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Side-by-side financial comparison of CARLISLE COMPANIES INC (CSL) and STEWART INFORMATION SERVICES CORP (STC). Click either name above to swap in a different company.

CARLISLE COMPANIES INC is the larger business by last-quarter revenue ($1.1B vs $764.6M, roughly 1.4× STEWART INFORMATION SERVICES CORP). CARLISLE COMPANIES INC runs the higher net margin — 12.1% vs 2.2%, a 9.9% gap on every dollar of revenue. On growth, STEWART INFORMATION SERVICES CORP posted the faster year-over-year revenue change (27.7% vs -4.0%). Over the past eight quarters, STEWART INFORMATION SERVICES CORP's revenue compounded faster (12.7% CAGR vs -14.8%).

Carlisle Companies Incorporated is a supplier of construction products that make buildings more energy efficient and resilient. The company manufactures and sells single-ply roofing products as well as warranted systems and accessories for the commercial building industry. The company is organized into two segments, including Carlisle Construction Materials and Carlisle Weatherproofing Technologies. The company's product portfolio includes moisture protection products, protective roofing unde...

Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.

CSL vs STC — Head-to-Head

Bigger by revenue
CSL
CSL
1.4× larger
CSL
$1.1B
$764.6M
STC
Growing faster (revenue YoY)
STC
STC
+31.7% gap
STC
27.7%
-4.0%
CSL
Higher net margin
CSL
CSL
9.9% more per $
CSL
12.1%
2.2%
STC
Faster 2-yr revenue CAGR
STC
STC
Annualised
STC
12.7%
-14.8%
CSL

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
CSL
CSL
STC
STC
Revenue
$1.1B
$764.6M
Net Profit
$127.7M
$17.0M
Gross Margin
34.5%
Operating Margin
17.1%
Net Margin
12.1%
2.2%
Revenue YoY
-4.0%
27.7%
Net Profit YoY
-10.9%
448.4%
EPS (diluted)
$3.10

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CSL
CSL
STC
STC
Q1 26
$1.1B
$764.6M
Q4 25
$1.1B
$790.6M
Q3 25
$1.3B
$796.9M
Q2 25
$1.4B
$722.2M
Q1 25
$1.1B
$612.0M
Q4 24
$1.1B
$665.9M
Q3 24
$1.3B
$667.9M
Q2 24
$1.5B
$602.2M
Net Profit
CSL
CSL
STC
STC
Q1 26
$127.7M
$17.0M
Q4 25
$127.4M
$36.3M
Q3 25
$214.2M
$44.3M
Q2 25
$255.8M
$31.9M
Q1 25
$143.3M
$3.1M
Q4 24
$162.8M
$22.7M
Q3 24
$244.3M
$30.1M
Q2 24
$712.4M
$17.3M
Gross Margin
CSL
CSL
STC
STC
Q1 26
34.5%
Q4 25
33.8%
Q3 25
36.0%
Q2 25
37.3%
Q1 25
35.2%
Q4 24
36.1%
Q3 24
38.6%
Q2 24
39.2%
Operating Margin
CSL
CSL
STC
STC
Q1 26
17.1%
Q4 25
16.8%
6.5%
Q3 25
21.8%
7.7%
Q2 25
23.1%
6.5%
Q1 25
16.8%
1.0%
Q4 24
19.9%
5.3%
Q3 24
23.7%
6.4%
Q2 24
26.0%
4.8%
Net Margin
CSL
CSL
STC
STC
Q1 26
12.1%
2.2%
Q4 25
11.3%
4.6%
Q3 25
15.9%
5.6%
Q2 25
17.6%
4.4%
Q1 25
13.1%
0.5%
Q4 24
14.5%
3.4%
Q3 24
18.3%
4.5%
Q2 24
49.1%
2.9%
EPS (diluted)
CSL
CSL
STC
STC
Q1 26
$3.10
Q4 25
$3.06
$1.26
Q3 25
$4.98
$1.55
Q2 25
$5.88
$1.13
Q1 25
$3.20
$0.11
Q4 24
$3.76
$0.81
Q3 24
$5.25
$1.07
Q2 24
$14.84
$0.62

