CSW Industrials (NYSE:CSW) Releases Earnings Results, Misses Estimates By $0.03 EPS

CSW Industrials (NYSE:CSW) posted its quarterly earnings data on Thursday. The basic materials company reported $3.66 earnings per share for the quarter, missing the consensus estimate of $3.69 by ($0.03), FiscalAI reports. The business had revenue of $361.44 million during the quarter. CSW Industrials had a net margin of 10.17% and a return on equity of 18.38%. The company’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same period last year, the company earned $2.96 earnings per share.

CSW Industrials Price Performance

Shares of NYSE:CSW traded down $5.70 during midday trading on Friday, reaching $285.72. 153,774 shares of the company’s stock were exchanged, compared to its average volume of 122,544. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.36 and a current ratio of 2.35. The company’s 50 day simple moving average is $298.08 and its two-hundred day simple moving average is $290.90. CSW Industrials has a 12 month low of $236.66 and a 12 month high of $355.48. The firm has a market capitalization of $4.65 billion, a PE ratio of 36.72 and a beta of 0.81.

CSW Industrials Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Friday, October 30th. CSW Industrials’s dividend payout ratio (DPR) is presently 16.46%.

Insider Transactions at CSW Industrials

In related news, EVP Jeff Underwood sold 720 shares of the business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $346.96, for a total value of $249,811.20. Following the sale, the executive vice president owned 6,409 shares of the company’s stock, valued at $2,223,666.64. The trade was a 10.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Joseph Armes sold 1,500 shares of the company’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $287.04, for a total value of $430,560.00. Following the completion of the sale, the chief executive officer owned 64,083 shares in the company, valued at $18,394,384.32. This trade represents a 2.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 3,720 shares of company stock worth $1,114,741. 1.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CSW Industrials

Institutional investors and hedge funds have recently made changes to their positions in the company. Valley Wealth Managers Inc. acquired a new position in CSW Industrials in the first quarter worth $26,000. Covestor Ltd lifted its position in shares of CSW Industrials by 74.5% during the third quarter. Covestor Ltd now owns 96 shares of the basic materials company’s stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of CSW Industrials during the second quarter valued at approximately $29,000. Public Employees Retirement System of Ohio bought a new stake in shares of CSW Industrials during the second quarter valued at approximately $29,000. Finally, Global Retirement Partners LLC bought a new stake in shares of CSW Industrials during the second quarter valued at approximately $31,000. Institutional investors and hedge funds own 82.79% of the company’s stock.

Key Stories Impacting CSW Industrials

Here are the key news stories impacting CSW Industrials this week:

• Positive Sentiment: Fiscal 2027 second-quarter revenue rose 30.5% year over year to $361.44 million, while earnings increased to $3.66 per share from $2.96 a year earlier. The company also reported record results, supported by 13% organic growth in its Contractor Solutions segment. CSW Industrials fiscal 2027 second-quarter results
• Positive Sentiment: Reported adjusted earnings and revenue were characterized as surpassing consensus in some coverage, highlighting resilient demand and operating momentum despite the headline EPS comparison. CSW Industrials shares rise after fiscal second-quarter results
• Neutral Sentiment: Management is advancing its Greco exit, while discussing approximately $49 million in fiscal 2027 interest expense. The exit could simplify the portfolio, but the interest burden remains an important factor for future profitability. CSW outlines fiscal 2027 interest expense and Greco exit
• Negative Sentiment: EPS of $3.66 missed the $3.69 consensus estimate by $0.03, creating a modest earnings-quality concern even as sales growth remained strong. CSW Industrials Q2 earnings miss estimates
• Negative Sentiment: Wells Fargo lowered its price target from $320 to $290 and assigned an “equal weight” rating, leaving limited implied upside and signaling reduced near-term conviction in the stock. Wells Fargo lowers CSW Industrials price target

Wall Street Analyst Weigh In

Several research firms recently commented on CSW. Truist Financial upped their target price on shares of CSW Industrials from $313.00 to $332.00 and gave the company a “hold” rating in a research note on Monday, August 3rd. Citigroup raised their price target on shares of CSW Industrials from $304.00 to $340.00 and gave the stock a “neutral” rating in a research report on Monday, August 3rd. JPMorgan Chase & Co. boosted their price objective on shares of CSW Industrials from $350.00 to $380.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Wall Street Zen lowered shares of CSW Industrials from a “buy” rating to a “hold” rating in a research report on Sunday, October 18th. Finally, Zacks Research cut shares of CSW Industrials from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Two research analysts have rated the stock with a Strong Buy rating, one has assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $343.29.

CSW Industrials Company Profile

CSW Industrials, Inc (NYSE: CSW) is a diversified industrial company that develops, manufactures and sells products designed for professional trades, commercial and residential construction, and industrial maintenance applications. Its offerings are marketed primarily through established brands and distribution channels serving contractors, building professionals and industrial customers.

The company operates through three principal segments: Contractor Solutions, Engineered Building Solutions and Specialized Reliability Solutions.