CSW INDUSTRIALS, INC. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
CSW Industrials reported fiscal Q1 2027 (ended June 30, 2026) revenue of $350.6M (+33% YoY), driven by $73M inorganic growth from five acquisitions completed since May 2025 (including MARS Parts and Aspen Manufacturing) plus 5.3% organic growth. Diluted EPS increased 25% to $3.04; adjusted EPS rose 35% to a record $3.84. Adjusted EBITDA grew 48% to $101.6M (29.0% margin). Net debt stood at $815M with net leverage of 2.37x (within 1-3x target). The company invested $1.0B in acquisitions over the past year while returning capital via share repurchases and maintaining a 30-consecutive-quarter dividend ($0.30/share announced).
Why this rating
Strong organic and inorganic growth; margin expansion; record profitability metrics; disciplined leverage management. Material acquisition activity ($1B deployed) relative to $4B market cap; however, execution risk remains on integration and organic growth sustainability.
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