CSW Industrials outlines fiscal 2026 revenue and EBITDA growth targets with new Aspen acquisition
CSW Industrials has set ambitious financial targets for fiscal year 2026, aiming for revenue between $1.15 billion and $1.25 billion and adjusted EBITDA of $200 million to $230 million. These goals are significantly bolstered by the recent acquisition of Aspen Air, which is expected to contribute a substantial portion of the growth. The company plans to achieve these targets through strategic financial management, including leveraging its capital structure and anticipating strong growth in its Industrial and HVAC/R segments, while also managing increased expenses.
CSW Industrials (CSW) Q4 2026 Preview: EPS Est. $2.34, Reports May 26
CSW Industrials is expected to report Q4 2026 revenue of $299.0M and EPS of $2.34 on May 26. While revenue forecasts show a strong 29.6% year-over-year increase, analysts have tempered EPS expectations over the last 90 days, raising questions about margin sustainability. Investors will be keenly watching management's commentary on profitability, cost management, and forward guidance to understand the divergence between revenue growth and earnings sentiment.
CSW Industrials (CSW) Q4 2026 Preview: EPS Est. $2.34, Reports May 26
AlphaStreet reports that Wall Street expects CSW Industrials (CSW) to announce Q4 2026 revenue of $299.0M and earnings per share of $2.34 when it releases results on May 26, 2026. While the EPS consensus has slightly increased over the last month, the 90-day view indicates a more cautious outlook with estimates down 13.3%, prompting investors to scrutinize margin performance and management's commentary on demand. The company is anticipated to show strong year-over-year revenue growth of 29.6% from Q4 2025, but the divergence between revenue momentum and earnings sentiment will be a key focus.
CSW Industrials Inc stock (US1264021064): New institutional buying puts diversified industrial in focus
Recent 13F filings show that institutional investors like Bessemer Group and Northwestern Mutual have acquired new stakes in CSW Industrials Inc (CSWI). The company is a diversified industrial firm specializing in high-value niche products for maintenance, repair, and operations across sectors like HVAC/R, plumbing, and rail safety. CSW Industrials' business model focuses on specialized niches with resilient demand and strategic acquisitions, making it an attractive long-term investment for its exposure to North American construction and maintenance markets.
Northwestern Mutual Wealth Management Co. Invests $237.89 Million in CSW Industrials, Inc. $CSW
Northwestern Mutual Wealth Management Co. has acquired a new position in CSW Industrials, Inc. (NYSE:CSW) during the fourth quarter, purchasing 810,449 shares valued at approximately $237.9 million, representing a 4.92% stake in the company. CSW Industrials recently increased its quarterly dividend to $0.30 per share and holds a "Moderate Buy" consensus rating from analysts with an average price target of $328.43. Insider transactions saw key executives selling shares, while institutional investors collectively own 82.79% of the stock.
Bessemer Group Inc. Invests $30.73 Million in CSW Industrials, Inc. $CSW
Bessemer Group Inc. recently acquired 104,700 shares of CSW Industrials, Inc. (NYSE:CSW) worth approximately $30.73 million, establishing a new significant position in the company. Institutional ownership of CSW Industrials is substantial at 82.79%, with other firms also initiating new positions. Analysts hold a "Moderate Buy" consensus rating with an average price target of $328.43, and the company recently increased its quarterly dividend.
CSW Industrials stock (US1264021064): Institutional ownership update as Capital World Investors disc
Capital World Investors has disclosed a 4.3% passive stake in CSW Industrials, holding 716,049 shares out of 16,470,230 outstanding. This makes Capital World Investors a significant institutional shareholder, although their position is passive and does not aim to influence company control. CSW Industrials is a diversified industrial company focusing on construction and maintenance sectors in North America, with a history of strong profitability.
CSW Industrials Announces Promotion of Jeff Underwood to Executive Vice President to Support Continued Growth Strategy
CSW Industrials has announced the promotion of Jeff Underwood to Executive Vice President, recognizing his leadership and contribution to the company's growth strategy. Mr. Underwood, who will continue as General Manager of Contractor Solutions, has been instrumental in the segment's growth, talent development, and successful integration of strategic acquisitions since 2024. His extensive experience in sales, marketing, and management, including previous roles at Goodman Manufacturing and Bain & Company, positions him to further drive the company's strategic initiatives.
