Stocks · Industrials · Industrial - Specialties
CSW Industrials, Inc. CSW
$302.69 +3.53% Close, Oct 2, 2026 · NYSE · Market cap $4.93B
Next earnings report: Oct 29, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Revenue over the last four quarters was $1.17B, up 27.7% from a year earlier, accelerating from 23.3% a quarter earlier.
- Diluted EPS over the last four quarters was $7.31, down 13.4% year over year.
- The diluted share count fell 2.9% in a year, mainly through buybacks.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth72Positive
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 16%
- EPS growth (TTM, YoY)Bottom 31%
- FCF growth (TTM, YoY)Bottom 38%
- Revenue growth, 3-year CAGRTop 24%
- Revenue growth accelerationTop 24%
Quality61Neutral
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 39%
- Gross marginTop 20%
- Operating marginTop 16%
- Cash conversion (OCF / net income)Bottom 42%
- Accruals (lower is better)Bottom 28%
- Net debt / EBITDA (lower is better)Bottom 35%
- Interest coverTop 36%
Value30Weak
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 47%
- Free-cash-flow yieldBottom 46%
- EBITDA / enterprise valueBottom 42%
- Sales / enterprise valueBottom 20%
- P/E vs own 5-year history (lower is better)Bottom 33%
Momentum71Positive
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 39%
- 6-month returnTop 34%
- 1-year return vs S&P 500Top 39%
- Distance from 52-week highTop 26%
- Trend checklist (0–4)Top 27%
Revisions12Very weak
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 49%
- Consecutive EPS beatsTop 45%
- Share of analysts rating BuyBottom 7%
- Upside to consensus price targetBottom 6%
Stability38Weak
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 43%
- Maximum drawdown, 3 yearsTop 41%
- Beta vs S&P 500 (lower is better)Bottom 27%
- Net debt / EBITDA (lower is better)Bottom 35%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 23.3% | 27.7% | ↑ |
| EPS growth (YoY) | -21.0% | -13.4% | ↑ |
| Gross margin | 43.8% | 42.4% | ↓ |
| Operating margin | 19.9% | 17.9% | ↓ |
| FCF margin | 16.4% | 12.3% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 27.7% | 23.3% | ↑ | Top 16% |
| EPS growth (TTM, YoY) | -13.4% | -21.0% | ↑ | Bottom 31% |
| Gross margin | 42.4% | 43.8% | ↓ | Top 20% |
| Operating margin | 17.9% | 19.9% | ↓ | Top 16% |
| Net margin | 10.3% | 15.2% | ↓ | — |
| Free-cash-flow margin | 12.3% | 16.4% | ↓ | — |
| Return on invested capital | 7.5% | — | Top 39% | |
| Revenue growth, 3-year CAGR | 12.6% | — | Top 24% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.36×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -1.9%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 1.3%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +2.3 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 2.87×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 6.2×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.37%
- Net buyback yield (TTM)
- 3.24%
- Shareholder yield
- 3.62%
- Share count change, 1 year
- -2.9%
- Share count change, 3-year CAGR
- +1.7%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 30, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 2
- Beats in the last 8 reports
- 7 of 8
- Average EPS surprise, last 4
- +5.4%
- Average 2-day reaction, last 8
- -0.6%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $299.00
- Target vs current price
- -1.2%
- Analysts with a rating
- 5
- Share rating Buy or Strong Buy
- 20%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 30, 2026 | +10.3% | +15.0% | +26.9% | +18.5% | — |
| May 26, 2026 | +30.3% | +0.6% | -3.5% | -3.3% | +18.1% |
| Jan 29, 2026 | -26.4% | -8.5% | -8.6% | -0.5% | -1.3% |
| Oct 30, 2025 | +7.2% | +1.4% | -0.9% | +11.4% | +29.1% |
| Jul 31, 2025 | +4.0% | -3.5% | -6.5% | +0.4% | -10.0% |
| May 22, 2025 | +0.9% | -3.9% | -2.4% | -10.4% | -17.1% |
| Jan 30, 2025 | +3.5% | -5.0% | -5.9% | -13.7% | -9.6% |
