CSW Industrials Q1 revenue beats on acquisitions, pricing gains

CSW Industrials

30/07/2026 12:06

Overview
US industrial products maker's fiscal Q1 revenue rose 33%, beating analyst expectations
Adjusted EPS for fiscal Q1 rose 35% to a record $3.84
Company cites acquisitions and pricing actions as key drivers of growth

Outlook
CSW Industrials expects continued organic revenue, EBITDA, and cash flow growth in fiscal 2027
Company says disciplined execution and cost control support its outlook for growth
CSW Industrials notes softness in residential markets but sees stronger margins in continuing businesses

Result Drivers
ACQUISITIONS - Co said revenue growth was primarily driven by acquisitions completed over the last twelve months
PRICING ACTIONS - Co attributed gross margin and segment margin improvements to pricing actions, partially offset by higher material and freight costs
VOLUME GROWTH - Organic revenue growth in Contractor Solutions and Specialized Reliability Solutions segments was supported by increased sales volumes

Company press release: ID:nGNX1rFGt0

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$350.65 mln
$342.82 mln (7 Analysts)
Q1 EPS
 
$3.04
 
Q1 Net Income
 
$49.78 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the construction & engineering peer group is "buy"
Wall Street's median 12-month price target for CSW Industrials Inc is $315.00, about 15.5% above its July 29 closing price of $272.61
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 22 three months ago

Reuters Recommended Reads
July 28 - Illinois Tool Works raises annual profit forecast on strong industrial demand
July 29 - UFP Industries Q2 sales beat estimates on acquisitions, new products sales
July 29 - Home improvement firm Masco misses quarterly sales estimates as demand remains weak

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)