Filing Flows › Carlisle Companies (CSL) › Q2 2026 › vs Q1 2026
Carlisle Companies (CSL) Q2 2026 vs Q1 2026 (quarter over quarter)
Carlisle Companies's revenue rose $518M (+49%) from $1.1B in Q1 2026 to $1.6B in Q2 2026. The biggest changes: CCM +$423M (+56%); Carlisle Weatherproofing Technologies +$95.0M (+32%). Operating margin 22.4% against 17.1% (+5.3 pts).
Carlisle Companies, Q2 2026: revenue $1.6B (+8% year over year), operating margin 22.4%, net earnings $255M, operating cash flow $242M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Operating margin | 22.4% | 17.1% | +5.3 pts |
| Net margin | 16.3% | 12.1% | +4.1 pts |
| Free cash flow margin | 12.7% | -6.9% | +19.7 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| CCM | $1.2B | $758M | $423M | +56% |
| Carlisle Weatherproofing Technologies | $389M | $294M | $95.0M | +32% |
| Revenue | $1.6B | $1.1B | $518M | +49% |
| Operating profit | $352M | $180M | $172M | +96% |
| Costs & expenses | $1.2B | $872M | $346M | +40% |
| Pre-tax earnings | $331M | $163M | $168M | +103% |
| Other expense, net | $21.3M | $17.1M | $4.2M | +25% |
| Cost of revenue | $1.0B | $689M | $313M | +45% |
| Research & development | $11.4M | $12.1M | −$700K | -6% |
| SG&A | $199M | $172M | $27.5M | +16% |
| Net earnings | $255M | $128M | $128M | +100% |
| Income tax | $76.0M | $35.5M | $40.5M | +114% |
| Depreciation & amortization | $48.7M | $49.2M | −$500K | -1% |
| Share-based compensation | $9.4M | $8.5M | $900K | +11% |
| Working capital & other | $71.5M | $230M | −$159M | -69% |
| Operating cash flow | $242M | −$44.7M | $286M | — |
| Free cash flow (OCF − capex) | $200M | −$73.0M | $273M | — |
| Capital expenditures | $41.7M | $28.3M | $13.4M | +47% |
Questions
How much did Carlisle Companies's revenue grow quarter over quarter in Q2 2026?
Carlisle Companies's revenue rose $518M (+49%) from $1.1B in Q1 2026 to $1.6B in Q2 2026.
What drove Carlisle Companies's revenue change in Q2 2026?
CCM +$423M (+56%); Carlisle Weatherproofing Technologies +$95.0M (+32%).