CSW Industrials, Inc.
CSW
NYSE·Industrials·Industrial - Specialties·Mkt cap $5.0B
$308.46
▲ +0.95%
P/E
36.25
Mkt Cap
$5.0B
52-Wk Range
$230.45–$355.48
52-Week Range
$230.45 - $355.48
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 15.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Diversified portfolio of 30+ established brands with strong contractor and industrial customer loyalty
- Recurring revenue model from essential maintenance and replacement products across HVAC and industrial sectors
- Vertical integration and manufacturing capabilities providing cost advantages and supply chain resilience
- Specialized technical expertise in niche markets with high switching costs and limited competition
- Established distribution networks and long-term customer relationships across North America
Bear Case
2 risks
- Average volatility.
- Premium valuation to Industrial Machinery peers
Growth
Moderate growth ahead
Rising HVAC system replacements and retrofits driven by aging infrastructure and efficiency standards
Value
Premium valuation to Industrial Machinery peers
Momentum
Strong
+15.4% over 3m
Quality
Strong
Strong fundamentals
Dividend
Token
0.37% yield
Smart-money signal
Who's buying CSW right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $3.84 vs $3.48 consensus (+10.3% surprise). Revenue of $350.6M vs $342.8M expected (+2.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+10.3%
Revenue trend · last 8Q
—
—
+11%
+9%
+17%
+22%
+20%
+33%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$226.2M
$227.9M
$193.6M
$230.5M
$263.6M
$277.0M
$233.0M
$350.6M
Margins · last 8Q
Gross
44.9%
Operating
22.8%
Profit
14.2%
Wall Street consensus
3 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 3, 2026
vs Industry
How CSW stacks vs Industrial - Specialties
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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