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CSL
CSL
STC
STC
Cash + ST InvestmentsLiquidity on hand
$771.3M
$317.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.7B
Total Assets
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CSL
CSL
STC
STC
Q1 26
$771.3M
$317.5M
Q4 25
$1.1B
$369.7M
Q3 25
$1.1B
$233.2M
Q2 25
$68.4M
$223.8M
Q1 25
$220.2M
$194.2M
Q4 24
$753.5M
$257.5M
Q3 24
$1.5B
$228.7M
Q2 24
$1.7B
$176.7M
Total Debt
CSL
CSL
STC
STC
Q1 26
Q4 25
$2.9B
Q3 25
$2.9B
Q2 25
$1.9B
Q1 25
$1.9B
Q4 24
$1.9B
$445.8M
Q3 24
$2.3B
Q2 24
$2.3B
Stockholders' Equity
CSL
CSL
STC
STC
Q1 26
$1.7B
Q4 25
$1.8B
$1.6B
Q3 25
$2.0B
$1.5B
Q2 25
$2.1B
$1.4B
Q1 25
$2.2B
$1.4B
Q4 24
$2.5B
$1.4B
Q3 24
$2.8B
$1.4B
Q2 24
$3.0B
$1.4B
Total Assets
CSL
CSL
STC
STC
Q1 26
Q4 25
$6.3B
$3.3B
Q3 25
$6.5B
$2.8B
Q2 25
$5.5B
$2.8B
Q1 25
$5.5B
$2.7B
Q4 24
$5.8B
$2.7B
Q3 24
$6.5B
$2.7B
Q2 24
$6.7B
$2.6B
Debt / Equity
CSL
CSL
STC
STC
Q1 26
Q4 25
1.61×
Q3 25
1.45×
Q2 25
0.89×
Q1 25
0.87×
Q4 24
0.77×
0.32×
Q3 24
0.83×
Q2 24
0.76×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CSL
CSL
STC
STC
Operating Cash FlowLast quarter
Free Cash FlowOCF − Capex
$-73.0M
FCF MarginFCF / Revenue
-6.9%
Capex IntensityCapex / Revenue
2.7%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$924.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CSL
CSL
STC
STC
Q1 26
Q4 25
$386.0M
$89.5M
Q3 25
$426.9M
$92.6M
Q2 25
$287.1M
$53.4M
Q1 25
$1.8M
$-29.9M
Q4 24
$370.6M
$68.0M
Q3 24
$312.8M
$76.1M
Q2 24
$183.4M
$21.1M
Free Cash Flow
CSL
CSL
STC
STC
Q1 26
$-73.0M
Q4 25
$346.1M
$62.3M
Q3 25
$393.4M
$73.6M
Q2 25
$258.3M
$38.7M
Q1 25
$-27.2M
$-42.2M
Q4 24
$334.0M
$55.6M
Q3 24
$293.5M
$67.4M
Q2 24
$158.5M
$11.9M
FCF Margin
CSL
CSL
STC
STC
Q1 26
-6.9%
Q4 25
30.7%
7.9%
Q3 25
29.2%
9.2%
Q2 25
17.8%
5.4%
Q1 25
-2.5%
-6.9%
Q4 24
29.7%
8.4%
Q3 24
22.0%
10.1%
Q2 24
10.9%
2.0%
Capex Intensity
CSL
CSL
STC
STC
Q1 26
2.7%
Q4 25
3.5%
3.4%
Q3 25
2.5%
2.4%
Q2 25
2.0%
2.0%
Q1 25
2.6%
2.0%
Q4 24
3.3%
1.9%
Q3 24
1.4%
1.3%
Q2 24
1.7%
1.5%
Cash Conversion
CSL
CSL
STC
STC
Q1 26
Q4 25
3.03×
2.47×
Q3 25
1.99×
2.09×
Q2 25
1.12×
1.67×
Q1 25
0.01×
-9.73×
Q4 24
2.28×
2.99×
Q3 24
1.28×
2.53×
Q2 24
0.26×
1.22×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CSL
CSL

Segment breakdown not available.

STC
STC

Agency title$333.0M44%
Direct title$270.2M35%
Real estate solutions$161.4M21%

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