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CSWCSW Industrials, Inc.
$280.05$4.6B
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CSW logoCSW Industrials, Inc.(CSW)Earnings, Financials & Key Ratios

CSW•NYSE
$280.05
41.8× P/E·Price updated Jul 6, 2026
SectorIndustrialsIndustryIndustrial MachinerySub-IndustryHVAC and thermal management
AboutCSW Industrials, Inc. is a diversified industrial growth company operating in the United States and internationally. The company operates through three main segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. Its product portfolio includes cements, diffusers, grilles, registers, solvents, thread sealants, traps, vents, architectural railings, fire and smoke protection solutions, and industrial lubricants and sealants. CSW serves end markets such as HVAC/R, plumbing, general industrial, architectural building products, energy, mining, and rail. The company has a global presence with operations spanning 26 locations across five countries. Founded in 2014 and headquartered in Dallas, Texas, CSW Industrials focuses on providing niche, value-added products known for performance and reliability.Show more
  • Revenue$1.08B+23.3%
  • EBITDA$183M-18.5%
  • Net Income$112M-18.0%
  • EPS (Diluted)6.70-20.0%
  • Gross Margin41.91%-6.4%
  • EBITDA Margin16.88%-33.9%
  • Operating Margin17.01%-17.6%
  • Net Margin10.35%-33.5%
  • ROE10.36%-34.5%

CSW Price & Volume

CSW Industrials, Inc. (CSW) stock price & volume — 10-year historical chart

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Aggressive Acquisition Strategy Drives Revenue Growth Volatility

Investment Thesis • Updated 2026Q4

VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Mixed
Cash Flow:Mixed
Primary Risk:M&A integration and execution

Key Thesis Takeaways

  • CSW Industrials is currently executing an aggressive inorganic growth strategy that has successfully accelerated revenue by 34.0% as of 2026Q4, though this expansion has fundamentally altered the company's risk profile.
  • While the firm maintains a resilient 41.0% gross margin through effective pricing power, the rapid accumulation of $632.6 million in goodwill and a debt-to-equity ratio of 0.87 suggest heightened integration risks.
  • Investors should monitor the sustainability of these cash flows, as the recent shift to negative free cash flow margins of -2.2% indicates that capital deployment is currently outpacing internal operational efficiency.

Verdict Logic

while top-line growth is robust at 34.0%, the significant depletion of cash reserves to $33.8 million and the reliance on debt-funded acquisitions warrant a cautious approach until operational cash conversion stabilizes.

CSW Growth Metrics

CSW Industrials, Inc. (CSW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years12.97%
5 Years11.56%
3 Years12.62%
TTM23.25%

Profit CAGR

10 Years15.97%
5 Years11.03%
3 Years5.12%
TTM-18.02%

EPS CAGR

10 Years15.25%
5 Years20.38%
3 Years2.62%
TTM6.35%

Return on Capital

10 Years15.12%
5 Years14.29%
3 Years14.99%
Last Year11.09%

CSW Recent Earnings

CSW Industrials, Inc. (CSW) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 5/12 qtrs (83%)●Beat Revenue 1/12 qtrs (25%)
Q2 2026Latest
May 26, 2026
Metric
Actual
Est
EPS
$3.14+30.3%
$2.41
Rev
$309M+2.8%
$301M
Q1 2026
Jan 29, 2026
Metric
Actual
Est
EPS
$1.42-26.4%
$1.93
Rev
$233M-6.5%
$249M
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$2.96+7.2%
$2.76
Rev
$277M-0.5%
$278M
Q3 2025
Jul 31, 2025
Metric
Actual
Est
EPS
$2.85+4.0%
$2.74
Rev
$264M-2.9%
$272M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 26, 2026
$3.14vs $2.41+30.3%
$309Mvs $301M+2.8%
Q1 2026Jan 29, 2026
$1.42vs $1.93-26.4%
$233Mvs $249M-6.5%
Q4 2025Oct 30, 2025
$2.96vs $2.76+7.2%
$277Mvs $278M-0.5%
Q3 2025Jul 31, 2025
$2.85vs $2.74+4.0%
$264Mvs $272M-2.9%
Based on last 12 quarters of dataView full earnings history →

