What is the 13F Pro Quality Score for CSW?

13F Pro ranks CSW INDUSTRIALS, INC. (CSW) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CSW's current score at https://13fpro.ai/company/CSW (free sign-up required for the full ranking).

Where does 13F Pro source CSW data?

All CSW INDUSTRIALS, INC. fundamentals and ownership data come directly from SEC EDGAR. CSW INDUSTRIALS, INC. files with the SEC under CIK 1624794. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CSW in?

CSW INDUSTRIALS, INC. (CSW) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives CSW's revenue?

Per CSW INDUSTRIALS, INC.'s latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Contractor Solutions ($273.6M, +40.3% YoY); Specialized Reliability Solutions ($48.1M, +30.9% YoY); Engineered Building Solutions ($28.9M, -9.3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CSW.

What are CSW's largest expenses?

CSW INDUSTRIALS, INC.'s latest 10-Q reports these as the largest expense items: Cost of revenues ($193.3M); Selling, general and administrative expenses ($77.5M, +28.0% YoY); Interest expense, net ($12.7M, +$11.7M YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended June 30, 2026).

How often is CSW research updated on 13F Pro?

CSW's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CSW INDUSTRIALS, INC.(CSW)Stock Analysis

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Materials →NYSEmid

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SEC EDGAR: CIK 1624794 CSW stock profile & AI dashboard →

13F Pro Quality Score

61.8/100

Rank #752 of 2,960 stocksTOP 50%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

79.5/100

Profitability

50.9/100

Balance Sheet

75.0/100

Earnings Quality

54.4/100

Free Cash Flow

60.4/100

Institutional Flow

20.4/100

Revenue Scale

52.9/100

Dilution Risk

94.7/100

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Why CSW Scores 62/100

exact factor attribution · 2026-09-12

CSW's composite is driven by revenue growth and capital efficiency, held back by institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+5.9 pts

80th pct

Capital efficiency

+2.5 pts

75th pct

Shareholder dilution

+2.2 pts

95th pct

Free cash flow

+1.6 pts

60th pct

Earnings quality

+0.4 pts

54th pct

Scale

+0.4 pts

53th pct

Profitability

+0.1 pts

51th pct

Earnings growth

+0.1 pts

51th pct

Institutional flow

-1.5 pts

20th pct

Latest change (2026-07-30): 64 → 61 · ↓ Profit margin 69→56

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CSW Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for CSW INDUSTRIALS, INC. (CSW), a Materials sector company. 13F Pro's AI-powered ranking engine scores CSW at 61.8/100 on a 32-signal composite quality model, placing it at rank #752 of 2,960 stocks — the top half of the AI-ranked universe. CSW scores in the top quartile across revenue growth (79.5), balance sheet strength (75.0). Areas of concern include institutional flow (20.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CSW INDUSTRIALS, INC. reports quarterly revenue of $350.6M, net income of $49.8M, free cash flow of $69.6M. Top institutional holders of CSW by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Capital World Investors, based on the most recent SEC filings. CSW trades on the NYSE exchange and files with the SEC under CIK 1624794. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CSW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CSW INDUSTRIALS, INC. directly from SEC EDGAR. CSW INDUSTRIALS, INC.'s 13F Pro composite quality score has ranged between 54 and 73 since 2021, currently 61.8 — a stable long-term trajectory across 69 quarterly and live scoring snapshots.

✦

Fun facts about CSW INDUSTRIALS, INC.

Quirks, history, and lore behind CSW — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial products company · small-cap · listed on Nasdaq · headquartered in Texas.
2
The Numbers
Annual revenue in the range of $700–800 million — not a household name, but a steady earner with diversified industrial segments and healthy margins.
3
The History
Grew significantly through acquisitions, assembling a portfolio of niche industrial businesses under one roof — the classic roll-up playbook done quietly and methodically.
4
The Secret
Its products include HVAC components, plumbing products, and electrical solutions — the unglamorous stuff that keeps buildings and industrial facilities running.
5
The Lore
One of its key brands serves the fire suppression market, meaning it helps protect buildings from going up in flames — a niche with surprisingly durable demand.
6
The Giveaway
Its ticker is three letters that could pass for a government agency abbreviation, and its full name literally tells you it's an industrial conglomerate based in the Southwest.

