash flow$314M

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Carlisle Companies Q3 2026 revenue breakdown: Sankey diagram of revenue (CCM, Carlisle Weatherproofing Technologies), costs, profit and cash flow
Carlisle Companies Q3 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $1.5B in Q3 2026, up 9% year over year and down 7% from the previous quarter. CCM was the largest line at 74% of revenue. CCM added $0.08B year over year (up 8%), 72% of the total change.

Operating profit was $0.29B, a 20.0% margin (down 1.8 points year over year). Operating profit fell $700K even though revenue rose $0.12B versus Q3 2025, so costs grew faster than sales. Total costs grew 11% against revenue growth of 9%. The fastest-growing cost line was Cost of revenue (+12%). Net earnings were $0.21B, down 3% year over year. The effective tax rate was 23.2%.

Operating cash flow was $0.31B (down 26% year over year), 151% of net earnings. Non-cash charges added back $0.05B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.05B. Capital expenditures of $0.04B left free cash flow of $0.28B.

Quarterly history

Carlisle Companies revenue by quarterCarlisle Companies revenue by quarter$1.1BQ1 2025$1.4BQ2 2025$1.3BQ3 2025$1.1BQ4 2025$1.1BQ1 2026$1.6BQ2 2026$1.5BQ3 2026
Carlisle Companies net earnings by quarterCarlisle Companies net earnings by quarter$143MQ1 2025$256MQ2 2025$214MQ3 2025$127MQ4 2025$128MQ1 2026$255MQ2 2026$208MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 29, 2026$1.5B+9%20.0%$208M$314M
Q2 202610-QJul 30, 2026$1.6B+8%22.4%$255M$242M
Q1 202610-QApr 24, 2026$1.1B-4%17.1%$128M−$44.7M
Q4 202510-KFeb 13, 2026$1.1B+0.4%16.8%$127M$386M
Q3 202510-QOct 30, 2025$1.3B+1%21.8%$214M$427M
Q2 202510-QJul 31, 2025$1.4B-0.1%23.1%$256M$287M
Q1 202510-QApr 24, 2025$1.1B-0.1%16.8%$143M$1.8M

Charts

Carlisle Companies: revenue growth, year over year and quarter over quarterCarlisle Companies: revenue growth, year over year and quarter over quarterY/YQ/Q0%Q1 20250%+32%Q2 2025+1%-7%Q3 2025+0%-16%Q4 2025-4%-7%Q1 2026+8%+49%Q2 2026+9%-7%Q3 2026
Latest (Q3 2026): Y/Y +9%, Q/Q -7%.
Carlisle Companies: where the cash came from (+) and went (−), TTM to Q3 2026Carlisle Companies: where the cash came from (+) and went (−), TTM to Q3 2026Buybacks−$1.1BOperating cash flow$897MCash drawn (+) / kept (−)$558MDividends−$185MCapital spending−$147MShares issued$56.2MOther financing−$17.3MTaxes on employees’ shares−$11.9MAcquisitions−$1.5MOther investing$1.0MExchange rates$100K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Carlisle Companies: profit against cash, quarter by quarterCarlisle Companies: profit against cash, quarter by quarterNet incomeOperating cash flow$163M$371MQ4 2024$143M$1.8MQ1 2025$256M$287MQ2 2025$214M$427MQ3 2025$127M$386MQ4 2025$128M−$44.7MQ1 2026$255M$242MQ2 2026$208M$314MQ3 2026
Latest (Q3 2026): Net income $208M, Operating cash flow $314M.
Carlisle Companies: diluted shares by fiscal yearCarlisle Companies: diluted shares by fiscal year55MFY202053MFY202152MFY202250MFY202347MFY202443MFY2025
-21.5% since FY2020: buybacks shrank the count.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Carlisle Companies

Carlisle Companies Incorporated (“Carlisle,” the “Company,” “we,” “us” or “our”) is a leading supplier of innovative building envelope products and solutions for more energy-efficient buildings. Through our building products businesses, Carlisle Construction Materials and Carlisle Weatherproofing Technologies, and family of leading brands, Carlisle delivers innovative, labor reducing and environmentally responsible products and solutions to customers through the Carlisle Experience. Our Company website is www.carlisle.com , through which we make available, free of charge, our Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K and all amendments to those reports, as soon as reasonably practicable after these reports are electronically filed with or furnished to the Securities and Exchange Commission (“SEC”).

In its own words, from its 10-K, filed Feb 13, 2026.

Carlisle Companies against its Fabricated Rubber Products, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +9% against the peers' median +9%. Operating margin: 20.0% against the peers' median -1.6%.

CompanyQuarterRevenueY/YOp. margin
CSL Carlisle CompaniesQ3 2026$1.5B+9%20.0%
YHGJ Yunhong Green CTIQ1 2026$6.2M+28%-1.6%
VYST VystarQ2 2026$8K-33%n/m

Source: Carlisle Companies 10-Q on SEC EDGAR · CIK 790051 · Fabricated Rubber Products, NEC

13F: who owns CSL and who is buying

Largest holders of CSL (13F)Largest holders of CSL (13F)BlackRock$1.5BVanguard Group$1.3BMorgan Stanley$901MFirst Eagle Investment Management…$896MState Street$761MVanguard Portfolio Management LLC$714MVanguard Capital Management LLC$663MBank of New York Mellon$405MFranklin Resources$290MSands Capital Management, LLC$290M
Funds' net buying of CSL by quarter (13F)Funds' net buying of CSL by quarter (13F)−$245M2024-09$22.0M2024-12$454M2025-03$387M2025-06−$212M2025-09$13.4M2025-12−$147M2026-03$208M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on CSL

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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