| Oct 30, 2024 | +6.1% | -0.9% | +4.3% | +16.6% | -1.6% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 30, 2026 | $3.84 | $3.48 | +10.3% | $350.6M |
| May 26, 2026 | $3.14 | $2.41 | +30.3% | $309.0M |
| Jan 29, 2026 | $1.42 | $1.93 | -26.4% | $233.0M |
| Oct 30, 2025 | $2.96 | $2.76 | +7.2% | $277.0M |
| Jul 31, 2025 | $2.85 | $2.74 | +4.0% | $263.6M |
| May 22, 2025 | $2.24 | $2.22 | +0.9% | $230.5M |
| Jan 30, 2025 | $1.48 | $1.43 | +3.5% | $193.6M |
| Oct 30, 2024 | $2.26 | $2.13 | +6.1% | $227.9M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 41.4× | 34.4× | 76th | Bottom 47% |
| P/E (forward) | 24.0× | — | — | — |
| EV / EBITDA | 20.4× | — | — | Bottom 42% |
| EV / Sales | 4.91× | — | — | Bottom 20% |
| Free-cash-flow yield | 2.93% | — | — | Bottom 46% |
| Earnings yield | 2.42% | — | — | Bottom 47% |
P/E over the past five years
Range 22.6× – 48.9× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +20.0%
- Earnings per share growth (TTM)
- -13.4%
- Change in P/E multiple
- +26.2%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✗ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 2
- 50-day average slope (20 days)
- +1.8%
- 200-day average slope (20 days)
- +0.5%
- Distance from 50-day average
- -3.2%
- Distance from 200-day average
- +3.6%
- RSI (14)
- 52.2
- Relative volume
- 0.96×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 49.1%
- Volatility vs own 5-year history
- 96th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.45
- Correlation with S&P 500
- 0.54
- Current drawdown from 1-year high
- -13.8%
- Maximum drawdown, 3 years
- -46.3%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 25, 2024 | Oct 10, 2025 | -46.3% | 218 days | Not yet recovered |
| Nov 2, 2021 | Jun 17, 2022 | -32.5% | 157 days | 157 days (Feb 2, 2023) |
| Apr 22, 2021 | Jul 19, 2021 | -20.7% | 60 days | 74 days (Nov 1, 2021) |
| Aug 30, 2024 | Sep 6, 2024 | -15.6% | 4 days | 6 days (Sep 16, 2024) |
| Feb 2, 2023 | Mar 17, 2023 | -10.8% | 30 days | 53 days (Jun 2, 2023) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $4.93B
- P/E (TTM)
- 41.4
- EPS, diluted (TTM)
- $7.31
- Revenue (TTM)
- $1.17B
- Dividend yield
- 0.38%
- 52-week range
- $230.45 – $355.48
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $626.4M | $757.9M | $792.8M | $878.3M | $1.08B |
| Gross profit | $252.7M | $318.2M | $350.7M | $393.3M | $453.7M |
| Operating income | $98.1M | $139.1M | $159.1M | $181.2M | $184.2M |
| Net income | $66.4M | $96.4M | $101.6M | $136.7M | $112.0M |
| EPS (diluted) | $4.20 | $6.20 | $6.52 | $8.38 | $6.70 |
| Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | Q1 2027 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $227.9M | $193.6M | $230.5M | $263.6M | $277.0M | $233.0M | $309.0M | $350.6M |
| Net income | $36.1M | $26.9M | $35.1M | $40.9M | $40.7M | $10.3M | $20.2M | $49.8M |
| EPS (diluted) | $2.26 | $1.60 | $2.15 | $2.43 | $2.41 | $0.62 | $1.24 | $3.04 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $69.1M | $121.5M | $164.3M | $168.4M | $149.7M |
| Capital expenditure | -$15.7M | -$14.0M | -$16.6M | -$16.3M | -$17.3M |
| Free cash flow | $53.4M | $107.5M | $147.8M | $152.1M | $132.4M |
| Dividends paid | -$9.5M | -$10.6M | -$11.8M | -$14.6M | -$18.0M |
| Net share buybacks | -$19.3M | -$39.1M | -$15.3M | $319.7M | -$132.7M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $47.5M
- Total assets
- $2.33B
- Total liabilities
- $1.24B
- Total debt
- $855.5M
- Net debt
- $808.0M
- Shareholders’ equity
- $1.07B
As of Jun 30, 2026 (filed Jul 30, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Jul 31, 2026 | $0.30 | Aug 14, 2026 |
| Apr 24, 2026 | $0.30 | May 8, 2026 |
| Jan 30, 2026 | $0.27 | Feb 13, 2026 |
| Oct 31, 2025 | $0.27 | Nov 14, 2025 |
| Jul 25, 2025 | $0.27 | Aug 8, 2025 |
| Apr 25, 2025 | $0.27 | May 9, 2025 |
| Jan 31, 2025 | $0.24 | Feb 14, 2025 |
| Oct 25, 2024 | $0.24 | Nov 8, 2024 |
Short interest
- Shares sold short
- 1,087,027
- Days to cover
- 8.63
- Change vs previous report
- +12.3%
FINRA short interest, settlement date Sep 15, 2026.