Carlisle Companies Incorporated (CSL) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon. My name is Rebecca and I will be your conference call operator today. At this time, I would like to welcome everyone to the Carlyle Company's second quarter 2026 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, we will conduct a question and answer session. I will now hand the conference over to Mr. Mehul Patel, Carlisle's Vice President of Investor Relations. Mehul, please go ahead. Kevin Zdimal, our CFO. Kevin Zdimal, Stephen Wallace, Stephen Aldrich Following our prepared remarks, we will open up the line for questions. But before we begin, please refer to slide 2 where we note that today's comments will include forward-looking statements based on current expectations. Actual results could differ materially due to a number of risks and uncertainties which are discussed in our press release and SEC filings. As Carlyle provides non-GAAP financial information, we have included reconciliations between GAAP and non-GAAP measures in our press release and an appendix of our presentation materials, both of which are available on our website. With that, I will turn the call over to Kevin on slide three. Thank you, Mehul, and good afternoon, everyone. I will review our second quarter results and discuss our updated outlook for the full year. Let's begin on slide three. Our record second quarter results reflect the Carlyle team's relentless focus on execution and operational discipline, continuing our track record of delivering results through challenging macro environments. Revenue was a record $1.6 billion, increasing 8% year over year, and adjusted EPS increased 12% to a record $7.03. These results demonstrate our unwavering commitment to operational excellence. Through disciplined p...