NYSE$CSW

Csw Industri Inc · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

CSW Industrials reported record quarterly revenue of $309.0 million and adjusted EBITDA of $82.9 million for fiscal Q4 2026.

CSW Industrials delivered robust Q4 2026 results with total revenue up 34% to a record $309.0 million, driven by acquisitions and 2.8% organic growth. Adjusted EPS rose 21.1% to $3.14 while adjusted EBITDA hit a quarterly record of $82.9 million. The company ended the year with net leverage of 2.55x and announced its 29th consecutive quarterly dividend.

  • Q4 revenue reached a record $309.0 million, up 34.0% year-over-year including 2.8% organic growth.
  • Adjusted EPS increased 21.1% to $3.14; GAAP EPS fell 41.1% to $1.22 due to impairment and higher interest expense.
  • Contractor Solutions segment returned to positive organic growth of 2.6% in the quarter.
  • Full-year revenue hit $1.1 billion with adjusted EBITDA up 18.3% to a record $269.6 million.

Headline financials

Total Revenue

$309M

Previous: $231M+34.0%
EPS (adj)

$3.14

Previous: $2.24+40.2%
Adjusted EBITDA Margin

26.8%

No prior period
Adjusted EBITDA

$82.9M

No prior period
Free Cash Flow

-$6.81M

Previous: $22.8M-129.9%
Net Income

$20.2M

Previous: $35.1M-42.4%
Operating Income

$39.5M

Previous: $45M-12.2%
Gross Profit

$127M

Previous: $102M+24.3%
Cash & Equivalents

$33.8M

No prior period
Total Assets

$2.32B

No prior period

Revenue & EPS history

Csw Industri · Revenue · Quarterly

$309M

Q4 2026+34%vs Q4 2025
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

Csw Industri · $311M total across 3 segments · Q4 2026

  • Contractor Solutions
    $237M
  • Specialized Reliability Solutions
    $46.2M
  • Engineered Building Solutions
    $27.7M

Forward guidance

Management anticipates delivering meaningful growth in revenue, adjusted EBITDA, adjusted EPS, and cash flows in fiscal 2027 with a cautiously optimistic outlook for primary end markets.

Tailwinds

  • Record results driven by successful acquisition strategy
  • Contractor Solutions segment returning to organic growth
  • Net leverage within target range of 1-3x

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.6%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+3.8%

Avg return

30 days after

54%

26 / 48 earnings

Positive

+13.1%

Q2 2019

Best reaction

-8.5%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-8.5%-12.9%-1.9%
Q2 2026+1.4%-2.4%+11.4%
Q1 2026-3.9%-10.7%-1.6%
Q4 2025-3.8%-0.3%-10.4%
Q3 2025-5.0%-7.4%-11.4%
Q2 2025-2.8%+0.3%+16.3%
Q1 2025+5.1%-0.3%+12.7%
Q4 2024+5.7%+4.6%+7.2%
Q3 2024+4.2%+4.4%+8.0%
Q2 2024-0.3%-1.6%+3.7%
Q1 2024+0.1%+3.4%+2.4%
Q4 2023+7.9%+7.7%+19.6%
Q3 2023+3.3%+4.2%+4.9%
Q2 2023-1.0%-4.6%-3.2%
Q1 2023+5.9%+13.2%+6.7%
Q4 2022-3.3%-2.3%-9.8%
Q3 2022+0.8%+2.6%+6.4%
Q2 2022-6.7%-2.0%-14.8%
Q1 2022+3.3%+7.1%+9.5%
Q4 2021+2.5%+0.7%-5.5%
Q3 2021+2.7%+2.3%+4.3%
Q2 2021+6.4%+7.0%+29.8%
Q1 2021+10.0%+9.8%+17.2%
Q4 2020+1.3%+0.9%+3.5%
Q3 2020-1.3%-5.7%-5.8%
Q2 2020+3.8%+4.5%+4.4%
Q1 2020+1.3%+2.9%+0.2%
Q4 2019+7.6%+6.9%+13.2%
Q3 2019+6.3%+5.0%+6.5%
Q2 2019+13.1%+10.6%+7.1%
Q1 2019-3.4%-1.2%+3.2%
Q4 2018+4.4%+6.7%+13.5%
Q3 2018+2.5%+1.8%+4.6%
Q2 2018-3.2%-4.9%-2.9%
Q1 2018+2.7%+5.2%+8.3%
Q4 2017+3.3%+0.5%+7.5%
Q3 2017-1.1%+0.3%-1.5%
Q2 2017+3.1%+5.8%+8.6%
Q1 2016-4.5%-7.6%-6.2%
Q1 2017+3.0%+2.2%+7.4%
Q4 2014-2.6%-7.1%-3.0%
Q1 2015-2.6%-7.1%-3.0%
Q4 2016-2.6%-7.1%-3.0%
Q3 2016-8.5%
Q3 2015-8.5%
Q2 2015-2.8%
Q4 2015-2.8%
Q2 2016-2.8%

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