CSW Industrials
Supplies HVAC/R trades with parts, installation products, airflow equipment and plumbing solutions.
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Profile
Supplies HVAC/R and plumbing trades with installation, repair and airflow products, while smaller segments sell industrial lubricants and code-driven building safety systems. Revenue is anchored in seasonal HVAC/R demand and largely reaches customers through wholesalers and specialist distributors.
Supplies professional trades with HVAC/R and plumbing installation, repair and airflow products, including motors, capacitors, coils, air handlers, grilles, diffusers, sealants and drainage controls. Contractor Solutions is the largest segment.
Specialized Reliability Solutions makes lubricants, sealants and contamination-control systems for mining, rail, energy and general industry. Engineered Building Solutions provides expansion joints, firestopping and smoke-protection systems for commercial, institutional and multi-family buildings.
Manufacturing is concentrated in the United States, Vietnam and Canada; sales center on the United States, Canada, the United Kingdom and Australia. Growth pairs product development and acquisitions with established wholesale channels. Results depend on seasonal HVAC/R demand, distributor relationships, building codes and tariffs on imports and metal inputs.
Company facts
Key statistics
Year to date +7.9% · Average volume (30d) 150.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 2, 2026 | Truist Financial | Target | $300 | $313 | |
| May 27, 2026 | Truist Financial | Target | $301 | $300 | |
| May 27, 2026 | Wells Fargo | Reiterate | Equal Weight | $280 | $285 |
| Apr 20, 2026 | Truist Financial | Target | $292 | $301 | |
| Feb 17, 2026 | Robert W. Baird | Target | $378 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q1 FY27 | $3.48 | $3.84 | +10.3% | $342.8M | $350.7M | +2.3% | +14.96% |
| May 26, 2026Q4 FY26 | $2.43 | $3.14 | +29.2% | $300.5M | $309.0M | +2.8% | +3.43% |
| Jan 29, 2026Q3 FY26 | $1.93 | $1.42 | −26.4% | $249.1M | $233.0M | −6.5% | −1.60% |
| Oct 30, 2025Q2 FY26 | $2.76 | $2.96 | +7.2% | $278.4M | $277.0M | −0.5% | +1.23% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $230.5M | $263.6M | $277.0M | $233.0M | $309.0M | $350.7M | |
| Gross profit | $101.9M | $115.4M | $119.2M | $92.4M | $126.6M | $157.4M | |
| Operating income | $45.0M | $54.9M | $57.0M | $19.2M | $53.1M | $79.9M | |
| Net income | $35.1M | $40.9M | $40.7M | $10.3M | $20.2M | $49.8M | |
| Diluted EPS | $2.15 | $2.43 | $2.41 | $0.62 | $1.24 | $3.04 | |
| Gross margin | 44.2% | 43.8% | 43.0% | 39.7% | 41.0% | 44.9% | |
| Operating margin | 19.5% | 20.8% | 20.6% | 8.3% | 17.2% | 22.8% |
Fiscal years (4-quarter sums)FY22 $626.4M · FY23 $757.9M · FY24 $792.8M · FY25 $878.3M · FY26 $1.08B
Revenue by product · Q1 FY27
Revenue by geography · FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $47.5M · Total debt $855.5M · Total assets $2.33B · Shareholders' equity $1.07B
Dividends
Raised for 5 straight years — most recently to $0.30 from $0.27 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 31, 2026 | Jul 31 | Aug 14 | $0.30 | |
| Apr 24, 2026 | Apr 24 | May 8 | $0.30 | raised from $0.27 |
| Jan 30, 2026 | Jan 30 | Feb 13 | $0.27 | |
| Oct 31, 2025 | Oct 31 | Nov 14 | $0.27 | |
| Jul 25, 2025 | Jul 25 | Aug 8 | $0.27 | |
| Apr 25, 2025 | Apr 25 | May 9 | $0.27 | raised from $0.24 |
| Jan 31, 2025 | Jan 31 | Feb 14 | $0.24 | |
| Oct 25, 2024 | Oct 25 | Nov 8 | $0.24 | raised from $0.21 |
Ownership
Shares outstanding 16.29M · Float 16.07M · 98.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.34M | 13.90% | 13G | Oct 17, 2025 |
| Vanguard Portfolio Management | 911.6K | 5.53% | 13G | Apr 29, 2026 |
| Vanguard Capital Management | 857.1K | 5.20% | 13G | Apr 29, 2026 |
| Joseph B. Armes · director, officer: Chairman, President & CEO | 64.2K | 0.39% | Form 4 | Aug 17, 2026 |
| James E. Perry · officer: EVP, CFO | 27.3K | 0.17% | Form 4 | Aug 5, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Joseph B. Armes | director, officer: Chairman, President & CEO | −1,500 | $345.16 |
| Aug 10, 2026 | Jeff Underwood | officer: EVP, GM Contractor Solutions | −720 | $346.96 |
| Aug 5, 2026 | Don Sullivan | officer: EVP, Chief Strategy Officer | −4,526 | $343.75 |
| Jul 15, 2026 | Joseph B. Armes | director, officer: Chairman, President & CEO | −1,500 | $289.95 |
| Jun 15, 2026 | Joseph B. Armes | director, officer: Chairman, President & CEO | −1,500 | $279.52 |
Peers
- Lennox International
HVAC/R systems and parts leader with Duro Dyne, Supco, and ADP brands
- Mueller Industries
Vertically integrated HVAC/R fittings, line sets, and plumbing maker
- Quaker Houghton
Global leader in specialty industrial process fluids and greases
- Watts Water Technologies
Specialty plumbing flow-control and drainage for professional contractors
- Illinois Tool Works
Diversified industrial giant with construction sealants and contractor adhesives
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CSW Industrials | $318.50 | +0.03% | $5.19B | 43.6 | 24.9 | 4.4 | +33.0% |
| Lennox International | $393.40 | −0.01% | $13.60B | 17.8 | 15.8 | 2.6 | +3.0% |
| Mueller Industries | $62.36 | −0.65% | $13.89B | 16.4 | 14.8 | 3.0 | +25.5% |
| Quaker Houghton | $165.91 | −0.11% | $2.87B | 29.5 | 19.4 | 1.5 | +10.2% |
| Watts Water Technologies | $366.88 | +0.12% | $12.23B | 32.0 | 27.5 | 4.6 | +18.6% |
| Illinois Tool Works | $279.80 | −0.11% | $80.58B | 25.4 | 23.8 | 4.9 | +6.1% |
| Median | 25.4 | 19.4 | 3.0 | +10.2% |