Carlisle Companies Incorporated's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Carlisle Companies Incorporated (CSL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Carlisle Companies Incorporated vs Its Competitors
- TTM: Trailing 12-month revenue of 5,097M vs 228,951M combined for tracked competitors (2.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+23.2% annualized vs trailing 12 months), vs accelerating (+7.6%) for its tracked peer group.
- Growth: Carlisle Companies Incorporated generated 8.3% revenue growth year over year in Q2 2026, vs 8.0% for its tracked competitors combined.
- Profitability: Its 16.3% net margin compares with 19.2% for the peer group.
- Scale: Carlisle Companies Incorporated ranks #16 of 247 companies by market capitalization in the Medical Equipment & Supplies industry, holding 1.2% of industry market cap.
- Peer revenue share: Carlisle Companies Incorporated accounted for 2.5% of combined revenue among its tracked peer group, up from 2.5% a year earlier.
- Peer differentiation: Revenue per employee of $0.86M compares with $0.46M for the peer group (1.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
CSL Sales vs. its Competitors, Q2 2026
Carlisle Companies Incorporated reported revenue growth of 8.33 % year on year in Q2 2026, above its competitors' combined revenue growth of 8.03 %.
With a net margin of 16.25 %, Carlisle Companies Incorporated reported lower profitability than its competitors (19.17 %).
Carlisle Companies Incorporated generated 2.49 % of the combined sales of its peer group, up from 2.48 % a year earlier.
Carlisle Companies Incorporated vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Carlisle Companies Incorporated and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Carlisle Companies Incorporated | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Carlisle Companies Incorporated's competitor groups requires a Commercial License.
For context: the Medical Equipment & Supplies industry grew revenue 15.0% year over year, combined, vs 8.3% for Carlisle Companies Incorporated. Carlisle Companies Incorporated's share of combined industry revenue moved from 1.43% to 1.34%, a loss of 0.08 percentage points.
Carlisle Companies Incorporated's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Carlisle Companies Incorporated | Yes | Yes | No | No |
| Competitors combined (26) | ||||
| High-Confidence Competitors (13) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
CSL Stock Performance relative to its Competitors
CSL Stock Performance relative to High-Confidence Competitors
CSL Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Cytosorbents Corporation | 282.9% | Outperformed |
| 2 | Viavi Solutions Inc | 282.9% | Outperformed |
| 3 | Materion Corporation | 282.9% | Outperformed |
| 4 | Haemonetics Corporation | 282.9% | Outperformed |
| 5 | Cerus Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Carlisle Companies Incorporated's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Carlisle Companies Incorporated's Comment on Competition and Industry Peers
Publicly Traded Peers of Carlisle Companies Incorporated
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Carlisle Companies Incorporated | 13,215.96 | 5,097.00 |
| Thermo Fisher Scientific Inc | 251,760.60 | 46,336.00 |
| Eaton Corporation Plc | 168,034.20 | 30,025.00 |
| 3m Company | 88,536.35 | 25,180.00 |
| Ecolab Inc | 79,080.91 | 16,995.90 |
| Illinois Tool Works Inc | 78,589.21 | 16,469.00 |
| SUBTOTAL | 904,177.30 | 294,552.27 |
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Sources: Carlisle Companies Incorporated's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Carlisle Companies Incorporated versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Carlisle Companies Incorporated's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Huntsman Corporation | Named by the company | 85% |
| Pliant Therapeutics Inc | Named by the company | 85% |
| CWT | Named by the company | 85% |
| Oragenics Inc | Named by the company | 85% |
| Astria Therapeutics Inc | Named by the company | 85% |
| Kamada Ltd | Named by the company | 85% |
| Protagonist Therapeutics inc | Named by the company | 85% |
| Adma Biologics Inc | Named by the company | 85% |
