Carlisle

Carlisle Competitive Intelligence & Landscape

carlisle.com ·

Overview

Carlisle Overview

Carlisle Companies Incorporated (carlisle.com) is a leading global supplier of innovative Building Envelope products and solutions designed to create more energy-efficient buildings [carlisle.com]. The company, which began operations on September 12, 1917, as Carlisle Tire and Rubber Company, is publicly traded on the New York Stock Exchange (NYSE) under the ticker symbol "CSL" [carlisle.com/who-we-are/our-history/default.aspx, esgdatacenter.carlisle.com/gri-data-center-detail/default.aspx].

Carlisle primarily operates through its building products businesses: Carlisle Construction Materials (CCM) and Weatherproofing Technologies (CWT) [carlisle.com].

CCM specializes in manufacturing and supplying a comprehensive range of premium single-ply roofing products, warranted systems, and accessories for the commercial building industry. This includes polyiso insulation and engineered metal roofing and panel systems, marketed under brands such as Carlisle SynTec, Versico Roofing, Hunter Panels, and Drexel Metals [carlisle.com/our-businesses/default.aspx].

The company's mission revolves around delivering innovative, labor-reducing, and environmentally responsible products and solutions to customers through "the Carlisle Experience" [carlisle.com].

Carlisle is committed to generating superior shareholder returns and maintaining a balanced capital deployment strategy, which includes investments in its businesses, strategic acquisitions, share repurchases, and consistent dividend increases [carlisle.com]. Its Vision 2030 leverages megatrends in energy efficiency, labor savings, and the re-roofing cycle to achieve these goals [carlisle.com/home/].

Carlisle Companies Incorporated is headquartered in Scottsdale, AZ, with its corporate offices located at 16430 N. Scottsdale Road, Suite 400, Scottsdale, AZ 85254 [carlisle.com/contact-us/contact/default.aspx, esgdatacenter.carlisle.com/gri-data-center-detail/default.aspx]. The company maintains a global network of manufacturing facilities, technical centers, and major office locations, upholding the highest ethical standards and integrity across all its operations [esgdatacenter.carlisle.com/gri-data-center-detail/default.aspx, carlisle.com/who-we-are/corporate-governance/default.aspx].

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Competitors

Carlisle Competitors

Carlisle Companies Incorporated (carlisle.com) is a leading supplier of innovative Building Envelope products and solutions. One direct competitor is UFP Industries (UFPI), which is commonly compared to Carlisle based on industry and business model [https://www.marketbeat.com/stocks/NYSE/CSL/competitors-and-alternatives/]. While both operate in building products, UFP Industries primarily focuses on wood-based products, offering a different material emphasis compared to Carlisle's broader range of building envelope solutions.

Another significant competitor is GAF, which operates as a manufacturer and supplier of premium building materials, coatings, and sealing solutions [https://tracxn.com/d/companies/carlisle/__ElHFaeubMWAy2IGdyPxkCLmVA8JY3jvaXYxSWZXy1cg]. GAF is a major player in roofing, insulation, and waterproofing products, directly competing with Carlisle's Construction Materials (CCM) segment, particularly in the single-ply industry where Carlisle competes through pricing, innovative products, and long-term warranties [https://csimarket.com/stocks/CSL-Competitors].

Sika AG is also considered a competitor, recognized for its involvement in the manufacturing of energy solutions and building envelope products [https://craft.co/carlisle-comp/competitors]. Sika's market positioning as a specialized player offering a mix of products and solutions directly overlaps with Carlisle's focus on energy-efficient buildings, suggesting competition in product innovation and market penetration [https://koalagains.com/stocks/NYSE/CSL/competition].

Lastly, Owens Corning is a key competitor in the Building Envelope, Structure & Outdoor Living sector [https://koalagains.com/stocks/NYSE/CSL/competition]. Both companies offer roofing, insulation, and waterproofing products for commercial and residential applications, creating a competitive environment where Carlisle differentiates itself through its "Carlisle Experience," focusing on labor-reducing and environmentally responsible products and solutions [https://www.carlisle.com/].

Product & Pricing

Carlisle Product and Pricing Intelligence

Carlisle Companies Incorporated (carlisle.com) is a leading supplier of innovative Building Envelope products and solutions designed for more energy-efficient buildings [carlisle.com]. The company's offerings are primarily focused on building products through its Construction Materials (CCM) and Weatherproofing Technologies (CWT) businesses [carlisle.com]. Key brands under Carlisle include Henry®, Insulfoam®, Carlisle Spray Foam Insulation, and Carlisle HVAC Brands [carlisle.com/our-businesses/default.aspx]. These products aim to be labor-reducing and environmentally responsible, delivered to customers through what they term "the Carlisle Experience" [carlisle.com].

