StockWatch
·
Home Furnishings
Quarterly ResultMay 26, 2026, 05:17 PM

CSW Industrials Q4 Revenue $309M, Adj. EBITDA $82.9M; Record Full Year

AI Summary

CSW Industrials reported record fiscal 2026 fourth quarter and full-year results, with Q4 revenue increasing 34.0% to $309.0 million and adjusted EBITDA rising 38.8% to $82.9 million. Full-year revenue reached a record $1.1 billion, up 23.3%, and adjusted EBITDA grew 18.3% to $269.6 million. While adjusted EPS increased for both periods, GAAP EPS decreased due to a non-cash impairment charge and higher interest expenses. The Contractor Solutions segment returned to positive organic growth in Q4. This 8-K/A corrects previously furnished non-GAAP revenue growth percentages.

Key Highlights

  • Q4 total revenue increased 34.0% to a record $309.0 million.
  • Full-year total revenue increased 23.3% to a record $1.1 billion.
  • Q4 adjusted EPS rose 21.1% to $3.14; full-year adjusted EPS increased 6.9% to $10.38.
  • Q4 adjusted EBITDA grew 38.8% to a record $82.9 million; full-year adjusted EBITDA increased 18.3% to $269.6 million.
  • Contractor Solutions segment delivered 2.6% organic revenue growth in Q4.
  • Net debt was $842.7 million, with a net leverage ratio of 2.55x.
  • Invested $1.0 billion in acquisitions and returned $145.5 million to shareholders in fiscal 2026.
  • Recorded a $15.6 million non-cash impairment charge in the Engineered Building Solutions segment.