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What's Driving CSW's Business? Latest 10-Q Breakdown

✓ 33/33 datapoints verified

AI-extracted from CSW INDUSTRIALS, INC.'s 10-Q filed 2026-07-30 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue grew 33.0% YoY to $350.7M, almost entirely fueled by recent acquisitions (MARS Parts, Aspen Manufacturing, Hydrotex, ProAction Fluids added $73.0M) while organic growth was a modest 5.3%, and operating margin expanded to 22.8% from 20.8%.

Biggest Revenue Drivers

Contractor Solutions$273.6M+40.3% YoY

Acquisitions of MARS Parts and Aspen Manufacturing added $67.6M (34.4%); organic revenue grew 5.9% on pricing actions and higher unit volumes

Specialized Reliability Solutions$48.1M+30.9% YoY

Acquisitions of Hydrotex and ProAction Fluids added $5.3M (14.5%); organic revenue grew 16.5% on higher unit volume and pricing

Biggest Revenue Drivers

Total revenue: $350.7M+33.0% YoY

Contractor Solutions$273.6M+40.3% YoY

Acquisitions of MARS Parts and Aspen Manufacturing added $67.6M (34.4%); organic revenue grew 5.9% on pricing actions and higher unit volumes

Specialized Reliability Solutions$48.1M+30.9% YoY

Acquisitions of Hydrotex and ProAction Fluids added $5.3M (14.5%); organic revenue grew 16.5% on higher unit volume and pricing

Engineered Building Solutions$28.9M-9.3% YoY

Softness in the residential market served by the Greco business, partially offset by pricing actions and volume growth in Smoke Guard

Largest Expense Items

Cost of revenues$193.3M

Increase driven by higher revenue, partially offset by increases in material and freight costs

Selling, general and administrative expenses$77.5M+28.0% YoY

Added expenses from inclusion of MARS Parts, Aspen Manufacturing, Hydrotex and ProAction Fluids, including intangible amortization and acquisition-related integration expenses

Interest expense, net$12.7M+$11.7M YoY

Increased average borrowings under the RCF and TLA to fund acquisitions and share repurchasing activities

Margins: Gross margin rose to 44.9% from 43.8% on pricing actions and favorable product mix, partly offset by higher material and freight costs; operating margin rose to 22.8% from 20.8% on the gross margin gain plus opex leverage from recent acquisitions.

Watch Items from the Filing

Net interest expense jumped to $12.7M from $1.0M YoY as total debt reached $857.5M, funding acquisitions and buybacks; $557.5M remains unhedged variable-rate debt where each 0.25% rate move shifts annual interest expense by ~$1.4M.
Of the $87.0M revenue increase, $73.0M (27.7%) came from acquisitions versus only $14.0M (5.3%) organic growth, indicating heavy reliance on M&A to drive top-line growth.
Ongoing Middle East conflict (Iran military operations since Feb 28, 2026) has disrupted shipping through the Strait of Hormuz, elevating freight and commodity costs and extending Asian supplier lead times.
Engineered Building Solutions revenue fell 9.3% YoY on Greco residential softness; the Greco US business is classified as held for sale following a $15.6M impairment recorded in the prior quarter.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$350.6M

Net Income

Q2 2026

$49.8M

Free Cash Flow

Q2 2026

$69.6M

ROIC

Q2 2026

16.6%

D/E Ratio

Q2 2026

0.80

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+23.3% YoY

$1.08BFY 2026

FY23 $757.9MFY24 $792.8MFY25 $878.3MFY26 $1.08B

Net Income

-18.0% YoY

$112.0MFY 2026

FY23 $96.4MFY24 $101.6MFY25 $136.7MFY26 $112.0M

Operating Income

-7.0% YoY

$168.5MFY 2026

FY23 $139.1MFY24 $159.1MFY25 $181.2MFY26 $168.5M

EPS (Diluted)

