CSW Industrials, Inc. (CSW)
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-11-05
$276.65-6.33%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-11-05
QuarterlyIQ Insights · CSW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks CSW against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 2 guided quarters · 77.9% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We expect to deliver sustained organic revenue growth in excess of the markets we serve.
Stated in 3 of 4 supplied quarters. Management reported: “Segment adjusted EBITDA in the fiscal second quarter was a record $10.6 million, or 21.5% of revenue, compared to $6.4 million, or 16.5% of revenue in the prior year period, again achieving our long-term margin target of greater than 20% for this segment.” “Segment adjusted EBITDA in the fiscal first quarter was $10.0 million, or 20.8% of revenue, compared to $6.5 million, or 17.7% of revenue in the prior year period, reaching our long-term margin target of greater than 20%.” Revenue was $361.435 million in 2027-Q2.
“We expect to deliver sustained organic revenue growth in excess of the markets we serve.”
“Armes continued, "We remain confident in our ability to deliver continued growth in organic revenue, EBITDA, and operating cash flows through the remainder of fiscal 2027.”
“We anticipate delivering meaningful growth in revenue, adjusted EBITDA, adjusted EPS, and cash flows in fiscal 2027."”
Guided by our enduring capital allocation strategy, since May 1, 2025, we have invested $1.0 billion to consummate five highly accretive acquisitions, including the transformative additions of MARS P…
Stated in 2 of 4 supplied quarters. Management reported: “Guided by our enduring capital allocation strategy, since May 1, 2025, we have invested $1.0 billion to consummate five highly accretive acquisitions, including the transformative additions of MARS Parts and Aspen Manufacturing.” “We are integrating these acquisitions aggressively and we are highly confident in our ability to achieve our operational and financial goals for these newly-acquired businesses."”
Guided by our enduring capital allocation philosophy, we prioritized debt reduction during the quarter, further deleveraging and strengthening our balance sheet.
Stated in 2 of 4 supplied quarters. Management reported: “Guided by our enduring capital allocation philosophy, we prioritized debt reduction during the quarter, further deleveraging and strengthening our balance sheet.” “We have continued to return capital to shareholders through meaningful share repurchases, in light of the compelling investment opportunity we have seen in our stock, and through dividends, while simultaneously de-levering our balance sheet through the reduction of net debt plus growth in our EBITDA."”
We have continued to return capital to shareholders through meaningful share repurchases, in light of the compelling investment opportunity we have seen in our stock, and through dividends, while sim…
Stated in 2 of 4 supplied quarters. Management reported: “We have continued to return capital to shareholders through meaningful share repurchases, in light of the compelling investment opportunity we have seen in our stock, and through dividends, while simultaneously de-levering our balance sheet through the reduction of net debt plus growth in our EBITDA."” “Fiscal 2026 year-to-date, the Company has deployed approximately $1.0 billion of capital in acquisitions and $12.1 million in organic capital expenditures, while returning $106.2 million of total cash to shareholders through share repurchases of $92.6 million and dividends of $13.6 million.”
We remain focused on maximizing long-term shareholder value through prudent financial management, disciplined capital allocation, and rigorous cost management, which together we expect will accelerat…
Stated in 2 of 4 supplied quarters. Management reported: “We remain focused on maximizing long-term shareholder value through prudent financial management, disciplined capital allocation, and rigorous cost management, which together we expect will accelerate our growth in profitability."” “This confidence is supported by our disciplined focus on serving our customers well, executing effectively, controlling costs, and opportunistically investing in attractive growth opportunities."”
Over the trailing year it converted 1.56x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“Guided by our enduring capital allocation strategy, since May 1, 2025, we have invested $1.0 billion to consummate five highly accretive acquisitions, including the transformative additions of MARS P…”
“We are integrating these acquisitions aggressively and we are highly confident in our ability to achieve our operational and financial goals for these newly-acquired businesses."”
“Guided by our enduring capital allocation philosophy, we prioritized debt reduction during the quarter, further deleveraging and strengthening our balance sheet.”
“We have continued to return capital to shareholders through meaningful share repurchases, in light of the compelling investment opportunity we have seen in our stock, and through dividends, while sim…”
“We have continued to return capital to shareholders through meaningful share repurchases, in light of the compelling investment opportunity we have seen in our stock, and through dividends, while sim…”
“Fiscal 2026 year-to-date, the Company has deployed approximately $1.0 billion of capital in acquisitions and $12.1 million in organic capital expenditures, while returning $106.2 million of total cas…”
“We remain focused on maximizing long-term shareholder value through prudent financial management, disciplined capital allocation, and rigorous cost management, which together we expect will accelerat…”
“This confidence is supported by our disciplined focus on serving our customers well, executing effectively, controlling costs, and opportunistically investing in attractive growth opportunities."”