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CSW Industrials, Inc. (CSW)

USD293.09 +0.24 (+0.08%)
US NYSE Industrials Industrial - Machinery
Address 5420 Lyndon B. Johnson Freeway 75240
Dallas, TX, US
CEO Joseph Brooks Armes
IPO 2015-09-30
CIK 1624794 ISIN US1264021064

Explore sections of this company profile

Also trades on NASDAQ Global Select · CSWI (USD) New York Stock Exchange · CSW (USD)
Description

CSW Industrials, Inc. is a global enterprise that supplies a diverse portfolio of industrial products across the United States and international markets. The company's business activities are structured into three primary divisions: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The Contractor Solutions division caters to the needs of HVAC and plumbing professionals. Its comprehensive product offering includes: condensate pads, pans, pumps, switches, and traps; drain management systems; drain waste and vent mechanical products; installation tools and accessories for ductless mini-split systems; HVAC electrical protection, installation supplies, and maintenance chemicals; evaporator coils and air handlers; grilles, registers, diffusers, and vents; line set covers; load management systems; refrigerant caps; solvents, cements, traps, and thread sealants; surge protection devices; and wire pulling head tools. These items are available under various brand names such as AquaGuard, Aspen, Clean Check, Cover Guard, Desolv, Dust Free, EZ Trap, Falcon Stainless, Fortress, Goliath, G-O-N, Guardian Drain Lock, Hubsett, Kickstart, Leak Freeze, No. 5, Novent, PF WaterWorks, PRO-Fit, PSP Products, RectorSeal, Safe-T-Switch, Shoemaker Manufacturing, Slimduct, SureSeal, TRU-BLU, and TRUaire. Within the Engineered Building Solutions segment, CSW Industrials manufactures specialized components for architectural and construction applications. This includes architectural railings and metals, comprehensive fire and smoke protection and fire stopping solutions, and both pre-engineered and custom architectural building components. Products in this segment are marketed under the Balco, BlazeSeal, Greco, IllumiTread, Metacaulk, MetaflexPro, and Smoke Guard brands. Finally, the Specialized Reliability Solutions segment provides high-performance industrial products designed for enhancing equipment longevity and operational efficiency. Its extensive range encompasses compounds, lubricants, and sealants; products for industrial maintenance and repair, anti-seize formulations, contamination control, and desiccant breather filtration; lubricant management systems; various operational solutions; and rail friction modifiers. Prominent brands within this segment include AccuTrack, Air Sentry, BioRail, Deacon, Envirolube, Extreme, Gearmate, Jet-Lube, Kopr-Kote, Matrix, NCS-30 ECF, OilSafe, RailArmor, Run-N-Seal ECF, TOR Armor, and Whitmore. CSW Industrials, Inc. was established in 2014 and its corporate headquarters are situated in Dallas, Texas.

