Baird cut Carlisle target to USD 402 for Carlisle Companies stock

Published on 10/20/2026 at 21:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Carlisle's second-quarter revenue reached USD 1.57 billion, up 8.30 percent. Carlisle Companies stock costs EUR 302.20 on October 20, 2026.

Analyst target and reporting date

Robert W. Baird cut its Carlisle target from USD 412.00 to USD 402.00 on October 13, 2026.
Second-quarter revenue reached USD 1.57 billion, up 8.30 percent year over year.
Carlisle Companies stock costs EUR 302.20 at Lang & Schwarz on October 20, 2026 at 9:11 p.m. CEST.
Third-quarter results are scheduled for October 28, 2026, after the NYSE close.

CSL, US1423391002, Illustration mit AI erstellt.

Robert W. Baird cut its Carlisle Companies target from USD 412.00 to USD 402.00 on October 13, 2026, while retaining an Outperform rating, as Markets Insider reported. The target is 18.27 percent above the USD 339.91 NYSE price from October 20, 2026. Carlisle stock was trading at EUR 302.20 at Lang & Schwarz on October 20, 2026 at 9:11 p.m. CEST.

Revenue growth meets margin pressure

Carlisle reported second-quarter 2026 revenue of USD 1.57 billion on July 29, 2026, up 8.30 percent from USD 1.45 billion a year earlier. Adjusted earnings per share rose 12.00 percent to USD 7.03, according to the company's results release.

The same release recorded a 22.40 percent operating margin, down from 23.10 percent in the second quarter of 2025. Adjusted EBITDA margin was 26.20 percent, compared with 26.90 percent a year earlier, making cost recovery an important measure for the next update.

What does the target imply?

Baird's USD 402.00 target sits 18.27 percent above the NYSE price of USD 339.91. Its USD 10.00 reduction leaves the rating unchanged, but the lower target places more weight on execution than on a higher valuation multiple.

Results date and valuation

Carlisle Companies said on October 14, 2026 that it will release third-quarter 2026 results on October 28, 2026, after the market close, followed by a 5:00 p.m. ET conference call. For the six months ended June 30, 2026, operating cash flow was USD 197.10 million and free cash flow was USD 129.60 million.

CSL had a market capitalization of USD 13.5 billion and a trailing price-to-earnings ratio of 19.53 on October 20, 2026. Its 52-week range was USD 293.43 to USD 432.91, placing the NYSE price above the low and below the high.

Stock position after hours

On the NYSE, CSL last traded at USD 339.91 on October 20, 2026 at 3:13 p.m. ET. The session volume was 180,382 shares, while the 52-week range leaves the stock 21.50 percent below its high.

The next dated company event is the October 28, 2026 third-quarter report. The key comparison will be whether revenue growth can hold while the 22.40 percent operating margin recovers toward its prior-year level.

Analyst target and the next report

Baird's revised USD 402.00 target and the scheduled October 28 report give investors two separate reference points: valuation and operating delivery. The second-quarter figures provide the latest reported benchmark, with revenue up 8.30 percent but operating margin down 70 basis points year over year.

Carlisle Companies was trading at EUR 302.20 at Lang & Schwarz on October 20, 2026 at 9:11 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Carlisle Companies stock.