CSW
Market read
The latest filing is mixed. 0 of 41 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CSW's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 41 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Other income and expense Interest expense, net for the year ended March 31, 2026 increased $22.0 million, or 8,182.4%, to $22.2 million, as compared with the year ended March 31, 2025, due to increased borrowing under our Revolving Credit Facility and TLA to…”10-K · May 26, 2026 ↗
“The increase was primarily due to the increased revenue, which more than offset higher freight and material costs and acquisition integration expenses.”10-Q · Jul 30, 2026 ↗
“Three Months Ended June 30, (Amounts in thousands) 2026 2025 Revenues, net $ 28,937 $ 31,896 Operating income 4,574 3,999 Operating margin 15.8 % 12.5 % Net revenues for the three months ended June 30, 2026 decreased $3.0 million or 9.3% as compared to the th…”10-Q · Jul 30, 2026 ↗
“The increase was primarily due to modest inventory adjustments, partially offset by an unfavorable product mix as revenue grew at a faster pace for our lower margin JV products, as well as increased shipping expenses to strategically transfer inventory to int…”10-K · May 26, 2026 ↗
Valuation discipline
Price/sales 4.5× · EV/sales 5.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CSW. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-K filed 2026-05-26 against the comparable filing from 2025-05-22.
“The decrease was driven by the $15.6 million impairment expense for the Greco business and expenses related to the Greco Canada Exit of $2.1 million, in addition to increased material costs and the aforementioned pricing strategies.”
“The increase was primarily due to modest inventory adjustments, partially offset by an unfavorable product mix as revenue grew at a faster pace for our lower margin JV products, as well as increased shipping expenses to strategically transfer inventory to international locations ahead of the anticipated tariff changes.”
“This increase was primarily due to pricing actions and a prior year trademark impairment that did not recur, which offset the impact from the aforementioned increases in freight and acquisition related expenses, including amortization of intangible assets, and increased employee compensation.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We also actively monitor the competitive landscape and develop new products and modify existing products in our research and development (“R&D”) labs co-located with our manufacturing sites in Cle Elum, Washington; Dong Nai, Vietnam; Earth City, Missouri; Fal…”
“Typical competitors include Exxon-Mobil, Fuchs, Kluber, Shell and South Coast Products.”
“On November 4, 2025, we entered into a Fourth Amended and Restated Credit agreement (the "Fourth Credit Agreement") with JPMorgan Chase Bank, N.A., as administrative agent (in such capacity, the “Administrative Agent”) and collateral agent, and the lenders, i…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
CSW is currently a Follower in the organic co-movement group Residential Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.