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Quarterly ResultMay 26, 2026, 06:47 AM

CSW Industrials FY26 Revenue $1.1B, Adj. EBITDA $269.6M; Q4 Adj. EPS $3.14

AI Summary

CSW Industrials reported record financial results for fiscal year 2026, with total revenue reaching $1.1 billion and adjusted EBITDA hitting $269.6 million, primarily driven by strategic acquisitions and organic growth. For the fourth quarter of 2026, revenue increased 34.0% to $309.0 million, and adjusted EPS rose 21.1% to $3.14. Despite these strong adjusted figures, GAAP EPS and net income decreased due to a non-cash impairment charge and higher interest expenses. The company also completed the acquisition of Duckt-Strip and returned $145.5 million to shareholders through buybacks and dividends, maintaining a cautiously optimistic outlook for fiscal year 2027.

Key Highlights

  • Fiscal Year 2026 total revenue increased 23.3% to a record $1.1 billion.
  • Fiscal Year 2026 adjusted EBITDA increased 18.3% to a record $269.6 million.
  • Fiscal Year 2026 adjusted EPS increased 6.9% to $10.38.
  • Q4 2026 total revenue increased 34.0% to a record $309.0 million.
  • Q4 2026 adjusted EPS increased 21.1% to $3.14.
  • Q4 2026 adjusted EBITDA increased 38.8% to a record $82.9 million.
  • Full year capital deployment included $1.0 billion in acquisitions and $145.5 million returned to shareholders.
  • Contractor Solutions segment Q4 revenue grew 42.9% to $237.1 million.