NYSE$CSL
Carlisle Companies Incorporated · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Carlisle reported record revenues, adjusted EBITDA, and adjusted diluted EPS, driven by proactive pricing and strong demand.
Carlisle Companies reported record fourth-quarter results, with revenues of $1.4 billion, a 39.2% increase year-over-year. Organic revenue increased by 26.4%. GAAP Diluted EPS was $2.46, and Adjusted Diluted EPS was $2.92, a 60% increase from the prior year. The company's performance was driven by strong demand, proactive pricing actions, and the successful integration of the Henry acquisition.
- Generated record fourth quarter revenues of $1.4 billion, up 26.4% organically year-over-year
- CCM delivered record revenues and profitability despite supply chain disruptions and with proactive pricing actions offsetting inflation
- Reported record fourth quarter GAAP Diluted EPS of $2.46 and Adjusted Diluted EPS of $2.92, a 60% increase from prior year
- Henry integration exceeding expectations with synergies tracking above original $30 million target, driving Adjusted Diluted EPS accretion of $1.50+ in 2022, up from $1.25 in original plan
Headline financials
Revenue & EPS history
Carlisle · Revenue · Quarterly
$1.38B
Revenue by segment
Carlisle · $1.1B total across 1 segment · Q4 2021
- Carlisle Construction Materials$1.1B+44.6%100.0%
Forward guidance
While our businesses continue to navigate significant supply chain and inflationary challenges, solid demand fundamentals for all of our businesses remain intact.
Tailwinds
- a strong multi-year re-roofing cycle
- positive new construction environment
- continued pent up demand from pandemic-related challenges in 2020 and 2021
- growing customer demand for energy-efficient products for the Building Envelope
- increasing passenger air travel numbers and improved capital spending in Medical and Industrial markets, all of which are returning to pre-pandemic levels, and bode well for our CIT and CFT businesses
Headwinds
- significant supply chain challenges
- inflationary challenges
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 Q4 2021
+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
| Quarter | Report date | Reaction (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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