Carlisle Companies Incorporated
CSL
Jodie read · what matters now
Revenue decreased 4.0% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CSL, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-24 against the comparable filing from 2025-04-24.
What improved
No thresholded improvement was identified.
What weakened
- Revenue decreased 4.0% versus the comparable filing period.
- Net margin fell 0.9 percentage points.
- Operating cash flow covered only -0.35x net income.
Filing receipts
“15 Interest (in millions, except percentages) Three Months Ended March 31, 2026 2025 Change % Interest expense $ 28.3 $ 14.8 $ 13.5 91.2 % Interest income $ (8.9) $ (6.4) $ (2.5) 39.1 % Interest expense increased in the first quarter of 2026, primarily due to higher long-term debt balances associated with the notes issued on August 20, 2025.”
“CWT’s operating margin increased and adjusted EBITDA margin decreased in the first quarter of 2026, primarily due to the impact of lower sales volumes partially offset by lower selling and administrative expenses of $9.0 million driven by lower acquisition costs of $4.2 million and savings from targeted restructurings.”
“CCM's operating margin was relatively flat and adjusted EBITDA margin increased in the first quarter of 2026, primarily due to the impact of lower sales volumes offset by lower selling and administrative expenses of $5.9 million driven by ongoing COS-led cost saving initiatives.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CSL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CSL is currently a Participant in the organic co-movement group Residential Construction & Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.