CSW Industrials (CSW) Resumen de Acciones
CSW Industrials, Inc. suministra diversos productos industriales en las regiones de América, Europa, Oriente Medio y África, y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 2/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
CSW Community Fair Values
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Analyst Price Targets
Competidores de CSW Industrials, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$330.09 |
| Máximo en las últimas 52 semanas | US$355.48 |
| Mínimo de 52 semanas | US$230.45 |
| Beta | 0.82 |
| Cambio en 1 mes | 14.15% |
| Variación en 3 meses | 18.74% |
| Cambio de 1 año | 21.06% |
| Variación en 3 años | 81.48% |
| Variación en 5 años | 140.87% |
| Variación desde la OPV | 1,000.30% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 17
Shares Of CSW Industrials Are Running Too Hot (Rating Downgrade)
Summary CSW Industrials continues to deliver robust top and bottom line growth, driven by both organic expansion and acquisitions. Despite strong operational performance, CSW shares are now trading at elevated absolute and relative valuation multiples versus peers. Management expects full-year organic revenue, profit, and cash flow growth but has provided limited forward guidance. I am downgrading CSW to a soft 'sell' due to overheating shares and potential HVAC market risks. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 15
CSW: Buybacks And Tuck In Acquisitions Will Support Future Upside
Analysts have lifted their fair value estimate for CSW Industrials from $378 to $400, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. What’s in the News for CSW Industrials CSW Industrials reported that from January 1, 2026 to March 31, 2026, it repurchased 131,527 shares for $34.88 million, taking total repurchases under the January 30, 2025 program to 523,121 shares for $134.36 million.Recent updates
Seeking Alpha • Aug 17
Shares Of CSW Industrials Are Running Too Hot (Rating Downgrade)
Summary CSW Industrials continues to deliver robust top and bottom line growth, driven by both organic expansion and acquisitions. Despite strong operational performance, CSW shares are now trading at elevated absolute and relative valuation multiples versus peers. Management expects full-year organic revenue, profit, and cash flow growth but has provided limited forward guidance. I am downgrading CSW to a soft 'sell' due to overheating shares and potential HVAC market risks. Read the full article on Seeking AlphaActualización de narrativa • Aug 15
CSW: Buybacks And Tuck In Acquisitions Will Support Future Upside
Analysts have lifted their fair value estimate for CSW Industrials from $378 to $400, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. What’s in the News for CSW Industrials CSW Industrials reported that from January 1, 2026 to March 31, 2026, it repurchased 131,527 shares for $34.88 million, taking total repurchases under the January 30, 2025 program to 523,121 shares for $134.36 million.
Actualización de narrativa • Jul 31
CSW: M&A Pipeline And Buybacks Will Support Balanced Future Returns
Analysts have raised their price target on CSW Industrials from about $325 to about $339, citing updated assumptions that include a lower discount rate, a slightly reduced revenue growth outlook, a higher profit margin figure, and a modestly lower future P/E multiple. What’s in the News for CSW Industrials On its fiscal fourth quarter and full year 2026 earnings call, CSW Industrials stated that it is actively seeking acquisitions of businesses and products that fit with its existing portfolio, with management describing mergers and acquisitions as an ongoing focus.Actualización de narrativa • Jul 09
CSW: Record Q1 Results And Buybacks Will Drive Future Upside
Analysts have raised their price target for CSW Industrials from $350 to $378, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for CSW Industrials CSW Industrials reported record revenue and adjusted EBITDA for fiscal 2026 Q1, supported by strong HVAC/R demand and growth in its Contractor Solutions segment.Actualización de narrativa • Jun 25
CSW: Record Results And Buybacks Will Support Future Upside
Analysts have maintained their $324.57 price target for CSW Industrials, citing largely stable assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations as the basis for sustaining their view. What's in the News CSW Industrials reported record Q1 fiscal 2026 revenue and adjusted EBITDA, supported by strong demand in its Contractor Solutions segment and expanded HVAC/R and electrical product offerings.Actualización de narrativa • Jun 10
CSW: Higher Dividend And Acquisitions Will Support Future Upside
Analysts have nudged their price target for CSW Industrials higher to about $325 from roughly $323, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News CSW Industrials reported record fiscal fourth quarter and full year revenue, crossing US$1b in annual sales, supported by five cash flow accretive acquisitions including MARS Parts and Aspen Manufacturing.Actualización de narrativa • May 27
CSW: Higher Dividend And Stronger Margins Will Support Future Upside
Analysts have trimmed their price target on CSW Industrials to $322.71, reflecting an updated view that incorporates a slightly higher discount rate, more moderate revenue growth expectations, a modestly stronger profit margin outlook, and a lower future P/E assumption. What's in the News The Board of Directors declared a regular quarterly cash dividend of US$0.30 per share for CSW Industrials, Inc.Actualización de narrativa • May 02
