CSW Industrials, Inc. (CSW) AI Stock Analysis

CSW Industrials, Inc. provides industrial products across the Americas, Europe, the Middle East and Africa, and the Asia Pacific regions. The Contractor Solutions segment supplies HVAC, electrical, and plumbing products, including condensate pads, line set covers, and installation accessories under brands such as RectorSeal, TRUaire, and Aspen Manufacturing. The Engineered Building Solutions segment offers architectural railings, expansion joints, and fire and smoke curtains under brands like Smoke Guard and Balco. Its Specialized Reliability Solutions segment supplies maintenance chemicals, compounds, lubricants, and sealants to industrial end markets.

CSW grew annual revenue from $626.4M in FY2022 to $1.08B in FY2026, generating a 5-year revenue CAGR of 11.6% from FY2021 to FY2026. Annual revenue expanded 23.3% in FY2026, though operating margin declined to 17.0% from 20.6% in FY2025, and net income fell to $112.0M from $136.7M. Diluted EPS rose from $8.57 in FY2025 to $9.95 in FY2026. For the trailing twelve months ended June 30, 2026, revenue totaled $1.17B with an operating margin of 22.9% and a profit margin of 10.3%. In the latest quarter, revenue grew 33.0% year-over-year, while quarterly earnings grew 25.1%.

As of June 30, 2026, CSW held $47.5M in cash and short-term investments against total debt of $855.5M, leaving net debt at $808.0M. Total assets stood at $2.33B and shareholders' equity was $1.07B, resulting in a debt-to-equity ratio of 0.80 and a current ratio of 2.70. In FY2026, the company generated $149.7M in operating cash flow and $132.4M in free cash flow. Capital expenditures totaled $17.3M, while share repurchases took $132.7M and dividends paid totaled $18.0M.

At a last close of $288.35 on October 16, 2026, CSW traded at a market cap of $4.70B and an enterprise value of $5.66B. The stock trades at a trailing P/E of 39.5x and a forward P/E of 42.6x, above the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its EV/EBITDA of 21.3x also trades at a premium to the peer median of 13.9x. Over the past year, CSW gained 20.0% compared to 16.8% for the S&P 500, and its 5-year return of 114.8% exceeded the S&P 500 return of 83.0%.

CSW pays an annual forward dividend of $1.20, representing a dividend yield of 0.42% as of October 16, 2026. The company maintains a payout ratio of 10.3% and has paid dividends for 8 consecutive years. Its annualized 5-year dividend growth rate is 14.2%, and its last ex-dividend date was October 30, 2026.

Wall Street analysts covering CSW report 1 Strong Buy, 2 Buy, and 4 Hold ratings, with zero Sell or Strong Sell recommendations. The mean price target is $351.86, which is 22.0% above the last close of $288.35. For the fiscal year ending March 31, 2027, consensus estimates project revenue of $1.28B and EPS of $12.59. The company beat EPS expectations in 3 of the last 4 quarters, and its next earnings date is October 29, 2026.

This page is an AI-written research summary of CSW Industrials, Inc. (CSW). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CSW income statement, CSW balance sheet, CSW key metrics, CSW analyst forecast, CSW chart. See the CSW stock overview for the latest quote and news.