CSW Industrials (CSW)
Supplies HVAC/R trades with parts, installation products, airflow equipment and plumbing solutions.
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Supplies HVAC/R and plumbing trades with installation, repair and airflow products, while smaller segments sell industrial lubricants and code-driven building safety systems. Revenue is anchored in seasonal HVAC/R demand and largely reaches customers through wholesalers and specialist distributors.
Supplies professional trades with HVAC/R and plumbing installation, repair and airflow products, including motors, capacitors, coils, air handlers, grilles, diffusers, sealants and drainage controls. Contractor Solutions is the largest segment.
Specialized Reliability Solutions makes lubricants, sealants and contamination-control systems for mining, rail, energy and general industry. Engineered Building Solutions provides expansion joints, firestopping and smoke-protection systems for commercial, institutional and multi-family buildings.
Manufacturing is concentrated in the United States, Vietnam and Canada; sales center on the United States, Canada, the United Kingdom and Australia. Growth pairs product development and acquisitions with established wholesale channels. Results depend on seasonal HVAC/R demand, distributor relationships, building codes and tariffs on imports and metal inputs.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 2, 2026 | Truist Financial | Target | Target: $300 | Target: $313 |
| May 27, 2026 | Truist Financial | Target | Target: $301 | Target: $300 |
| May 27, 2026 | Wells Fargo | Reiterate | Rating: —Target: $280 | Target: $285 |
| Apr 20, 2026 | Truist Financial | Target | Target: $292 | Target: $301 |
| Feb 17, 2026 | Robert W. Baird | Target | Target: — | Target: $378 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $47.5M · Total debt $855.5M · Total assets $2.33B · Shareholders' equity $1.07B
- Revenue
- $350.7M
- Operating income
- $79.9M
- Net income
- $49.8M
HistoryDividendAnnual yield
| Insiders | 1.30% | 211.0K shares | |
|---|---|---|---|
| 15 holders · as of Sep 16, 2026 | |||
| Strategic holders | 14.36% | 2.34M shares | |
| 1 holder · as of Oct 17, 2025 | |||
| Other | 84.34% | 13.74M shares | |
| remainder | |||
16.29M company shares as of Sep 22, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Strategic | 14.36% | 2.34M | filed Oct 17, 2025 |
Vanguard Portfolio ManagementInstitution | 5.59% | 911,560 | filed Apr 29, 2026 |
Vanguard Capital ManagementInstitution | 5.26% | 857,112 | filed Apr 29, 2026 |
Joseph B. ArmesInsiderdirector, officer: Chairman, President & CEO | 0.39% | 62,736 | filed Sep 16, 2026 |
James E. PerryInsiderofficer: EVP, CFO | 0.17% | 27,253 | filed Aug 5, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Joseph B. Armes | director, officer: Chairman, President & CEO | −1,500 | $289.58 |
| Aug 14, 2026 | Joseph B. Armes | director, officer: Chairman, President & CEO | −1,500 | $345.16 |
| Aug 10, 2026 | Jeff Underwood | officer: EVP, GM Contractor Solutions | −720 | $346.96 |
| Aug 5, 2026 | Don Sullivan | officer: EVP, Chief Strategy Officer | −4,526 | $343.75 |
| Jul 15, 2026 | Joseph B. Armes | director, officer: Chairman, President & CEO | −1,500 | $289.95 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CSW Industrials | $298.01 | +2.91% | $4.72B | 39.6 | 23.3 | 4.0 | +33.0% |
| Lennox International | $367.69 | +1.11% | $12.57B | 16.5 | 14.9 | 2.4 | +3.0% |
| Mueller Industries | $60.37 | +0.73% | $13.26B | 15.6 | 14.2 | 2.8 | +25.5% |
| Quaker Houghton | $158.59 | +2.04% | $2.69B | 27.7 | 18.7 | 1.4 | +10.2% |
| Watts Water Technologies | $353.34 | +0.78% | $11.71B | 30.6 | 26.5 | 4.4 | +18.6% |
| Illinois Tool Works | $268.52 | +0.37% | $76.97B | 24.3 | 22.8 | 4.7 | +6.1% |
| Median | 24.3 | 18.7 | 2.8 | +10.2% |