CSW: Higher Dividend And Repriced Earnings Multiple Will Support Future Upside
Analysts have raised their price target on CSW Industrials by about $1 to reflect revised fair value estimates, adjusted discount rates, and updated assumptions for revenue growth, profit margins, and future P/E. What's in the News The Board of Directors declared a regular quarterly cash dividend of $0.30 per share for CSW Industrials, payable on May 8, 2026, to shareholders of record on April 24, 2026 (Key Developments).Actualización de narrativa • Apr 18
CSW: Completed Buybacks And Higher Dividend Will Support Balanced Future Returns
Analysts now set their price target for CSW Industrials at about $321, slightly below the prior level near $324. This reflects updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that are all broadly consistent with earlier estimates.Actualización de narrativa • Apr 04
CSW: Completed Buybacks And Higher Dividend Will Support Future Upside
Analysts have adjusted their price target for CSW Industrials to $324.29, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions, while keeping fair value unchanged in dollar terms. What's in the News The board declared a regular quarterly cash dividend of $0.30 per share, an increase of $0.03 per share, or about 11% compared with the prior quarter.Actualización de narrativa • Mar 20
CSW: Completed Buybacks And Steady Assumptions Will Support Future Upside
Analysts kept their fair value estimate for CSW Industrials steady at about $324.29 per share, citing only minor adjustments to assumptions about the discount rate, profit margin, and future P/E that were not significant enough to alter their overall price target. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 371,549 shares for $92.6 million, representing 2.22% of its shares under an existing buyback authorization (Key Developments).Actualización de narrativa • Mar 06
CSW: Expanded Buybacks Will Support Returns Under Steady Long Term Assumptions
Analysts have maintained their $324.29 price target on CSW Industrials, with only slight tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, reflecting fine tuning rather than a change in view. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 371,549 shares, representing 2.22% of shares, for a total of $92.6 million under its existing buyback authorization (Key Developments).Actualización de narrativa • Feb 19
CSW: Expanded Buybacks And Modest Assumption Shifts Will Shape Future Returns
Analysts have modestly raised their price target for CSW Industrials to about $324.29 from $317, reflecting small adjustments to fair value, discount rate, forecast revenue growth, profit margin, and future P/E assumptions. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 331,720 shares for $92.6 million, representing 1.98% of its shares under the existing buyback program (Key Developments).Actualización de narrativa • Feb 05
CSW: Expanded Buybacks Will Drive Future Returns Despite Higher Discount Assumptions
Analysts have trimmed their fair value estimate for CSW Industrials from about US$321.17 to roughly US$317.00, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 331,720 shares, representing 1.98% of its shares for US$92.6 million under its ongoing buyback program (Key Developments).Actualización de narrativa • Jan 22
CSW: Future Returns Will Reflect Expanded Buybacks And Steady Long Term Assumptions
Analysts have nudged their fair value estimate for CSW Industrials higher, with the target moving from about $312.33 to around $321.17. They cited updated assumptions around revenue growth, profit margins and future P/E expectations.Artículo de análisis • Jan 18
Is Now An Opportune Moment To Examine CSW Industrials, Inc. (NYSE:CSW)?
While CSW Industrials, Inc. ( NYSE:CSW ) might not have the largest market cap around , it saw a significant share...Actualización de narrativa • Jan 07
CSW: Future Returns Will Reflect Expanded Buybacks And Steady Long Term Assumptions
Analysts have kept their price target on CSW Industrials broadly in line with prior views, with only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. This reflects largely unchanged expectations for the company’s valuation.Artículo de análisis • Jan 04
CSW Industrials' (NYSE:CSW) Returns Have Hit A Wall
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Actualización de narrativa • Dec 24
CSW: Future Returns Will Reflect Expanded Buybacks Amid Modest Margin Pressure
Analysts have raised their price target on CSW Industrials by approximately 4 percent to about $312 per share, citing slightly faster expected revenue growth and a higher future earnings multiple, despite a marginally lower profit margin outlook. What's in the News Increased share repurchase authorization by $50 million on December 15, 2025, raising the total buyback capacity to $250 million (company announcement).Artículo de análisis • Dec 18
CSW Industrials, Inc.'s (NYSE:CSW) 29% Share Price Surge Not Quite Adding Up
CSW Industrials, Inc. ( NYSE:CSW ) shareholders would be excited to see that the share price has had a great month...Actualización de narrativa • Dec 10
CSW: Future Returns Will Reflect Buybacks Amid Modest Margin Pressure
Narrative Update on CSW Industrials Price Target Analysts have raised their price target on CSW Industrials from approximately $283 to about $300 per share. This reflects higher expected revenue growth and a modestly richer future valuation multiple, partly offset by slightly lower projected profit margins.Actualización de narrativa • Nov 25
CSW: Share Repurchase Program Completion Will Support Stable Forward Returns
