Financial Analysis

"Acquisitions 2025 Acquisitions Bonded Logic On June 30, 2025, the Company completed the acquisition of selected assets of Bonded Logic, Inc. and Phoenix Fibers, LLC (collectively, ""Bonded Logic""), for cash consideration of $61.4 million, subject to customary post-closing purchase price adjustments that were finalized in the fourth quarter of 2025. Bonded Logic is a U.S. manufacturer of sustainable thermal and acoustical insulation products and is best known for its innovative natural fiber insulation products. The acquisition of Bonded Logic is consistent with Carlisles Vision 2030 strategy and its strategic pivot to a pure play building products company. The acquisition reinforces Carlisles emphasis on increased investment in innovation, synergistic M&A, delivering on its sustainability commitments, and bringing to market new building envelope products that deliver energy efficiency and contractor labor-savings. For the period from June 30, 2025 to December 31, 2025, Bonded Logic contributed revenues of $13.5 million and operating loss of $4.0 million. The results of operations of the acquired business are reported as part of the CWT segment. The acquisition has been accounted for using the acquisition method of accounting in accordance with Accounting Standards Codification (""ASC"") 805, Business Combinations. The following table summarizes the consideration transferred to acquire Bonded Logic and the preliminary allocation of the purchase price among the assets acq …

BusinessCombinationDisclosureTextBlock · excerpt; the full note is in the filing

Commitments and Contingencies Leases Lease Costs, Assets and Liabilities The Company has operating leases primarily for manufacturing facilities, warehouses, offices and certain equipment. These leases have remaining lease terms that range from less than one to 16 years. Certain leases include one or more renewal options that may extend the lease term by an additional one to 10 years or more. The components of lease cost follow: (in millions) 2025 2024 2023 Operating lease cost $ 37.6 $ 26.6 $ 21.2 Variable lease cost 7.8 8.5 5.5 Short-term lease cost 10.8 8.1 6.9 Total lease cost $ 56.2 $ 43.2 $ 33.6 A summary of operating lease assets and liabilities included in the Consolidated Balance Sheet follows: (in millions) December 31, 2025 December 31, 2024 Other long-term assets $ 129.6 $ 121.6 Other current liabilities 30.2 25.7 Other long-term liabilities 105.4 100.5 A maturity schedule of operating lease liabilities follows: (in millions) 2026 2027 2028 2029 2030 Thereafter Total Lease payments $ 36.9 $ 27.7 $ 20.9 $ 18.7 $ 15.0 $ 48.9 $ 168.1 Less: imputed interest (32.5) Total lease liabilities $ 135.6 Lease Term and Discount Rate December 31, 2025 December 31, 2024 Operating leases: Weighted-average remaining lease term (in years) 7.6 8.4 Weighted-average discount rate 5.1 % 5.1 % Supplemental Cash Flow Information (in millions) 2025 2024 2023 Operating lease liabilities - cash paid $ 36.0 $ 23.4 $ 19.9 Operating lease liabilities - right-of-use assets obtained 26.4 92.8 19 …

CommitmentsAndContingenciesDisclosureTextBlock · excerpt; the full note is in the filing

"Employee Benefit Plans Defined Benefit Plans The Company maintains defined benefit retirement plans, primarily for certain domestic employees, as presented below. All plans are frozen to new entrants, with the exception of the executive supplemental plan. Benefits are based primarily on years of service and earnings of the employee. The significant assumptions used in the measurement of the projected benefit obligation and net periodic benefit cost primarily include the discount rate, rate of compensation increase and expected long-term return on plan assets. Weighted-average assumptions for the projected benefit obligation follow: December 31, 2025 December 31, 2024 Discount rate 5.2 % 5.5 % Rate of compensation increase 3.8 % 3.8 % Weighted-average assumptions for net periodic benefit cost follow: 2025 2024 2023 Discount rate 5.5 % 4.8 % 5.1 % Rate of compensation increase 3.8 % 3.8 % 3.8 % Expected long-term return on plan assets 6.7 % 6.0 % 6.0 % The weighted-average cash balance interest crediting rate for the Company's cash balance defined benefit plans was 4.0% for the years ended December 31, 2025, 2024, and 2023. The Company considers several factors in determining the long-term rate of return for plan assets. Asset-class return expectations are set using a combination of empirical and forward-looking analyses. Capital market assumptions for the composition of the Companys asset portfolio are intended to capture the behavior of asset classes observed over several ma …

