Carlisle Q1 EPS Beats, Shares Rise 5.5%

Carlisle posted Q1 adjusted EPS of $3.63, beating the $3.35 consensus by $0.28 per share for the quarter.
Revenue fell to $1.05 billion, slightly missing the $1.06 billion estimate and down 4% YoY, blamed on winter weather and soft commercial construction.
EBITDA margin rose 50 bps YoY to 22.3%; Construction Materials margin improved 30 bps to 27.4%, while Weatherproofing fell 40 bps to 15.2%.
The company repurchased $250 million of stock in Q1, keeping its $1 billion 2026 buyback target, and shares jumped about 5.5% on the news.