CSW Industrials (NYSE:CSW) Releases Quarterly Earnings Results, Beats Estimates By $0.80 EPS

CSW Industrials (NYSE:CSW) released its quarterly earnings data on Tuesday. The basic materials company reported $3.14 EPS for the quarter, topping the consensus estimate of $2.34 by $0.80, FiscalAI reports. The firm had revenue of $308.96 million for the quarter. CSW Industrials had a return on equity of 15.91% and a net margin of 10.35%.The company’s quarterly revenue was up 34.0% compared to the same quarter last year.

CSW Industrials Stock Up 3.5%

Shares of NYSE:CSW opened at $289.27 on Thursday. CSW Industrials has a 1 year low of $230.45 and a 1 year high of $337.02. The company has a market cap of $4.76 billion, a PE ratio of 43.30 and a beta of 0.88. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.60 and a quick ratio of 0.97. The stock’s 50-day moving average is $274.90 and its 200 day moving average is $285.83.

CSW Industrials Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 8th. Investors of record on Friday, April 24th were issued a dividend of $0.30 per share. The ex-dividend date was Friday, April 24th. This represents a $1.20 dividend on an annualized basis and a yield of 0.4%. This is a boost from CSW Industrials’s previous quarterly dividend of $0.27. CSW Industrials’s dividend payout ratio (DPR) is presently 15.92%.

Analyst Ratings Changes

Several research firms have recently commented on CSW. Zacks Research upgraded CSW Industrials from a “strong sell” rating to a “hold” rating in a report on Friday, May 8th. Weiss Ratings upgraded CSW Industrials from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday. Wells Fargo & Company lifted their price objective on CSW Industrials from $280.00 to $285.00 and gave the stock an “equal weight” rating in a report on Wednesday. Robert W. Baird began coverage on CSW Industrials in a report on Tuesday, February 17th. They issued an “outperform” rating and a $378.00 price objective on the stock. Finally, Citigroup decreased their price objective on CSW Industrials from $307.00 to $304.00 and set a “neutral” rating on the stock in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, one has given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, CSW Industrials currently has a consensus rating of “Moderate Buy” and an average target price of $328.57.

Key Stories Impacting CSW Industrials

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

• Positive Sentiment: CSW delivered a major earnings beat, reporting $3.14 EPS versus expectations around $2.43, alongside 34% year-over-year revenue growth. Article Title
• Positive Sentiment: Management said fiscal 2027 could benefit from integration synergies, including more than $12 million tied to the MARS Parts deal, supporting a constructive long-term outlook. Article Title
• Neutral Sentiment: Citigroup trimmed its price target slightly to $304 from $307 while keeping a neutral rating, signaling a cautious but not bearish stance. Article Title
• Neutral Sentiment: CEO Joseph Armes sold 1,500 shares under a pre-arranged 10b5-1 trading plan, which is typically viewed as routine insider activity rather than a strong negative signal. Article Title
• Negative Sentiment: Some commentary suggests investors are still watching margin pressure and may be less willing to pay up after the strong run in the stock. Article Title

Insiders Place Their Bets

In related news, SVP Luke Alverson sold 1,007 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $289.57, for a total transaction of $291,596.99. Following the transaction, the senior vice president owned 12,450 shares in the company, valued at $3,605,146.50. The trade was a 7.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Joseph B. Armes sold 1,500 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $286.77, for a total value of $430,155.00. Following the transaction, the chief executive officer owned 84,494 shares in the company, valued at approximately $24,230,344.38. This represents a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 5,180 shares of company stock worth $1,465,478 in the last quarter. 1.30% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of CSW. Valley Wealth Managers Inc. purchased a new position in CSW Industrials during the 1st quarter valued at about $26,000. Arax Advisory Partners purchased a new position in CSW Industrials during the 4th quarter valued at about $28,000. Danske Bank A S purchased a new position in shares of CSW Industrials during the 4th quarter worth approximately $29,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of CSW Industrials during the 4th quarter worth approximately $31,000. Finally, Global Retirement Partners LLC purchased a new position in shares of CSW Industrials during the 4th quarter worth approximately $31,000. Hedge funds and other institutional investors own 82.79% of the company’s stock.

About CSW Industrials

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.