CompensationAndEmployeeBenefitPlansTextBlock · excerpt; the full note is in the filing

"Long-term Debt A summary of the Company's long-term debt follows: Fair Value (1) (in millions) December 31, 2025 December 31, 2024 December 31, 2025 December 31, 2024 5.55% Notes due 2040 $ 500.0 $ $ 505.6 $ 5.25% Notes due 2035 500.0 511.1 2.20% Notes due 2032 550.0 550.0 479.4 448.7 2.75% Notes due 2030 750.0 750.0 707.8 672.2 3.75% Notes due 2027 600.0 600.0 597.1 584.1 Unamortized discount and debt issuance costs (27.3) (16.4) Other 13.7 7.0 Total debt 2,886.4 1,890.6 Less: current portion of debt 4.8 3.2 Long-term debt $ 2,881.6 $ 1,887.4 (1) The fair value is estimated based on current yield rates plus the Companys estimated credit spread available for financings with similar terms and maturities. Based on these inputs, debt instruments are classified as Level 2 in the fair value hierarchy. 5.55% Notes Due 2040 On August 20, 2025, the Company completed a public offering of $500.0 million in aggregate principal amount of unsecured senior notes with a stated interest rate of 5.55% due September 15, 2040 (the 2040 Notes). The 2040 Notes were issued at a discount of $7.3 million, resulting in proceeds to the Company of $492.7 million before $1.0 million of issuance costs. The discount and issuance costs are reflected within long-term debt on the Condensed Consolidated Balance Sheets and are amortized to interest expense using the effective interest method over the life of the 2040 Notes. Interest is payable each March 15 and September 15, commencing March 15, 2026. 5.25% N …

DebtDisclosureTextBlock · excerpt; the full note is in the filing

A summary of revenues disaggregated by end-market follows: 2025 (in millions) CCM CWT Total Non-residential construction $ 3,432.9 $ 595.8 $ 4,028.7 Residential construction 288.8 574.3 863.1 Other 128.1 128.1 Total revenues $ 3,721.7 $ 1,298.2 $ 5,019.9 2024 (in millions) CCM CWT Total Non-residential construction $ 3,414.9 $ 583.6 $ 3,998.5 Residential construction 289.4 587.7 877.1 Other 128.0 128.0 Total revenues $ 3,704.3 $ 1,299.3 $ 5,003.6 2023 (in millions) CCM CWT Total Non-residential construction $ 2,986.0 $ 543.9 $ 3,529.9 Residential construction 267.4 667.8 935.2 Other 121.8 121.8 Total revenues $ 3,253.4 $ 1,333.5 $ 4,586.9 Revenues by Geographic Area A summary of revenues based on the region to which the product was delivered follows: 2025 (in millions) CCM CWT Total United States $ 3,392.0 $ 1,108.3 $ 4,500.3 International: Europe 231.9 18.8 250.7 North America (excluding U.S.) 75.7 155.3 231.0 Other 22.1 15.8 37.9 Total international 329.7 189.9 519.6 Total revenues $ 3,721.7 $ 1,298.2 $ 5,019.9 2024 (in millions) CCM CWT Total United States $ 3,373.7 $ 1,153.5 $ 4,527.2 International: Europe 217.3 20.5 237.8 North America (excluding U.S.) 85.0 109.7 194.7 Other 28.3 15.6 43.9 Total international $ 330.6 $ 145.8 $ 476.4 Total revenues $ 3,704.3 $ 1,299.3 $ 5,003.6 2023 (in millions) CCM CWT Total United States $ 2,949.3 $ 1,180.8 $ 4,130.1 International: Europe 192.7 19.1 211.8 North America (excluding U.S.) 85.4 112.6 198.0 Other 26.0 21.0 47.0 Total intern …

