Carlisle Companies vs UFP Industries
UFP Industries is the larger business, with $6.32bn of revenue in fiscal 2025 against $5.02bn for Carlisle Companies (1.3 times as much). Carlisle Companies grew faster (0.3% against -5.0%). Carlisle Companies kept more of each dollar of sales as profit: a net margin of 14.8% against 4.7%.
| Latest fiscal year | Carlisle CompaniesCSL, 2025 | UFP IndustriesUFPI, 2025 |
|---|---|---|
| Revenue | $5.02bn | $6.32bn |
| Revenue growth | 0.3% | -5.0% |
| Net income | $741m | $295m |
| Operating margin | — | — |
| Net margin | 14.8% | 4.7% |
| Return on equity | 34.8% | 9.4% |
| Free cash flow | $971m | $276m |
| Cash | $1.11bn | $914m |
| Total debt | $2.89bn | $230m |
| Debt to equity | — | — |
| Dividend per share | $4.20 | $1.40 |
| Dividend yield | 1.2% | 1.8% |
| Share buybacks | $1.30bn | $433m |
| Employees | — | 13,800 |
| Market value | $15.07bn | $4.48bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 75 (Strong) | 57 (Moderate) |
| Insider trades, 12 months | 0 buys, 18 sales | 0 buys, 2 sales |