NASDAQ$CSWC
Capital Southwest Corporation · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
Capital Southwest reported fiscal Q4 2026 investment income of $57.8M with pre-tax NII of $35.2M ($0.59/share) and FY26 diluted ops EPS of $1.90.
For the fourth quarter ended March 31, 2026, Capital Southwest posted total investment income of $57.8 million and pre-tax net investment income of $35.2 million, or $0.59 per share. For fiscal 2026, investment income was $232.1 million (+13.5% YoY) and pre-tax NII was $136.6 million with diluted operating EPS of $1.90. The portfolio grew to $2.1 billion; NAV was $16.69 per share. The board declared a $0.58 regular quarterly dividend plus a $0.06 supplemental dividend for June 2026.
- Q4 investment income $57.8M; pre-tax NII $35.2M ($0.59/share).
- Fiscal 2026 pre-tax NII was $136.6M; diluted ops EPS $1.90.
- Portfolio reached $2.1B with 99% first-lien senior secured debt.
- Q4 originations $157.7M; non-accruals 1.1% of portfolio at fair value.
- Regular dividend $0.58/share plus $0.06 supplemental declared for June.
Headline financials
Revenue & EPS history
Capital Southwest · Revenue · Quarterly
$57.8M
Revenue by segment
Capital Southwest · $18.3M total across 2 segments · Q1 2023
- Non-control/Non-affiliate Investments$15.7M—86.2%
- Affiliate Investments$2.51M—13.8%
Forward guidance
Capital Southwest does not provide EPS guidance but declared a $0.58 regular quarterly dividend (paid $0.1934/month April–June 2026) and a $0.06 supplemental dividend payable June 2026, supported by estimated undistributed taxable income of $1.07 per share.
Tailwinds
- Strong originations and 13.5% fiscal-year investment income growth.
- CapTrin joint venture closed a $150M revolver post quarter-end.
Headwinds
- Q4 investment income declined sequentially on lower arranger fees and yields.
- Net realized/unrealized depreciation of $7.1M pressured NAV.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2026
+0.7%
Avg return
Earnings day
+2.4%
Avg return
5 days after
+1.6%
Avg return
30 days after
62%
26 / 42 earnings
Positive
+9.7%
Q2 2021
Best reaction
-13.0%
Q1 2012
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +2.4% | -1.5% | +0.3% | |
| Q3 2026 | +0.5% | +0.2% | -3.0% | |
| Q2 2026 | -2.3% | +1.7% | +7.0% | |
| Q4 2025 | -0.2% | +2.5% | -1.4% | |
| Q3 2025 | +2.2% | +3.1% | +0.8% | |
| Q2 2025 | -4.5% | -6.4% | -8.9% | |
| Q1 2025 | -0.7% | -2.5% | +2.5% | |
| Q4 2024 | -1.3% | -2.0% | -2.3% | |
| Q3 2024 | +2.7% | -2.0% | -4.8% | |
| Q2 2024 | +4.0% | +3.8% | +7.2% | |
| Q1 2024 | +4.3% | +2.0% | +1.3% | |
| Q4 2023 | +1.1% | +1.6% | +6.1% | |
| Q3 2023 | +3.6% | +2.6% | -2.4% | |
| Q2 2023 | +3.5% | +3.5% | -2.7% | |
| Q1 2023 | +0.6% | +1.4% | -2.4% | |
| Q4 2022 | +3.2% | +5.5% | -15.0% | |
| Q3 2022 | +7.6% | +6.3% | +0.5% | |
| Q2 2022 | -8.1% | -2.6% | -6.0% | |
| Q1 2022 | +6.9% | +5.9% | +8.9% | |
| Q4 2021 | +3.0% | +5.2% | -2.5% | |
| Q3 2021 | +3.5% | +8.5% | +22.0% | |
| Q2 2021 | +9.7% | +17.9% | +33.8% | |
| Q1 2021 | +5.7% | +9.5% | +10.3% | |
| Q4 2020 | +3.6% | +9.2% | -3.1% | |
| Q3 2020 | -1.1% | -2.0% | -9.8% | |
| Q2 2020 | -4.2% | -5.0% | -0.3% | |
| Q1 2020 | +0.5% | +4.0% | +1.7% | |
| Q4 2019 | -0.2% | +0.4% | -3.1% | |
| Q3 2019 | +1.6% | +0.5% | +0.9% | |
| Q1 2019 | +0.3% | +1.8% | +5.4% | |
| Q4 2018 | +0.0% | +10.9% | +8.1% | |
| Q3 2018 | +0.1% | +0.7% | +7.5% | |
| Q1 2017 | +0.9% | -0.3% | +0.2% | |
| Q4 2017 | +1.7% | +2.3% | +1.4% | |
| Q3 2016 | -0.7% | -2.5% | -1.1% | |
| Q3 2013 | — | — | — | |
| Q2 2013 | +2.9% | — | — | |
| Q1 2013 | — | — | — | |
| Q4 2012 | +0.6% | — | — | |
| Q3 2012 | -0.2% | — | — | |
| Q2 2012 | -3.0% | — | — | |
| Q1 2012 | -13.0% | — | — | |
| Q4 2011 | -1.0% | — | — | |
| Q4 2010 | -5.5% | — | — |
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