Price
$387.49+17.42%Social Signal Score
Analyst Ratings
26 analystsRevenue
$1.57B+58.46%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- D. Christian Koch
- Sector
- Basic Materials
- Industry
- Construction Materials
- Employees
- 5,900
- Beta
- 0.83
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 5.09
Financials
Revenue
$1.57B+58.5%Net Income
$255.20MEBITDA
$409.80M+473.9%Free Cash Flow
$200.10M+39.2%EPS (diluted)
$6.27Shares Outstanding (diluted)
40.80M-36.6%Operating Expenses
$210.70MCash & Debt
$665.30MReturn of Capital
$294.40MRevenue by Segment (annual)
$10.04BDividend per Share
$1.25Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.02B | $740.70M | $17.27 |
| 2024 | $5.00B | $1.31B | $28.26 |
| 2023 | $4.59B | $767.40M | $15.35 |
| 2022 | $5.45B | $924.00M | $17.80 |
| 2021 | $3.84B | $421.70M | $8.01 |
| 2020 | $3.97B | $320.10M | $5.85 |
| 2019 | $4.48B | $472.80M | $8.28 |
| 2018 | $4.48B | $611.10M | $10.09 |
| 2017 | $3.75B | $365.50M | $5.75 |
| 2016 | $3.43B | $250.10M | $3.86 |
| 2015 | $3.54B | $319.70M | $4.89 |
| 2014 | $3.20B | $251.30M | $3.89 |
| 2013 | $2.94B | $209.70M | $3.29 |
| 2012 | $2.85B | $270.20M | $4.30 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CSL's reported EPS growth of 11.3% a year over 13 years.
- EPS in 5 years
- $29.56
- Implied price
- $561.60
- Return from $329.34
- 11.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $279.22 — -15.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 13 | 16 | 19 | 22 | 25 |
|---|---|---|---|---|---|
| 1.3% | -6.1% | -2.2% | 1.3% | 4.3% | 7.0% |
| 6.3% | -1.5% | 2.7% | 6.3% | 9.4% | 12.3% |
| 11.3% | 3.1% | 7.5% | 11.3% | 14.6% | 17.5% |
| 16.3% | 7.8% | 12.3% | 16.3% | 19.7% | 22.8% |
| 21.3% | 12.4% | 17.2% | 21.3% | 24.9% | 28.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
47-33.33%Social Signal Score
Mentions (30)
- News (RSS)investing·1d ago·Negative
CSL to pay up to $1.6 bln to develop rare disease drug; shares rise
View source ↗ - News (RSS)smh·1d ago·Neutral
ASX climbs as miners advance; CSL rises after deal with Swiss giant The Australian sharemarket has made a positive start to the week after Wall Street indexes climbed near their all-time high on Friday in New York after the latest update on the US job market
View source ↗ - News (RSS)seekingalpha·1d ago·Negative
CSL strikes $1.6B deal with Alentis for experimental kidney, liver drug
View source ↗ - News (RSS)barrons·5d ago·Neutral
Health Care Roundup: Market Talk Find insight on AstraZeneca, Fresenius, CSL and more in the latest Market Talks covering Health Care.
View source ↗ - PodcastAnimal Spirits·5d ago·Neutral
I would rather than give all first time, I'll new first time home by as a 3% mortgage than this. But you're right. I don't, a lot of people are going to hate this. I don't hate it. Right? I don't know. Let's see. So redemptions are still happening in private markets. We haven't talked about private credit. You had the Hamilton lane guy on to talk about private markets. I thought it was great. No, no commentary on their investments for anything like that. But I thought it was to be engaging reaso
View source ↗ - News (RSS)investing·7d ago·Negative
CSL partners with AWS on AI for drug research and development
View source ↗ - News (RSS)channelnewsasia·7d ago·Neutral
Australia's CSL taps Amazon's cloud unit to boost research pipeline
View source ↗ - Newszacks.com·25d ago·Positive
Carlisle Benefits From Business Strength, Risks Persist CSL gains from strong construction demand, segment growth and shareholder returns, though rising costs, margin pressure and debt pose risks.
