Carlisle Companies vs Honeywell Technologies
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KIRA’s take AI analyst
I put Carlisle Companies and Honeywell Technologies side by side, using each one’s latest annual report. Here is what stands out:
- Honeywell Technologies is the larger business, with $37.4B of revenue in fiscal 2025 against $5.0B for Carlisle Companies, about 7.5 times as much.
- Honeywell Technologies grew revenue faster (7.9%, against 0.3%).
- Honeywell Technologies kept more of each dollar of sales as operating profit (21.7% operating margin, against 20.0%).
- Carlisle Companies turned more of its sales into free cash flow (19.3% FCF margin, against 14.5%).
- Carlisle Companies earned a higher return on the capital invested in it (21.9%, against 17.1%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Carlisle Companies
CSL
8/11
5-year growthNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Honeywell Technologies
HON
3/11
Revenue growthGross marginOperating margin
Side by side
Best in the row
| Latest fiscal year | CSL FY25 | HON FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.0B | $70.0B |
| Revenue | $5.0B | $37.4B |
| Free cash flow | $971M | $5.4B |
| Net income | $741M | $4.7B |
| Growth | ||
| Revenue growth | 0.3% | 7.9% |
| 5-year growth | 4.8% | 2.8% |
| Share count change | −8.3% | −1.9% |
| Profitability | ||
| Gross margin | 35.7% | 36.9% |
| Operating margin | 20.0% | 21.7% |
| Net margin | 14.8% | 12.6% |
| FCF margin | 19.3% | 14.5% |
| Return on capital | 21.9% | 17.1% |
| Return on equity | 34.8% | 29.1% |
| Balance sheet | ||
| Net debt | $1.8B | $22.1B |
| Net debt / EBITDA | 1.5x | 2.3x |
| Dividends and buybacks | $1.5B | $6.8B |
| Valuation & quality | ||
| P/E | 19.8x | — |
| Piotroski F-score | 6 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.