1. Carlisle Companies is rated a Buy, with shares considered undervalued after a 2025 correction, offering 14% upside potential; 2. Resilient earnings, strong cash flow, and capital returns (including $700M buybacks and a 17.6% dividend hike) support its valuation; 3. Despite construction sector weakness, re-roofing demand, energy efficiency trends, and acquisition synergies position CSL for long-term growth, though risks like prolonged downturns remain.