News Sentiment (7d)
59 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD293.09 +0.24 (+0.08%)
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Volume Profile
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Liquidity & share structure
Average Volume
136.6K
Beta
0.84
Float Shares
16.23M
Free Float %
97.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.57% +7.13% -5.60% -6.30% +2.81% -4.75% -10.85% +94.01% +127.01% +728.66% +3,368.86%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Hold
Price Targets & DCF
Current price
293.09
Low 280.00 -4.5%
Consensus 322.20 +9.9%
Median 302.00 +3.0%
High 378.00 +29.0%
DCF (Unlevered) 179.45 -38.8%
DCF (Levered) 239.95 -18.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 43% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 1 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
301.00
+2.7%
Last Year 9
305.78
+4.3%
All Time 9
305.78
+4.3%
Quality scores
Altman Z-Score
3.53
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +23.3% Q1'26: +34.0% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    -20.1% Q1'26: -40.9% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +20.6% Q1'26: -2.2% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    +2.4% Q1'26: -0.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    5.16× Q1'26: 5.83× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.88) × ERP
WACC = 84% × Ke + 16% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 182.33 Current price: 293.09
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2024
actual
Mar 2025
actual
Mar 2026
4 Rev. Ana.
4 EPS Ana.
Mar 2027
4 Rev. Ana.
4 EPS Ana.
Mar 2028
5 Rev. Ana.
2 EPS Ana.
Mar 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
792.84M
est: 785.85M (+0.9%)
878.30M
est: 880.47M (-0.2%)
1.08B
1.07B – 1.09B
+22.1% YoY
1.28B
1.28B – 1.29B
+19.4% YoY
1.35B
1.34B – 1.35B
+4.9% YoY
1.36B
1.35B – 1.38B
+0.8% YoY
EBITDA
198.90M
est: 182.55M (+9.0%)
223.39M
est: 204.53M (+9.2%)
249.73M
248.05M – 252.08M
+22.1% YoY
298.20M
296.20M – 300.55M
+19.4% YoY
312.93M
312.03M – 313.84M
+4.9% YoY
315.46M
313.34M – 321.49M
+0.8% YoY
EBIT
161.25M
est: 141.64M (+13.8%)
180.39M
est: 158.69M (+13.7%)
193.76M
192.46M – 195.59M
+22.1% YoY
231.37M
229.82M – 233.19M
+19.4% YoY
242.80M
242.10M – 243.51M
+4.9% YoY
244.76M
243.12M – 249.44M
+0.8% YoY
Net Income
101.65M
est: 111.26M (-8.6%)
136.65M
est: 138.99M (-1.7%)
158.98M
154.08M – 163.88M
+14.4% YoY
191.06M
190.73M – 191.38M
+20.2% YoY
213.62M
199.86M – 227.37M
+11.8% YoY
230.03M
228.02M – 235.74M
+7.7% YoY
SGA
183.59M
est: 186.33M (-1.5%)
203.33M
est: 208.76M (-2.6%)
254.90M
253.18M – 257.30M
+22.1% YoY
304.38M
302.33M – 306.78M
+19.4% YoY
319.41M
318.49M – 320.34M
+4.9% YoY
321.99M
319.83M – 328.15M
+0.8% YoY
EPS
6.54
est: 6.82 (-4.1%)
8.41
est: 8.38 (+0.4%)
9.75
9.44 – 10.05
+16.4% YoY
11.71
11.69 – 11.73
+20.1% YoY
13.09
12.25 – 13.94
+11.8% YoY
14.10
13.98 – 14.45
+7.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 Truist Securities Hold Hold Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-26 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-22 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-21 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-20 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-19 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-18 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-15 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-14 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-13 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-12 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-11 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-08 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-07 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-06 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-05 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-04 B 3/5 3/5 4/5 4/5 2/5 2/5 2/5
2026-05-01 B 3/5 3/5 4/5 4/5 1/5 2/5 2/5
2026-04-30 B 3/5 3/5 4/5 4/5 1/5 2/5 2/5
2026-04-29 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-28 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-27 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-24 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-23 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-22 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-21 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-20 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-17 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-16 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
169.28M
OE per share TTM
10.07
Owner's Yield
3.64%
Maintenance CapEx ratio
44.72%
Maint CapEx / Avg PPE
18.1%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
7
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 71 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust RBA American Industrial RenaissanceTM ETF AIRR 0.64% 69.53M 0.69%
2 OneAscent Small Cap Core ETF OASC 0.41% 349.5K 0.64%
3 Amplify Etho Climate Leadership U.S. ETF ETHO 0.32% 587.7K 0.45%
4 Vanguard S&P Small-Cap 600 Growth ETF VIOG 0.31% 3.09M 0.10%
5 State Street SPDR S&P 600 Small Cap Growth ETF SLYG 0.30% 15.17M 0.15%
6 John Hancock Investments - Multifactor Small Cap ETF JHSC 0.28% 1.96M 0.46%
7 Vanguard S&P Small-Cap 600 ETF VIOO 0.27% 15.75M 0.07%
8 iShares S&P Small-Cap ETF IJR.AX 0.26% 1.59M 0.07%
9 State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM 0.26% 43.39M 0.03%
10 iShares S&P U.S. Small-Cap Index ETF XSMC.TO 0.25% 181.3K 0.21%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.70