DisaggregationOfRevenueTableTextBlock · excerpt; the full note is in the filing

Stock-Based Compensation Incentive Compensation Program The Company maintains an Incentive Compensation Program, as amended and restated effective January 1, 2024 (the Program), under which the Company may award stock options and other equity-based incentives to the Companys directors, officers, employees or consultants. The Program was originally approved by the Companys stockholders at the Company's 2024 Annual Meeting of Stockholders. As of December 31, 2025, 2.7 million shares remained available for issuance under the Program, and 0.8 million of those shares were available for grant as restricted shares, performance shares or other full value awards. During the year ended December 31, 2025, the Company awarded 108 thousand stock options, 30 thousand restricted stock awards and 20 thousand performance share awards as part of the Program with an aggregate grant-date fair value of approximately $35.4 million to be recognized over the requisite service period for each award. Stock-based compensation cost by award type follows: (in millions) 2025 2024 2023 Stock option awards $ 13.1 $ 14.0 $ 14.4 Restricted stock awards 10.8 9.4 8.3 Performance share awards 10.5 9.4 8.8 Total stock-based compensation cost incurred 34.4 32.8 31.5 Capitalized cost during the period (1.9) (3.3) (4.5) Amortization of capitalized cost during the period 2.3 3.4 4.7 Total stock-based compensation expense $ 34.8 $ 32.9 $ 31.7 Income tax benefit $ 17.8 $ 18.7 $ 11.4 Stock Option Awards Stock options aw …

DisclosureOfCompensationRelatedCostsShareBasedPaymentsTextBlock · excerpt; the full note is in the filing

Goodwill and Other Intangible Assets Goodwill The changes in the carrying amount of goodwill by reportable segment follows: (in millions) CCM CWT Total Balance as of December 31, 2023 $ 934.7 $ 267.8 $ 1,202.5 Goodwill acquired during year (1) 141.0 145.0 286.0 Currency translation and other (2.6) (7.9) (10.5) Balance as of December 31, 2024 $ 1,073.1 $ 404.9 $ 1,478.0 Goodwill acquired during year (1) 69.6 69.6 Currency translation and other 5.8 (14.5) (8.7) Balance as of December 31, 2025 $ 1,078.9 $ 460.0 $ 1,538.9 (1) Refer to Note 3 for further information on goodwill resulting from recent acquisitions. Other Intangible Assets A summary of the Company's other intangible assets follows: December 31, 2025 December 31, 2024 (in millions) Acquired Cost Accumulated Amortization Net Book Value Acquired Cost Accumulated Amortization Net Book Value Customer relationships $ 1,479.6 $ (483.6) $ 996.0 $ 1,456.0 $ (380.5) $ 1,075.5 Indefinite-lived trade names 254.4 254.4 252.0 252.0 Technology 203.3 (116.6) 86.7 185.6 (103.4) 82.2 Definite-lived trade names 117.6 (43.1) 74.5 117.0 (37.0) 80.0 Other 44.3 (30.4) 13.9 37.8 (22.6) 15.2 Other intangible assets $ 2,099.2 $ (673.7) $ 1,425.5 $ 2,048.4 $ (543.5) $ 1,504.9 The remaining weighted-average amortization period of intangible assets subject to amortization as of December 31, 2025, follows (in years): Customer relationships 12.3 Technology 7.3 Definite-lived trade names 14.6 Other 1.4 Total assets subject to amortization 11.9 Inta …

GoodwillAndIntangibleAssetsDisclosureTextBlock · excerpt; the full note is in the filing

