CI

CSW Industrials, Inc.

CSW·NYSE

$271.18

+0.90%
IndustrialsIndustrial - Machinery

CSW Industrials, Inc. is a diversified industrial growth company operating in the United States and internationally. The company operates through three main segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. Its product portfolio includes cements, diffusers, grilles, registers, solvents, thread sealants, traps, vents, architectural railings, fire and smoke protection solutions, and industrial lubricants and sealants. CSW serves end markets such as HVAC/R, plumbing, general industrial, architectural building products, energy, mining, and rail. The company has a global presence with operations spanning 26 locations across five countries. Founded in 2014 and headquartered in Dallas, Texas, CSW Industrials focuses on providing niche, value-added products known for performance and reliability.

At a Glance

Live Snapshot
Market Cap$4.43B
EPS6.7300
P/E Ratio40.29
Earnings Date07/30/2026
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CSW Industrials, Inc. Street Expectations Map

CSW · NYSE

Wall Street analysts project that CSW stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 316.25, with estimates ranging from a low of 285.00 to a high of 378.00.

Lowest Target
285.00
5.10%
Consensus Target
316.25
16.62%
Highest Target
378.00
39.39%

The consensus 1-year price target stands at 316.25, with estimates ranging from a low of 285.00 to a high of 378.00.

Analyst Consensus Analysis

Upside Potential

+16.6%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

29.4% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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CSW Industrials, Inc. Forward Estimates of Revenue

CSW · NYSE
Latest Revenue
1.08B
FY 2026
Avg Estimate
1.27B
FY 2027
Estimate Range
1.26B - 1.28B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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CSW Industrials, Inc. Forward Estimates of Net Income

CSW · NYSE
Latest Net Income
112.05M
FY 2026
Avg Estimate
200.86M
FY 2027
Estimate Range
190.99M - 210.73M
Analyst Spread

Forward Growth Analysis

Projected Growth+79.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CSW Industrials, Inc. Forward Estimates of EPS

CSW · NYSE
Latest EPS
6.73
FY 2026
Avg Estimate
$12.02
FY 2027
Estimate Range
$11.43 - $12.61
Analyst Spread

Forward Growth Analysis

Projected Growth+78.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CSW Industrials, Inc. Forward Estimates of EBIT

CSW · NYSE
Latest EBIT
0.00
FY 2026
Avg Estimate
232.08M
FY 2027
Estimate Range
230.27M - 233.89M
Analyst Spread

Forward Growth Analysis

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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CSW Industrials, Inc. Forward Estimates of EBITDA

CSW · NYSE
Latest EBITDA
168.53M
FY 2026
Avg Estimate
283.15M
FY 2027
Estimate Range
280.94M - 285.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+68.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CSW Industrials, Inc. Forward Estimates of SG&A Expense

CSW · NYSE
Latest SG&A Expense
269.52M
FY 2026
Avg Estimate
299.54M
FY 2027
Estimate Range
297.20M - 301.88M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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CSW Industrials, Inc. Insider Positioning

CSW · NYSE

During the last 12 months, insiders have purchased $77K and sold $6.11M worth of CSW shares, resulting in $6.03M of net selling activity.

3 Months

Bought

300

76.99K

Sold

6.7K

1.87M

Net Activity

-1.8M

-$1.79M

3-6 Months

Bought

0

0.00

Sold

8.3K

2.54M

Net Activity

-2.5M

-$2.54M

6-9 Months

Bought

0

0.00

Sold

4.6K

1.18M

Net Activity

-1.2M

-$1.18M

9-12 Months

Bought

0

0.00

Sold

1.9K

524.87K

Net Activity

-525K

-$525K

Top Buyers

1
ADK

Ash Darron K

Director

300 shares•1 transactions

$77K

Top Sellers

1
AJB

Armes Joseph B

Director, Officer: Chairman, President & Ceo

11.0K shares•12 transactions

$3.12M

2
SD

Sullivan Don

Officer: Evp, Chief Strategy Officer

5.5K shares•5 transactions

$1.65M

3
AL

Alverson Luke

Officer: Svp, Gc & Secretary

2.8K shares•4 transactions

$794K

4
PJE

Perry James E

Officer: Evp, Cfo

1.0K shares•4 transactions

$283K

5
UJ

Underwood Jeff

Officer: Svp, Gm Contractor Solutions

370 shares•1 transactions

$103K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.03M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.79M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.