Neutral
Ratio by volume
1.09
Neutral
Buys
14
Sells
20
Shares acquired
79.5K
Shares disposed
73.1K
Cash buys
Cash sales
4.00
Net activity
+6,421
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-06 UNDERWOOD JEFF Officer A-Award A Performance Rights 1,808 0.00 1,808 D
2026-05-06 Perry James E Officer A-Award A Performance Rights 1,808 0.00 1,808 D
2026-05-06 Garde Danielle Officer A-Award A Performance Rights 1,049 0.00 1,049 D
2026-05-06 Armes Joseph B Director / Officer A-Award A Performance Rights 9,836 0.00 9,836 D
2026-05-06 Alverson Luke Officer A-Award A Performance Rights 1,049 0.00 1,049 D
2026-05-01 Alverson Luke Officer S-Sale D Common Stock 1,007 289.57 291.6K 12,450 D
2026-04-26 Armes Joseph B Director / Officer F-InKind D Common Stock 12,394 296.18 3.67M 72,100 D
2026-04-15 Sullivan Don Officer S-Sale D Common Stock 166 300.26 49.8K 21,567 D
2026-04-15 Armes Joseph B Director / Officer S-Sale D Common Stock 1,500 286.77 430.2K 84,494 D
2026-04-09 WANG FANG Officer A-Award A Performance Rights 211 0.00 211 D
2026-04-07 Alverson Luke Officer S-Sale D Common Stock 1,007 266.11 268.0K 13,457 D
2026-04-02 WANG FANG Officer M-Exempt A Common Stock 616 0.00 3,292 D
2026-04-02 UNDERWOOD JEFF Officer M-Exempt D Performance Rights 1,097 0.00 0 D
2026-04-02 Sullivan Don Officer M-Exempt D Performance Rights 3,037 0.00 0 D
2026-04-02 Perry James E Officer M-Exempt D Performance Rights 3,037 0.00 0 D
2026-04-02 Garde Danielle Officer M-Exempt D Performance Rights 1,639 0.00 0 D
2026-04-02 Armes Joseph B Director / Officer M-Exempt D Performance Rights 12,422 0.00 0 D
2026-04-02 Alverson Luke Officer M-Exempt A Common Stock 3,347 0.00 15,797 D
2026-03-23 Armes Joseph B Director / Officer S-Sale D Common Stock 1,500 270.11 405.2K 59,526 D
2026-03-13 Ash Darron K Director P-Purchase A Common Stock 300 256.62 77.0K 1,155 D
2026-02-17 Armes Joseph B Director / Officer S-Sale D Common Stock 1,500 297.79 446.7K 61,026 D
2026-02-11 Perry James E Officer G-Gift D Common Stock 1,000 0.00 24,204 D
2026-02-11 Alverson Luke Officer G-Gift D Common Stock 160 0.00 12,950 D
2026-01-15 Armes Joseph B Director / Officer S-Sale D Common Stock 1,000 328.64 328.6K 62,526 D
2026-01-02 Perry James E Officer S-Sale D Common Stock 145 293.53 42.6K 25,204 D
2025-12-16 Armes Joseph B Director / Officer G-Gift D Common Stock 967 0.00 63,526 D
2025-12-15 Armes Joseph B Director / Officer S-Sale D Common Stock 1,000 317.40 317.4K 64,493 D
2025-12-12 LIVINGSTONE LINDA A. Director G-Gift D Common Stock 630 0.00 12,283 D
2025-12-08 Sullivan Don Officer S-Sale D Common Stock 4,136 301.41 1.25M 18,196 D
2025-12-04 Sweezey Jay Kent Director G-Gift D Common Stock 58 0.00 10,098 D
2025-12-02 UNDERWOOD JEFF Officer S-Sale D Common Stock 370 278.96 103.2K 5,853 D
2025-12-02 Alverson Luke Officer G-Gift D Common Stock 130 0.00 13,390 D
2025-12-01 Perry James E Officer S-Sale D Common Stock 580 275.00 159.5K 25,349 D
2025-11-18 WANG FANG Officer S-Sale D Common Stock 359 240.54 86.4K 2,676 D
2025-11-14 Armes Joseph B Director / Officer S-Sale D Common Stock 1,000 250.00 250.0K 65,493 D
2025-11-05 GAMBRELL MICHAEL R Director G-Gift D Common Stock 3,800 0.00 22,113 D
2025-10-30 Armes Joseph B Director / Officer S-Sale D Common Stock 1,000 250.00 250.0K 66,493 D
2025-10-01 WANG FANG Officer F-InKind D Common Stock 105 252.20 26.5K 3,035 D
2025-10-01 UNDERWOOD JEFF Officer A-Award A Common Stock 1,212 0.00 6,693 D
2025-10-01 Sullivan Don Officer F-InKind D Common Stock 1,069 252.20 269.6K 22,332 D
2025-10-01 Perry James E Officer F-InKind D Common Stock 977 252.20 246.4K 25,929 D
2025-10-01 Garde Danielle Officer F-InKind D Common Stock 299 252.20 75.4K 3,782 D
2025-10-01 Armes Joseph B Director / Officer A-Award A Common Stock 5,971 0.00 67,493 D
2025-10-01 Alverson Luke Officer F-InKind D Common Stock 492 252.20 124.1K 13,520 D
2025-09-15 Armes Joseph B Director / Officer S-Sale D Common Stock 1,000 250.00 250.0K 61,522 D
2025-08-28 Sweezey Jay Kent Director A-Award A Common Stock 495 0.00 10,156 D
2025-08-28 Motsenbocker Anne Director A-Award A Common Stock 495 0.00 2,245 D
2025-08-28 LIVINGSTONE LINDA A. Director A-Award A Common Stock 495 0.00 12,913 D
2025-08-28 JOHNSTON TERRY L Director A-Award A Common Stock 495 0.00 9,987 D
2025-08-28 Griffin Bobby Director A-Award A Common Stock 495 0.00 2,943 D
2025-08-28 GAMBRELL MICHAEL R Director A-Award A Common Stock 495 0.00 25,913 D
2025-08-28 Ash Darron K Director A-Award A Common Stock 495 0.00 855 D
2025-08-26 WANG FANG Officer Common Stock 0 0.00 888 I
2025-08-22 Alverson Luke Officer G-Gift D Common Stock 425 0.00 13,009 D
2025-08-15 Armes Joseph B Director / Officer S-Sale D Common Stock 10 266.70 2.7K 62,535 D
2025-08-14 Sullivan Don Officer S-Sale D Common Stock 1,067 283.14 302.1K 22,641 D
2025-08-12 Perry James E Officer S-Sale D Common Stock 145 275.05 39.9K 25,178 D
2025-08-01 Swartz Robert M Director S-Sale D Common Stock 100 250.46 25.0K 12,419 D
2025-07-15 Sullivan Don Officer S-Sale D Common Stock 100 305.16 30.5K 23,708 D
2025-07-15 Armes Joseph B Director / Officer S-Sale D Common Stock 10 301.99 3.0K 63,572 D
2025-07-01 Swartz Robert M Director S-Sale D Common Stock 200 284.18 56.8K 12,519 D
2025-07-01 Perry James E Officer S-Sale D Common Stock 145 284.18 41.2K 25,323 D
2025-06-16 Sullivan Don Officer S-Sale D Common Stock 121 291.17 35.2K 25,234 D
2025-06-16 Armes Joseph B Director / Officer S-Sale D Common Stock 89 292.99 26.1K 64,525 D

