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289.18 USD
P/E
42.13
EPS
6.70
Yield
0.37%
Safety Score
88
P/B
4.39
ROE
10.44
Beta
0.84
Target Price
326.43 USD
CSW Industrials, Inc. logo

CSW Industrials, Inc.

🧾 Earnings Recap – Q4 2026

CSW Industrials reported broadly in-line results with modest revenue and EBITDA growth driven mainly by acquisitions, while adjusted EPS growth lagged due to higher interest expense and margin dilution; the stock moved up slightly by 0.6%, reflecting a neutral market response.

  • Fiscal Q4 revenue reached a record $309 million, up 34% year-over-year, led primarily by recent acquisitions and 2.8% organic growth concentrated in contractor and specialized reliability solutions segments.
  • Adjusted EBITDA increased 39%, benefiting from acquisition leverage and platform resilience.
  • Adjusted EPS rose 21% to $3.14, but growth was constrained by elevated net interest expense ($13.4 million) following a shift from net cash to net debt and some margin dilution from acquisitions pending full synergy realization.
  • Non-GAAP adjustments included $0.83 per share impairment charges on goodwill and intangible assets, $0.10 per share restructuring costs related to a strategic exit in the Engineered Building Solutions segment, and $0.18 per share of transaction and integration expenses.
  • Net debt to EBITDA ratio stood at 2.55x, within the company’s target leverage range, supporting continued acquisition-fueled growth and shareholder returns totaling $146 million.
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Key Metrics
Earnings dateJuly 30, 2026
P/E42.13
EPS6.70
Book Value64.25
Price to Book4.39
Debt/Equity88.35
% Insiders4.031%
Growth
Revenue Growth0.34%
Earnings Growth-0.41%
Estimates
Forward P/E21.40
Forward EPS13.19
Target Mean Price326.43
Dividend
Dividend Yield0.37%
Annual dividends1.11 USD
Ex-Div. DateJuly 31, 2026
Payout16.09%
5y avg Yield0.43%

DCF Valuation

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Terminal PV
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CSW Industrials, Inc. Logo CSW Industrials, Inc. Analysis (CSW)

Is CSW Industrials, Inc. a good investment? CSW Industrials, Inc. (CSW) is currently trading at 289.18 USD. Market analysts have a consensus price target of 326.43 USD. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 42.13. This high multiple suggests investors have priced in significant future growth expectations.

Earnings Schedule: CSW Industrials, Inc. is expected to release its next earnings report on July 30, 2026. The market consensus estimate for Forward EPS is 13.19.

For income investors, CSW Industrials, Inc. pays a dividend yield of 0.37%. With a payout ratio of 16%, the dividend appears sustainable.

Investor FAQ

Does CSW Industrials, Inc. pay a dividend?

Yes, it pays an annual dividend of 1.11 USD (0.37% yield).

What asset class is CSW Industrials, Inc.?

CSW Industrials, Inc. is classified as a Stock.

When is the next earnings date?

The next earnings date is projected to be July 30, 2026. The company currently has a trailing EPS of 6.70.

Company Profile

CSW Industrials, Inc. provides various industrial products in the Americas, Europe, the Middle East and Africa, and the Asia Pacific regions. The Contractor Solutions segment offers condensate pads, pans, and pumps; condensate switches and traps; drain management system; drain waste and vent systems mechanical products; ductless mini-split systems installation support tools and accessories; HVAC electrical protection, installation supplies, and maintenance chemicals; evaporator coils and air handlers; grilles, registers, and diffusers and vents; line set covers; load management systems; motors and capacitors; refrigerant caps; solvents, cements, traps, and thread sealants; surge protections; and wire pulling head tools under the Amrad, AquaGuard, Aspen Manufacturing, Clean Check, Cover Guard, Desolv, Duckt-Strip, Dust Free, EZ Trap, Falcon, Fortress, Goliath, G-O-N, Guardian Drain Lock, Hubsett, Kickstart, Leak Freeze, MARS, No. 5, Novent, PF WaterWorks, PRO-Fit, PSP Products, RectorSeal, Safe-T-Switch, Shoemaker Manufacturing, SureSeal, TRU-BLU, TRUaire, and Turbo 200 brands. The Engineered Building Solutions segment offers architectural railings and metals; expansion joints and joint seals; fire and smoke curtains, and fire stopping solutions; perimeter protection; and pre-engineered and custom architectural building components under the Balco, BlazeSeal, Duraspan, Greco, IllumiTread, Jointspan, Metacaulk, Metablock, Metaflex, Quakespan, and Smoke Guard brands. The Specialized Reliability Solutions segment provides compounds, lubricants, and sealants; industrial maintenance and repair, anti-seize, contamination control, and desiccant breather filtration; lubricant management systems; operation solutions; andrail applicators, and friction modifiers under the AccuTrack, OilSafe, Air Sentry, BioRail, Deacon, Envirolube, Extreme, Gearmate, Hydrotex, Jet-Lube, Kopr-Kote, Matrix, and Whitmore brands. The company was incorporated in 2014 and is based in Dallas, Texas.

Trades
Dividend Yield
0.37%
5y avg 0.43%
Annual Dividends
1.11USD
Next Ex. Div Date
July 31, 2026
Payout Ratio
16.09%
Dividend History paid per year (USD)
Historical Dividends
Year Total Dividends
2027
0.63 USD
May 14, 2027 (estimated) 0.3351
Feb. 12, 2027 (estimated) 0.2944
2026
1.18 USD
Nov. 13, 2026 (estimated) 0.3122
Aug. 14, 2026 0.3000
May 8, 2026 0.3000
Feb. 13, 2026 0.2700
2025
1.05 USD
Nov. 14, 2025 0.2700
Aug. 8, 2025 0.2700
May 9, 2025 0.2700
Feb. 14, 2025 0.2400
2024
0.85 USD
Nov. 8, 2024 0.2400
Aug. 9, 2024 0.2100
May 10, 2024 0.2100
Feb. 9, 2024 0.1900
2023
0.74 USD
Nov. 10, 2023 0.1900
Aug. 11, 2023 0.1900
May 12, 2023 0.1900
Feb. 10, 2023 0.1700
2022
0.66 USD
Nov. 14, 2022 0.1700
Aug. 12, 2022 0.1700
May 13, 2022 0.1700
Feb. 11, 2022 0.1500
2021
0.59 USD
Nov. 12, 2021 0.1500
Aug. 13, 2021 0.1500
May 14, 2021 0.1500
Feb. 12, 2021 0.1350
2020
0.54 USD
Nov. 13, 2020 0.1350
Aug. 14, 2020 0.1350
May 13, 2020 0.1350
Feb. 14, 2020 0.1350
2019
0.41 USD
Nov. 14, 2019 0.1350
Aug. 15, 2019 0.1350
June 12, 2019 0.1350
Upcoming Dividends
Name Payment Date Status Amount
CSW Industrials, Inc. Aug 14, 2026 Upcoming 0.3 USD
CSW Industrials, Inc. May 08, 2026 0.3 USD
CSW Industrials, Inc. Feb 13, 2026 0.27 USD
CSW Industrials, Inc. Nov 14, 2025 0.27 USD
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