Analysts have maintained their price target for CSW Industrials at $283.33, citing only minor adjustments to growth and discount rate assumptions that do not materially impact their valuation outlook. What's in the News CSW Industrials repurchased 72,911 shares between July 1, 2025 and September 30, 2025, amounting to $18.32 million and representing 0.43% of outstanding shares (Key Developments).Actualización de narrativa • Nov 11
CSW: Share Repurchase Activity Will Drive Further Shareholder Value
Narrative Update on CSW Industrials: Analyst Price Target Adjustment Analysts have slightly lowered their fair value estimate for CSW Industrials from $287.83 to $283.33 per share. They cited updated projections for discount rate, revenue growth, profit margin, and future price-to-earnings ratio as the rationale for this adjustment.Actualización de narrativa • Oct 28
Share Repurchases And Revenue Consistency Will Drive Future Performance
Analysts have maintained their price target for CSW Industrials at $287.83. They cite stable expectations for revenue growth, profit margin, and valuation metrics in their latest assessment.Actualización de narrativa • Oct 13
Building Regulations And Renovation Demand Will Fuel HVAC Upgrades
Analysts Adjust Price Target for CSW Industrials Amid Revised Growth Outlook Analysts have lowered their price target for CSW Industrials from $294.67 to $287.83. This adjustment reflects updated expectations for higher revenue growth along with a slight increase in the discount rate.Artículo de análisis • Sep 11
Pinning Down CSW Industrials, Inc.'s (NYSE:CSW) P/E Is Difficult Right Now
With a price-to-earnings (or "P/E") ratio of 30.5x CSW Industrials, Inc. ( NYSE:CSW ) may be sending very bearish...Artículo de análisis • Aug 27
CSW Industrials (NYSE:CSW) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Aug 06
Building Regulations And Renovation Demand Will Fuel HVAC Upgrades
With no changes in the discount rate (8.10%) or net profit margin (15.15%), the consensus analyst price target for CSW Industrials remained steady at $294.67. What's in the News CSW Industrials, Inc.Actualización de narrativa • Aug 06
HVAC Expansion And Acquisitions Will Drive Future Sustainable Building Trends
The notable downward revision in CSW Industrials’ Analyst Price Target reflects lower future growth expectations, as evidenced by a declining Future P/E, alongside a higher discount rate that further reduces the stock’s fair value now set at $294.67. What's in the News CSW Industrials, Inc.Nueva narrativa • Jul 16
HVAC Expansion And Acquisitions Will Drive Future Sustainable Building Trends
Strategic acquisitions and innovation in energy-efficient HVAC and building solutions strengthen market position and drive long-term growth and pricing power.Rentabilidad de los accionistas
| CSW | US Building | Mercado US | |
|---|---|---|---|
| 7D | -4.4% | -5.2% | -1.5% |
| 1Y | 21.1% | -1.5% | 17.8% |
Rentabilidad vs. Industria: CSW superó a la industria US Building, que obtuvo un rendimiento del -1.5% el año pasado.
Rentabilidad vs. Mercado: CSW superó al mercado US, que obtuvo un rendimiento del 17.8% el año pasado.
Volatilidad de los precios
| CSW volatility | |
|---|---|
| CSW Average Weekly Movement | 7.4% |
| Building Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: CSW no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CSW (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2014 | 2,700 | Joe Armes | www.csw.com |
CSW Industrials, Inc. suministra diversos productos industriales en las regiones de América, Europa, Oriente Medio y África, y Asia-Pacífico. El segmento Contractor Solutions ofrece almohadillas, bandejas y bombas de condensado; interruptores y purgadores de condensado; sistema de gestión de desagües; productos mecánicos para sistemas de desagüe y ventilación; herramientas y accesorios de apoyo a la instalación de sistemas mini-split sin conductos; protección eléctrica, suministros de instalación y productos químicos de mantenimiento para HVAC; serpentines evaporadores y climatizadores; rejillas, registros y difusores y respiraderos; cubiertas de juegos de líneas; sistemas de gestión de cargas; motores y condensadores; tapones refrigerantes; disolventes, cementos, trampas y selladores de roscas; protecciones contra sobretensiones; y herramientas de cabezal de tracción de cables bajo las marcas 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 y Turbo 200.
Resumen de fundamentos de CSW Industrials, Inc.
| Estadísticas fundamentales de CSW | |
|---|---|
| Capitalización bursátil | US$5.38b |
| Beneficios(TTM) | US$120.88m |
| Ingresos (TTM) | US$1.17b |
44.5x
Ratio precio-beneficio (PE)4.6x
Ratio precio-ventas (PS)¿Está CSW sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CSW | |
|---|---|
| Ingresos | US$1.17b |
| Coste de los ingresos | US$672.15m |
| Beneficio bruto | US$497.40m |
| Otros gastos | US$376.52m |
| Beneficios | US$120.88m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 7.42 |
| Margen bruto | 42.53% |
| Margen de beneficio neto | 10.34% |
| Ratio deuda/patrimonio | 78.3% |
¿Cómo se ha desempeñado CSW a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.4%
Rentabilidad actual por dividendo15%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/23 23:44 |
| Precio de las acciones al final del día | 2026/08/21 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CSW Industrials, Inc. está cubierta por 9 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Timothy Wojs | Baird |
| Liam Burke | B. Riley Securities, Inc. |
| Andrew Kaplowitz | Citigroup Inc |