Carlisle Companies: Roof Demand Drives Growth

Carlisle Companies is positioned for strong growth, driven by aging U.S. commercial roofs and stricter energy standards. CSL targets $40 adjusted EPS by 2030, with consensus projecting robust double-digit EPS growth through 2028. Shares trade at a 16% discount to fair value, with a forward PE of 15.5 versus a 10-year average of 19.7.