earnings
confidence high
sentiment neutral
materiality 0.70
CSW Industrials reports record Q3 revenue $233M, adjusted EBITDA $44.8M; GAAP EPS down 61%
CSW INDUSTRIALS, INC.
2026-Q3 EPS reported
$5.47
revenue$773,589,000
- Revenue $233.0M (+20.3% YoY), record fiscal Q3; driven by $45M inorganic growth from acquisitions.
- GAAP EPS $0.62 (-61.3%); adjusted EPS $1.42 (-21.1%) due to interest expense from acquisitions.
- Adjusted EBITDA $44.8M (+6.6%), record; margin 19.2% vs 21.7% YoY on gross margin dilution.
- Closed $650M MARS Parts acquisition; net debt $764.2M, leverage 2.3x (within target 1-3x).
- Declared Q3 dividend $0.27/share, payable Feb 13, 2026 to holders of record Jan 30, 2026.