Loading...
CSW logo

CSW Industrials, Inc.NYSE:CSW 주식 보고서

시가총액 US$4.5b
주가
n/a
1Y-5.8%
7D-4.2%
1D1.0%
포트폴리오 가치
보기

CSW Industrials, Inc.

NYSE:CSW 주식 리포트

시가총액: US$4.5b

CSW Industrials (CSW) 주식 개요

는 미주, 유럽, 중동 및 아프리카, 아시아 태평양 지역에서 다양한 산업 제품을 공급하고 있습니다. 자세히 보기

CSW 펀더멘털 분석
스노우플레이크 점수
가치 평가0/6
미래 성장1/6
과거 실적2/6
재무 건전성2/6
배당0/6

CSW Community Fair Values

Create Narrative

See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

CSW Industrials, Inc. 경쟁사

가격 이력 및 성과

CSW Industrials 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$276.12
52주 최고가US$337.02
52주 최저가US$230.45
베타0.84
1개월 변동1.65%
3개월 변동4.90%
1년 변동-5.76%
3년 변동75.43%
5년 변동134.34%
IPO 이후 변동820.40%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha May 27

CSW Industrials Is Doing A Great Job, But That's Not Reason To Be Bullish

Summary CSW Industrials continues to deliver strong operational growth, but its valuation remains elevated versus peers and historical norms. Contractor Solutions drove robust revenue and EBITDA growth, supported by acquisitions and exposure to HVAC, electrical, and data center trends. Despite adjusted EPS and revenue beats, absolute and relative valuation multiples justify a continued 'hold' rating. CSW management targets $12M in MARS Parts synergies and 30% EBITDA margins, but current price still demands caution. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 Aug 04

CSW Industrials, Inc. Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next

As you might know, CSW Industrials, Inc. ( NYSE:CSW ) last week released its latest quarterly, and things did not turn...
User avatar
새로운 내러티브 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.
분석 기사 Jul 14

Why CSW Industrials, Inc. (NYSE:CSW) Could Be Worth Watching

CSW Industrials, Inc. ( NYSE:CSW ), might not be a large cap stock, but it saw a decent share price growth of 19% on...
분석 기사 Jun 28

Does CSW Industrials (NYSE:CSW) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Jun 13

Pinning Down CSW Industrials, Inc.'s (NYSE:CSW) P/E Is Difficult Right Now

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
분석 기사 May 29

CSW Industrials' (NASDAQ:CSWI) Solid Profits Have Weak Fundamentals

Despite posting some strong earnings, the market for CSW Industrials, Inc.'s ( NASDAQ:CSWI ) stock hasn't moved much...
분석 기사 May 25

Analyst Estimates: Here's What Brokers Think Of CSW Industrials, Inc. (NASDAQ:CSWI) After Its Annual Report

CSW Industrials, Inc. ( NASDAQ:CSWI ) shareholders are probably feeling a little disappointed, since its shares fell...
분석 기사 May 07

Calculating The Intrinsic Value Of CSW Industrials, Inc. (NASDAQ:CSWI)

Key Insights The projected fair value for CSW Industrials is US$370 based on 2 Stage Free Cash Flow to Equity With...
분석 기사 Apr 05

Investors Could Be Concerned With CSW Industrials' (NASDAQ:CSWI) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
분석 기사 Mar 21

Here's Why We Think CSW Industrials (NASDAQ:CSWI) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Mar 19

CSW Industrials: Great Value Creator, At A Price

Summary CSW Industrials has seen impressive growth since 2017, with shares seven-folding and strong M&A moves pushing revenues toward the billion-dollar mark. Despite strong growth and strategic acquisitions, and a recent pullback, current valuations remain high, making the stock less compelling at its present price levels. The recent $313.5 million acquisition of Aspen Manufacturing adds significant value, but the stock's high multiple still warrants caution. I remain neutral yet constructive, willing to reconsider if shares retreat to the lower $200s, given the demanding current multiples. Read the full article on Seeking Alpha
분석 기사 Mar 03

Investor Optimism Abounds CSW Industrials, Inc. (NASDAQ:CSWI) But Growth Is Lacking

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha Feb 28

CSW Industrials: When Quality And Growth Justify A Premium

Summary Despite CSW Industrials, Inc.'s high valuation, its stable cash flows and consistent growth justify maintaining a “hold” rating, aligning with broader market performance. CSW Industrials operates through three segments: Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions, each contributing to its diversified industrial growth. Recent financials show a 10.6% revenue increase, driven mainly by acquisitions, with significant profit improvements despite some segment-specific challenges. Although CSWI stock is expensive compared to peers, its strong track record and net cash position support a continued “hold” rating. Read the full article on Seeking Alpha
분석 기사 Feb 04

A Look At The Intrinsic Value Of CSW Industrials, Inc. (NASDAQ:CSWI)

Key Insights The projected fair value for CSW Industrials is US$371 based on 2 Stage Free Cash Flow to Equity Current...
분석 기사 Dec 16

Why CSW Industrials, Inc. (NASDAQ:CSWI) Could Be Worth Watching

CSW Industrials, Inc. ( NASDAQ:CSWI ), is not the largest company out there, but it led the NASDAQGS gainers with a...

주주 수익률

CSWUS BuildingUS 시장
7D-4.2%-4.5%1.4%
1Y-5.8%7.6%19.1%

수익률 대 산업: CSW은 지난 1년 동안 7.6%의 수익을 기록한 US Building 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: CSW은 지난 1년 동안 19.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is CSW's price volatile compared to industry and market?
CSW volatility
CSW Average Weekly Movement6.1%
Building Industry Average Movement6.5%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.2%

안정적인 주가: CSW는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: CSW의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20142,700Joe Armeswww.csw.com

는 미주, 유럽, 중동 및 아프리카, 아시아 태평양 지역에서 다양한 산업 제품을 제공합니다. 계약자 솔루션 부문에서는 응축수 패드, 팬 및 펌프, 응축수 스위치 및 트랩, 배수 관리 시스템, 배수 폐기물 및 환기 시스템 기계 제품, 덕트리스 미니 스플릿 시스템 설치 지원 도구 및 액세서리, HVAC 전기 보호, 설치 용품 및 유지보수 화학 제품, 증발기 코일 및 공기 처리기, 그릴, 레지스터, 디퓨저 및 환기 장치를 제공합니다; 라인 세트 커버; 부하 관리 시스템; 모터 및 커패시터; 냉매 캡; 솔벤트, 시멘트, 트랩 및 나사산 실란트; 서지 보호; 및 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 및 Turbo 200 브랜드가 있습니다.

CSW Industrials, Inc. 기초 지표 요약

CSW Industrials의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
CSW 기초 통계
시가총액US$4.46b
순이익 (TTM)US$112.05m
매출 (TTM)US$1.08b
40.2x
주가수익비율(P/E)
4.2x
주가매출비율(P/S)

CSW는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
CSW 손익계산서 (TTM)
매출US$1.08b
매출원가US$628.87m
총이익US$453.68m
기타 비용US$341.64m
순이익US$112.05m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)6.87
총이익률41.91%
순이익률10.35%
부채/자본 비율81.3%

CSW의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.4%
현재 배당 수익률
16%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/02 16:34
종가2026/07/02 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

CSW Industrials, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy WojsBaird
Liam BurkeB. Riley Securities, Inc.
Andrew KaplowitzCitigroup Inc