CSW INDUSTRIALS, INC. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
CSW Industrials reported fiscal 2027 Q2 results (ended Sept 30, 2026) with total revenue of $361.4M (+30.5% YoY), comprising $56.3M inorganic growth (MARS Parts acquisition in Contractor Solutions) and $28.2M organic growth (+10.2%). Adjusted EPS reached record $3.66 (+23.6% YoY vs $2.96); adjusted EBITDA grew 32.6% to $96.7M. Six-month FY2027 revenue hit record $712.1M (+31.7% YoY). Net debt stands at $734M with 2.10x leverage ratio. Company returned $39M to shareholders via $29M buybacks and $10M dividends; repaid $105M debt YTD using strong operating cash flow of $171M.
Why this rating
Strong organic growth (9-13%), record profitability, and disciplined capital allocation are positive. However, gross margin compressed 100bps due to freight/materials costs. Relative to ~$4B market cap, $28M organic revenue growth and debt paydown are meaningful but not transformational. Execution solid; near-term headwinds noted.
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