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CSW Industrials, Inc.
CSW
NYSE·Industrials·Industrial - Machinery·Mkt cap $4.5B
$276.12
▲ +1.05%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$230.45 - $337.02
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 5.5% 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
1 risk
- Average volatility.
Growth
Moderate growth ahead
Rising HVAC system replacements and retrofits driven by aging infrastructure and efficiency standards
Value
Fairly valued vs Industrial Machinery peers
Momentum
Stable
+3.8% over 3m
Quality
Strong
Excellent business quality
Dividend
Token
0.41% 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: Jul 30, 2026
MAY 26, 2026
Reported EPS of $3.14 vs $2.43 consensus (+29.2% surprise). Revenue of $309.0M vs $300.5M expected (+2.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+29.2%
Next: Jul 30, 2026
Revenue trend · last 8Q
—
—
—
+11%
+9%
+17%
+22%
+20%
Q4 24
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
$210.9M
$226.2M
$227.9M
$193.6M
$230.5M
$263.6M
$277.0M
$233.0M
Margins · last 8Q
Gross
39.7%
Operating
8.3%
Profit
4.4%
Wall Street consensus
4 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
$300.00
▲ +8.6% vs $276.12
Latest: Wells Fargo · $285.00 · May 27, 2026
2 analysts covering