Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

Equity Bottom-Up

<ul>
<li>Carlisle’s earnings came in a little soft in the quarter, driven mostly by a greater magnitude of de-stock than first anticipated and some weather-related delays.</li>
<li>In addition, the company lowered guidance for the year for CCM with a hit to both margins and volumes.</li>
<li>I was already below guidance on margins for this year but I was too high on sales, and the deleverage has caused margins to come in &lt;30% for 2023.</li>
</ul>


Carlisle’s earnings came in a little soft in the quarter, driven mostly by a greater magnitude of de-stock than first anticipated and some weather-related delays.
In addition, the company lowered guidance for the year for CCM with a hit to both margins and volumes.
I was already below guidance on margins for this year but I was too high on sales, and the deleverage has caused margins to come in &lt;30% for 2023.


United States

Carlisle Companies Incorporated manufactures and distributes construction materials, transportation products, and general industry products.  The Company manufactures a variety of products for the roofing, real estate, construction, trucking, food-service, aircraft manufacturing, lawn and garden, and other industries.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Carlisle Cos (CSL US)

Carlisle (CSL-US) 1Q23 Update

Carlisle’s earnings came in a little soft in the quarter, driven mostly by a greater magnitude of de-stock than first anticipated and some weather...

Guasty Winds

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)