Press Release: CSW Industrials Announces Promotion of Jeff Underwood to Executive Vice President to Support Continued Growth Strategy
CSW Industrials has promoted Jeff Underwood to Executive Vice President, a new role designed to support the company's growth strategies. Underwood previously served as the Chief Financial Officer and Treasurer of the HVAC/R and Architectural Building Products segments. This promotion reflects his valuable contributions and will leverage his expertise across enterprise-wide initiatives.
CSW Industrials Announces Promotion of Jeff Underwood to Executive Vice President to Support Continued Growth Strategy
CSW Industrials has promoted Jeff Underwood to Executive Vice President, recognizing his significant contributions to the company's growth strategy. Underwood will continue as General Manager of Contractor Solutions, a role in which he has driven segment growth and overseen strategic acquisitions totaling over $1 billion since 2024. His leadership is credited with strengthening the organization, attracting talent, and maintaining high margins amidst challenging market conditions.
He helped steer $1B in deals: CSW Industrials promotes Jeff Underwood
CSW Industrials (NYSE: CSW) has promoted Jeff Underwood to Executive Vice President, where he will also continue as General Manager of Contractor Solutions. The promotion acknowledges his outstanding leadership, including his role in overseeing over $1 billion in strategic acquisitions since 2024 and maintaining best-in-class margins. This move aims to further strengthen the company’s long-term growth strategy and recognize Underwood's significant contributions to the Contractor Solutions segment.
CSW Industrials Announces Promotion of Jeff Underwood to Executive Vice President to Support Continued Growth Strategy
CSW Industrials has promoted Jeff Underwood to Executive Vice President, recognizing his leadership in growing the Contractor Solutions segment. Mr. Underwood, who joined CSW in 2018, has been instrumental in strategic acquisitions and talent development, significantly contributing to the company's long-term growth and maintaining strong margins. He will continue to serve as General Manager of Contractor Solutions while taking on his new executive role.
CSW Industrials Announces Date for Fiscal Fourth Quarter and Full Year 2026 Earnings Release Conference Call
CSW Industrials, Inc. (NYSE: CSW) will release its fiscal fourth quarter and full year earnings on Tuesday, May 26, 2026, before market open. The company will host a conference call on the same day at 10:00 am Eastern Time to discuss the results, with access provided via phone and webcast. A replay will be available until June 9, 2026, and an archived version will be posted on CSW's investor relations website.
CSW Industrials: Contractor Loyalty, Compounding at a Discount
CSW Industrials has built a strong portfolio through strategic acquisitions, focusing on products essential to contractors in HVAC, plumbing, industrial, and commercial construction sectors. The company's strategy involves acquiring niche specialty franchises and integrating them into an established distribution network, leading to significant revenue and EBITDA growth. While recent large acquisitions have presented some short-term challenges like increased interest expense and diluted earnings, the firm anticipates substantial free cash flow generation from integration synergies, deleveraging, and organic growth, signaling a positive long-term trajectory.
CSW Industrials Announces Date for Fiscal Fourth Quarter and Full Year 2026 Earnings Release Conference Call
CSW Industrials, Inc. (NYSE: CSW) announced it will release its fiscal fourth quarter and full year results for March 31, 2026, on Tuesday, May 26, 2026, before market open. The company will host a conference call at 10:00 am Eastern Time on the same day to discuss these results. Details for accessing the call, webcast, and replay are provided in the announcement.
Nicholas Company Inc. Purchases Shares of 11,210 CSW Industrials, Inc. $CSW
Nicholas Company Inc. recently acquired 11,210 shares of CSW Industrials, Inc. (NYSE:CSW) in the fourth quarter, valued at approximately $3.29 million, marking a new stake in the company. Institutional ownership in CSW Industrials is high at 82.79%, with other major firms also increasing their positions. The company recently raised its quarterly dividend to $0.30 per share, and analysts currently rate the stock as a "Hold" with a target price of $328.43.
3,900 Shares in CSW Industrials, Inc. $CSW Purchased by New York State Teachers Retirement System
New York State Teachers Retirement System recently acquired 3,900 shares of CSW Industrials, Inc. (CSW) valued at approximately $1.145 million during the fourth quarter. The company's stock was down 2.4% on Friday, closing at $271.22, despite announcing an increased quarterly dividend of $0.30 per share. Analyst sentiment for CSW Industrials is predominantly "Hold" with an average target price of $328.43, and recent insider transactions show sales of shares by executives.
Washington Trust Advisors Inc. Takes $1.20 Million Position in CSW Industrials, Inc. $CSW
Washington Trust Advisors Inc. has acquired a new position in CSW Industrials, Inc. (NYSE:CSW) worth approximately $1.20 million, purchasing 4,100 shares. Other institutional investors have also adjusted their holdings in the company. Insider activity includes a sale by CEO Joseph B. Armes and a purchase by Director Darron K. Ash. The company recently increased its quarterly dividend, and analysts currently rate the stock as a "Hold" with an average price target of $328.43.
Executive at CSW INDUSTRIALS, INC. (CSW) awarded 1,808 performance rights
CSW Industrials SVP, Jeff Underwood, was granted 1,808 performance rights that represent a contingent claim to common stock. These rights will vest based on the company's total shareholder return compared to the Russell 2000 Index over a three-year performance cycle from April 1, 2026, to March 31, 2029. The vesting can range from 0% to 200%, and CSW Industrials has the discretion to settle the rights in cash or shares.
UBS Group AG Takes $39.87 Million Position in CSW Industrials, Inc. $CSW
UBS Group AG has acquired a new stake of $39.87 million in CSW Industrials, Inc., representing 0.81% ownership. The company recently increased its quarterly dividend to $0.30 per share, yielding 0.4%. While analyst sentiment is mixed with a consensus "Hold" rating, several institutional investors have also adjusted their holdings in CSW Industrials.
State of New Jersey Common Pension Fund D Takes Position in CSW Industrials, Inc. $CSW
The State of New Jersey Common Pension Fund D has acquired a new stake in CSW Industrials, Inc. (NYSE:CSW), purchasing 8,970 shares valued at approximately $2.63 million. This comes amidst mixed insider activity, with the CEO selling shares and a director buying shares, while institutional investors now own about 82.79% of the stock. Analysts have a "Hold" consensus rating with a target price of $328.43, and CSW Industrials recently increased its quarterly dividend.
Vanguard Group Inc. Invests $515.55 Million in CSW Industrials, Inc. $CSW
Vanguard Group Inc. has acquired a significant new stake in CSW Industrials, Inc. (NYSE:CSW), purchasing 1,756,390 shares valued at approximately $515.55 million, giving them about 10.52% ownership. While institutional investors own 82.79% of the stock, analysts are mixed with an average "Hold" rating and a target price of $328.43. The company also recently increased its quarterly dividend to $0.30 per share.
CSW Industrials (NYSE:CSW) SVP Luke Alverson Sells 1,007 Shares
CSW Industrials SVP Luke Alverson sold 1,007 shares of the company's stock on May 1st for approximately $291,597, reducing his stake by 7.48% to 12,450 shares. This transaction was part of a pre-arranged trading plan, and Alverson also made similar sales in April and February. The company's shares recently dropped about 3.0% after missing quarterly earnings and revenue estimates, despite an increase in its quarterly dividend.
CSW Industrials (CSW) SVP sells 1,007 shares in 10b5-1 trade
CSW Industrials' Senior Vice President, General Counsel, and Secretary, Luke Alverson, sold 1,007 shares of common stock at a weighted average price of $289.5714 per share. This transaction was conducted under a Rule 10b5-1 trading plan established on December 1, 2025. Following the sale, Alverson directly holds 12,450 common shares and indirectly holds 1,803 shares through an ESOP.
Oppenheimer Asset Management Inc. Takes $4.08 Million Position in CSW Industrials, Inc. $CSW
Oppenheimer Asset Management Inc. initiated a new position of 13,884 shares, valued at $4.08 million, in CSW Industrials Inc. during the fourth quarter. This move underscores strong institutional interest, with 82.79% of CSW Industrials stock now owned by institutional investors. Despite missing Q4 earnings and revenue consensus, the company increased its quarterly dividend to $0.30 per share, reflecting a positive outlook on its financial health.
CSW Industrials (NYSE:CSW) Stock Price
This article provides a detailed overview of CSW Industrials (NYSE:CSW) stock performance, analyst valuations, and company information. It highlights current stock price, fair value estimates, recent narrative updates, and key financial details. The article also touches upon their product offerings, operational efficiencies, and recent dividend announcements.
Arizona State Retirement System Purchases New Shares in CSW Industrials, Inc. $CSW
The Arizona State Retirement System has acquired a new stake of 4,681 shares, valued at approximately $1.374 million, in CSW Industrials, Inc. during the fourth quarter. This acquisition is part of broader institutional investor activity, with hedge funds and other institutional investors now owning 82.79% of the company's stock. Despite mixed analyst ratings and a consensus "Hold" rating, the company recently increased its quarterly dividend to $0.30 per share.
Zurcher Kantonalbank Zurich Cantonalbank Invests $1.05 Million in CSW Industrials, Inc. $CSW
Zurcher Kantonalbank Zurich Cantonalbank has acquired a new position in CSW Industrials, Inc. worth approximately $1.05 million. This investment comes as other major funds like Congress Asset Management and Vaughan Nelson Investment Management also initiated stakes, bringing institutional ownership to 82.79%. Despite the new investments, CSW Industrials missed its Q4 earnings and revenue estimates, and analysts currently hold a "Hold" rating with an average price target of $328.43.
Conestoga Capital Advisors LLC Takes Position in CSW Industrials, Inc. $CSW
Conestoga Capital Advisors LLC has acquired a significant new stake in CSW Industrials, Inc., purchasing 633,255 shares valued at approximately $185.9 million, making it their 5th-largest holding. Other major institutions like Vanguard also initiated large positions, boosting institutional ownership to around 82.8%. Despite missing recent earnings estimates and facing mixed analyst ratings, CSW Industrials increased its quarterly dividend.
Does CSW Industrials’ Margin Rebound Plan Reinforce or Complicate Its Buy‑and‑Build Story (CSW)?
CSW Industrials is pursuing a "buy-and-build" strategy with a goal to recover company-wide margins above 20% by late 2026 through facility consolidation and pricing adjustments. The company recently expanded its revolving credit facility to $700 million to support this acquisition-led model, focusing on integrating higher-margin businesses. While management is confident in achieving these targets, the article notes that persistent input cost inflation or weak market demand could complicate their path to higher margins.
Does CSW Industrials’ Margin Rebound Plan Reinforce or Complicate Its Buy‑and‑Build Story (CSW)?
CSW Industrials aims to restore company-wide margins above 20% by late 2026 through operational optimization, facility consolidation, and pricing adjustments, supporting its "buy-and-build" strategy. The company recently expanded its revolving credit facility to $700 million, providing more capital for acquisitions and integration of higher-margin businesses. While this plan addresses recent margin compression, investors should consider potential challenges from persistent input cost inflation or weak end-market demand.
9,108 Shares in CSW Industrials, Inc. $CSW Purchased by Vest Financial LLC
Vest Financial LLC has purchased 9,108 shares of CSW Industrials, Inc. (NYSE:CSW), a stake valued at approximately $2.67 million, during the fourth quarter. This acquisition contributes to increasing institutional ownership, despite CSW Industrials missing its quarterly earnings and revenue estimates. The company has a consensus "Hold" rating from analysts with an average target price of $328.43, and recently increased its quarterly dividend to $0.30 per share.
Teachers Retirement System of The State of Kentucky Buys Shares of 4,194 CSW Industrials, Inc. $CSW
The Teachers Retirement System of The State of Kentucky has acquired a new stake of 4,194 shares in CSW Industrials, Inc. (NYSE:CSW) during the fourth quarter, valued at approximately $1.23 million. This purchase contributes to the company's significant institutional ownership of 82.79%. CSW Industrials recently missed Q4 earnings and revenue estimates but increased its quarterly dividend to $0.30 per share, resulting in an annualized dividend of $1.20 and a 0.4% yield.
Vanguard (NYSE: CSW) discloses 857,112 shares, 5.20% stake in CSW
Vanguard Capital Management has disclosed a 5.20% passive stake in CSW Industrials Inc., holding 857,112 shares of common stock as of March 31, 2026. This Schedule 13G filing indicates institutional ownership above the 5% threshold but does not suggest active control or planned changes to holdings. The filing also details that Vanguard possesses sole voting power over 124,559 shares and sole dispositive power over all 857,112 shares.
Vanguard Portfolio Management (CSW) reports 5.53% ownership of CSW shares
Vanguard Portfolio Management has filed a Schedule 13G, disclosing a 5.53% beneficial ownership stake in CSW Industrials Inc., amounting to 911,560 shares as of March 31, 2026. This reflects a passive investment management position rather than an activist intent, with Vanguard holding sole dispositive power over all these shares and sole voting power over 13,904 shares. The filing was signed on April 29, 2026, by Ashley Grim.
Moody Aldrich Partners LLC Invests $5.15 Million in CSW Industrials, Inc. $CSW
Moody Aldrich Partners LLC recently acquired a new stake of 17,540 shares in CSW Industrials, Inc. (NYSE:CSW), valued at approximately $5.15 million. This investment comes amidst other institutional activity in the stock, with a significant portion of the company's shares owned by hedge funds and institutional investors. Insider selling by CEO Joseph B. Armes and EVP Don Sullivan was also reported, alongside various analyst rating adjustments and a recent increase in CSW Industrials' quarterly dividend.
CSW Industrials (CSW) CEO reports tax withholding and equity awards
CSW Industrials CEO Joseph B. Armes reported recent insider transactions including the disposal of 12,394 common shares for tax withholding purposes at $296.18 per share. Following this transaction, Armes directly holds 72,100 common shares and indirectly holds 3,219 shares through an ESOP, in addition to 19,685 restricted stock units and various performance rights tied to future company performance relative to the Russell 2000 Index. These equity awards may settle in cash or stock upon vesting.
Comerica Bank Invests $24.17 Million in CSW Industrials, Inc. $CSW
Comerica Bank has acquired a new position in CSW Industrials, Inc. (NYSE:CSW), purchasing 82,356 shares valued at approximately $24.17 million. Despite this institutional investment, CSW Industrials missed Q4 earnings and revenue estimates, and several insiders have recently sold shares. The company has, however, increased its quarterly dividend.
Mountain Pacific Investment Advisers LLC Takes $5.34 Million Position in CSW Industrials, Inc. $CSW
Mountain Pacific Investment Advisers LLC has acquired a new position of 18,203 shares in CSW Industrials, Inc. (NYSE:CSW), valued at approximately $5.34 million. This represents about 0.11% of the company's stock. The company recently missed quarterly earnings expectations but raised its quarterly dividend to $0.30 per share.
12,383 Shares in CSW Industrials, Inc. $CSW Purchased by B. Metzler seel. Sohn & Co. AG
B. Metzler seel. Sohn & Co. AG initiated a new position in CSW Industrials (NYSE:CSW) during the fourth quarter, acquiring 12,383 shares valued at approximately $3.64 million, contributing to institutional ownership now at 82.79%. This occurred amidst recent insider selling by EVP Don Sullivan and CEO Joseph B. Armes, totaling 3,173 shares worth about $906,000. Despite missing Q4 earnings and revenue estimates, CSW Industrials increased its quarterly dividend to $0.30 per share.
Cadinha & Co. LLC Acquires New Holdings in CSW Industrials, Inc. $CSW
Cadinha & Co. LLC recently acquired a new stake of 4,283 shares in CSW Industrials, Inc., valued at approximately $1.26 million. This acquisition is part of broader institutional investment, with investors now owning 82.79% of the company. Despite insider selling, a dividend increase, and missed Q4 estimates, analysts maintain a "Hold" rating for CSW Industrials.
Wasatch Advisors (NASDAQ: CSW) reports 5.3% stake in CSW Industrials
Wasatch Advisors has reported a 5.3% passive stake in CSW Industrials Inc., holding 873,659 shares as of March 31, 2026. This disclosure was made via a Schedule 13G filing, indicating that Wasatch Advisors has sole voting power over 585,713 shares and sole dispositive power over all 873,659 shares. The filing emphasizes that the stake is for investment purposes and not intended to influence control of the issuer.
3,980 Shares in CSW Industrials, Inc. $CSW Acquired by Laurus Global Equity Management Inc.
Laurus Global Equity Management Inc. recently acquired 3,980 shares of CSW Industrials (NYSE:CSW), valued at approximately $1.168 million, making it their 22nd largest holding. While institutional investors now own 82.79% of the company, CSW Industrials recently missed quarterly earnings estimates and analysts maintain a "Hold" rating with a consensus target price of $328.43. The company did, however, increase its quarterly dividend to $0.30 per share.
CSW Industrials, Inc. (NYSE:CSW) Declares Dividend Increase - $0.30 Per Share
CSW Industrials, Inc. (NYSE:CSW) has announced an increase in its quarterly dividend to $0.30 per share, marking an 11.1% increase from its previous payout. The dividend, payable on May 8th to shareholders of record on April 24th, results in an annualized dividend of $1.20 and a yield of approximately 0.4%. The company has consistently raised its dividend for six consecutive years, and the payout ratio is well-covered by earnings, with analysts predicting strong EPS for the next fiscal year.
CSW Industrials Hits Day Low of $282.88 Amid Price Pressure
CSW Industrials, Inc. saw a significant stock decline of 7.06%, hitting an intraday low of $282.88, contrasting sharply with the S&P 500's gains. The company reported a 15.87% decrease in net sales and a low return on capital employed at 12.02%. Despite strong long-term returns over a decade, its performance over the last year (-10.87%) has significantly underperformed the market.
CSW Industrials Is Maintained at Hold by Truist Securities
Truist Securities has reiterated its "Hold" rating on CSW Industrials (NASDAQ: CSWI). This decision reflects the firm's current outlook on the company's stock performance.
Truist Financial Increases CSW Industrials (NYSE:CSW) Price Target to $301.00
Truist Financial has increased its price target for CSW Industrials (NYSE:CSW) to $301.00 from $292.00, maintaining a "hold" rating due to the stock's potential 3.43% upside. This adjustment comes amidst mixed analyst opinions, with a consensus "Hold" rating and a target price of $328.43 for CSW Industrials, despite the company recently missing its quarterly earnings and revenue estimates. Insiders have also been selling shares, although institutional ownership remains high at approximately 82.8%.
Grace & White Inc. NY Invests $1.79 Million in CSW Industrials, Inc. $CSW
Grace & White Inc. NY has invested $1.79 million in CSW Industrials, Inc. by acquiring 6,080 shares in the fourth quarter. This move, along with other institutional investments, brings the total institutional ownership of CSW Industrials to 82.79%. The article also discusses recent insider trading activity, the company's financial performance including a dividend increase despite missed earnings, and mixed analyst ratings.
9,504 Shares in CSW Industrials, Inc. $CSW Acquired by State of Alaska Department of Revenue
The State of Alaska Department of Revenue acquired 9,504 shares of CSW Industrials (NYSE:CSW), totaling approximately $2.79 million, bringing its ownership to about 0.06% of the company. This comes as CSW Industrials reported Q4 earnings that missed analyst expectations for both EPS and revenue, causing shares to trade down. The company also announced an increase in its quarterly dividend, and recent insider activity includes a significant sale by the CEO and a purchase by a director.
CSW Industrials, Inc. (NYSE:CSW) Receives Consensus Rating of "Hold" from Analysts
CSW Industrials (NYSE:CSW) has received a consensus "Hold" rating from nine analysts, with an average 12-month price target of $327.14. This comes after the company missed Q4 earnings and revenue estimates, causing its stock to trade down approximately 3.9%. Despite recent insider selling, CSW Industrials increased its quarterly dividend to $0.30, resulting in a 0.4% yield.
