CSW Industrials, Inc. is a global enterprise that supplies a diverse portfolio of industrial products across the United States and international markets. ...
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Est. EPS $3.63 · Revenue $350.97M · 4 analysts
Est. EPS $1.84 · Revenue $262.35M · 4 analysts
Est. EPS $3.27 · Revenue $318.78M · 1 analysts
Est. EPS $12.59 · Revenue $1.28B · 4 analysts
$1.11 per share
$1.11 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.1B | +23.3% | +13.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $112.0M | -18.0% | +146.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +41.9% | -6.4% | +9.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +17.0% | -17.6% | +32.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +10.3% | -33.5% | +117.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $132.4M | -13.0% | +1122.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +12.2% | -29.4% | +1000.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 88.7% | +1271.5% | -10.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.60x | -35.5% | +4.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.3B | +68.0% | +0.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 6.70 vs 9.75 | -31.3% | 3.04 vs 3.48 | -12.6% |
| Revenue Surprise | $1.1B vs $1.1B | +0.8% | $350.6M vs $342.8M | +2.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | LIVINGSTONE LINDA A. | director | Common Stock | A | 409 | — |
| Aug 27, 2026 | JOHNSTON TERRY L | director | Common Stock | A | 409 | — |
| Aug 27, 2026 | Griffin Bobby | director | Common Stock | A | 409 | — |
| Aug 27, 2026 | GAMBRELL MICHAEL R | director | Common Stock | A | 409 | — |
| Aug 27, 2026 | Motsenbocker Anne | director | Common Stock | A | 409 | — |
Operator: Greetings, and welcome to CS Industrials Fiscal Fourth Quarter and Full Year 26 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. As a reminder, this conference call is being recorded. I would now like to turn the conference over to your host, Alexa D. Huerta, Vice President of Investor Relations. Thank you. You may begin. Alexa D. Huerta: Thank you, Rob. Good morning, everyone, and welcome to the CSW Industrials Fiscal 26 Fourth Quarter and Full Year Earnings Call. Joining me today on the call is Joseph Brooks Armes, Chairman, Chief Executive Officer, and President of CSW Industrials. And James Perry, Executive Vice President and Chief Financial Officer. We issued our earnings release, updated Investor Relations presentation, and annual report on Form 10-K prior to the market's opening today all of which are available on the Investors portion of our website at www.ir.csw.com. This call is being webcast, and information on accessing the replay is included in the earnings release. During this call, we will make forward-looking statements. These statements are based on current expectations and assumptions that are subject to various risks and uncertainties. Actual results could materially differ because of factors discussed today in our earnings release and the comments made during this call as well as the risk factors identified in our annual report on Form 10-K and other filings with the SEC. We do not undertake any duty to update any forward-looking statements. I will now turn the call over to Joe. Joseph Brooks Armes: Thank you, Alexa, and good morning, everyone. To begin, I want to highlight what was a really strong quarter for CSW Industrials. Our team delivered record fiscal fourth quarter revenue, highlighted by both organic and inorganic growth, record adjusted EBITDA, and record adjusted earnings per diluted share. We crossed the $1 billion mark in annual revenue during fiscal 26. Achieving this milestone just 10 years after our spin off as an independent public company delivering 15% revenue compound annual growth rate over 10 years, while allocating over $1.7 billion to accretive acquisitions. Overall, these record results demonstrate the strength of our portfolio the excellence with which our teams are executing, and the strategies that serve as our guide. If you look at CSW today versus where we were when reporting our fiscal 2025 year-end results, We are meaningfully larger and more diversified and that is intentional. Driven by our disciplined capital allocation philosophy and facilitated by our strong balance sheet, we leaned in during fiscal 26 and invested in multiple high quality growth opportunities. During the year, we completed 5 highly synergistic cash flow accretive acquisitions and made an incremental minority investment in an HVACR controls technology company. In our contractor solutions segment, we invested …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Joseph Brooks Armes | Chairman, President & Chief Executive Officer | USD 2,331,194 | Male | 1962 | Active |
James E. Perry | Executive Vice President & Chief Financial Officer | USD 1,014,544 | Male | 1972 | Active |
Donal J. Sullivan | Executive Vice President & Chief Strategy Officer | USD 920,928 | Male | 1963 | Active |
Jeff A. Underwood | Executive VP & GM of Contractor Solutions | USD 832,583 | Male | 1982 | Active |
Danielle R. Garde | Senior Vice President & Chief People Officer | USD 779,533 | Female | 1971 | Active |
Luke E. Alverson | Senior Vice President, General Counsel & Secretary | USD 778,670 | Male | 1978 | Active |
Alexa D. Huerta | Vice President of Investor Relations & Treasurer | — | Female | — | Active |
Fang Wang | Chief Accounting Officer & Vice President | — | Female | 1977 | Active |
Dimensional Fund Advisors LP raised its position in shares of CSW Industrials, Inc. (NYSE: CSW) by 0.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 306,350 shares of the basic materials company's stock after purchasing an additional 2,459 shares during the
CSW Industrials, Inc. (CSW) Q1 2027 Earnings Call Transcript
CSW Industrials (CSW) came out with quarterly earnings of $3.84 per share, beating the Zacks Consensus Estimate of $3.66 per share. This compares to earnings of $2.85 per share a year ago.
DALLAS, July 30, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW or the "Company") today reported results for the fiscal 2027 first quarter period ended June 30, 2026.
Bank of New York Mellon Corp reduced its stake in CSW Industrials, Inc. (NYSE: CSW) by 7.7% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 97,937 shares of the basic materials company's stock after selling 8,150 shares during the quarter. Bank of