Income Taxes Sources of Pre-Tax Income and Related Tax Provision by Region Geographic sources of income before income taxes consists of the following: (in millions) 2025 2024 2023 Continuing operations: U.S. domestic $ 942.1 $ 1,106.5 $ 924.1 Foreign 6.7 4.4 6.3 Income from continuing operations before income taxes 948.8 1,110.9 930.4 Discontinued operations: U.S. domestic 0.3 (15.2) (121.9) Foreign 495.5 143.6 Income from discontinued operations before income taxes 0.3 480.3 21.7 Total income before income taxes $ 949.1 $ 1,591.2 $ 952.1 The provision for income taxes from continuing operations consists of the following: (in millions) 2025 2024 2023 Current provision: Federal $ 153.4 $ 231.7 $ 195.8 State 41.9 50.4 39.4 Foreign 1.2 22.8 4.5 Total current provision 196.5 304.9 239.7 Deferred provision: Federal 15.5 (27.8) (18.2) State (1.7) (7.8) (2.0) Foreign (4.0) (23.5) (8.0) Total deferred provision 9.8 (59.1) (28.2) Total provision for income taxes $ 206.3 $ 245.8 $ 211.5 Rate Reconciliation A reconciliation of the tax provision from continuing operations computed at the U.S. federal statutory rate to the actual tax provision follows: 2025 2024 2023 (in millions, except percentages) Amount Percent Amount Percent Amount Percent Taxes at U.S. statutory rate $ 199.2 21.0 % $ 233.3 21.0 % $ 195.4 21.0 % State and local taxes, net of federal income tax benefit (1) 31.4 3.3 33.8 3.0 31.4 3.4 Tax credits (12.6) (1.3) (9.1) (0.8) (3.3) (0.4) Other, net (11.7) (1.2) (12.2) (1.1) …

IncomeTaxDisclosureTextBlock · excerpt; the full note is in the filing

"New Accounting Standards Adopted In December 2023, the Financial Accounting Standards Board (""FASB"") issued Accounting Standards Update (""ASU"") 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures (""ASU 2023-09""), which is intended to improve the transparency of income tax disclosures by requiring consistent categories and greater disaggregation of information in the rate reconciliation and income taxes paid disaggregated by jurisdiction. It also includes certain other amendments which are intended to improve the effectiveness of income tax disclosures. ASU 2023-09 is effective for the Company beginning January 1, 2025, and the Company applied this standard retrospectively. The adoption of this standard did not require an implementation adjustment and did not impact the Company's consolidated net income or cash flows. Refer to Note 8 for updated disclosures. New Accounting Standards Issued But Not Yet Adopted In November 2024, the FASB issued ASU 2024-03, Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses (""ASU 2024-03""), which is intended to improve the disclosures about a public business entitys expenses and address requests from investors for more detailed information about the types of expenses in commonly presented expense captions (such as cost of sales; selling, general, and administrative expenses; and research and development). ASU 2024-03 will be effective for the Company's fiscal year begi …

NewAccountingPronouncementsPolicyPolicyTextBlock · excerpt; the full note is in the filing

Revenue Recognition Revenues by End-Market A summary of revenues disaggregated by end-market follows: 2025 (in millions) CCM CWT Total Non-residential construction $ 3,432.9 $ 595.8 $ 4,028.7 Residential construction 288.8 574.3 863.1 Other 128.1 128.1 Total revenues $ 3,721.7 $ 1,298.2 $ 5,019.9 2024 (in millions) CCM CWT Total Non-residential construction $ 3,414.9 $ 583.6 $ 3,998.5 Residential construction 289.4 587.7 877.1 Other 128.0 128.0 Total revenues $ 3,704.3 $ 1,299.3 $ 5,003.6 2023 (in millions) CCM CWT Total Non-residential construction $ 2,986.0 $ 543.9 $ 3,529.9 Residential construction 267.4 667.8 935.2 Other 121.8 121.8 Total revenues $ 3,253.4 $ 1,333.5 $ 4,586.9 Revenues by Geographic Area A summary of revenues based on the region to which the product was delivered follows: 2025 (in millions) CCM CWT Total United States $ 3,392.0 $ 1,108.3 $ 4,500.3 International: Europe 231.9 18.8 250.7 North America (excluding U.S.) 75.7 155.3 231.0 Other 22.1 15.8 37.9 Total international 329.7 189.9 519.6 Total revenues $ 3,721.7 $ 1,298.2 $ 5,019.9 2024 (in millions) CCM CWT Total United States $ 3,373.7 $ 1,153.5 $ 4,527.2 International: Europe 217.3 20.5 237.8 North America (excluding U.S.) 85.0 109.7 194.7 Other 28.3 15.6 43.9 Total international $ 330.6 $ 145.8 $ 476.4 Total revenues $ 3,704.3 $ 1,299.3 $ 5,003.6 2023 (in millions) CCM CWT Total United States $ 2,949.3 $ 1,180.8 $ 4,130.1 International: Europe 192.7 19.1 211.8 North America (excluding U.S.) 85.4 11 …