Carlisle primarily operates in the B2B sector, offering complex building materials and solutions rather than consumer-facing products with straightforward pricing tiers. Therefore, there is no public information on the Carlisle website regarding direct pricing plans, subscription tiers, or a distinction between free and paid features for their building materials. The nature of their products, such as roof garden systems and green roofing materials, indicates a project-based and potentially custom pricing structure for large-scale construction and renovation projects [carlisle.com/our-stories/our-stories-archive/our-stories/2021/Product-Spotlight-Roof-Garden-Systems/default.aspx, carlisle.com/investors/stock-information/default.aspx].

Information regarding specific pricing changes or promotional offers is not available on their public website. However, Carlisle is committed to generating superior shareholder returns and maintaining a balanced capital deployment approach, which includes investments in their businesses and strategic acquisitions [carlisle.com]. Their "Vision 2030" strategy builds on leveraging megatrends around energy-efficiency, labor-savings, and the re-roofing cycle [carlisle.com]. This strategic focus implies continuous product development and potentially new solutions, but not readily accessible pricing changes for individual products.

As a publicly traded company on the NYSE under the ticker CSL, Carlisle provides extensive financial information to investors, including stock information, SEC filings, and quarterly reports [carlisle.com/investors/stock-information/default.aspx, carlisle.com/investors/financial-reports/default.aspx, carlisle.com/investors/Quarterly-and-Annual-Reports/default.aspx]. This financial transparency emphasizes their corporate performance and investment strategies rather than individual product pricing details. The company emphasizes an "Innovation & R&D" approach to develop new market-leading products, suggesting their pricing is influenced by advanced technology and specialized solutions [carlisle.com/investors/events-and-presentations/default.aspx, carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-Reports-Fourth-Quarter-Results/default.aspx].

Hiring & Layoffs

Carlisle Hiring and Layoffs

Carlisle Companies Incorporated (carlisle.com) demonstrates a strategic commitment to talent development, viewing Exceptional Talent as a key pillar in its Vision 2030 strategy to achieve above-market growth and enhanced value [carlisle.com/Careers/default.aspx]. The company prioritizes its employees as its most valuable resource, essential for delivering the "Carlisle Experience" to customers [carlisle.com/careers/?print=1%3Fprint%3D1].

To support this strategy, Carlisle has enhanced its talent development programs, aiming to cultivate a workforce with diverse skills that can create extraordinary value for shareholders [carlisle.com/Careers/default.aspx]. While specific recent hiring numbers aren't detailed, the emphasis on "Exceptional Talent" and the consistent availability of job openings signal an ongoing need for skilled individuals across various roles [carlisle.com/careers/?print=1%3Fprint%3D1]. The company also promotes broad-based employee ownership through initiatives like stock option grants, further indicating an investment in its workforce and a desire for long-term employee engagement [carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-Announces-Fourth-Employee-Stock-Option-Grant-Since-2009/default.aspx].

Recent strategic moves, such as the promotion of Susan Wallace to Vice President & Chief Human Resources Officer in 2024, underscore Carlisle's focus on human capital management and talent acquisition [carlisle.com/investors/news/press-release-details/2024/Carlisle-Companies-Promotes-Susan-Wallace-to-Vice-President--Chief-Human-Resources-Officer/default.aspx]. Furthermore, significant investments like the more than $45 million expansion of its Research & Innovation Center in Carlisle, Pennsylvania, align with its Vision 2030 strategy to leverage trends in energy efficiency, labor savings, and re-roofing [carlisle.com/investors/news/press-release-details/2024/Carlisle-Companies-Announces-Plans-to-Expand-Research-and-Innovation-Center-in-Carlisle-Pennsylvania/default.aspx]. This expansion likely signals future hiring needs, particularly in research and development, to support the company's focus on innovative building envelope products and solutions for energy-efficient buildings [carlisle.com]. No information regarding layoffs was found within the provided sources.

Leadership

Carlisle Management and Leadership Team

Carlisle (carlisle.com) is led by D. Christian Koch, who holds the titles of Chair, President, and Chief Executive Officer [https://www.carlisle.com/who-we-are/corporate-governance/default.aspx]. The company's management and operations are overseen by the CEO and senior management personnel, with the Board of Directors responsible for long-term corporate strategy, management performance, and succession planning for key executives [https://esgdatacenter.carlisle.com/gri-data-center-detail/default.aspx].

