Company Analysis

CSW Industrials, Inc. (CSW)

NYSE: CSW · Adhesives & Sealants · Dallas, TX · filing with the SEC since 2014
Grade5.1
◀ Past 4.5● Present 5.6▶ Future 4.9

The grade of CSW Industrials, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.1/10
◀ Past4.530% of the headline
● Present5.640% of the headline
▶ Future4.930% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.5/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
1.3/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2025-05-01.

weight 33% of this tense · 13th percentile among 15 sector filers · read for itself

From the record

CSW Industrials, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2025-05-01) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.3/10

What has it actually done, year after year?

+15.9% a year over 10 filed years; profitable in 9 of 10.

weight 45% of this tense · 73rd percentile among 15 sector filers · read for its customers

From the record

CSW Industrials, Inc.'s 10 filed years say what it did: revenue went from $287 million in fiscal 2017 to $1.1 billion in fiscal 2026, up 15.9% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 9 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span15.9%top 17% of its family
  • the share of years revenue rosetop 13% of its family
  • the share of filed years with a profitbottom 33% of its family
  • the deepest fall from a revenue peak0.0%top 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.8/10

How has it treated the people who own it?

Share count grew 2.4% a year. 46% of cash flow returned. Insiders: 25 sales, 1 purchases.

weight 22% of this tense · 38th percentile among 13 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-03-31, CSW Industrials, Inc.'s diluted share count grew about 2.4% a year, and dividends and buybacks returned about 46% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 25 sales (17 under scheduled 10b5-1 plans) and 1 purchase of their own stock on the open market in the year to 2026-10-16, buying about $77 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 18% of its family
  • cash returned against operating cash flowtop 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.6/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
4.0/10

Is it financially healthy right now?

ROE 11%: 11¢ of profit per shareholder dollar. Leverage 55%: owes 55¢ per asset dollar.

weight 45% of this tense · 40th percentile among 15 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-03-31, CSW Industrials, Inc. earned about 11 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 20 cents per dollar of everything the company owns. Leverage: it owed about 55 cents per dollar of assets, and net share issuance: its share count grew 2.4% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 30% of its family
  • return on equitybottom 43% of its family
  • gross profit against assetsbottom 30% of its family
  • the share count against the year beforebottom 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.9/10

How strong is its position in its industry?

top 41% of 15 in its family; net margin 10.4%.

weight 33% of this tense · 59th percentile among 15 sector filers · read for its customers

From the record

CSW Industrials, Inc.'s standing among 15 graded names in its industry family: revenue of $1.1 billion in fiscal 2026 ranks in the bottom 25% by size; a net margin of 10.4% ranks in the top 37%; revenue growth of 12.6% a year over the last 3 filed years ranks in the top 10% (its annual reports).

What it rests on

  • revenue against the family$1.08Bbottom 25% of its family
  • net margin10.4%top 37% of its family
  • three-year revenue growth12.6%top 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
8.5/10

What are the people in charge doing?

top 15% of 12 in its family for leadership; chief executive since 2015.

weight 22% of this tense · 85th percentile among 12 sector filers · read for its shareholders

From the record

CSW Industrials, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Armes, Joseph B (Chairman, President & CEO, as filed), filing under that title since 2015-09-14, 11.2 years (top 12% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 8.1 years (top 4%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 29%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge4 in three years among 14 peopletop 29% of its family
  • the median years the people in charge have filed8.1 yearstop 4% of its family
  • the chief executive's years on the record11.2 yearstop 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.9/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.9/10

How much room does it have to grow?

bottom 38% of 15 in its family for room to expand.

weight 45% of this tense · 38th percentile among 15 sector filers · read for itself

From the record

CSW Industrials, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $34 million against debt of $840 million leaves -34.8% of its assets as net cash, bottom 23% of its family; cash from operations less capital spending is 12.2% of revenue (top 30%); a gross margin of 41.9% (top 43%); research spending of 0.5% of revenue (bottom 4%) (its annual report).

What it rests on

  • cash less debt against assets-34.8%bottom 23% of its family
  • cash from operations less capital spending against revenue12.2%top 30% of its family
  • gross margin41.9%top 43% of its family
  • research spending against revenue0.5%bottom 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.3/10

What could actually drive growth from here?

top 37% of 15 in its family for growth drivers.

weight 33% of this tense · 63rd percentile among 15 sector filers · read for its customers

From the record

CSW Industrials, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 12.6% a year over the last three filed years against 15.9% over all 10, slowing (bottom 37% of its family); the newest year grew 23.3% (top 17%); research spending grew 6.5% a year (top 25%); capital spending grew 7.3% a year (top 43%) (its annual reports). CSW Industrials, Inc. reported 3 lines of business in fiscal 2026: Contractor Solutions at $803 million (74%), Specialized Building Solutions at $160 million (15%), Engineered Reliability Solutions at $120 million (11%); 2 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-3.3 points a yearbottom 37% of its family
  • the newest year's revenue growth23.3%top 17% of its family
  • three-year growth of research spending6.5%top 25% of its family
  • three-year growth of capital spending7.3%top 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.9/10

Did its newest year beat what its own record pointed to?

bottom 49% of 14 in its family for expectations against reality.

weight 22% of this tense · 49th percentile among 14 sector filers · read for its shareholders

From the record

CSW Industrials, Inc.'s newest year against its own record: revenue of $1.1 billion in fiscal 2026 came in 14.5% above the $945 million its prior three years' pace pointed to (top 18% of its family); net income of $112 million against a prior three-year average of $112 million (bottom 39%); a net margin of 10.4% against 13.7% before (bottom 25%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace14.5%top 18% of its family
  • net income against the prior three years' average+0%bottom 39% of its family
  • net margin against its prior average-3.4 pointsbottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CSW · research, not advice