NYSE$CSL

Carlisle Companies Incorporated · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced finance leadership changes to strengthen the global finance organization.

Carlisle Companies announced leadership changes effective August 1, 2024, including John Calogero assuming the role of Senior Vice President – Special Projects for Carlisle Construction Materials (“CCM”), Stephen Aldrich elevated to CFO for CCM, Andrew Easton named Vice President and Chief Accounting Officer, and Cory Walter promoted to Vice President of Internal Audit.

  • John Calogero will assume the role of Senior Vice President – Special Projects for Carlisle Construction Materials (CCM).
  • Stephen Aldrich was promoted to CFO for CCM.
  • Andrew Easton was named Vice President and Chief Accounting Officer.
  • Cory Walter was promoted to Vice President of Internal Audit.

Headline financials

Total Revenue

$1.45B

Previous: $1.53B-4.9%
EPS

$14.84

Previous: $5.18+186.5%
Capital Expenditures

-$57.4M

Previous: -$70.1M+18.1%
Free Cash Flow

$655M

Previous: $125M+426.1%
Net Income

$712M

Previous: $195M+266.1%
Operating Income

$378M

Previous: $328M+15.2%
Gross Profit

$569M

Previous: $530M+7.3%
Cash & Equivalents

$1.74B

Previous: $349M+397.2%
Total Assets

$6.73B

Previous: $7.18B-6.2%
R&D Expense

$9.3M

No prior period
Stock-Based Comp

$2.8M

Previous: $13.5M-79.3%

Revenue & EPS history

Carlisle · Revenue · Quarterly

$1.45B

Q2 2024-4.9%vs Q2 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Carlisle · $1.26B total across 2 segments · Q3 2023

  • Carlisle Construction Materials
    $914M-16.9%
  • Carlisle Weatherproofing Technologies
    $346M-15.0%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.0%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

62%

42 / 68 earnings

Positive

+13.0%

Q1 2010

Best reaction

-14.4%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.0%-4.7%-8.3%
Q4 2025+11.1%+12.9%-0.4%
Q3 2025-1.6%-1.3%-4.0%
Q1 2025+6.0%+5.4%+7.5%
Q4 2024-8.9%-5.8%-10.7%
Q3 2024-9.1%-8.7%-2.0%
Q2 2024+1.0%-2.5%-4.6%
Q1 2024+6.7%+3.5%+14.0%
Q4 2023+8.7%+10.0%+16.2%
Q3 2023+4.9%+7.1%+16.3%
Q2 2023+3.0%+3.1%-3.5%
Q1 2023+1.5%-0.3%+2.0%
Q4 2022+1.8%+3.6%+3.6%
Q3 2022-14.4%-15.2%-7.7%
Q2 2022+6.9%+9.1%+13.3%
Q1 2022+6.2%+8.9%+3.8%
Q4 2021+0.1%+3.7%+1.4%
Q3 2021+4.5%+5.5%+9.3%
Q2 2021+0.9%+0.8%+4.4%
Q1 2021+6.3%+8.0%+7.8%
Q4 2020+0.3%-2.2%-0.2%
Q3 2020-1.0%+5.0%+17.8%
Q2 2020+0.4%-1.5%+2.4%
Q1 2020-2.2%-3.7%-4.8%
Q4 2019-0.0%-1.7%-11.4%
Q3 2019+6.3%+6.5%+7.9%
Q2 2019+7.6%+9.4%+8.5%
Q1 2019+9.0%+10.4%+5.8%
Q4 2018+6.2%+6.5%+8.1%
Q3 2018-8.9%-7.7%+0.5%
Q2 2018+8.3%+8.6%+12.7%
Q1 2018+5.2%+5.4%+5.0%
Q4 2017-2.8%-4.7%-3.1%
Q3 2017+6.0%+6.4%+6.0%
Q2 2017-2.6%-2.0%-6.5%
Q1 2017-7.2%-7.9%-6.5%
Q4 2016-2.4%-2.6%-1.0%
Q3 2016-3.5%-2.4%+8.6%
Q2 2016-2.5%-2.3%-0.3%
Q1 2016+3.3%
Q4 2015+4.0%
Q3 2015-6.0%
Q2 2015-1.2%
Q1 2015+4.9%
Q4 2014+3.8%
Q3 2014+5.6%
Q2 2014-2.3%
Q1 2014+4.8%
Q4 2013+5.9%
Q3 2013+0.5%
Q2 2013+2.6%
Q1 2013-2.4%
Q4 2012+3.1%
Q3 2012+5.9%
Q2 2012-3.2%
Q1 2012+1.3%
Q4 2011-0.9%
Q3 2011+5.2%
Q2 2011-10.0%
Q1 2010+13.0%
Q1 2011+3.3%
Q4 2008+4.4%
Q4 2010+4.4%
Q3 2010-1.1%
Q3 2009-1.1%
Q4 2009-12.5%
Q2 2010-12.5%
Q2 2009-12.5%

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