Recent leadership changes at Carlisle include the promotion of Susan Wallace to Vice President & Chief Human Resources Officer in 2024. Ms. Wallace joined Carlisle Construction Materials in April 2019 [https://www.carlisle.com/investors/news/press-release-details/2024/Carlisle-Companies-Promotes-Susan-Wallace-to-Vice-President--Chief-Human-Resources-Officer/default.aspx]. In 2025, James D. Frias was elected as the new Lead Independent Director, succeeding Robin J. Adams, who retired after 15 years on the Board [https://www.carlisle.com/investors/news/press-release-details/2025/Carlisle-Companies-Elects-James-D--Frias-as-New-Lead-Independent-Director/default.aspx]. Prior to this, in 2024, Robin J. Adams had been elected as Lead Independent Director, taking over from Gregg A. Ostrander [https://www.carlisle.com/investors/news/press-release-details/2024/Carlisle-Companies-Elects-Robin-J.-Adams-as-New-Lead-Independent-Director/default.aspx].

Other key executives include Andy Easton, Vice President and Chief Accounting Officer [https://www.carlisle.com/who-we-are/corporate-governance/default.aspx]. In 2023, Carlisle announced several changes within its finance organization, effective August 1, 2023. These changes included Kelly Kamienski being elevated to Vice President of Finance for Carlisle Weatherproofing Technologies (“CWT”), and Stephen Aldrich being named Vice President [https://www.carlisle.com/investors/news/press-release-details/2023/Carlisle-Companies-Announces-Finance-Leadership-Changes/default.aspx].

Further leadership appointments in 2025 saw Mr. Selbach, Mr. Taylor, and Mr. Schwar reporting directly to Chris Koch, the Chair, President, and Chief Executive Officer [https://www.carlisle.com/investors/news/press-release-details/2025/Carlisle-Companies-Announces-Leadership-Appointments/default.aspx][https://www.carlisle.com/investors/news/press-release-details/2025/Carlisle-Companies-Announces-Leadership-Appointments-14a037f21/default.aspx]. Earlier, in March 2022, Kevin P. Zdimal was appointed Vice President and Chief Financial Officer, succeeding Robert M. Roche as part of a planned transition [https://www.carlisle.com/investors/news/press-release-details/2022/Carlisle-Companies-Announces-Leadership-Changes-New-Segment-Structure/default.aspx].

Financials

Carlisle Financial Performance, Fundraising, M&A

Carlisle Companies Incorporated is a publicly traded company on the New York Stock Exchange under the ticker symbol CSL. The company has demonstrated strong financial performance, reporting \textbf{$5.0 billion} in revenue for both 2024 and 2025 [https://www.carlisle.com/files/doc_financials/2024/ar/Carlisle-2024-AR-spr.pdf, https://www.carlisle.com/files/doc_financials/2025/ar/Carlisle-2025-AR.pdf]. In 2025, Carlisle achieved \textbf{adjusted EBITDA of $1.2 billion} and a \textbf{free cash flow margin of 24.2\%} [https://www.carlisle.com/files/doc_financials/2025/ar/Carlisle-2025-AR.pdf]. The company's diluted EPS for the fourth quarter of 2025 was $3.19, with adjusted EPS at $3.90 [https://www.carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-Reports-Fourth-Quarter-Results/default.aspx].

\textbf{Carlisle} has maintained a robust approach to capital deployment, including significant share repurchases. In 2025, the company repurchased a total of \textbf{$1.3 billion} in shares [https://www.carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-Reports-Fourth-Quarter-Results/default.aspx]. In the first quarter of 2026, \textbf{Carlisle} continued this strategy by repurchasing an additional \textbf{$250 million} of shares, with a target of \textbf{$1 billion} for the full year 2026 [https://www.carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-Reports-First-Quarter-Results/default.aspx]. This commitment to shareholder returns is a key component of their balanced capital deployment strategy.

The company's financial health is further evidenced by its operating cash flow of \textbf{$1.1 billion} in 2025 [https://www.carlisle.com/investors/news/press-release-details/2026/Carlisle-Companies-Reports-Fourth-Quarter-Results/default.aspx]. \textbf{Carlisle} also issued \textbf{$1.0 billion} of debt in the third quarter of 2025, enhancing its financial flexibility [https://www.carlisle.com/investors/news/press-release-details/2025/Carlisle-Companies-Reports-Third-Quarter-Results/default.aspx]. The \textbf{Vision 2030} strategy, leveraging megatrends in energy efficiency, labor savings, and re-roofing, is central to \textbf{Carlisle}'s objective of delivering superior returns [https://carlisle.com/]. The company regularly publishes its financial information, including annual reports and SEC filings, on its investor relations website [https://www.carlisle.com/investors/default.aspx, https://www.carlisle.com/investors/financial-reports/default.aspx].

