CSLIndustrials · Building Products & EquipmentThe 10 Wall Street analysts covering Carlisle Cos., Inc. hold a median 12-month price target of $411 — +27.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 56 of 100 as at 7 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Carlisle Cos., Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (90): The business earns solid, repeatable profits on what it owns.
Momentum (36): The shares have been drifting down relative to others.
Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CSL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +27.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 25 Aug 2026 | DA Davidson | Initiates | Neutral | $410 |
| 20 July 2026 | Baird | Maintains | Outperform | — |
| 20 July 2026 | Baird | Maintains | Outperform | $425 → $405 |
| 7 July 2026 | Truist Securities | Maintains | Hold | — |
| 7 July 2026 | Truist Securities | Maintains | Hold | $360 → $340 |
| 24 Apr 2026 | Baird | Maintains | Outperform | — |
| 24 Apr 2026 | Oppenheimer | Maintains | Outperform | — |
| 24 Apr 2026 | Truist Securities | Maintains | Hold | — |
| 20 Apr 2026 | Oppenheimer | Maintains | Outperform | — |
| 15 Apr 2026 | Baird | Maintains | Outperform | — |
| 9 Mar 2026 | JP Morgan | Maintains | Overweight | — |
| 27 Feb 2026 | Oppenheimer | Maintains | Outperform | — |
| 30 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 30 Oct 2025 | Truist Securities | Maintains | Hold | — |
| 20 Oct 2025 | Oppenheimer | Maintains | Outperform | — |
| 13 Oct 2025 | Baird | Maintains | Outperform | — |
| 13 Oct 2025 | Goldman Sachs | Maintains | Buy | — |
| 22 Sept 2025 | Truist Securities | Maintains | Hold | — |
| 17 Sept 2025 | JP Morgan | Maintains | Overweight | — |
| 31 July 2025 | Loop Capital | Downgrade | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CSL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Carlisle Cos., Inc. returned −1.4% against +16.7% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 40% of US stocks
Cheaper than 46% of US stocks
Cheaper than 12% of US stocks
Cheaper than 29% of US stocks
Higher than 47% of US stocks
Higher than 36% of US stocks
Higher than 44% of US stocks
Higher than 82% of US stocks
Higher than 76% of US stocks
Higher than 91% of US stocks
Higher than 93% of US stocks
Higher than 75% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Carlisle Cos., Inc. has a market value of $12.9B and an enterprise value of $15.1B.
Revenue in the twelve months to 30 June 2026: $5.1B. The latest quarter grew 8.3% year on year.
Net income over the same four quarters: $724.5M, a 14.2% net margin.
Diluted earnings per share, trailing twelve months: $17.43.
Free cash flow in the twelve months to 30 June 2026: $866.6M, after $143.4M of capital spending.
Carlisle Cos., Inc. spent $1.1B on share buybacks and $182.9M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 18.5×; forward P/E: 13.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.53%, paying out 25% of earnings.
Carlisle Cos., Inc. employs 5,900 people — $864K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Carlisle Cos., Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
CSL announced an agreement with Switzerland-based Alentis Therapeutics to co-develop and co-promote a treatment for rare kidney and liver diseases. The deal is worth up to $1.6 billion before development funding.
Why it matters — The agreement expands CSL's pipeline and commercial reach into rare disease treatments through a significant co-development partnership.
The article discusses investment allocation, favoring hyperscalers like Amazon and Alphabet over suppliers due to AI buildout bottlenecks, while suggesting that AI infrastructure delays and financing risks may temper expectations for suppliers and semiconductors. It also highlights high-quality cyclical stocks and select REITs as contrarian value opportunities.
Why it matters — CSL watchers may find this relevant because tempered expectations for suppliers amid AI infrastructure delays and rate-driven market pressures could bear on the cyclical and supplier segments where CSL operates.
Zacks Investment Research published a comparison of Sumitomo Corp. (SSUMY) and Carlisle (CSL) from the Diversified Operations sector, examining which of the two stocks is more attractive to value investors. The article discusses the relative value characteristics of each company.
Why it matters — A CSL watcher would care because the piece directly evaluates Carlisle's standing among value investors relative to a peer in the same sector, offering context on how the company is perceived.
A Seeking Alpha monthly series ranked a selection of dividend growth stocks and presented the top 10 stocks for consideration, featuring companies with 25+ years of dividend increases and 5-year dividend growth rates above 8%. The featured stocks are described as high quality, with 94% investment-grade and quality scores above 7.9.
Why it matters — CSL watchers may be interested in whether Carlisle aligns with the criteria discussed in this dividend growth stock ranking series.
Seeking Alpha ranked Dividend Kings (companies with 50+ years of increasing dividends) using 9F Quality Scores, which blend qualitative and quantitative factors for investment-grade assessment. The article highlighted ADP as the best total-return candidate, noting it is undervalued with strong projected dividend growth.
Why it matters — CSL watchers would care because the article provides a quality-based ranking of Dividend Kings, which positions CSL within a broader comparative framework for long-term dividend investors.
The 10 Wall Street analysts covering Carlisle Cos., Inc. have a median 12-month price target of $411, with estimates ranging from $340 to $475. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Carlisle Cos., Inc., 5 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Carlisle Cos., Inc. 56 out of 100 across roughly 4,600 US stocks as at 7 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 7 Oct 2026, Carlisle Cos., Inc. ranks 56 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (90 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +27.9% from the last close, and Ticker Nerd's factor model ranks Carlisle Cos., Inc. 56 out of 100 as at 7 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Carlisle Cos., Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CSL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $340 to $475 over the next 12 months.
Carlisle Cos., Inc. returned -1.4% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Carlisle Companies Incorporated is a diversified industrial manufacturer focused on building envelope products and energy-efficient solutions for commercial and industrial applications. The company develops and supplies roofing systems, waterproofing materials, insulation, sealants, and related accessories that help protect structures and improve building performance.
The most recent item we track (Reuters, 4 Oct 2026): "CSL strikes rare disease drug deal worth up to $1.6 billion with Swiss firm Alentis". CSL announced an agreement with Switzerland-based Alentis Therapeutics to co-develop and co-promote a treatment for rare kidney and liver diseases. The deal is worth up to $1.6 billion before development funding.
Carlisle Companies Incorporated is a diversified industrial manufacturer focused on building envelope products and energy-efficient solutions for commercial and industrial applications. The company develops and supplies roofing systems, waterproofing materials, insulation, sealants, and related accessories that help protect structures and improve building performance. Its portfolio also includes weatherproofing technologies used across construction and renovation projects, supporting contractors, architects, and building owners in managing durability, moisture control, and thermal efficiency. Carlisle Companies Incorporated serves markets across North America and other international regions through products designed for both new construction and maintenance environments. Headquartered in Scottsdale, Arizona, Carlisle Companies Incorporated plays a significant role in the construction materials market by providing integrated solutions that address building protection, energy use, and long-term structural reliability.
CEO Mr. D. Christian Koch · 5,900 employees · United States · https://www.carlisle.com
