- Carlisle’s overall revenue for the fourth quarter was $1.12 billion, a slight decrease of 0.4% compared to the previous year.
- The revenue for Carlisle Construction Materials was $833.6 million, marking an increase of 2.2% from last year, but it still fell short of the estimated $849.2 million.
- Carlisle Weatherproofing Technologies experienced a revenue dip of 7.2% year-over-year, totaling $289.3 million, which was below the expected $302.8 million.
- Operating income for Carlisle Construction Materials was $223.3 million, a decline of 6.3% from the prior year and missing the estimate of $240.3 million.
- The Weatherproofing Technologies division saw its operating income drop 44%, reaching $25.4 million, compared to the forecast of $37.8 million.
- Adjusted EBITDA stood at $281.7 million, down 5.2% year-over-year, and under the projected $289.3 million.
- Net income decreased significantly by 21% to $162.8 million, below the expected $183 million.
- Free cash flow from continuing operations was $341.1 million, a decrease of 2.8% year-over-year.
- Capital expenditures rose slightly by 1.9% to $36.6 million, significantly less than the dual estimates of $53.2 million.
- Overall operating income for the quarter was $224.0 million, a decrease of 12% from the previous year, and also missed the estimate of $243.3 million.
- Adjusted EPS increased to $4.47 from $4.17 year-over-year, surpassing the anticipated $4.42.
- The company’s 2025 guidance anticipates mid-single-digit revenue growth and an approximately 50 basis point increase in adjusted EBITDA margin.
- Fourth-quarter performance was affected by continuing macroeconomic pressures, including higher interest rates, housing affordability issues, and adverse weather conditions in November and December.
- Analyst recommendations for Carlisle include 5 buys, 3 holds, and 1 sell.
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A look at Carlisle Cos Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Carlisle Cos has a strong long-term outlook. With high scores in Growth, Resilience, and Momentum, the company is well-positioned for future success in the market. This indicates that Carlisle Cos is expected to experience solid growth, have the ability to withstand economic challenges, and maintain a positive momentum in its operations. Although the Value and Dividend scores are moderate, the overall outlook for the company remains positive based on its strengths in growth potential and operational resilience.
Carlisle Companies Incorporated is a company that manufactures and distributes a wide range of construction materials, transportation products, and general industry products. Its diverse product offerings cater to various industries such as roofing, real estate, construction, trucking, food-service, aircraft manufacturing, and lawn and garden. With a strong focus on growth and a solid foundation in resilient operations, Carlisle Cos is poised for continued success in the long term.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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