earnings
confidence high
sentiment positive
materiality 0.75
CSW Industrials reports record Q4 revenue $230.5M (+9.3%), EPS $2.08; acquires Aspen $313.5M
CSW INDUSTRIALS, INC.
2025-FY EPS
reported $8.38
vs consensus $1.95
▲ beat
(+330.5%)
- Q4 revenue $230.5M, a record (+9.3% YoY); organic growth 3.0%, inorganic 6.3% from Dust Free, PSP, PF WaterWorks.
- GAAP net income $35.1M (+18.7%), diluted EPS $2.08; adjusted EPS $2.24, adjusted net income $37.7M.
- FY2025 revenue $878.3M (+10.8%), EPS $8.38 ($8.41 adj.), adjusted EBITDA $227.9M (+13.9%), margin 25.9%.
- Post-quarter acquired Aspen Manufacturing for $313.5M on May 1; new $700M credit facility closed.
- Contractor Solutions Q4 organic growth 8.0%; Specialized Reliability Solutions revenue -9.2%; Engineered Building Solutions -4.5%.
item 2.02item 9.01