CARLISLE COMPANIES INC · Fabricated Rubber Products, NEC

CSL

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The short version

A high-quality, profitable business with steady sales. Institutions are adding.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 18% in 3 years

Money moves

No insider buying or selling in the last 30 days
Institutions added 2% to their holdings in the quarter ending June 2026 (357 bought, 355 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$346.56+0.3% that day

Company value: $13.8B; Share price times all shares
Price vs profit (P/E): 19.8x; You pay about $20 for each $1 of yearly profit
Price vs sales: 2.7x; Company value is 2.7 times a year of sales
Dividend yield: 1.2%; Yearly dividend as a share of today's price
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 21%; Debt as a share of company value

From CSL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$1.6B+8.3% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $5.1B, up 1.9% from the 12 months before. Over 5 years, sales grew about 4.8% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CSL. Starting points are the company's recent numbers.

Sales growth+2% a yearRecently: +1.9% a yearProfit margin14%Last 12 months: 14.2%P/E at the end20xToday: 19.8x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$5.6B

Profit in 5 years$788M

Price these guesses point to$512.76+48% vs $346.56 todayAbout +8.1% a year, before dividends

What today's price needs: with a 14% margin and a 20x P/E, sales could shrink about 5.7% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/6Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.34.8%
MissDebt under half of equityNot relying on borrowed money.1.61x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.14.8%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$970.6M
PassShare count not growingNot diluting owners. Falling means buybacks.-17.7% in 3 years

Revenue: $5.0B; +0.3% vs prior year
5-year growth: +4.8%/yr; revenue, per year
Total debt: $2.9B; 1.61x equity
Current ratio: 3.09x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.