Carlisle Companies Incorporated (NYSE:CSL) has demonstrated strong financial performance and market positioning, aligning with Baird's optimistic outlook. According to InvestingPro data, CSL's revenue growth of 10.99% in the most recent quarter supports the firm's observation of increased roofing volumes. The company's robust profitability is evident in its 37.56% gross profit margin and 23.22% operating income margin for the last twelve months.