CSW (CSW) Q4 2026 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 46 minutes ago
0mins
Source: NASDAQ.COM
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Analyst Views on CSW
Wall Street analysts forecast CSW stock price to rise
5 Analyst Rating
1 Buy
4 Hold
0 Sell
Hold
Current: 278.000
Low
271.00
Averages
311.20
High
350.00
Current: 278.000
Low
271.00
Averages
311.20
High
350.00
About CSW
CSW Industrials, Inc. is a diversified industrial growth company. The Company operates in three segments: Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions. The Contractor Solutions segment manufactures efficiency and performance-enhancing products predominantly for residential and commercial heating, ventilation, air conditioning and refrigeration (HVAC/R) and plumbing applications, which are designed primarily for the professional trades. The Specialized Reliability Solutions segment manufactures and supplies specialized consumables that impart or enhance properties such as lubricity, anti-seize qualities, friction, sealing and heat control. The Engineered Building Solutions segment provides primarily code-driven, life-safety products that are engineered to provide solutions for the construction, refurbishment and modernization of commercial, institutional and multifamily residential buildings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CSW (CSW) Q4 2026 Earnings Call Transcript
See More
CSW Industrials Reports Q4 Earnings Decline Despite Revenue Growth
- Earnings Decline: CSW Industrials reported a fourth-quarter net income of $20.20 million, or $1.22 per share, which is a significant drop from last year's $35.06 million and $2.08 per share, indicating pressure on profitability.
- Adjusted Earnings: Excluding items, CSW's adjusted earnings stood at $51.75 million, with an EPS of $1.22, reflecting the company's efforts in cost control, although it could not offset the overall decline in earnings.
- Revenue Growth: The company experienced a 34% year-over-year revenue increase, reaching $308.96 million compared to $230.54 million last year, demonstrating strong market demand and solid sales performance.
- Market Outlook: Despite the earnings decline, the revenue growth indicates CSW's competitiveness in the industry, suggesting potential for improving profitability through operational optimization and product portfolio enhancement in the future.
See More
CSW Industrials Q4 Earnings Exceed Expectations
- Strong Performance: CSW Industrials reported a Q4 non-GAAP EPS of $3.14, beating expectations by $0.80, which reflects the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The total revenue reached $309 million, marking a 34.0% year-over-year increase and exceeding market expectations by $10 million, primarily driven by acquisitions and organic growth, indicating the company's sustained competitiveness in the market.
- Acquisition-Driven Growth: Of the total revenue, $72 million came from acquisitions completed over the past year, contributing 31.2% inorganic growth, showcasing the effectiveness of the acquisition strategy and enhancing the company's market share.
- Stable Organic Growth: Despite a decline in the Engineered Building Solutions segment, the Contractor Solutions and Specialized Reliability Solutions segments achieved organic growth rates of 2.6% and 8.8%, respectively, demonstrating the company's successful diversification efforts.
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Corby Spirit Reports Q3 Earnings and Dividend Declaration
- Earnings Highlights: Corby Spirit reported a Q3 Non-GAAP EPS of C$0.28, indicating an increase compared to the previous year, showcasing the company's stable performance and improved profitability in the market.
- Revenue Performance: The company achieved revenue of C$58.3 million in Q3, reflecting sustained demand and sales growth in the spirits market, further solidifying its position within the industry.
- Dividend Declaration: Corby Spirit declared a dividend of C$0.24 per share, payable on June 10, 2026, to shareholders of record as of May 27, 2026, demonstrating the company's commitment to shareholder returns and financial health.
- Historical Data Reference: The company provided historical earnings data and a dividend scorecard, assisting investors in evaluating its long-term performance and investment value, thereby enhancing market confidence in its future growth potential.
See More
CSW Industrials Promotes Jeff Underwood to Executive Vice President
- Leadership Change: CSW Industrials has promoted Jeff Underwood to Executive Vice President, recognizing his exceptional leadership in executing the long-term growth strategy, which is expected to further drive the company's development.
- Contribution to Growth: Since 2024, despite challenges in the residential HVAC/R environment, Underwood has successfully driven over $1 billion in strategic acquisitions by attracting and developing top talent, enhancing the company's market competitiveness.
- Culture and Performance: Underwood has promoted an employee-centric culture while maintaining best-in-class margins, demonstrating his positive impact on organizational effectiveness and employee satisfaction.
- Rich Background: Underwood has held several key positions since joining CSW in 2018, holding a B.A. in Economics and Government from the University of Texas and an MBA from the University of Chicago Booth School of Business, providing him with a strong industry background and management experience.
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CSW Industrials to Release Q4 Earnings on May 26, 2026
- Earnings Release Schedule: CSW Industrials will announce its fiscal fourth quarter and year-end results on May 26, 2026, before market open, providing investors with critical financial data and future outlook.