-20.0% YoY

$6.70FY 2026

FY23 $6.20FY24 $6.52FY25 $8.38FY26 $6.70

Total Assets

+68.0% YoY

$2.32BFY 2026

FY23 $1.04BFY24 $1.04BFY25 $1.38BFY26 $2.32B

Total Debt

+10.9% YoY

$887.0MFY 2026

FY23 $253.0MFY24 $166.0MFY25 $800.1MFY26 $887.0M

Op. Cash Flow

-11.1% YoY

$149.7MFY 2026

FY23 $121.5MFY24 $164.3MFY25 $168.4MFY26 $149.7M

Free Cash Flow

-13.0% YoY

$132.4MFY 2026

FY23 $107.5MFY24 $147.8MFY25 $152.1MFY26 $132.4M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$1.08B +23.3%	$878.3M +10.8%	$792.8M +4.6%	$757.9M +21.0%	$626.4M +49.4%	$419.2M
Net Income	$112.0M -18.0%	$136.7M +34.4%	$101.6M +5.4%	$96.4M +45.3%	$66.4M +65.6%	$40.1M
Operating Income	$168.5M -7.0%	$181.2M +13.9%	$159.1M +14.4%	$139.1M +42.8%	$97.4M +64.4%	$59.2M
EPS (Diluted)	$6.70 -20.0%	$8.38 +28.5%	$6.52 +5.2%	$6.20 +47.6%	$4.20 +58.5%	$2.65
Total Assets	$2.32B +68.0%	$1.38B +32.2%	$1.04B -0.0%	$1.04B +4.8%	$995.4M +13.8%	$875.0M
Total Debt	$887.0M +10.9%	$800.1M +382.0%	$166.0M -34.4%	$253.0M -0.1%	$253.3M +4.3%	$242.9M
Operating Cash Flow	$149.7M -11.1%	$168.4M +2.5%	$164.3M +35.3%	$121.5M +75.8%	$69.1M +4.3%	$66.3M
Free Cash Flow	$132.4M -13.0%	$152.1M +2.9%	$147.8M +37.4%	$107.5M +101.2%	$53.4M -6.9%	$57.4M

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Available Research

13F Pro tracks comprehensive data for CSW INDUSTRIALS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CSW

BlackRock, Inc.
$686.5M2,466,624 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$247.3M888,596 sh
Capital World Investors
$207.8M746,545 sh
VANGUARD CAPITAL MANAGEMENT LLC
$204.9M736,304 sh
WASATCH ADVISORS LP
$192.9M693,036 sh
STATE STREET CORP
$187.6M674,775 sh
MORGAN STANLEY
$159.7M573,678 sh
Conestoga Capital Advisors, LLC
$131.3M471,727 sh
GEODE CAPITAL MANAGEMENT, LLC
$114.6M411,565 sh
Neuberger Berman Group LLC
$102.8M369,466 sh

Fund	Value	Shares
BlackRock, Inc.	$686.5M	2,466,624
VANGUARD PORTFOLIO MANAGEMENT LLC	$247.3M	888,596
Capital World Investors	$207.8M	746,545
VANGUARD CAPITAL MANAGEMENT LLC	$204.9M	736,304
WASATCH ADVISORS LP	$192.9M	693,036
STATE STREET CORP	$187.6M	674,775
MORGAN STANLEY	$159.7M	573,678
Conestoga Capital Advisors, LLC	$131.3M	471,727
GEODE CAPITAL MANAGEMENT, LLC	$114.6M	411,565
Neuberger Berman Group LLC	$102.8M	369,466

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Is CSW a good stock to buy?

13F Pro's AI-powered analysis of CSW INDUSTRIALS, INC. (CSW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CSW are available on the CSW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CSW is classified as a mid company.

Which hedge funds own CSW?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CSW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CSW INDUSTRIALS, INC.'s investment landscape.