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- $4.5BMarket Cap
- -5.00%1-Year Change
- Specialty Industrial MachineryIndustry
CSW INDUSTRIALS (CSW)
Key Performance
More- Earnings Score: 51
- Momentum Score: N/A
- True Yield: 59
- Financial Health Score: 6
Latest Research & News
CSW Industrials: Contractor Loyalty, Compounding at a Discount
CSW Industrials has built a decade-long compounding story through disciplined acquisitions in contractor-focused channels (HVAC, plumbing, electrical). Recent large acquisitions of Aspen Manufacturing ($313.5M) and MARS Parts ($650M) have created near-term earnings dilution and integration overhead, but management targets normalized adjusted EBITDA exceeding $300M annually post-synergy. The stock has pulled back 22% from highs to ~$263, trading at ~17x forward EBITDA. The investment case hinges on successful cross-selling, margin expansion, and deleveraging over the next 2-3 years, with organic volume recovery dependent on HVAC destocking cycles completing.
05/14/2026, 6:22 AM • Investing
CSW Industrials Declares Quarterly Dividend of $0.27 Per Share
CSW Industrials announced a regular quarterly cash dividend of $0.27 per share, payable on February 13, 2026, to shareholders of record as of January 30, 2026. The diversified industrial company operates in three segments: Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions.
01/16/2026, 8:30 AM • Benzinga
CSW Industrials acquired Hydrotex Holdings and ProAction Fluids for over $26.5 million, expanding its Specialized Reliability Solutions segment and diversifying end markets in specialty lubricants and infrastructure drilling products.
11/21/2025, 9:15 AM • Benzinga
CSW Industrials acquired Motors & Armatures Parts for $650 million, expanding its HVAC/R product portfolio and adding approximately 200 new employees. The acquisition is expected to drive above-market growth and diversify repair and replacement solutions.
11/04/2025, 1:00 PM • GlobeNewswire
CSW Industrials will acquire Motors & Armatures Parts for $650 million in cash, expanding its HVAC/R product portfolio and expected to be immediately accretive to earnings.
10/01/2025, 8:30 AM • Benzinga
CSW Industrials Declares Quarterly Dividend of $0.27 Per Share
CSW Industrials announced a quarterly cash dividend of $0.27 per share, payable on August 8, 2025, to shareholders of record as of July 25, 2025.
07/11/2025, 8:30 AM • Benzinga
Peers
Statistics
MoreInformation as of 06/22/2026
Company Profile
CSW Industrials, Inc. provides various industrial products in the Americas, Europe, the Middle East and Africa, and the Asia Pacific regions. The Contractor Solutions segment offers condensate pads, pans, and pumps; condensate switches and traps; drain management system; drain waste and vent systems mechanical products; ductless mini-split systems installation support tools and accessories; HVAC electrical protection, installation supplies, and maintenance chemicals; evaporator coils and air handlers; grilles, registers, and diffusers and vents; line set covers; load management systems; motors and capacitors; refrigerant caps; solvents, cements, traps, and thread sealants; surge protections; and wire pulling head tools under the Amrad, AquaGuard, Aspen Manufacturing, Clean Check, Cover Guard, Desolv, Duckt-Strip, Dust Free, EZ Trap, Falcon, Fortress, Goliath, G-O-N, Guardian Drain Lock, Hubsett, Kickstart, Leak Freeze, MARS, No. 5, Novent, PF WaterWorks, PRO-Fit, PSP Products, RectorSeal, Safe-T-Switch, Shoemaker Manufacturing, SureSeal, TRU-BLU, TRUaire, and Turbo 200 brands. The Engineered Building Solutions segment offers architectural railings and metals; expansion joints and joint seals; fire and smoke curtains, and fire stopping solutions; perimeter protection; and pre-engineered and custom architectural building components under the Balco, BlazeSeal, Duraspan, Greco, IllumiTread, Jointspan, Metacaulk, Metablock, Metaflex, Quakespan, and Smoke Guard brands. The Specialized Reliability Solutions segment provides compounds, lubricants, and sealants; industrial maintenance and repair, anti-seize, contamination control, and desiccant breather filtration; lubricant management systems; operation solutions; andrail applicators, and friction modifiers under the AccuTrack, OilSafe, Air Sentry, BioRail, Deacon, Envirolube, Extreme, Gearmate, Hydrotex, Jet-Lube, Kopr-Kote, Matrix, and Whitmore brands. The company was incorporated in 2014 and is based in Dallas, Texas.
Key Executives
- Joseph Brooks Armes
- James E. Perry
- Donal J. Sullivan
- Luke E. Alverson
- Danielle R. Garde
Current Ownership Distribution
- Mutual Funds9.2M (56.08%)
- Other7.0M (42.88%)
- Insiders169,174 (1.04%)
- Institutions0 (0.00%)