- Conference Call Details: The company will host a conference call at 10:00 AM Eastern Time on the same day to discuss the earnings results, with participants able to join by calling 1-877-407-0784, enhancing investor interaction and transparency.
- Replay Service: Following the conference call, a telephone replay will be available until June 9, 2026, allowing participants to access important information by calling 1-844-512-2921, ensuring that those unable to attend live can still stay informed.
- Company Overview: CSW Industrials is a diversified industrial growth company focusing on HVAC/R, plumbing, electrical, and other sectors, providing high-performance and reliable value-added products, showcasing its leadership position and market potential in the industry.
See More
CSW (CSW) Q4 2026 Earnings Call Transcript
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CSW Industrials Reports Q4 Earnings Decline Despite Revenue Growth
- Earnings Decline: CSW Industrials reported a fourth-quarter net income of $20.20 million, or $1.22 per share, which is a significant drop from last year's $35.06 million and $2.08 per share, indicating pressure on profitability.
- Adjusted Earnings: Excluding items, CSW's adjusted earnings stood at $51.75 million, with an EPS of $1.22, reflecting the company's efforts in cost control, although it could not offset the overall decline in earnings.
- Revenue Growth: The company experienced a 34% year-over-year revenue increase, reaching $308.96 million compared to $230.54 million last year, demonstrating strong market demand and solid sales performance.
- Market Outlook: Despite the earnings decline, the revenue growth indicates CSW's competitiveness in the industry, suggesting potential for improving profitability through operational optimization and product portfolio enhancement in the future.
See More
CSW Industrials Q4 Earnings Exceed Expectations
- Strong Performance: CSW Industrials reported a Q4 non-GAAP EPS of $3.14, beating expectations by $0.80, which reflects the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The total revenue reached $309 million, marking a 34.0% year-over-year increase and exceeding market expectations by $10 million, primarily driven by acquisitions and organic growth, indicating the company's sustained competitiveness in the market.
- Acquisition-Driven Growth: Of the total revenue, $72 million came from acquisitions completed over the past year, contributing 31.2% inorganic growth, showcasing the effectiveness of the acquisition strategy and enhancing the company's market share.
- Stable Organic Growth: Despite a decline in the Engineered Building Solutions segment, the Contractor Solutions and Specialized Reliability Solutions segments achieved organic growth rates of 2.6% and 8.8%, respectively, demonstrating the company's successful diversification efforts.
See More
Corby Spirit Reports Q3 Earnings and Dividend Declaration
- Earnings Highlights: Corby Spirit reported a Q3 Non-GAAP EPS of C$0.28, indicating an increase compared to the previous year, showcasing the company's stable performance and improved profitability in the market.
- Revenue Performance: The company achieved revenue of C$58.3 million in Q3, reflecting sustained demand and sales growth in the spirits market, further solidifying its position within the industry.
- Dividend Declaration: Corby Spirit declared a dividend of C$0.24 per share, payable on June 10, 2026, to shareholders of record as of May 27, 2026, demonstrating the company's commitment to shareholder returns and financial health.
- Historical Data Reference: The company provided historical earnings data and a dividend scorecard, assisting investors in evaluating its long-term performance and investment value, thereby enhancing market confidence in its future growth potential.
See More
CSW Industrials Promotes Jeff Underwood to Executive Vice President
- Leadership Change: CSW Industrials has promoted Jeff Underwood to Executive Vice President, recognizing his exceptional leadership in executing the long-term growth strategy, which is expected to further drive the company's development.
- Contribution to Growth: Since 2024, despite challenges in the residential HVAC/R environment, Underwood has successfully driven over $1 billion in strategic acquisitions by attracting and developing top talent, enhancing the company's market competitiveness.
- Culture and Performance: Underwood has promoted an employee-centric culture while maintaining best-in-class margins, demonstrating his positive impact on organizational effectiveness and employee satisfaction.
- Rich Background: Underwood has held several key positions since joining CSW in 2018, holding a B.A. in Economics and Government from the University of Texas and an MBA from the University of Chicago Booth School of Business, providing him with a strong industry background and management experience.
See More
CSW Industrials to Release Q4 Earnings on May 26, 2026
- Earnings Release Schedule: CSW Industrials will announce its fiscal fourth quarter and year-end results on May 26, 2026, before market open, providing investors with critical financial data and future outlook.
- Conference Call Details: The company will host a conference call at 10:00 AM Eastern Time on the same day to discuss the earnings results, with participants able to join by calling 1-877-407-0784, enhancing investor interaction and transparency.
- Replay Service: Following the conference call, a telephone replay will be available until June 9, 2026, allowing participants to access important information by calling 1-844-512-2921, ensuring that those unable to attend live can still stay informed.
- Company Overview: CSW Industrials is a diversified industrial growth company focusing on HVAC/R, plumbing, electrical, and other sectors, providing high-performance and reliable value-added products, showcasing its leadership position and market potential in the industry.
See More
