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Carlisle Companies Incorporated
CSL · NYSEIndustrials
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Inputsmaterials, equipment & da…Operatorsthe companies at the cent…Products &serviceswhat they make & runDistribution &logisticshow it gets thereCustomers &end marketswho paysCHMPolymers & chemicalsMTLSteel & aluminumCSLCarlisleH/EHolcim / ElevateG(IGAF (Standard Industries)JMJohns ManvilleR&I(Roofing & insulation (CCM)W&E(Waterproofing & envelope (CWT)R&AAReps & authorized applicatorsDSTRoofing distributorsCONRoofing contractorsOWNBuilding owners
Company details
Market cap
$16.7B
P/E ratio
24×
Div yield
1.1%
Dividend
$4.40
Revenue
$5.0B
Rev. growth
+9%
Free cash flow
$0.97B
Segments
CCM + CWT
In plain English
Carlisle is the largest maker of commercial single-ply roofing in the US — the white TPO and black EPDM membranes on the flat roofs of warehouses, big-box stores and factories. After selling off its aerospace, fluid and brake units, it is now a pure-play building-products company: ~74% roofing & insulation (CCM), ~26% waterproofing & building envelope (CWT), on ~$5B of revenue.
In simple terms
What Carlisle Companies Incorporated really sells
Carlisle is the largest maker of commercial single-ply roofing in the US — the white TPO and black EPDM membranes on the flat roofs of warehouses, big-box stores and factories. After selling off its aerospace, fluid and brake units, it is now a pure-play building-products company: ~74% roofing & insulation (CCM), ~26% waterproofing & building envelope (CWT), on ~$5B of revenue.
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Risk read
Moderate
SteadierMore speculative
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