CSW Industrials, Inc. (CSW) Stock Price & Analysis

CSW Industrials, Inc. (CSW) closed at USD 292.47 on Wednesday, October 28, 2026, down 2.72% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 300.65; the Oct 28, 2026 session ranged USD 288.78–306.43 on volume of 183,633 shares. Market capitalization is $4.77B, with a 52-week range of USD 236.66–355.48 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 10:55 UTC.

Also available as compact Markdown for AI agents: nexqual.com/CSW.md

Latest Earnings Results (CSW)

CSW Industrials, Inc. (CSW) reported Q2 2027 results on Oct 29, 2026, 6:48:57 AM ET: adjusted EPS $3.66 vs. estimate $3.63 (beat), revenue $361.44M vs. estimate $350.97M (beat). Guidance: The company expects to deliver sustained organic revenue growth in excess of the markets they serve. Source: SEC 8-K filing. Nexqual published it 53 seconds after release. Read the SEC filing.

Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.

Key facts (CSW)

• Last four reported quarters (through Jun 30, 2026): revenue $1.17B, net income $121M (10.3% margin), free cash flow $144M (SEC filings).
• Valuation: P/E 39.4x (avg 36.6x at the last 3 fiscal year-ends), EV/EBITDA 26.5x, net debt $808M.
• Insider open-market sales, last ~7 months: 11 Form 4 filings, $5.2M; 2 not under a Rule 10b5-1 plan ($1.8M); 1 by opportunistic insiders (0 outside 10b5-1 plans), 7 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.29 on a 1–5 scale) (7 analysts), mean target USD 351.86 (range 320–400).
• Total return with dividends: 1Y +20.3% vs S&P 500 +13.6%; 5Y +115.3% vs S&P 500 +79.8%.
• Next earnings: 2026-10-29, EPS estimate USD 3.63, revenue estimate $351M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CSW)

Fiscal years end Mar. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (CSW)

P/E 39.4x · P/S 4.1x · EV/EBITDA 26.5x · EV/Sales 4.8x · P/FCF 33.0x · P/B 4.4x · FCF yield 3.03% · Earnings yield 2.54% · Dividend yield (paid, TTM) 0.39% · Buyback yield (TTM) 3.36% · Net debt $808M · EV $5.57B

P/E at fiscal year-ends: Mar 2026 38.9x, Mar 2025 34.8x, Mar 2024 36.0x.

Insider sales (SEC Form 4, open-market, last ~7 months) (CSW)

9 of 11 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (CSW)

Consensus Buy (mean 2.29 on a 1–5 scale), 7 analysts; mean target USD 351.86 (low 320, high 400).

Rating changes, last 120 days:

Total return (dividends reinvested) (CSW)

CSW earnings history and stock reaction

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

CSW recent SEC filings (last 120 days)

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

CSW revenue by business segment (quarter ended Sep 30, 2026)

CSW revenue by product line (quarter ended Sep 30, 2026)

CSW revenue by region (fiscal year ended Mar 31, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

CSW suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed May 26, 2026.

CSW company outlook (results filed Oct 29, 2026)

• “Recent acquisitions have strategically expanded our product portfolio and enhanced our growth trajectory." Armes continued, "Our optimistic outlook for the remainder of fiscal 2027 is unchanged.”
• “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." Fiscal 2027 Second Quarter Consolidated Results Fiscal second quarter revenue was $361.4 million, an $84.5 million or 30.5% increase over the prior year period.”
• “These risks and uncertainties may cause actual results to differ materially from what is forecast in such forward-looking statements, and include, without limitation, the risk factors described from time to time in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.”

Quoted word-for-word from the SEC 8-K results press release.

CSW analyst estimates and revisions

CSW options: expected move

Options price a move of about ±19.1% (±$56.00) by Jan 15, 2027, which includes earnings on Oct 29, 2026. Over the last 8 reports the stock moved ±7.2% on average.

30-day implied volatility 44.4% vs 26.5% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 29, 2026 at 10:55 UTC)

Technical Analysis (CSW)

Nexqual's technical model rates CSW "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 29, 2026 at 10:55 UTC.

Analyst Ratings (CSW)

Wall Street analysts rate CSW "Buy" based on 7 analysts, with a mean price target of USD 351.86 (range USD 320–400), per Nexqual as of October 29, 2026 at 10:55 UTC.

Earnings (CSW)

Recent Earnings History

Source: Nexqual, October 29, 2026 at 10:55 UTC.

Financials & Fundamentals (CSW)

Source: Nexqual, October 29, 2026 at 10:55 UTC.

Financial Health Score (CSW)

Nexqual rates CSW Industrials, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 10:55 UTC.

Ownership (CSW)

Source: Nexqual, October 29, 2026 at 10:55 UTC.

Leadership (CSW)

CSW Industrials, Inc. is led by Joseph Brooks Armes, Chairman, President & CEO, per Nexqual as of October 29, 2026 at 10:55 UTC.

Major Backers & Investors (CSW)

Notable institutional backers of CSW Industrials, Inc. include SmallCap World Fund Inc, Capital Group, Wasatch Advisors LP, according to Nexqual as of October 29, 2026 at 10:55 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 29, 2026 at 10:55 UTC.

From CSW Industrials, Inc.'s Latest SEC 10-K Filing (filed 2026-05-26)

Key Strengths & Strategy (as disclosed to the SEC)

• Our products are sold directly to end-users or through designated channels in over 100 countries around the world, primarily including the U.S., Canada, the U.K. and Australia.
• We remain disciplined in our approach to acquisitions, particularly as it relates to our assessment of valuation, prospective synergies, diligence, cultural fit and ease of integration, especially in light of economic conditions.

Partnerships

• The decrease in other expense was due to the above mentioned releases of non-cash tax indemnification assets, as well as a $1.4 million gain reported in the previous year in connection with the sale of a property previously held for investment that did not recur.

Legal & Regulatory Risks (Item 1A, quoted)

• Regulatory and statutory changes applicable to us or our customers could adversely affect our financial condition and results of operations.
• We and many of our customers are subject to various national, state and local laws, rules and regulations. Changes in any of these areas could result in additional compliance costs, seizures, confiscations, recalls or monetary fines, any of which could prevent or inhibit the development, distribution and sale of our products.
• Compliance with extensive environmental, health and safety laws could require material expenditures, changes in our operations or site remediation.
• We are subject to the U.S. Foreign Corrupt Practices Act and other anti-corruption laws, as well as other laws governing our operations. If we fail to comply with these laws, we could be subject to civil or criminal penalties, other remedial measures, and legal expenses, which could adversely affect our business, financial condition and results of operations.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 10:55 UTC. This page is informational and not investment advice.

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