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. In the quarter to June 2026, revenue grew 33.0%, EPS grew 25.5%, free cash flow grew 20.6% and total debt rose 800.5%, each against the same quarter a year earlier. Dividend growth for five consecutive years, revenue growth for ten; insiders bought in the last twelve months.

288.35 2.79 −0.96%
Market cap
$4.7B
P/E
39.4×
Fwd P/E
29.5×
Dividend yield
0.40%
F-score
3/9
Altman Z
3.43
Beneish M
−3.17
Dividend safety
68/100

Insider Decisions trades per month

Total buys 0.08
Total sells 8.70
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — 1 — — — — — — —
Sell 2 5 2 2 1 3 2 1 1 3 1 —
Insider Ownership 1.59%

Capital & Financial Ratios $m

Market Cap 4,740.00
Revenue 1,169.55
Net Income 121.46
Free Cash Flow 144.50
Net Debt 807.96
Current Ratio 2.70 (at or above 1.5: strong)
Debt/Equity 0.80
P/E ratio 39.39 (above 35: high)
Fwd P/E 29.50
P/S ratio 4.03
P/B ratio 4.39
Past 5Y EPS Growth 20.29% (at or above 15%: strong)
This Y EPS Growth 21.29% (at or above 15%: strong)
Next Y EPS Growth 8.54%
Next Y revenue growth 18.52% (at or above 10%: strong)
Next 5Y EPS Growth 12.85%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 69.31%
10-year low 10-year high
P/S against its own 10 years 67.08%
10-year low 10-year high
P/B against its own 10 years 67.05%
10-year low 10-year high
EV/Sales against its own 10 years 73.65%
10-year low 10-year high
EV/FCF against its own 10 years 89.86%
10-year low 10-year high

Dividends

Payout Ratio 0.16
Annual Dividend Rate 1.14
Annual Dividend Yield 0.40%
total individual payouts
2029 Powerpack
2028 Powerpack
2027 Powerpack
2026 0.87
0.27
0.30
0.30
2025 1.05
0.24
0.27
0.27
0.27
2024 0.85
0.19
0.21
0.21
0.24
2023 0.74
0.17
0.19
0.19
0.19
2022 0.66
0.15
0.17
0.17
0.17
2021 0.59
0.14
0.15
0.15
0.15
2020 0.54
0.14
0.14
0.14
0.14
2019 0.41
0.14
0.14
0.14
2018 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 22 226 34 47
Receivables 143 156 210 233
Inventory 151 195 310 305
Other — — 9 10
331 593 589 616
2024 2025 2026 Q'26
Payables 48 55 77 83
ST’ Debt — — 29 29
Other — — 4 4
116 147 227 228

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%

Revenue $m

Jun Sep Dec Mar Year
’26 351 — — — —
’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 — — — —
’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 — — — —
’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.

EPS $

Jun Sep Dec Mar Year
’26 3.04 — — — —
’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.

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to March

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low 34.05 41.50 46.86 50.13 109.21 96.03 114.97 200.50 230.45 248.58

Analyst estimates 2027–2029

Powerpack
High 50.00 57.20 78.30 117.32 145.50 144.02 211.56 436.50 401.02 355.48
People
People Employees 750 730 730 730 2,300 2,400 2,400 2,600 2,600 2,700
Revenue/emp, $m 0.38 0.45 0.48 0.53 0.18 0.26 0.32 0.30 0.34 0.40
Income, $m
Income, $m Revenue 287 326 350 386 419 626 758 793 878 1,083
Gross margin, % 44.86 45.35 46.09 45.83 44.02 40.86 41.99 44.24 44.78 41.91
EBT 32 48 61 57 51 91 126 140 180 146
EBT margin, % 11.19 14.79 17.55 14.87 12.13 14.60 16.61 17.72 20.51 13.45
Net income 11 (12) 46 46 40 67 97 103 137 113
Depreciation 14 15 14 15 23 37 36 38 43 68
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
Earnings 0.70 (0.76) 2.96 3.05 2.68 4.21 6.22 6.54 8.41 6.73
Cash flow 2.47 2.75 3.87 4.65 4.41 4.39 7.83 10.58 10.37 8.99
Capex (0.40) (0.31) (0.02) (0.67) (0.18) (0.98) (0.89) (0.82) (0.93) (1.02)
Free cash flow 2.08 2.44 3.85 3.97 4.24 3.40 6.94 9.76 9.44 7.96
Book value 17.27 16.96 17.11 18.40 27.67 29.77 33.89 39.64 66.02 63.08
Shares, m 16 16 15 15 15 16 16 16 16 17
Valuation, ×
Valuation, × P/E 52.43 0.00 19.55 21.33 50.19 28.54 22.34 35.46 34.54 38.89
P/S 2.01 2.12 2.54 2.53 4.84 2.96 2.84 4.54 5.39 4.01
P/B 2.12 2.60 3.37 3.52 4.88 3.95 4.10 5.85 4.42 4.13
EV/Sales 2.18 2.16 2.55 2.51 5.39 3.33 3.17 4.74 5.28 4.78
EV/FCF 19.14 18.40 15.05 16.20 35.52 38.99 22.29 24.78 30.22 39.02
Cash, $m
Cash, $m Operating cash flow 39 43 60 70 66 69 121 164 168 150
Capex (6) (5) 0 (10) (3) (16) (14) (13) (15) (17)
Free cash flow 33 38 59 60 64 54 108 152 153 133
Balance, $m
Balance, $m Working capital 109 83 102 91 136 183 215 216 446 362
Total debt 73 24 31 11 242 253 263 166 — 869
Net debt 48 12 5 (7) 232 236 245 144 (226) 835
Shareholders’ equity 272 266 264 277 415 469 526 616 1,072 1,050
Returns, %
Returns, % ROA 2.80 (3.21) 13.14 12.67 6.42 7.08 9.46 9.74 11.28 6.06
ROIC 6.24 11.16 14.07 15.28 5.71 8.63 11.28 13.09 13.38 5.59
ROE 4.17 (4.42) 17.22 16.92 11.59 15.01 19.39 17.81 16.19 10.56
Negative figures in brackets.

