CSW Industrials, Inc.

CSW Industrials Specialty Industrial Machinery

CSW Industrials, Inc.’s revenue for fiscal 2026 (year ended March 2026) was $1.1 billion, up 23.3% from fiscal 2025.

Revenue
+30.5%
EPS
+21.5%
Free cash flow
+56.6%
Total debt
+1,174.3%

Quarter to September 2026, against a year earlier

275.96 19.39 −6.57%
Market cap
$4.5B
P/E
35.2×
Fwd P/E
30.1×
Dividend yield
0.42%
F-score
3/9
Altman Z
3.43
Beneish M
−3.17
Dividend safety
68/100

Insider Decisions last twelve months

Bought, $m 0.08
Sold, $m 8.63
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — 1 — — — — — — — —
Sell 4 2 2 1 3 2 1 1 3 1 1 —
Insider Ownership 1.36%

Capital & Financial Ratios $m

Size
Market Cap 4,510.00
Revenue ttm 1,254.04
Net income ttm 128.53
Free cash flow ttm 177.81
Net debt Q 727.36
Valuation
P/E 35.20 (above 35: high)
Forward P/E 30.10
Price / sales 3.59
Forward P/S Powerpack
Price / FCF 25.28
Price / book 4.02
Financial health
Current ratio Q 2.35 (at or above 1.5: strong)
Debt / equity Q 0.68
Interest coverage Q 6.06
Growth
Revenue growth Q +30.51% (above 0%: growing)
Operating income growth Q +33.03% (above 0%: growing)
EPS, this year +20.26% (at or above 15%: strong)
EPS, next year A +8.96%
Revenue, next year A +20.46% (at or above 10%: strong)
EPS, past 5 yrs +20.29% (at or above 15%: strong)
EPS, next 5 yrs A +13.46%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 55.51%
10-year low 10-year high
P/S against its own 10 years 61.42%
10-year low 10-year high
P/B against its own 10 years 53.61%
10-year low 10-year high
EV/Sales against its own 10 years 64.72%
10-year low 10-year high
EV/FCF against its own 10 years 63.77%
10-year low 10-year high

Dividends raised every year since 2019

Yield
0.42%
Annual rate
1.17
Payout ratio
15.0%
Growth, 2019–25
+17.2%/yr
  1. 0.41 ’19
  2. 0.54 ’20 +33
  3. 0.59 ’21 +8
  4. 0.66 ’22 +13
  5. 0.74 ’23 +12
  6. 0.85 ’24 +15
  7. 1.05 ’25 +24
  8. 1.01 ’26e −4
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 22 226 34 37
Receivables 143 156 210 215
Inventory 151 195 310 315
Other — — 9 11
331 593 589 615
2024 2025 2026 Q'26
Payables 48 55 77 104
ST’ Debt — — 29 29
Other — — 4 5
116 147 227 261

Compound Annual Growth %

10y 5y 3y
Sales 15.03% 20.89% 12.62%
Cash Flow 13.68% 17.70% 7.21%
Earnings 15.97% 22.82% 5.13%
Book Value 15.07% 20.38% 25.95%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Jun Sep Dec Mar Year
’26 3.04 2.93 — — —
’26 2.43 2.41 0.62 1.22 6.70
’25 2.47 2.26 1.60 2.08 8.38
’24 1.97 1.93 0.59 2.04 6.52
’23 1.88 1.57 1.01 1.74 6.20
’22 1.27 1.14 0.52 1.17 4.20
’21 0.81 1.10 0.16 0.61 2.66
Fiscal quarters ending in the months shown.

Revenue $m

Jun Sep Dec Mar Year
’26 351 361 — — —
’26 264 277 233 309 1,083
’25 226 228 194 231 878
’24 203 204 175 211 793
’23 200 191 171 196 758
’22 161 156 136 173 626
’21 91 105 90 133 419
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Jun Sep Dec Mar Year
’26 76 95 — — —
’26 61 62 29 (2) 150
’25 63 68 11 27 168
’24 50 45 47 22 164
’23 17 30 37 37 121
’22 19 24 27 0 69
’21 14 31 9 12 66
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Jun Sep Dec Mar Year
’26 70 92 — — —
’26 58 59 23 (7) 133
’25 60 62 8 24 153
’24 45 44 43 20 152
’23 15 28 33 32 108
’22 18 20 23 (8) 54
’21 12 28 7 16 64
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to March

