Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
CSW Industrials, Inc. (CSW)
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-11-04
$295.35+5.67%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
13.66 → 13.60 EPS · FY ending Mar 31, 2028 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CSW yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS growth to at least $12.03 in fiscal 2027 | A primary condition in CSW Industrials, Inc.'s published investment case. The stated target is EPS >= $12.03. | Intact | EPS falls below $12.03 in FY27 | Diluted EPS: $2.90 per share FY2027-Q2; GAAP. Published target: EPS >= $12.03. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 20262.9 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-03-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
CSW is a growth and acquisition-driven industrial business, with recent financial performance rated strong and management rated stable. Its long-term thesis is still intact, but the latest earnings miss, elevated risk, and mixed signal make the near-term picture less clear.
Valuation is tagged as stretched, and CSW carries a premium to peers. The expectations gap is modest and valuation is aligned with the model, while no fragility warning is active; the evidence does not show that expectations are especially fragile.
In the near term, growth has been strong: second-quarter revenue and operating income were higher than a year earlier, with acquisitions and organic growth contributing. But gross margin contracted, a recent quarter was missed, and the company is on a run of consecutive misses, so guidance and profitability remain key risks. Management reports debt repayment and leverage within its stated range, though leverage management remains a watch item.
The multi-year thesis depends on continued organic growth, cash generation, and disciplined acquisitions while margins recover from short-term pressure. Near term, a guidance cut would be a meaningful negative; continued earnings strength and higher guidance from industrial bellwethers AZZ and APT would support the sector backdrop, while misses or lower guidance from them could weaken it.
For the next 1 to 3 years, CSW’s growth and acquisition record support an intact long-term thesis, but the latest miss, margin pressure, and stretched valuation leave execution as the central test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in CSW Industrials, Inc.'s published investment case. The stated target is Acquisitions contribute at least 15% of revenue growth. |
| Intact |
| Acquisitions fail to contribute meaningfully to revenue or earnings growth in FY27 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth of at least 12% in fiscal 2027 | A primary condition in CSW Industrials, Inc.'s published investment case. The stated target is >=12% YoY revenue growth. | Intact | YoY revenue growth falls below 12% in FY27 | Revenue growth: 30.51% FY2027-Q2; GAAP. Published target: >=12% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 202630.505035 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$13.19 → $13.60 · observed estimates
$1.32B → $1.38B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $13.19 | $1,319,425,220 | 6 / 6 |
| 2026-07-25 | $13.19 | $1,319,425,220 | 6 / 6 |
| 2026-07-26 | $13.19 | $1,319,425,220 | 6 / 6 |
| 2026-07-27 | $13.19 | $1,319,425,220 | 6 / 6 |
| 2026-07-28 | $13.19 | $1,319,425,220 | 6 / 6 |
| 2026-07-29 | $13.19 | $1,319,487,884 | 3 / 4 |
| 2026-07-30 | $13.19 | $1,319,487,884 | 3 / 4 |
| 2026-07-31 | $13.35 | $1,325,921,217 | 3 / 4 |
| 2026-08-01 | $13.35 | $1,325,921,217 | 3 / 4 |
| 2026-08-02 | $13.37 | $1,331,655,720 | 6 / 6 |
| 2026-08-03 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-04 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-05 | $13.66 | $1,337,534,530 | 6 / 6 |
| 2026-08-06 | $13.66 | $1,337,534,530 | 6 / 6 |
| 2026-08-07 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-08 | $13.66 | $1,337,534,530 | 6 / 6 |
| 2026-08-09 | $13.66 | $1,337,534,530 | 6 / 6 |
| 2026-08-10 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-11 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-12 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-13 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-14 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-15 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-16 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-17 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-18 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-19 | $13.37 | $1,331,718,384 | 3 / 4 |
| 2026-08-20 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-21 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-22 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-23 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-24 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-25 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-26 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-27 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-28 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-29 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-30 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-08-31 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-01 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-02 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-03 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-04 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-05 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-06 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-07 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-08 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-09 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-10 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-11 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-12 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-13 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-14 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-15 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-16 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-17 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-18 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-19 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-20 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-21 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-22 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-23 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-24 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-25 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-26 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-27 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-28 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-29 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-09-30 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-01 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-02 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-03 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-04 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-05 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-06 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-07 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-08 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-09 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-10 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-11 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-12 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-13 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-14 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-15 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-16 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-17 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-18 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-19 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-20 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-21 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-22 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-23 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-24 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-25 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-26 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-27 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-28 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-29 | $13.66 | $1,337,534,530 | 3 / 4 |
| 2026-10-30 | $13.58 | $1,352,051,197 | 3 / 4 |
| 2026-10-31 | $13.53 | $1,357,280,014 | 3 / 4 |
| 2026-11-01 | $13.53 | $1,357,280,014 | 3 / 4 |
| 2026-11-02 | $13.53 | $1,357,280,014 | 3 / 4 |
| 2026-11-03 | $13.60 | $1,369,940,748 | 3 / 4 |
| 2026-11-04 | $13.60 | $1,375,774,081 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.