| Gcp Applied Technologies Inc. | Named by the company | 85% |
| Peak Bio Inc | Named by the company | 85% |
| CCM | Named by the company | 85% |
| Intellia Therapeutics Inc | Named by the company | 85% |
| Uniqure N v | Named by the company | 85% |
| Aslan Pharmaceuticals Limited | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Carlisle Companies Incorporated's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Carlisle Companies Incorporated's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Carlisle Companies Incorporated | Carlisle Construction Materials 72.06 % |
| Thermo Fisher Scientific Inc | Clinical Research 19.98 % |
| Eaton Corporation Plc | Electrical Americas 46.31 % |
| 3m Company | Safety and Industrial 47.55 % |
| Ecolab Inc | Water Services 50.05 % |
| Illinois Tool Works Inc | Automotive OEM 20.42 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Carlisle Companies Incorporated's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Carlisle Companies Incorporated | 13,216 | 863,898 | 122,797 |
| Thermo Fisher Scientific Inc | 251,761 | 370,688 | 55,912 |
| Eaton Corporation Plc | 168,034 | 308,572 | 39,403 |
| 3m Company | 88,536 | 416,198 | 49,785 |
| Ecolab Inc | 79,081 | 354,081 | 44,450 |
| Illinois Tool Works Inc | 78,589 | 383,000 | 74,279 |
| PEERS TOTAL | 890,961 | 458,139 | 46,247 |
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Carlisle Companies Incorporated's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Carlisle Companies Incorporated | United States 87.78 % |
| Thermo Fisher Scientific Inc | North America 51.27 % |
| 3m Company | Americas 54.09 % |
| W w Grainger Inc | United States 81.86 % |
| Masco Corporation | North America 79.90 % |
| Rpm International Inc | US 68.55 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Carlisle Companies Incorporated's Position in Industry Market Structure
Market-capitalization share and concentration across all 222 companies in Carlisle Companies Incorporated's industry classification, broader than the peer set above. Market cap in millions of $.Carlisle Companies Incorporated ranks #16 of 222 companies by market capitalization in its industry, holding 1.21 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 587, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Intuitive Surgical Inc | 145,832 | 13.38 % |
| 2 | Medtronic Plc | 113,372 | 10.40 % |
| 3 | Stryker Corp | 105,405 | 9.67 % |
| 4 | 3m Company | 88,542 | 8.12 % |
| 5 | Boston Scientific Corporation | 1,234 | 5.2% |
| 6 | Becton Dickinson And Company | 1,234 | 5.2% |
| 7 | Edwards Lifesciences Corporation | 1,234 | 5.2% |
| 8 | Dexcom Inc | 1,234 | 5.2% |
| 9 | Resmed Inc | 1,234 | 5.2% |
| 10 | Alcon inc | 1,234 | 5.2% |
| 16 | Carlisle Companies Incorporated | 13,163 | 1.21 % |
Market cap and industry share for the rest of Carlisle Companies Incorporated's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Carlisle Companies Incorporated's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 11 | Medline Inc | 29,507 | - |
| 12 | West Pharmaceutical Services Inc | 26,298 | 44.72 % |
| 13 | Steris Plc | 20,500 | -14.25 % |
| 14 | Zimmer Biomet Holdings Inc | 17,465 | -6.58 % |
| 15 | Solventum Corporation | 1,234 | 12.3% |
| 16 | Carlisle Companies Incorporated | 13,163 | -0.83 % |
| 17 | Penumbra Inc | 1,234 | 12.3% |
| 18 | Baxter International Inc | 1,234 | 12.3% |
| 19 | Smith and Nephew Plc | 1,234 | 12.3% |
| 20 | Modular Medical Inc | 1,234 | 12.3% |
| 21 | The Cooper Companies Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Carlisle Companies Incorporated's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Carlisle Companies Incorporated's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Medical Equipment & Supplies industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (288 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 35.26 % | 53.35 % (avg) | -18.1 pp |
| Operating Margin | 19.95 % | industry median | +28.3 pp |
| EBITDA Margin | 22.71 % | -6.82 % (avg) | +29.5 pp |
| Capital Intensity (Capex / Revenue) | 2.81 % | 5.43 % (avg) | -2.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Carlisle Companies Incorporated's Valuation vs Competitive Position
