Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CSW INDUSTRIALS, INC.
Next earnings Jul 29, 2026 · consensus $3.50 EPS, $346M rev
Last earnings +0.6% on 2026-05-26
Serial-acquirer industrial compounder with 42% gross margins, but a debt-funded M&A surge and FY2026 earnings dip leave 42x looking full.
Sources: SEC EDGAR (CIK 0001624794, latest 10-K filed 2026-05-26) · EODHD · analysis by claude-code · as of 6/21/2026, 9:01:14 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~70% above fair value) leave little margin of safety — a wait-and-see.
CSW Industrials is a high-quality, diversified niche industrial (HVAC/R, plumbing, specialty coatings, sealants) with an enviable long-term record — revenue has compounded from $626M (FY2022) to $1.08B (FY2026, up 23.3%) and margins are strong at a 41.9% gross and 15.6% operating. It runs a disciplined acquire-and-improve model, and FY2026 was a major M&A year: total assets jumped 68.0% and total liabilities surged 335.2% (long-term debt now $840M) to fund acquisitions, lifting liabilities/equity to 1.19x from a near-debt-free base.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $626M | $758M | $793M | $878M | $1.08B |
| Gross profit | $256M | $318M | $351M | $393M | $454M |
| Operating income | $97.4M | $139M | $159M | $181M | $169M |
| Net income | $66.4M | $96.4M | $102M | $137M | $112M |
| Diluted EPS | $4.20 | $6.20 | $6.52 | $8.38 | $6.70 |
| Net margin | 10.6% | 12.7% | 12.8% | 15.6% | 10.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
4 buys · 2 members · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 2 sales
| 2026-06-15 | Armes Joseph B Chairman, President & CEO | Sell | 1.50K @ $279.52 | $419K |
| 2026-05-29 | Ash Darron K Director | Disposed (J) | 660.72 | |
| 2026-05-29 | Ash Darron K Director | Acquired (J) | 660.72 | |
| 2026-05-27 | Armes Joseph B Chairman, President & CEO | Sell | 1.50K @ $283.94 | $426K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.