RevenueFromContractWithCustomerTextBlock · excerpt; the full note is in the filing

"Segment Information The Company has two reportable segments: Carlisle Construction Materials (""CCM"") this segment produces a complete line of premium single-ply roofing products and warranted roof systems and accessories for the commercial building industry, including ethylene propylene diene monomer (EPDM), thermoplastic polyolefin (TPO) and polyvinyl chloride (PVC) membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. Carlisle Weatherproofing Technologies (""CWT"") this segment produces building envelope solutions that effectively drive energy efficiency and sustainability in commercial and residential applications. Products include high-performance waterproofing and moisture protection products, protective roofing underlayments, fully integrated liquid and sheet applied air/vapor barriers, sealants/primers and flashing systems, roof coatings and mastics, spray polyurethane foam and coating systems for a wide variety of thermal protection applications and other premium polyurethane products, block-molded expanded polystyrene insulation, engineered products for HVAC applications, and premium products for a variety of industrial and surfacing applications. Carlisle's chief operating decision maker (""CODM"") is its Chief Executive Officer. The CODM uses segment operating income in the annual budget and forecasting process. The CODM considers forecast-to-actual variances on a quarterly basis when making d …

SegmentReportingDisclosureTextBlock · excerpt; the full note is in the filing

"Acquisitions 2025 Acquisitions Bonded Logic On June 30, 2025, the Company completed the acquisition of selected assets of Bonded Logic, Inc. and Phoenix Fibers, LLC (collectively, ""Bonded Logic""), for cash consideration of $61.4 million. Bonded Logic is a U.S. manufacturer of sustainable thermal and acoustical insulation products and is best known for its innovative natural fiber insulation products. The acquisition of Bonded Logic is consistent with Carlisles Vision 2030 strategy and its strategic pivot to a pure play building products company. The acquisition reinforces Carlisles emphasis on increased investment in innovation, synergistic M&A, delivering on its sustainability commitments, and bringing to market new building envelope products that deliver energy efficiency and contractor labor-savings. The following table summarizes the consideration transferred to acquire Bonded Logic and the allocation of the purchase price among the assets acquired and liabilities assumed based upon their acquisition date fair values with the remainder allocated to goodwill. Preliminary Allocation Measurement Period Adjustments Final Allocation (in millions) As of 6/30/2025 As of 6/29/2026 Total cash consideration transferred $ 60.7 $ 0.7 $ 61.4 Recognized amounts of identifiable assets acquired and liabilities assumed: Receivables, net 3.2 3.2 Inventories 5.0 (1.7) 3.3 Other current assets 0.1 0.1 Property, plant, and equipment 13.5 (6.6) 6.9 Other intangible assets 9.0 9.0 Other …

BusinessCombinationDisclosureTextBlock · excerpt; the full note is in the filing

Commitments and Contingencies Litigation As of June 30, 2026, there were no material developments in the legal proceedings included in Note 15 to the audited Consolidated Financial Statements in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and there were no new material legal proceedings during the six months ended June 30, 2026.