View source ↗ - News (RSS)economictimes·30d ago·Positive
…orate actions and dividends. Apar Industries accounts for the highest single dividend payout of the day, as the company will pay a final dividend of Rs 60 per share. CSL Finance will pay Rs 10 per share, followed by Gujarat Energy at Rs 8.9 per share, Banco Products (India) at Rs 8 per share, Heidelberg Cement India at Rs 7 per share, and Datamatics Global Services and Gujarat State Fertilizers & Chemicals (GSFC) at Rs 5 per share each.Josts Engineering Company will pay a total of Rs 5 per share…
View source ↗ - News (RSS)cityam·32d ago·Neutral
The £100k BMW M3 CSL proves that some cars get better with age BMW’s rare E46 M3 CSL was fast, furious and fiercely exclusive when it launched in 2003. More than two decades on, this lightweight legend is still turning heads What is the BMW E46 M3 CSL? It seems the moment you drive a shiny new car off the showroom forecourt, it’s replaced by something a little [...]
View source ↗ - News (RSS)barrons·32d ago·Neutral
Health Care Roundup: Market Talk Find insight on Insilico, CSL, Sonic Healthcare and more in the latest Market Talks covering health care.
View source ↗ - Newsseekingalpha.com·33d ago·Neutral
Carlisle Companies: Build Quality Roofs, See Quality Results Carlisle Companies is the newest Dividend King, driven by robust commercial re-roofing demand and disciplined capital allocation. CSL delivered record Q2 2026 results: 8.3% revenue growth to $1.57 billion and 12.1% adjusted EPS growth to $7.03, beating the consensus estimate. Shares trade at a forward P/E of 16.85, below the 10-year average, with fair value estimated at $426, implying 30% upside through 2027.
View source ↗ - News (RSS)wsj·33d ago·Neutral
Health Care Roundup: Market Talk Find insight on Novartis, CSL, Fortis Healthcare and more in the latest Market Talks covering health care.
View source ↗ - News (RSS)smh·35d ago·Negative
CSL signs deal with Trump administration to slash prices for its medicines Australia’s largest pharma company has agreed to lower the cost of its medicines in the US as it seeks to avoid the 100 per cent tariffs slapped on Australian-made pharmaceuticals.
View source ↗ - News (RSS)smh·35d ago·Positive
ASX opens lower after US stocks wobble, oil climbs; CSL gains on US deal The Australian sharemarket is tracking a downbeat session on Wall Street after the US launched its first military action in a month against Iran.
View source ↗ - News (RSS)hellenicshipping·40d ago·Negative
Next step to net zero: MIAL welcomes release of Maritime Emissions Reduction National Action Plan (MERNAP) Maritime Industry Australia Ltd (MIAL) welcomes today’s release of Australia’s Maritime Emissions Reduction National Action Plan (MERNAP), describing it as an important signpost for an industry facing some of the most complex challenges in the transition to net zero. Announced at today’s welcome ceremony for the new world-first battery-powered CSL vessel MV Yampu, MERNAP will ...
View source ↗ - Newszacks.com·40d ago·Positive
Carlisle Exhibits Strong Prospects Despite Persisting Headwinds CSL is riding strong roofing demand, acquisitions and shareholder returns, but rising raw-material and freight costs are testing margins in 2026.
View source ↗ - Newszacks.com·41d ago·Positive
3M vs. Carlisle: Which Industrial Conglomerate Stock Should You Bet On? MMM's industrial and transportation strength supports growth, while CSL gains from construction demand but faces rising costs and high debt.
View source ↗ - Newsseekingalpha.com·42d ago·Positive
Carlisle Companies: Attractively Valued And Now A Dividend King Carlisle Companies is upgraded to Buy after strong Q2 2026 results and improved valuation, with shares now ~19% undervalued. Q2 revenue grew 8% YoY to $1.57B and normalized EPS rose 12% to $7.03, despite margin compression from higher input costs. CSL raised its FY26 share repurchase target to $1.2B and achieved Dividend King status with a 14% dividend hike, marking 50 consecutive increases.
View source ↗ - Newsseekingalpha.com·46d ago·Neutral
The Retirement Yield Trap Investors Need To Know About Maximizing portfolio yield exposes investors to hidden risks, especially inflation and lack of income growth, threatening long-term retirement sustainability. Model portfolios relying on high-yield bonds and preferreds offer attractive income but little inflation protection, making them unsuitable for multi-decade horizons. Incorporating dividend growth stocks, even at lower yields, enhances income durability and inflation resilience, improv
View source ↗ - News (RSS)investing·47d ago·Positive
Why is CSL stock rallying today?
