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Filed: 2026-10-28 AccNo: 0000790051-26-000048 Size: 1 MB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits
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Carlisle Companies reported Q3 2026 revenue growth of 9% to $1.5 billion, driven by higher sales volume and pricing actions. The company expects to achieve price-cost parity by year-end 2026, creating tailwinds for 2027. With over 70% of commercial reroofing sales providing nondiscretionary recurring revenue and ongoing product innovation, management maintains confidence in long-term targets of $40 adjusted EPS and ROIC above 25%.
The Board of Directors of Carlisle Companies Incorporated has declared a quarterly dividend of $1.25 per share.
Analysts cut targets for Duke, Hyatt, Pershing Square, Carlisle, Upstart, Arch Capital and Meta; raised VF, Rexford and SentinelOne.
Baird analyst Timothy Wojs maintains Carlisle Companies (NYSE:CSL) with a Outperform and lowers the price target from $412 to $402.
3M gained 9.1% over the past year, outperforming its industry despite a 26.4% decline. The company benefits from strong Safety and Industrial and Transportation and Electronics segments, with 2026 organic sales growth expected above 3.5%. However, high debt ($10.9B), weak consumer demand, litigation costs, and premium valuation (P/E of 17.59X) limit near-term prospects. Current shareholders should hold; new investors should await better entry points.
3M achieved a 24.9% adjusted operating margin in Q2 2026 through restructuring and productivity gains, with expectations for 70-80 basis points margin expansion in 2026. However, rising tariffs, oil prices, and PFAS exit costs are pressuring margins. The company is shifting focus to supply-chain redesign and AI-driven tools for longer-term transformation.