earnings
confidence high
sentiment positive
materiality 0.85
Record Q2 revenue $227.9M (+11.9% YoY), EPS $2.26 (+17.1%), dividend raised 14%
CSW INDUSTRIALS, INC.
2025-Q2 EPS
reported $4.73
vs consensus $2.83
▲ beat
(+67.2%)
- Revenue $227.9M, +11.9% YoY; organic growth 6.2%, inorganic 5.7% from Dust Free and PSP acquisitions.
- Net income $36.1M, +20%; diluted EPS $2.26 vs $1.93; EBITDA $60.8M (+14.8%), margin 26.7%.
- Completed first-ever follow-on equity offering: 1.265M shares at $285, net proceeds $347.4M; paid down all $115M revolver debt.
- Quarterly dividend raised 14.3% to $0.24/share, payable Nov 8 to holders of record Oct 25.
- Segment: Contractor Solutions $158.8M (+13.5%), Specialized Reliability $38.5M (+5.2%), Engineered Building Solutions $32.7M (+11.9%).