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Sep ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 287 326 350 386 419 626 758 793 878 1,083 1,254 +15.9% 1,304 1,357 1,397 +8.9%
Gross margin, % 44.86 45.35 46.09 45.83 44.02 40.86 41.99 44.24 44.78 41.91 42.13 (3.0) pt
EBT 32 48 61 57 51 91 126 140 180 146 166 +18.3%
EBT margin, % 11.19 14.79 17.55 14.87 12.13 14.60 16.61 17.72 20.51 13.45 13.21 +2.3 pt
Net income 11 (12) 46 46 40 67 97 103 137 113 129 +29.4%
Per share, $
Per share, $ Revenue 18.22 20.82 22.72 25.66 27.92 39.76 48.87 51.04 54.08 65.01 76.98 +15.2%
Earnings 0.70 (0.76) 2.96 3.05 2.68 4.21 6.22 6.54 8.41 6.73 7.84 +28.6%
Cash flow 2.47 2.75 3.87 4.65 4.41 4.39 7.83 10.58 10.37 8.99 12.17 +15.4%
Capex (0.40) (0.31) (0.02) (0.67) (0.18) (0.98) (0.89) (0.82) (0.93) (1.02) (1.25) +11.1%
Free cash flow 2.08 2.44 3.85 3.97 4.24 3.40 6.94 9.76 9.44 7.96 10.91 +16.1%
Book value 17.27 16.96 17.11 18.40 27.67 29.77 33.89 39.64 66.02 63.08 68.60 +15.5%
Shares, m 16 16 15 15 15 16 16 16 16 17 16 +0.6%
Valuation, ×
Valuation, × P/E 52.43 0.00 19.55 21.33 50.19 28.54 22.34 35.46 34.54 38.89 35.20 30.3
P/S 2.01 2.12 2.54 2.53 4.84 2.96 2.84 4.54 5.39 4.01 3.59 3.4
P/B 2.12 2.60 3.37 3.52 4.88 3.95 4.10 5.85 4.42 4.13 4.02 3.9
EV/Sales 2.18 2.16 2.55 2.51 5.39 3.33 3.17 4.74 5.28 4.78 4.17 3.6
EV/FCF 19.14 18.40 15.05 16.20 35.52 38.99 22.29 24.78 30.22 39.02 29.37 26.0
Cash, $m
Cash, $m Operating cash flow 39 43 60 70 66 69 121 164 168 150 198 +16.1%
Capex (6) (5) 0 (10) (3) (16) (14) (13) (15) (17) (20) +11.8%
Free cash flow 33 38 59 60 64 54 108 152 153 133 178 +16.8%
Balance, $m
Balance, $m Working capital 109 83 102 91 136 183 215 216 446 362 354 +14.3%
Net debt 48 12 5 (7) 232 236 245 144 (226) 835 727 +37.3%
Shareholders’ equity 272 266 264 277 415 469 526 616 1,072 1,050 1,117 +16.2%
Returns, %
Returns, % ROA 2.80 (3.21) 13.14 12.67 6.42 7.08 9.46 9.74 11.28 6.06 6.63 +3.3 pt
ROIC 6.24 11.16 14.07 15.28 5.71 8.63 11.28 13.09 13.38 5.59 7.19 (0.6) pt
ROE 4.17 (4.42) 17.22 16.92 11.59 15.01 19.39 17.81 16.19 10.56 11.35 +6.4 pt
People
People Employees 750 730 730 730 2,300 2,400 2,400 2,600 2,600 2,700 — +15.3%
Revenue/emp, $m 0.38 0.45 0.48 0.53 0.18 0.26 0.32 0.30 0.34 0.40 — +0.5%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Mar 2026 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

CSW Industrials, Inc. vs peers in Specialty Industrial Machinery (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
GTES Gates Industrial Corporation PLC $5.9B 16.3× 16.2× +5.60% (above 0%: growing) +9.68% (above 0%: growing) −47.48% (below 0%: shrinking) 42.42% 14.53% Compare
MIDD The Middleby Corporation $5.9B — (loss-making) 21.5× +9.88% (above 0%: growing) −39.80% (below 0%: shrinking) −544.63% (below 0%: shrinking) 38.27% 16.87% Compare
NPO Enpro Inc. $5.5B 87.4× 44.4× +22.40% (above 0%: growing) +84.55% (above 0%: growing) +30.13% (above 0%: growing) 43.67% 18.04% Compare
CSW CSW Industrials, Inc. $4.5B 35.2× 30.1× +30.51% (above 0%: growing) +21.47% (above 0%: growing) +56.64% (above 0%: growing) 42.03% 20.90%
FELE Franklin Electric Co., Inc. $4.2B 21.3× 21.1× +8.92% (above 0%: growing) +273.30% (above 0%: growing) −28.37% (below 0%: shrinking) 35.36% 13.65% Compare
MIR Mirion Technologies, Inc. $4.2B 146× 113× +24.52% (above 0%: growing) +222.00% (above 0%: growing) +255.64% (above 0%: growing) 47.34% 6.19% Compare
MWA MUELLER WATER PRODUCTS $3.9B 17.2× 15.6× +4.10% (above 0%: growing) +26.47% (above 0%: growing) +70.92% (above 0%: growing) 39.35% 20.36% Compare
XE X-Energy, Inc. $3.7B — — — n/m — 100.00% (201.52%) Compare
KAI Kadant Inc $3.5B 30.0× 26.4× +15.32% (above 0%: growing) +28.59% (above 0%: growing) +15.90% (above 0%: growing) 44.73% 17.10% Compare
Median of peers $4.2B 25.6× 21.5× +9.88% +28.59% +15.90% 43.05% 15.70%

All 79 Specialty Industrial Machinery stocks →

Pay and ownership Proxy statement filed 16 July 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 7.27m 1.04m 193.60
2025 6.33m 17.69m 215.90
2024 5.96m 24.80m 173.80
2023 4.28m 9.43m 102.90
2022 17.04m 12.48m 87.09

Ownership

Directors and executive officers, together 1.20%
BlackRock, Inc. 13.90%
Vanguard Portfolio Management 5.53%
Wasatch Advisors LP 5.30%
Vanguard Capital Management 5.20%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

CSW Industrials, Inc. (CSW) Latest News

28 Oct

22 Sep

2 Jun

28 May

11 May

CSW metrics, ten years each

stockrow.com/CSW · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com