CommitmentsAndContingenciesDisclosureTextBlock

"Long-term Debt A summary of the Company's long-term debt follows: (in millions) Fair Value (1) June 30, 2026 December 31, 2025 June 30, 2026 December 31, 2025 5.55% Notes due 2040 $ 500.0 $ 500.0 $ 495.9 $ 505.6 5.25% Notes due 2035 500.0 500.0 499.4 511.1 2.20% Notes due 2032 550.0 550.0 475.9 479.4 2.75% Notes due 2030 750.0 750.0 700.4 707.8 3.75% Notes due 2027 600.0 600.0 593.2 597.1 Unamortized discount and debt issuance costs (25.3) (27.3) Other 15.2 13.7 Total debt 2,889.9 2,886.4 Less: Current portion of debt 5.0 4.8 Long-term debt $ 2,884.9 $ 2,881.6 (1) The fair value is estimated based on current yield rates plus the Companys estimated credit spread available for financings with similar terms and maturities. Based on these inputs, the debt instruments are classified as Level 2 in the fair value hierarchy. Notes On August 20, 2025, the Company completed a public offering of unsecured senior notes, consisting of $500.0 million in aggregate principal amount with a stated interest rate of 5.25% due September 15, 2035 and $500.0 million in aggregate principal amount with a stated interest rate of 5.55% due September 15, 2040. Revolving Credit Facility During the six months ended June 30, 2026, there were no borrowings or repayments under the Company's Fifth Amended and Restated Credit Agreement with JPMorgan Chase Bank, N.A. (the ""Credit Agreement""). As of June 30, 2026 and December 31, 2025, the Company had no outstanding balance and $1.0 billion available under th …

DebtDisclosureTextBlock · excerpt; the full note is in the filing

A summary of revenues disaggregated by end-market follows: Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total Non-residential construction $ 1,089.3 $ 174.1 $ 1,263.4 $ 1,011.5 $ 165.0 $ 1,176.5 Residential construction 92.0 176.1 268.1 84.1 158.3 242.4 Other 38.8 38.8 30.6 30.6 Total revenues $ 1,181.3 $ 389.0 $ 1,570.3 $ 1,095.6 $ 353.9 $ 1,449.5 Six Months Ended June 30, 2026 Six Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total Non-residential construction $ 1,784.8 $ 300.5 $ 2,085.3 $ 1,746.3 $ 303.1 $ 2,049.4 Residential construction 154.6 313.3 467.9 147.8 288.7 436.5 Other 69.2 69.2 59.4 59.4 Total revenues $ 1,939.4 $ 683.0 $ 2,622.4 $ 1,894.1 $ 651.2 $ 2,545.3 Revenues by Geographic Area A summary of revenues based on the region to which the product was delivered follows: Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total United States $ 1,078.6 $ 333.4 $ 1,412.0 $ 1,011.2 $ 301.4 $ 1,312.6 International: Europe 76.5 6.7 83.2 64.3 4.5 68.8 North America (excluding U.S.) 20.7 44.9 65.6 14.5 44.0 58.5 Other 5.5 4.0 9.5 5.6 4.0 9.6 Total international 102.7 55.6 158.3 84.4 52.5 136.9 Total revenues $ 1,181.3 $ 389.0 $ 1,570.3 $ 1,095.6 $ 353.9 $ 1,449.5 Six Months Ended June 30, 2026 Six Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total United States $ 1,749.2 $ 586.3 $ 2,335.5 $ 1,721.7 $ 556.8 $ 2,278.5 International: …

DisaggregationOfRevenueTableTextBlock · excerpt; the full note is in the filing

Other Intangible Assets A summary of the Company's other intangible assets follows: June 30, 2026 December 31, 2025 (in millions) Acquired Cost Accumulated Amortization Net Book Value Acquired Cost Accumulated Amortization Net Book Value Customer relationships $ 1,474.7 $ (530.5) $ 944.2 $ 1,479.6 $ (483.6) $ 996.0 Indefinite-lived trade names 253.4 253.4 254.4 254.4 Technology 202.3 (121.3) 81.0 203.3 (116.6) 86.7 Definite-lived trade names 117.3 (45.9) 71.4 117.6 (43.1) 74.5 Other 46.7 (33.3) 13.4 44.3 (30.4) 13.9 Other intangible assets $ 2,094.4 $ (731.0) $ 1,363.4 $ 2,099.2 $ (673.7) $ 1,425.5 …

