CSW Industrials (NYSE:CSW) Posts Earnings Results

CSW Industrials (NYSE:CSW) released its earnings results on Thursday. The basic materials company reported $3.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.66 by $0.18, FiscalAI reports. CSW Industrials had a net margin of 10.34% and a return on equity of 17.41%. The firm had revenue of $350.65 million during the quarter. The company’s revenue for the quarter was up 33.0% compared to the same quarter last year.

CSW Industrials Stock Performance

CSW traded up $5.19 during midday trading on Friday, hitting $318.59. 211,209 shares of the company traded hands, compared to its average volume of 153,972. The company’s 50-day moving average is $280.16 and its 200 day moving average is $283.48. The company has a quick ratio of 1.23, a current ratio of 2.70 and a debt-to-equity ratio of 0.77. The firm has a market capitalization of $5.19 billion, a PE ratio of 43.70 and a beta of 0.84. CSW Industrials has a 52 week low of $230.45 and a 52 week high of $337.02.

CSW Industrials Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be paid a dividend of $0.30 per share. The ex-dividend date is Friday, July 31st. This represents a $1.20 annualized dividend and a yield of 0.4%. CSW Industrials’s dividend payout ratio is currently 17.96%.

Analyst Ratings Changes

Several research firms recently weighed in on CSW. Wells Fargo & Company upped their price target on CSW Industrials from $285.00 to $320.00 and gave the stock an “equal weight” rating in a research note on Friday. Citigroup dropped their target price on CSW Industrials from $307.00 to $304.00 and set a “neutral” rating on the stock in a report on Wednesday, May 27th. JPMorgan Chase & Co. increased their target price on CSW Industrials from $350.00 to $380.00 and gave the stock an “overweight” rating in a research note on Friday. Zacks Research downgraded CSW Industrials from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Finally, Weiss Ratings lowered CSW Industrials from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, one has issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, CSW Industrials has a consensus rating of “Moderate Buy” and an average target price of $339.71.

Key CSW Industrials News

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

• Positive Sentiment: Strong earnings and revenue growth: Fiscal Q1 EPS was $3.84, above the $3.66 consensus and up from $2.85 a year earlier. Revenue increased 33% year over year to $350.65 million, also surpassing expectations. CSW Industrials Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Record operating performance: CSW described the quarter as an all-time record, while its Contractor Solutions segment delivered a second consecutive quarter of positive organic growth. The results point to improving demand and operating momentum. CSW Industrials Reports Fiscal 2027 First-Quarter Results
• Positive Sentiment: JPMorgan raised its price target from $350 to $380 and reaffirmed an “overweight” rating, implying meaningful additional upside based on the reported reference price. Benzinga analyst action report
• Positive Sentiment: Brokerage coverage remains constructive, with analysts maintaining a consensus “Moderate Buy” recommendation. CSW Industrials Receives Moderate Buy Consensus
• Neutral Sentiment: Wells Fargo lifted its price target from $285 to $320 but kept an “equal weight” rating, suggesting limited near-term valuation upside in its view. Benzinga analyst action report
• Neutral Sentiment: Management is targeting organic revenue growth for fiscal 2027 while projecting approximately $48 million of interest expense, an important factor for future earnings and cash flow. CSW Fiscal 2027 Interest Expense and Growth Outlook

Insider Activity at CSW Industrials

In other news, CEO Joseph B. Armes sold 1,500 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $279.52, for a total transaction of $419,280.00. Following the completion of the transaction, the chief executive officer directly owned 69,100 shares of the company’s stock, valued at $19,314,832. The trade was a 2.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.20% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On CSW Industrials

A number of large investors have recently added to or reduced their stakes in the stock. Valley Wealth Managers Inc. purchased a new stake in CSW Industrials during the 1st quarter valued at $26,000. Arax Advisory Partners purchased a new position in shares of CSW Industrials in the 4th quarter worth $28,000. Danske Bank A S bought a new stake in shares of CSW Industrials in the fourth quarter worth $29,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of CSW Industrials in the fourth quarter worth $31,000. Finally, Global Retirement Partners LLC purchased a new stake in CSW Industrials during the fourth quarter valued at $31,000. Institutional investors own 82.79% of the company’s stock.

CSW Industrials Company Profile

CSW Industrials, Inc is a diversified industrial manufacturer that develops and supplies specialty chemical products, performance materials and precision surface solutions. The company’s offerings span a range of end markets including energy, industrial processing, converting and automotive, where its products serve critical functions in production efficiency, equipment maintenance and process enhancement.

In its chemical business, CSW Industrials produces solvent- and water-based formulations such as surfactants, corrosion inhibitors and custom blends used in oilfield exploration and production, metalworking, water treatment and other industrial applications.