Valuation multiples vs the Medical Equipment & Supplies industry average (288 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 20.0x | 34.6x | -14.6x |
| EV / EBITDA | 13.9x | 19.7x | -5.8x |
| P/B | - | 4.7x | - |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | - | -2.32 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Carlisle Companies Incorporated's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 11.28 % | 11.75 % | 7.41 % | -11.77 % | 13.31 % | 37.04 % | -1.74 % | 0.33 % |
| Operating Margin | 12.36 % | 11.36 % | 13.60 % | 11.39 % | 11.80 % | 19.35 % | 22.85 % | 19.97 % |
| Return on Invested Capital | 7.94 % | 6.87 % | 8.93 % | 6.18 % | 6.99 % | 14.48 % | 14.76 % | - |
| P/E | 19.8x | 10.4x | 19.5x | 25.7x | 29.8x | 13.8x | 15.0x | 19.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Carlisle Companies Incorporated's BCG Growth-Share Matrix
Relative market share (vs Carlisle Companies Incorporated's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Carlisle Companies Incorporated falls in the Dog quadrant: relative market share of 0.09x vs its largest competitor, in an industry growing revenue 9.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Carlisle Companies Incorporated's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 587 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.81 % vs industry average 5.43 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Carlisle Companies Incorporated's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Carlisle Companies Incorporated's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Carlisle Companies Incorporated's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Carlisle Companies Incorporated falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Carlisle Companies Incorporated's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 28.3 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+23.2% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.09x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Carlisle Companies Incorporated's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Carlisle Companies Incorporated | 1.22 | 3.04 | 1.04 |
| Thermo Fisher Scientific Inc | 0.32 | 1.62 | 0.78 |
| Eaton Corporation Plc | 0.05 | 1.25 | 0.79 |
| 3m Company | - | 1.57 | 3.20 |
| Ecolab Inc | 0.38 | 1.38 | 1.29 |
| Illinois Tool Works Inc | 0.17 | 1.24 | 2.93 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Carlisle Companies Incorporated's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Carlisle Companies Incorporated | Q2 2026 | +8.3 % | -0.2 % |
| Thermo Fisher Scientific Inc | Q2 2026 | +10.5 % | +7.6 % |
| Eaton Corporation Plc | Q2 2026 | +21.4 % | -16.2 % |
| 3m Company | Q2 2026 | +2.5 % | +29.4 % |
| Ecolab Inc | Q2 2026 | +13.5 % | +1.9 % |
| Illinois Tool Works Inc | Q2 2026 | +6.1 % | +7.9 % |
| PEERS TOTAL | +5.7 % | +74.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Carlisle Companies Incorporated's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Carlisle Companies Incorporated | Q2 2026 | +10.3 % | +44.8 % |
| Thermo Fisher Scientific Inc | Q2 2026 | +142.5 % | +53.1 % |
| Eaton Corporation Plc | Q2 2026 | +28.1 % | +25.2 % |
| 3m Company | Q2 2026 | +4.7 % | +7.2 % |
| Ecolab Inc | Q2 2026 | +11.1 % | +10.8 % |
| Illinois Tool Works Inc | Q2 2026 | -10.5 % | -8.9 % |
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Carlisle Companies Incorporated's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Carlisle Companies Incorporated | 11.62% | 18.88% | 26.13% |
| Thermo Fisher Scientific Inc | 6.36% | 7.71% | 13.37% |
| Eaton Corporation Plc | 7.94% | 10.71% | 19.56% |
| 3m Company | 8.27% | 11.16% | 76.55% |
| Ecolab Inc | 8.24% | 9.11% | 21.51% |
| Illinois Tool Works Inc | 19.64% | 26.49% | 101.72% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Carlisle Companies Incorporated's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Carlisle Companies Incorporated | 18.81 | 2.59 |
| Thermo Fisher Scientific Inc | 36.52 | 5.43 |
| Eaton Corporation Plc | 43.98 | 5.60 |
| 3m Company | 30.10 | 3.52 |
| Ecolab Inc | 37.59 | 4.65 |
| Illinois Tool Works Inc | 36.46 | 4.77 |
| PEERS AVERAGE | 30.20 | 3.07 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.