Carlisle Companies Incorporated

Company purpose

Carlisle supplies building envelope products and solutions that improve energy efficiency in buildings. It operates through two primary businesses — Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT) — and markets a family of brands including Carlisle SynTec, Versico, Weatherbond, Hunter Panels, Resitrix and Hertalan. The company emphasizes the Carlisle Experience, continuous improvement through the Carlisle Operating System (COS), and Vision 2030 strategic pillars focused on innovation, service, efficiency, growth through acquisitions, talent development, and returns-focused capital deployment.

Segments

CCM (Carlisle Construction Materials)

• Products: premium roofing products and related technologies, including single-ply membranes (EPDM, TPO, PVC), architectural metal, roof garden systems, polyiso insulation and accessories.
• Markets: commercial construction, primarily in the United States and Europe.
• Brands: Carlisle SynTec, Versico, Weatherbond, Hunter Panels; Resitrix and Hertalan for EPDM in Europe.
• Geography and production: manufacturing facilities in the United States, Germany, the Netherlands, the United Kingdom and Romania.
• Customers: sales through authorized sales representatives and distributors; certain installed systems carry long-term warranties (5 to 40 years).
• Notes: backlog is not a meaningful indicator of future revenue because order-to-delivery cycles are short.

CWT (Carlisle Weatherproofing Technologies)

• Products: waterproofing and moisture protection, protective roofing underlayments, integrated air and vapor barriers, spray polyurethane foam and coating systems, and insulation products including expanded polystyrene.
• Markets: building envelope solutions for the United States and Canada, distributed through retailers and contractors.
• Geography: manufacturing and distribution across the United States and Canada.
• Notes: backlog is not a meaningful indicator of future revenue; products emphasize energy efficiency and long-term warranties.

Markets and customer concentration

• Primary markets: North America and Europe, with CCM active in Europe through European brands and facilities.
• Customer concentration: in 2025 the two largest customers represented 33% of consolidated revenues, representing customer concentration risk.

Employees and workforce (as of December 31, 2025)

• Total employees: approximately 5,900.
• U.S. operations: about 4,800 employees and approximately 300 contractors.
• Union representation: roughly 500 employees (including international locations) were represented by unions under contracts.
• Talent strategy: broad recruitment, diversification, manufacturing career paths, training and safety programs.

Facilities and footprint

• Total principal properties: 91 facilities (82 in North America, 9 in Europe).
• By segment: CCM — 39 facilities (31 in North America, 8 in Europe); CWT — 52 facilities (51 in North America, 1 in Europe).
• Total square footage: about 9.8 million square feet (approximately 6.3 million owned, 3.5 million leased).
• Condition: properties and equipment are generally well maintained and adequate for intended purposes.

Raw materials and sourcing

Key materials include MDI, polyol, EPDM polymer, TPO polymer, carbon black, coated steel (CCM), silicone polymer, asphalt, glass mat, and expanded polystyrene beads (CWT). The company generally sources materials from multiple suppliers, with many suppliers operating multiple processing facilities.

Strategic and sustainability orientation

Vision 2030 targets above-market growth through innovation, the Carlisle Experience, the COS operating system, acquisitions, talent development and disciplined capital deployment. Sustainability priorities include energy-efficient products, reductions in operational and value-chain emissions, and waste diversion. The company has a net-zero greenhouse gas commitment by 2050 and science-based emissions reduction targets, and it monitors related regulatory and market developments.

Product and market characteristics

CCM and CWT operate in construction-related segments that are cyclical and tied to building repair and replacement. Weather conditions and construction activity affect demand. The company invests in product innovation, training and select niche opportunities (for example, advanced air, water and vapor barriers and expanded retail products) to improve margins and growth.

Governance and risk notes

The 10-K references Note 3 for acquisitions over the past three years and includes notes on environmental, regulatory, cybersecurity and product liability risks, reflecting a governance and risk management framework.

Summary

Carlisle is a diversified building envelope company focused on energy-efficient roofing and moisture-protection products, organized into CCM and CWT. It maintains substantial U.S. and European operations, employs about 5,900 people, faces customer concentration risk with two customers accounting for 33% of 2025 revenues, and pursues Vision 2030 goals centered on innovation, operational excellence and disciplined growth through acquisitions.