All 10 years →

Fiscal years to Mar 2026 · latest quarter Jun 2026

Charts ten years each

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 $6.7B 18.2× 23.0× +6.55% (above 0%: growing) +204.55% (above 0%: growing) −18.45% (below 0%: shrinking) 41.00% 13.98% Compare
NPO Enpro Inc. $6.0B 134× 51.3× +17.60% (above 0%: growing) +1.59% (above 0%: growing) −15.53% (below 0%: shrinking) 43.98% 17.03% Compare
JBTM JBT Marel Corporation $5.5B 28.3× 25.4× +4.92% (above 0%: growing) +671.43% (above 0%: growing) −10.23% (below 0%: shrinking) 36.60% 4.69% Compare
MIDD The Middleby Corporation $4.9B — (loss-making) 18.9× +9.88% (above 0%: growing) −39.80% (below 0%: shrinking) −544.63% (below 0%: shrinking) 38.27% 16.87% Compare
CSW CSW Industrials, Inc. $4.7B 39.4× 29.5× +33.00% (above 0%: growing) +25.51% (above 0%: growing) +20.60% (above 0%: growing) 44.88% 22.77%
FELE Franklin Electric Co., Inc. $4.5B 28.6× 21.7× +6.03% (above 0%: growing) +12.12% (above 0%: growing) +122.96% (above 0%: growing) 37.02% 15.03% Compare
MIR Mirion Technologies, Inc. $3.9B 158× 104× +19.69% (above 0%: growing) −25.00% (below 0%: shrinking) +1,236.11% (above 0%: growing) 49.89% 6.71% Compare
MWA MUELLER WATER PRODUCTS $3.4B 15.2× 17.8× +4.10% (above 0%: growing) +26.47% (above 0%: growing) +70.92% (above 0%: growing) 39.35% 20.36% Compare
SXI Standex International Corporation $3.3B 30.5× 31.0× +2.79% (above 0%: growing) +38.21% (above 0%: growing) +40.51% (above 0%: growing) 42.69% 16.45% Compare
Median of peers $4.7B 28.6× 24.2× +6.29% +19.30% +15.14% 40.18% 15.74%

All 76 Specialty Industrial Machinery stocks →

CSW Industrials, Inc. (CSW) key facts

  • Concern: Net income was $112.8 million, or $6.73 per share (basic), a net margin of 10.4%.
  • Strength: CSW Industrials, Inc.’s revenue for fiscal 2026 (year ended March 2026) was $1.1 billion, up 23.3% from fiscal 2025.
  • CSW Industrials, Inc. (CSW) is a Specialty Industrial Machinery company in the Industrials sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, CSW traded at $288.35, a market capitalization of $4.7 billion.
  • At that price the stock trades at 39.4× trailing-twelve-month earnings and 4.0× sales; its P/E is higher than 69% of its own readings over the past ten years.
  • CSW Industrials, Inc. pays an annual dividend of $1.14 per share, a yield of 0.40%, with a payout ratio of 15.6%.
  • Return on equity was 10.6% and debt-to-equity 0.80.
  • Its Piotroski F-score is 3 out of 9 and its Altman Z-score is 3.43 (safe zone) for fiscal 2026.

Source: company filings (standardised) and stockrow calculations.

CSW Industrials, Inc. (CSW) Latest News

10 Feb

6 Feb

Impact 4 ·
stockrow.com/CSW · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com