Carlisle Companies (CSL) reported second-quarter 2026 revenue of $1.57 billion, up 8% year over year, and net income of $255.2 million. Diluted earnings per share were $6.30, while diluted EPS from continuing operations was $6.36.
The company repurchased $250 million of shares during the quarter, raised its 2026 share repurchase target to $1.2 billion and increased its full-year revenue outlook to mid-single-digit growth with flat adjusted EBITDA margin.
- Revenue rose 8% year over year to $1.57 billion for the quarter ended June 30, 2026.
- Net income was $255.2 million, compared with $255.8 million a year earlier.
- Diluted EPS was $6.30, compared with $5.88 in the prior-year quarter.
- CCM revenue increased 8% to $1.18 billion, while CWT revenue rose 10% to $389 million.
- Capital returns included $250 million of share repurchases during the quarter.
- Outlook calls for full-year 2026 consolidated revenue growth in the mid-single-digit percentage range.
$CSL Insider Trading Activity
$CSL insiders have traded $CSL stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $CSL stock by insiders over the last 6 months:
- D CHRISTIAN KOCH (Chair, President & CEO) has made 0 purchases and 4 sales selling 36,260 shares for an estimated $14,989,324.
- KEVIN P ZDIMAL (VP & Chief Financial Officer) has made 0 purchases and 9 sales selling 24,180 shares for an estimated $9,866,321.
- STEPHEN SCHWAR (Vice Chair of CCM) has made 0 purchases and 2 sales selling 6,049 shares for an estimated $2,524,583.
- DAVID W SMITH (VP, Sustainability) has made 0 purchases and 2 sales selling 1,800 shares for an estimated $745,290.
- ANDREW C EASTON (VP & Chief Accounting Officer) sold 233 shares for an estimated $94,963
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CSL Hedge Fund Activity
We have seen 343 institutional investors add shares of $CSL stock to their portfolio, and 326 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 476,247 shares (-14.8%) from their portfolio in Q1 2026, for an estimated $158,885,524
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 386,689 shares (-99.4%) from their portfolio in Q1 2026, for an estimated $129,007,184
- GENERATION INVESTMENT MANAGEMENT LLP removed 341,452 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $113,915,216
- BOSTON PARTNERS added 334,261 shares (+inf%) to their portfolio in Q1 2026, for an estimated $111,516,154
- INLIGHT WEALTH MANAGEMENT, LLC removed 320,026 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $106,767,074
- FOCUS PARTNERS WEALTH added 301,164 shares (+135.5%) to their portfolio in Q1 2026, for an estimated $100,474,333
- JONES FINANCIAL COMPANIES LLLP added 281,264 shares (+29176.8%) to their portfolio in Q1 2026, for an estimated $93,835,295
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