Executive team

Top executives
Shares Outstanding
16.69M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-07-17 DEFA14A
2025-07-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-26 8-K/A
2026-05-26 8-K
2026-05-26 10-K
2026-05-14 SD
2026-05-14 SC 13G/A
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4

Executive team

NameTitleCompensationGender
Joseph Brooks Armes Chairman, President & Chief Executive Officer 2M male
James E. Perry Executive Vice President & Chief Financial Officer 961.0K male
Donal J. Sullivan Executive Vice President & Chief Strategy Officer 920.9K male
Luke E. Alverson Senior Vice President, General Counsel & Secretary 744.4K male
Danielle R. Garde Senior Vice President & Chief People Officer 731.1K female
Jeff A. Underwood Executive VP & GM of Contractor Solutions 706.4K male
Fang Wang Chief Accounting Officer & Vice President female
Alexa D. Huerta Vice President of Investor Relations & Treasurer female
ESG Rating
B
INDUSTRIAL - MACHINERY
Rank: 3 out of 4
2026
E (Environmental)
58.2 / 62.9
Company / Sector avg.
S (Social)
68.2 / 67.9
Company / Sector avg.
G (Governance)
66.4 / 67.6
Company / Sector avg.
ESG Total
64.3 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-15 2026-02-13 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-11-18 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-11-06 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits