CSW Industrials (NYSE:CSW) Posts Earnings Results, Beats Expectations By $0.18 EPS

CSW Industrials (NYSE:CSW) released its quarterly earnings results on Thursday. The basic materials company reported $3.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.66 by $0.18, FiscalAI reports. CSW Industrials had a return on equity of 15.91% and a net margin of 10.35%.The firm had revenue of $350.65 million for the quarter. CSW Industrials’s quarterly revenue was up 33.0% compared to the same quarter last year.

CSW Industrials Price Performance

Shares of CSW traded up $5.58 during trading hours on Friday, reaching $318.99. 23,626 shares of the company traded hands, compared to its average volume of 149,050. The stock has a fifty day simple moving average of $279.34 and a 200 day simple moving average of $283.23. CSW Industrials has a fifty-two week low of $230.45 and a fifty-two week high of $337.02. The stock has a market capitalization of $5.20 billion, a PE ratio of 47.66 and a beta of 0.84. The company has a quick ratio of 1.23, a current ratio of 2.60 and a debt-to-equity ratio of 0.80.

CSW Industrials Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be paid a $0.30 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $1.20 dividend on an annualized basis and a yield of 0.4%. CSW Industrials’s dividend payout ratio is presently 17.96%.

Insider Transactions at CSW Industrials

In other CSW Industrials news, CEO Joseph B. Armes sold 1,500 shares of CSW Industrials stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $279.52, for a total value of $419,280.00. Following the completion of the sale, the chief executive officer directly owned 69,100 shares of the company’s stock, valued at approximately $19,314,832. The trade was a 2.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.20% of the company’s stock.

Institutional Investors Weigh In On CSW Industrials

Large investors have recently made changes to their positions in the business. Handelsbanken Fonder AB boosted its position in CSW Industrials by 14.8% in the 2nd quarter. Handelsbanken Fonder AB now owns 5,589 shares of the basic materials company’s stock valued at $1,555,000 after buying an additional 720 shares during the last quarter. Pacer Advisors Inc. lifted its holdings in CSW Industrials by 135.3% in the first quarter. Pacer Advisors Inc. now owns 819 shares of the basic materials company’s stock worth $213,000 after acquiring an additional 471 shares during the last quarter. Empowered Funds LLC grew its stake in CSW Industrials by 25.2% during the 1st quarter. Empowered Funds LLC now owns 2,091 shares of the basic materials company’s stock worth $545,000 after buying an additional 421 shares during the last quarter. Glenmede Trust Co. NA boosted its stake in CSW Industrials by 9.7% during the 1st quarter. Glenmede Trust Co. NA now owns 6,382 shares of the basic materials company’s stock valued at $1,663,000 after purchasing an additional 566 shares during the period. Finally, Argent Capital Management LLC raised its stake in shares of CSW Industrials by 58.7% during the first quarter. Argent Capital Management LLC now owns 3,246 shares of the basic materials company’s stock valued at $846,000 after purchasing an additional 1,200 shares in the last quarter. Institutional investors and hedge funds own 82.79% of the company’s stock.

CSW Industrials News Roundup

Here are the key news stories impacting CSW Industrials this week:

• Positive Sentiment: Fiscal first-quarter earnings were $3.84 per share, above the $3.66 consensus estimate and up from $2.85 a year earlier. Revenue rose 33% year over year to $350.65 million, providing the primary catalyst for the stock’s advance. CSW Industrials Q1 earnings and revenues surpass estimates
• Positive Sentiment: Management described the quarter as an all-time record, while the Contractor Solutions segment delivered its second consecutive quarter of positive organic growth. That suggests improving underlying demand rather than growth driven solely by acquisitions or pricing. CSW Industrials fiscal 2027 first-quarter results
• Positive Sentiment: The company is targeting continued organic revenue growth for fiscal 2027. Investors may view that outlook favorably because it indicates management expects momentum to persist beyond the reported quarter. CSW outlines fiscal 2027 interest expense and organic growth target
• Positive Sentiment: Brokerages collectively maintain a “Moderate Buy” recommendation, indicating that analyst sentiment remains supportive following the earnings release. CSW receives Moderate Buy consensus recommendation
• Neutral Sentiment: Management expects approximately $48 million in fiscal 2027 interest expense. The disclosure improves visibility into costs, but also highlights the financing burden investors will monitor as the company pursues growth. CSW Industrials fiscal 2027 first-quarter earnings call transcript
• Negative Sentiment: At roughly 47 times earnings and near its one-year high, CSW Industrials carries an elevated valuation. That may limit additional upside or increase volatility if future growth or margins fall short of the strong first-quarter performance.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Citigroup lowered their price target on shares of CSW Industrials from $307.00 to $304.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 27th. Truist Financial boosted their price objective on shares of CSW Industrials from $300.00 to $313.00 and gave the stock a “hold” rating in a report on Thursday, July 2nd. Weiss Ratings lowered shares of CSW Industrials from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, July 14th. Zacks Research lowered shares of CSW Industrials from a “strong-buy” rating to a “hold” rating in a research report on Monday. Finally, Wells Fargo & Company lifted their price target on shares of CSW Industrials from $285.00 to $320.00 and gave the company an “equal weight” rating in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, one has given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, CSW Industrials has an average rating of “Moderate Buy” and a consensus target price of $335.43.

CSW Industrials Company Profile

CSW Industrials, Inc is a diversified industrial manufacturer that develops and supplies specialty chemical products, performance materials and precision surface solutions. The company’s offerings span a range of end markets including energy, industrial processing, converting and automotive, where its products serve critical functions in production efficiency, equipment maintenance and process enhancement.

In its chemical business, CSW Industrials produces solvent- and water-based formulations such as surfactants, corrosion inhibitors and custom blends used in oilfield exploration and production, metalworking, water treatment and other industrial applications.