CSW Industrials Q4 revenue beats analyst estimates on acquisitions

CSW Industrials

26/05/2026 11:55

Overview

US industrial products maker's fiscal Q4 revenue rose 34%, beating analyst expectations

Adjusted EPS for fiscal Q4 increased 21% after excluding non-cash impairment and nonrecurring expenses

Net income and GAAP EPS declined due to higher interest and impairment charges

Outlook

CSW Industrials expects meaningful growth in revenue, adjusted EBITDA, adjusted EPS and cash flows in fiscal 2027

Company says it enters fiscal 2027 with a cautiously optimistic outlook for its primary end markets

CSW Industrials expects growth to outpace the markets it serves in fiscal 2027

Result Drivers

ACQUISITIONS - Revenue growth was driven mainly by acquisitions in Contractor Solutions and Specialized Reliability Solutions segments

PRICING ACTIONS & FREIGHT - Pricing actions and lower freight costs partially offset margin pressures from acquisition-related dilution and higher material costs

IMPAIRMENT & INTEREST EXPENSE - GAAP net income and EPS declined due to a non-cash impairment and higher interest expense

Company press release: ID:nGNX59KQ82

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$308.96 mln
$300.60 mln (7 Analysts)
Q4 EPS
$1.22
Q4 Net Income
$20.26 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 $307.00, about 10.4% above its May 22 closing price of $278.00

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 23 three months ago

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.)