Latest CSW News

Recent stock market news and headlines for CSW Industrials, Inc. (CSW)

247 Wallst·Jun 25, 2026
3 Top-Rated Stocks Wall Street Loves in June

Mid-year is when analysts sharpen their pencils. With Q1 2026 earnings season behind us and fresh full-year models in hand, June has produced a cleaner read on where institutional conviction is building. The pattern this month: defensive cash-flow compounders and a property-and-casualty insurer riding a multi-quarter underwriting recovery. Three names stand out where Wall Street... 3 Top-Rated Stocks Wall Street Loves in June

Zacks Investment Research·Jun 19, 2026
Strength Seen in CSW Industrials (CSW): Can Its 3.4% Jump Turn into More Strength?

CSW Industrials (CSW) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

PRNewsWire·Jun 18, 2026
PLATINUM EQUITY TO SELL HEAT CONTROLLER TO LENNOX

Sale positions Heat Controller for continued growth Divestiture represents final exit of the firm's investment in HVAC/R distributor Motors & Armatures LOS ANGELES, June 18, 2026 /PRNewswire/ -- Platinum Equity today announced that it has signed a definitive agreement to sell Heat Controller, a leading HVAC equipment supplier, to Lennox (NYSE: LII). Financial terms of the transaction were not disclosed.

Peers Comparison

Key metrics vs top competitors for CSW Industrials, Inc. (CSW)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
CSW logoCSWCSW Industrials, Inc.Current
$280.05$4.57B41.8023.25%10.35%10.36%0.39%
AAON logoAAONAAON, Inc.
$109.35$8.96B84.7720.11%7.3%13.4%—
IIIN logoIIINInsteel Industries, Inc.
$29.66$576.39M14.1222.39%6.16%11.72%—
ASTE logoASTEAstec Industries, Inc.
$58.73$1.35B34.968.07%1.75%3.82%—
HLIO logoHLIOHelios Technologies, Inc.
$82.50$2.73B56.904.11%6.98%6.59%—
NFBK logoNFBKNorthfield Bancorp, Inc.
$14.81$618.52M747.98-26.69%1.79%0.68%—

Compare CSW vs Peers

CSW Industrials, Inc. (CSW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AAON

Most directly comparable listed peer for CSW.

Scale Benchmark

vs TT

Larger-name benchmark to compare CSW against a more recognizable public peer.

Peer Set

Compare Top 5

vs AAON, IIIN, ASTE, HLIO

CSW SEC Filings & Documents

CSW Industrials, Inc. (CSW) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 26, 2026·SEC

Material company update

Jan 29, 2026·SEC

Material company update

Nov 4, 2025·SEC

10-K Annual Reports

2
FY 2026

May 26, 2026·SEC

FY 2025

May 22, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Jan 29, 2026·SEC

FY 2025

Oct 30, 2025·SEC

FY 2025

Jul 31, 2025·SEC

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CSW Frequently Asked Questions

CSW Industrials, Inc. (CSW) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is CSW Industrials, Inc.'s revenue?

CSW Industrials, Inc. (CSW) reported $1.08B in revenue for fiscal year 2026. This represents a 444% increase from $199.1M in 2013.

How fast is CSW Industrials, Inc. growing?

CSW Industrials, Inc. (CSW) grew revenue by 23.3% over the past year. This is strong growth.

Is CSW profitable?

Yes, CSW Industrials, Inc. (CSW) is profitable, generating $112.0M in net income for fiscal year 2026 (10.3% net margin).

Dividend & Returns
Does CSW pay dividends?

Yes, CSW Industrials, Inc. (CSW) pays a dividend with a yield of 0.39%. This makes it attractive for income-focused investors.

What is CSW's return on equity?

CSW Industrials, Inc. (CSW) has a return on equity (ROE) of 10.4%. This is reasonable for most industries.

What is CSW Industrials, Inc.'s free cash flow?

CSW Industrials, Inc. (CSW) generated $132.4M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in CSW back in 2013?

Total return calculator · dividends reinvested · 13+ years of data

See returns →