CSW Industrials（CSW）株式概要
CSW Industrials, Inc.は、米州、欧州、中東・アフリカ、アジア太平洋地域で様々な工業製品を提供している。 詳細
CSW Community Fair Values
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Analyst Price Targets
CSW Industrials, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$342.71 |
| 52週高値 | US$355.48 |
| 52週安値 | US$230.45 |
| ベータ | 0.82 |
| 1ヶ月の変化 | 22.72% |
| 3ヶ月変化 | 34.13% |
| 1年変化 | 31.46% |
| 3年間の変化 | 88.76% |
| 5年間の変化 | 155.28% |
| IPOからの変化 | 1,042.37% |
最新ニュース
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
ナラティブ更新 • 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 Alphaナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.株主還元
| CSW | US Building | US 市場 | |
|---|---|---|---|
| 7D | -1.4% | -0.3% | 0.1% |
| 1Y | 31.5% | 4.3% | 18.9% |
業界別リターン: CSW過去 1 年間で4.3 % の収益を上げたUS Building業界を上回りました。
リターン対市場: CSW過去 1 年間で18.9 % の収益を上げたUS市場を上回りました。
価格変動
| CSW volatility | |
|---|---|
| CSW Average Weekly Movement | 7.4% |
| Building Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CSW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CSWの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | 2,700 | Joe Armes | www.csw.com |
CSW Industrials, Inc.は、米州、欧州、中東・アフリカ、アジア太平洋地域で様々な産業用製品を提供している。コントラクター・ソリューションズ部門は、凝縮水パッド、パン、ポンプ、凝縮水スイッチとトラップ、ドレン管理システム、ドレン廃棄物と通気口システム機械製品、ダクトレス・ミニスプリット・システム設置支援ツールと付属品、HVAC電気保護、設置用品、メンテナンス化学品、エバポレーター・コイルとエア・ハンドラー、グリル、レジスター、ディフューザーと通気口を提供している；ラインセットカバー、負荷管理システム、モーターとコンデンサ、冷媒キャップ、溶剤、セメント、トラップ、およびネジシーラント、サージ保護、および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、Turbo 200 ブランドを提供している。エンジニアード・ビル・ソリューションズ部門は、建築用手すりと金属、エキスパンション・ジョイントとジョイント・シール、防火・防煙カーテンと防火停止ソリューション、境界保護、プレエンジニアリングとカスタム建築用部品をBalco、BlazeSeal、Duraspan、Greco、IllumiTread、Jointspan、Metacaulk、Metablock、Metaflex、Quakespan、Smoke Guardのブランドで提供している。Specialized Reliability Solutions部門は、AccuTrack、OilSafe、Air Sentry、BioRail、Deacon、Envirolube、Extreme、Gearmate、Hydrotex、Jet-Lube、Kopr-Kote、Matrix、Whitmoreのブランドで、コンパウンド、潤滑剤、シーラント、工業用メンテナンスと修理、焼き付き防止、汚染防止、乾燥剤ブリーザーろ過、潤滑剤管理システム、オペレーションソリューション、アンドレールアプリケーター、摩擦調整剤を提供している。同社は2014年に法人化され、テキサス州ダラスを拠点としている。
CSW Industrials, Inc. 基礎のまとめ
| CSW 基礎統計学 | |
|---|---|
| 時価総額 | US$5.62b |
| 収益（TTM） | US$120.88m |
| 売上高(TTM) | US$1.17b |
46.2x
PER（株価収益率4.8x
P/SレシオCSW は割高か？
公正価値と評価分析を参照収益と収入
| CSW 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.17b |
| 売上原価 | US$672.15m |
| 売上総利益 | US$497.40m |
| その他の費用 | US$376.52m |
| 収益 | US$120.88m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 7.42 |
| グロス・マージン | 42.53% |
| 純利益率 | 10.34% |
| 有利子負債／自己資本比率 | 78.3% |
CSW の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.4%
現在の配当利回り15%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/17 07:36 |
| 終値 | 2026/08/17 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CSW Industrials, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Timothy Wojs | Baird |
| Liam Burke | B. Riley Securities, Inc. |
| Andrew Kaplowitz | Citigroup Inc |