TacticScaleWhat Carlisle Companies Does & How It Makes Money (CSL)
Updated October 2026 · reflects Carlisle Companies's latest reported financials
Maker of commercial roofing, insulation, and building envelope products. It earns revenue by manufacturing and selling roofing, insulation, and weatherproofing products for new construction and re-roofing of commercial and residential buildings.
How Carlisle Companies makes money
It earns revenue by manufacturing and selling roofing, insulation, and weatherproofing products for new construction and re-roofing of commercial and residential buildings. It sells under brands such as Carlisle SynTec, Versico, and WeatherBond.
What Carlisle Companies does
Carlisle Companies is a U.S.-based building products manufacturer focused on the building envelope, the parts of a building (roof, walls, and insulation) that protect it from water, air, and heat loss. Its larger business, Carlisle Construction Materials (CCM), makes single-ply roofing membranes in EPDM, TPO, and PVC, along with polyiso insulation and engineered metal roof and wall panels for commercial and residential buildings. The second segment, Carlisle Weatherproofing Technologies (CWT), supplies waterproofing, roofing underlayment, air/vapor barriers, sealants, flashing, roof coatings, spray polyurethane foam, expanded polystyrene insulation, and engineered HVAC products. The company was founded in 1917, is headquartered in Scottsdale, Arizona, and sells under brands including Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan.
Products & services
- EPDM, TPO and PVC single-ply roofing membranes
- Polyiso insulation
- Engineered metal roofing and wall panels
- Air/vapor barriers and waterproofing systems
- Spray polyurethane foam and coatings
- Brands: Carlisle SynTec, Versico, WeatherBond, Hunter Panels
What is Carlisle Companies worth?
On an owner-earnings DCF, Carlisle Companies's most-likely value is about $479 versus a recent price near $320 (50% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$240) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.
Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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