View source ↗ - News (RSS)hellenicshipping·48d ago·Negative
MacGregor Secures Comprehensive Hatch Cover and Cargo Handling Order for Six LNG-Powered Containerships at Cochin Shipyard Limited MacGregor has been selected to deliver a comprehensive scope of cargo handling solutions for six 1,700 TEU dual-fuel LNG-powered containerships to be built at Cochin Shipyard Limited (CSL) in India. The vessels are being built for CMA CGM. The six 1,700 TEU vessels are scheduled for delivery between 2029 and 2031. They will support and ...
View source ↗ - News (RSS)economictimes·48d ago·Positive
Keralam Govt to lease land to CSL for Rs 5,000 cr ship block building project, says CM Satheesan The Kerala government has made a significant move by leasing 18.16 acres of land to Cochin Shipyard. This new land allocation will facilitate a ship block building project with an impressive investment of Rs 5,000 crore. The initiative is anticipated to generate around 2,000 direct jobs, enhancing the state's shipbuilding capabilities while also paving the way for increased investment in the sector.
View source ↗ - News (RSS)zerohedge·48d ago·Neutral
…with Trump rejecting a truce extension, while he also threatened to bomb US ally Oman. ASX 200 eked out slight gains amid a slew of earnings, as results from BHP and CSL helped keep the index afloat, although gains were capped by weakness in telecoms, financials and the consumer sectors. Nikkei 225 retreated beneath the 68,000 level with underperformance in Japan amid upside in yields, higher oil prices, fears of a faster pace of BoJ rate hikes, and the recent weak GDP data. KOSPI initially rall…
View source ↗ - News (RSS)seekingalpha·48d ago·Neutral
Haemonetics rises after supply deal with CSL
View source ↗ - News (RSS)smh·49d ago·Neutral
Changing fortunes: Is Biotech giant CSL’s $10 billion write-down a comeback story? Make no mistake: the home-grown biotechnology company, which for decades allowed Australia serious boasting rights, is still a long way from redemption.
View source ↗ - News (RSS)seekingalpha·49d ago·Neutral
CSL Limited 2026 Q4 - Results - Earnings Call Presentation
View source ↗ - News (RSS)investing·49d ago·Neutral
CSL FY26 slides: reset year with $7.1B impairments, 5% growth ahead
View source ↗ - News (RSS)smh·49d ago·Neutral
ASX set to slide, Wall Street retreats as oil prices climb; BHP, CSL results ahead US stocks are edging further from their record heights on Monday, ahead of a week where profit reports from the nation’s biggest retailers could give a hint about how shoppers are dealing with high inflation and a slowing job market.
View source ↗ - Newsetftrends.com·59d ago·Positive
I've Got Royalty on the Brain And how could I not? After exploring Brighton Beach and Bristol, and then Cornwall all the way to St. Ives and Penzance, I wrapped up my Great Britain trip with a couple days in London.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $5.88 per share
Typical surprise +5.6% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$7.03 vs $6.35beat
- Thu, Apr 23$3.63 vs $3.33beat
- Tue, Feb 3$3.90 vs $3.58beat
- Wed, Oct 29$5.61 vs $5.47beat
- Wed, Jul 30$6.27 vs $6.58miss
- Wed, Apr 23$3.61 vs $3.42beat
Estimates and results for CSL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CSL officers and directors.
- Bought
- —
- Sold
- $27.8m
0 trades
17 trades
- Easton Andrew Csold
- Schwar Stephensold
- Schwar Stephensold
- Zdimal Kevin Psold
- Zdimal Kevin Psold
- Zdimal Kevin Psold
- Zdimal Kevin Psold
- Zdimal Kevin Psold
83 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (25d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2025 (21d later)Buy$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (42d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (57d later)Buy$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed May 15, 2025 (38d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 14, 2024 (35d later)Sell$15,001 - $50,000
- Shelley Moore Capitosenate · WV · disclosed Nov 12, 2024 (35d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Sep 18, 2024 (23d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (38d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (38d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 22, 2023 (49d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 22, 2023 (49d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 19, 2023 (34d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 19, 2023 (34d later)Buy$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Mar 8, 2023 (26d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 20, 2023 (37d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2022 (41d later)Sell$50,001 - $100,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.