CSL
Market read
CSL accounts for 11.2% of the group's measured movement across 6.6 effective names. raw member direction is mixed; 8 of 8 session-normalized paths align to the downside. Capital-flow agreement is 24%, so confirmation is not yet clean. No verified headline preceded the measured group move.
FBIN, MAS moved materially before CSL. CSL crossed its material path threshold at 10:50 ET. MHK, HNI, GFF followed.
5 of 8 members in Building Products are active. 0 of 5 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.
Research brief
CSL accounts for 11.2% of the group's measured movement across 6.6 effective names. raw member direction is mixed; 8 of 8 session-normalized paths align to the downside. Capital-flow agreement is 24%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest (in millions, except percentages) Three Months Ended June 30, Six Months Ended June 30, 2026 2025 Change % 2026 2025 Change % Interest expense $ 27.4 $ 14.7 $ 12.7 86.4 % $ 55.7 $ 29.5 $ 26.2 88.8 % Interest income $ (6.6) $ (1.4) $ (5.2) 371.4 % $ (…”10-Q · Jul 30, 2026 ↗
“CCM's revenue increased in the second quarter and the first six months of 2026, primarily reflecting volume increases driven by continued execution of strategic growth initiatives supported by solid commercial re-roofing demand.”10-Q · Jul 30, 2026 ↗
“16 Research and Development Expenses (in millions, except percentages) Three Months Ended June 30, Six Months Ended June 30, 2026 2025 Change % 2026 2025 Change % Research and development expenses $ 11.4 $ 11.1 $ 0.3 2.7 % $ 23.5 $ 21.8 $ 1.7 7.8 % As a perce…”10-Q · Jul 30, 2026 ↗
“16 Table of Content s Net cash provided by investing activities in 2024 was $1.2 billion, primarily attributable to net cash proceeds of $2.0 billion from the sale of Carlisle Interconnect Technologies ("CIT"), partially offset by use of an aggregate of $676.…”10-K · Feb 13, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CSL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-24 against the comparable filing from 2025-04-24.
No thresholded improvement was identified.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“8-K/A 4/12/2017 10.14 Fifth Amended and Restated Credit Agreement, dated as of April 3, 2024, by and among Carlisle Companies Incorporated and Carlisle, LLC, as co-borrowers, JPMorgan Chase Bank, N.A., as administrative agent, and the lenders party thereto.”
Depended on by
“Our largest suppliers include predominantly domestic companies such as Owens Corning, GAF, Carlisle Construction Materials, CertainTeed Roofing and Siding, IKO Manufacturing, TAMKO Building Products, Johns Manville, James Hardie Building Products, Dow, Sika U…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
CSL is currently a Early Follower in the organic co-movement group 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.
Context history
No durable theme membership has been observed for this name yet.