CSW Industrials(CSW.US)

CSW Industrials signals margin expansion and synergy gains following $1B acquisition spree

CSW Industrials reported record Q3 2026 results with revenue of $233 million, a 20% increase driven by recent acquisitions, including the $650 million purchase of MARS Parts. Adjusted EBITDA grew 7%, but adjusted EPS fell 21% due to higher interest expenses. The company executed $1 billion in acquisitions over the past year and expects to achieve a 30% EBITDA margin for MARS Parts within 12 months. Management remains cautiously optimistic about future growth despite market challenges, maintaining long-term expectations of mid- to high single-digit organic growth in the Contractor Solutions segment.

CSW Industrials, Inc. (NYSE: CSW) posts higher Q3 revenue

CSW Industrials, Inc. (NYSE: CSW) reported higher revenue for Q3. The company, based in Dallas, Texas, operates in three segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. Current stock price is $277.03, with a market capitalization of $5.18 billion and an enterprise value of $5.27 billion. Key valuation metrics include a trailing P/E of 37.07x and an EV/EBITDA of 21.9x, indicating strong financial performance and growth expectations.

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Insights into CSW Industrials Q3 Earnings

CSW Industrials (NYSE:CSW) reported Q3 earnings on January 29, 2026, missing estimates by 25% with an EPS of $1.42 compared to the expected $1.90. Revenue increased by $39.34 million year-over-year. In the previous quarter, the company exceeded EPS estimates by $0.21, leading to a 1% share price increase. Past performance shows fluctuations in EPS and revenue against estimates. For more details, visit their earnings calendar.