Partnerships

Carlisle Partnerships, Clients and Vendors

Carlisle Companies Incorporated (carlisle.com) is a leading supplier of innovative Building Envelope products and solutions, serving a vast range of industrial and customer applications globally. Through its Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT) businesses, Carlisle delivers products to the commercial building industry.

CCM itself is a leading manufacturer and supplier of single-ply roofing products and systems, including polyiso insulation and engineered metal roofing, under brands such as Carlisle SynTec, Versico Roofing, WeatherBond Roofing, Hunter Panels, CCM Europe, Drexel Metals, and PAC-CLAD Petersen [carlisle.com/our-businesses/default.aspx].

Carlisle engages with a global base of suppliers and actively seeks to foster innovation through its new Innovation Accelerator Program. This program aims to engage entrepreneurs and startups worldwide to identify, develop, and commercialize new products that promote energy efficiency, labor savings, and integrated solutions [carlisle.com/investors/news/press-release-details/2025/Carlisle-Companies-Reinforces-its-Commitment-to-Innovation-Through-its-New-Accelerator/default.aspx]. The company's commitment to continuous improvement and operational excellence is guided by the Carlisle Operating System (COS), which is embedded across all business functions and customer touchpoints [carlisle.com/who-we-are/carlisle-operating-system/default.aspx].

Strategic acquisitions are a key part of Carlisle's growth strategy. For instance, the company acquired MTL Holdings in 2024, a leading provider of pre-fabricated edge metal for commercial roofing systems [carlisle.com/investors/news/press-release-details/2024/Carlisle-Companies-to-Acquire-MTL-Holdings-a-Leader-in-Edge-Metal-and-Non-Insulated-Architectural-Wall-Systems/default.aspx]. Additionally, the acquisition of Bonded Logic in 2025 strengthened Carlisle's portfolio of innovative solutions, enhancing its position in the insulation market and supporting the growth of its Henry UltraTouch denim insulation product [carlisle.com/investors/news/press-release-details/2025/Carlisle-Companies-Reports-Second-Quarter-Results/default.aspx]. These acquisitions align with Carlisle's Vision 2030 strategy, focusing on energy-efficient buildings.

Events

Carlisle Event Participations

Carlisle Companies Incorporated actively participates in a variety of events, primarily focusing on financial community engagements. These include regular Earnings Conference Calls to discuss quarterly and annual financial results, such as the 1Q26 and 4Q25 Earnings Conference Calls [https://www.carlisle.com/investors/events-and-presentations/event-details/2026/Carlisle-Companies-1Q26-Earnings-Conference-Call/default.aspx][https://www.carlisle.com/investors/events-and-presentations/event-details/2026/Carlisle-Companies-4Q25-Earnings-Conference-Call/default.aspx]. The company also hosts investor presentations and provides updates on its Vision 2030 strategy [https://www.carlisle.com/investors/events-and-presentations/].

Beyond earnings calls, Carlisle attends and presents at investor conferences. For instance, in March 2023, Kevin P. Zdimal, Vice President & Chief Financial Officer, spoke at the Loop Capital Markets’ 2023 Investor Conference in New York [https://www.carlisle.com/investors/events-and-presentations/event-details/2023/Loop-Capital-Markets-2023-Investor-Conference/default.aspx][https://www.carlisle.com/investors/news/press-release-details/2023/Carlisle-Companies-Announces-March-2023-Events-with-the-Financial-Community/default.aspx]. The company also participated in the Baird Industrial Conference in Chicago in November 2022 [https://www.carlisle.com/investors/events-and-presentations/event-details/2022/Baird-Industrial-Conference/default.aspx].

Carlisle maintains an Events & Presentations section on its investor relations website, detailing upcoming and past events [https://www.carlisle.com/investors/events-and-presentations/]. This section archives various presentations and provides webcast access for certain events, such as a 2017 conference call discussing the acquisition of Accella Performance Materials [https://www.carlisle.com/investors/events-and-presentations/default.aspx?showevents=PAST]. The company frequently announces its participation in financial community events through press releases [https://www.carlisle.com/investors/news/2025/default.aspx].

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