Filing Flows › Carlisle Companies (CSL) › Q3 2026 › vs Q2 2026
Carlisle Companies (CSL) Q3 2026 vs Q2 2026 (quarter over quarter)
Carlisle Companies's revenue fell $107M (-7%) from $1.6B in Q2 2026 to $1.5B in Q3 2026. The biggest changes: CCM −$96.4M (-8%); Carlisle Weatherproofing Technologies −$10.5M (-3%). Operating margin 20.0% against 22.4% (-2.4 pts).
Carlisle Companies, Q3 2026: revenue $1.5B (+9% year over year), operating margin 20.0%, net earnings $208M, operating cash flow $314M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Operating margin | 20.0% | 22.4% | -2.4 pts |
| Net margin | 14.2% | 16.3% | -2.0 pts |
| Free cash flow margin | 18.9% | 12.7% | +6.2 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| CCM | $1.1B | $1.2B | −$96.4M | -8% |
| Carlisle Weatherproofing Technologies | $378M | $389M | −$10.5M | -3% |
| Revenue | $1.5B | $1.6B | −$107M | -7% |
| Operating profit | $293M | $352M | −$59.3M | -17% |
| Costs & expenses | $1.2B | $1.2B | −$47.6M | -4% |
| Pre-tax earnings | $270M | $331M | −$61.3M | -19% |
| Other expense, net | $23.3M | $21.3M | $2.0M | +9% |
| Cost of revenue | $968M | $1.0B | −$33.4M | -3% |
| Research & development | $11.9M | $11.4M | $500K | +4% |
| SG&A | $186M | $199M | −$13.2M | -7% |
| Other operating costs | $3.7M | $5.2M | −$1.5M | -29% |
| Net earnings | $208M | $255M | −$47.1M | -18% |
| Income tax | $62.5M | $76.0M | −$13.5M | -18% |
| Depreciation & amortization | $48.8M | $48.7M | $100K | +0.2% |
| Share-based compensation | $9.4M | $9.4M | $0 | 0% |
| Working capital & other | $47.8M | −$71.5M | $119M | — |
| Operating cash flow | $314M | $242M | $72.3M | +30% |
| Free cash flow (OCF − capex) | $277M | $200M | $77.2M | +39% |
| Capital expenditures | $36.8M | $41.7M | −$4.9M | -12% |
Questions
How much did Carlisle Companies's revenue grow quarter over quarter in Q3 2026?
Carlisle Companies's revenue fell $107M (-7%) from $1.6B in Q2 2026 to $1.5B in Q3 2026.
What drove Carlisle Companies's revenue change in Q3 2026?
CCM −$96.4M (-8%); Carlisle Weatherproofing Technologies −$10.5M (-3%).