Carlisle Q1 EPS Beats, Margin Expands

Carlisle Companies posted Q1 adjusted EPS $3.63, beating consensus $3.35, while revenue fell 4% YoY to $1.05bn.
Adjusted EBITDA margin rose 50 basis points YoY to 22.3%, with Construction Materials margin up 30 bps to 27.4%.
CEO Chris Koch cited weather, Middle East conflict and housing affordability challenges but reaffirmed revenue growth and 50 bps margin expansion outlook.
The firm repurchased $250 million of stock in Q1, staying on track for its $1 billion 2026 buyback target; shares rose ~5.5%.