CSW Industrials Future Growth
Future criteria checks 1/6
CSW Industrials is forecast to grow earnings and revenue by 12.8% and 11.2% per annum respectively. EPS is expected to grow by 14.8% per annum. Return on equity is forecast to be 16.5% in 3 years.
Key information
12.8%
Earnings growth rate
14.79%
EPS growth rate
| Building earnings growth | 20.6% |
| Revenue growth rate | 11.2% |
| Future return on equity | 16.51% |
| Analyst coverage | Good |
| Last updated | 17 Apr 2026 |
Recent future growth updates
Analysis Article • 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...Analysis Article • 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...Recent updates
Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Seeking Alpha • Feb 20
CSW Industrials: Q3 Struggles And Hard-To-Ignore Risks Make It A Sell
Summary CSW Industrials delivered strong revenue growth of 20.3% in Q3 2026, while GAAP & Non-GAAP EPS both came up well-short of expectations. CSW's Contractor Solutions segment showed headline growth from acquisitions, but organic sales declined 5% and margins halved to 10% due to integration costs and tariffs. Engineered Building Solutions faced competitive and cost pressures, leading to flat revenue and an 80 bps margin contraction; Specialized Reliability Solutions saw modest organic growth but margin erosion. Shares initially dropped over 8% post-earnings but have since rebounded. Read the full article on Seeking AlphaNarrative Update • 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).Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...New Narrative • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Seeking Alpha • Dec 10
CSW Industrials: Positive Developments Point To Yet More Growth
Summary CSW Industrials has shown exceptional growth, with a 458.08% increase in its share price over five years and 132.96% in the past year, indicating strong performance. The company boasts competitive advantages like a focus on high-margin products, a loyal customer base, and continuous improvement, supporting its medium moat. Despite being overvalued, CSWI's rising fundamentals, debt-free status, and inclusion in the S&P 600 Small Cap Index suggest continued growth and a Buy rating. Risks include potential future share dilution, unmet growth expectations, economic conditions, and dependency on raw materials, but overall, CSW is positioned for continued success. Read the full article on Seeking AlphaAnalysis Article • Nov 28
Here's What's Concerning About CSW Industrials' (NASDAQ:CSWI) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analysis Article • Nov 07
CSW Industrials' (NASDAQ:CSWI) Profits Appear To Have Quality Issues
CSW Industrials, Inc.'s ( NASDAQ:CSWI ) robust recent earnings didn't do much to move the stock. We think this is due...Analysis Article • Oct 28
Here's Why We Think CSW Industrials (NASDAQ:CSWI) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 3/31/2029 | 1,358 | N/A | N/A | N/A | 1 |
| 3/31/2028 | 1,339 | 159 | N/A | N/A | 5 |
| 3/31/2027 | 1,278 | 145 | 201 | 230 | 6 |
| 3/31/2026 | 1,073 | 116 | 222 | 251 | 6 |
| 12/31/2025 | 1,004 | 127 | 162 | 179 | N/A |
| 9/30/2025 | 965 | 144 | 147 | 161 | N/A |
| 6/30/2025 | 916 | 139 | 150 | 166 | N/A |
| 3/31/2025 | 878 | 137 | 152 | 168 | N/A |
| 12/31/2024 | 859 | 133 | 147 | 163 | N/A |
| 9/30/2024 | 840 | 116 | 182 | 200 | N/A |
| 6/30/2024 | 816 | 110 | 162 | 177 | N/A |
| 3/31/2024 | 793 | 102 | 148 | 164 | N/A |
| 12/31/2023 | 778 | 97 | 162 | 179 | N/A |
| 9/30/2023 | 774 | 103 | 152 | 169 | N/A |
| 6/30/2023 | 761 | 98 | 138 | 155 | N/A |
| 3/31/2023 | 758 | 96 | 108 | 121 | N/A |
| 12/31/2022 | 736 | 88 | 68 | 84 | N/A |
| 9/30/2022 | 701 | 82 | 58 | 74 | N/A |
| 6/30/2022 | 665 | 75 | 50 | 67 | N/A |
| 3/31/2022 | 626 | 66 | 53 | 69 | N/A |
| 12/31/2021 | 587 | 57 | 71 | 82 | N/A |
| 9/30/2021 | 540 | 50 | 55 | 64 | N/A |
| 6/30/2021 | 490 | 49 | 63 | 71 | N/A |
| 3/31/2021 | 419 | 40 | 57 | 66 | N/A |
| 12/31/2020 | 384 | 44 | 53 | 64 | N/A |
| 9/30/2020 | 378 | 49 | 66 | 78 | N/A |
| 6/30/2020 | 375 | 41 | 64 | 75 | N/A |
| 3/31/2020 | 386 | 45 | 58 | 70 | N/A |
| 12/31/2019 | 379 | 45 | 59 | 70 | N/A |
| 9/30/2019 | 373 | 44 | N/A | 72 | N/A |
| 6/30/2019 | 363 | 47 | N/A | 60 | N/A |
| 3/31/2019 | 350 | 46 | N/A | 60 | N/A |
| 12/31/2018 | 342 | 43 | N/A | 54 | N/A |
| 9/30/2018 | 334 | 40 | N/A | 43 | N/A |
| 6/30/2018 | 327 | 36 | N/A | 42 | N/A |
| 3/31/2018 | 326 | 33 | N/A | 43 | N/A |
| 12/31/2017 | 319 | 25 | N/A | 45 | N/A |
| 9/30/2017 | 315 | 25 | N/A | 46 | N/A |
| 6/30/2017 | 293 | 24 | N/A | 46 | N/A |
| 3/31/2017 | 287 | 18 | N/A | 39 | N/A |
| 12/31/2016 | 287 | 16 | N/A | 36 | N/A |
| 9/30/2016 | 293 | 16 | N/A | 39 | N/A |
| 6/30/2016 | 315 | 21 | N/A | 35 | N/A |
| 3/31/2016 | 267 | 24 | N/A | 42 | N/A |
| 12/31/2015 | 308 | 29 | N/A | 42 | N/A |
| 9/30/2015 | 298 | 33 | N/A | 37 | N/A |
| 6/30/2015 | 282 | 29 | N/A | 39 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CSW's forecast earnings growth (12.8% per year) is above the savings rate (3.5%).
Earnings vs Market: CSW's earnings (12.8% per year) are forecast to grow slower than the US market (16.7% per year).
High Growth Earnings: CSW's earnings are forecast to grow, but not significantly.
Revenue vs Market: CSW's revenue (11.2% per year) is forecast to grow slower than the US market (11.7% per year).
High Growth Revenue: CSW's revenue (11.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: CSW's Return on Equity is forecast to be low in 3 years time (16.5%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/22 03:55 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
CSW Industrials, Inc. is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Timothy Wojs | Baird |
| Liam Burke | B. Riley Securities, Inc. |
| Andrew Kaplowitz | Citigroup Inc |