GoodwillAndIntangibleAssetsDisclosureTextBlock · excerpt; the full note is in the filing

Income Taxes The effective income tax rate on continuing operations for the six months ended June 30, 2026, was 22.4%. The year-to-date provision for income taxes includes taxes on earnings at an anticipated rate of 23.2% and a discrete tax benefit of $3.8 million primarily from excess tax benefits from employee stock compensation. The effective income tax rate on continuing operations for the six months ended June 30, 2025, was 20.7%.

IncomeTaxDisclosureTextBlock

New Accounting Pronouncements The Company does not expect any recently issued accounting pronouncements to materially affect its financial position or results of operations.

NewAccountingPronouncementsPolicyPolicyTextBlock

Revenues Revenues by End-Market A summary of revenues disaggregated by end-market follows: Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total Non-residential construction $ 1,089.3 $ 174.1 $ 1,263.4 $ 1,011.5 $ 165.0 $ 1,176.5 Residential construction 92.0 176.1 268.1 84.1 158.3 242.4 Other 38.8 38.8 30.6 30.6 Total revenues $ 1,181.3 $ 389.0 $ 1,570.3 $ 1,095.6 $ 353.9 $ 1,449.5 Six Months Ended June 30, 2026 Six Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total Non-residential construction $ 1,784.8 $ 300.5 $ 2,085.3 $ 1,746.3 $ 303.1 $ 2,049.4 Residential construction 154.6 313.3 467.9 147.8 288.7 436.5 Other 69.2 69.2 59.4 59.4 Total revenues $ 1,939.4 $ 683.0 $ 2,622.4 $ 1,894.1 $ 651.2 $ 2,545.3 Revenues by Geographic Area A summary of revenues based on the region to which the product was delivered follows: Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total United States $ 1,078.6 $ 333.4 $ 1,412.0 $ 1,011.2 $ 301.4 $ 1,312.6 International: Europe 76.5 6.7 83.2 64.3 4.5 68.8 North America (excluding U.S.) 20.7 44.9 65.6 14.5 44.0 58.5 Other 5.5 4.0 9.5 5.6 4.0 9.6 Total international 102.7 55.6 158.3 84.4 52.5 136.9 Total revenues $ 1,181.3 $ 389.0 $ 1,570.3 $ 1,095.6 $ 353.9 $ 1,449.5 Six Months Ended June 30, 2026 Six Months Ended June 30, 2025 (in millions) CCM CWT Total CCM CWT Total United States $ 1,749.2 $ 586.3 $ 2,335.5 $ 1,721.7 …

RevenueFromContractWithCustomerTextBlock · excerpt; the full note is in the filing

"Segment Information The Company has two reportable segments: Carlisle Construction Materials (""CCM"") this segment produces a complete line of premium single-ply roofing products and warranted roof systems and accessories for the commercial building industry, including ethylene propylene diene monomer (""EPDM""), thermoplastic polyolefin (""TPO"") and polyvinyl chloride (""PVC"") membrane, polyisocyanurate (""polyiso"") insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. Carlisle Weatherproofing Technologies (""CWT"") this segment produces building envelope solutions that drive energy efficiency and sustainability in commercial and residential applications. Products include high-performance waterproofing and moisture protection products, protective roofing underlayments, fully integrated liquid and sheet applied air/vapor barriers, sealants/primers and flashing systems, roof coatings and mastics, spray polyurethane foam and coating systems for a wide variety of thermal protection applications and other premium polyurethane products, block-molded expanded polystyrene insulation, engineered products for HVAC applications, and premium products for a variety of industrial and surfacing applications. Carlisle's chief operating decision maker (""CODM"") is its Chief Executive Officer. The CODM uses segment operating income in the annual budget and forecasting process. The CODM considers forecast-to-actual variances on a quarte …

SegmentReportingDisclosureTextBlock · excerpt; the full note is in the filing