CSW Industrials, Inc.
CSW
Jodie read · what matters now
Revenue increased 23.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CSW, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-K filed 2026-05-26 against the comparable filing from 2025-05-22.
What improved
- Revenue increased 23.3% versus the comparable filing period.
- Operating cash flow covered net income at 1.34x, improving versus the comparable period.
What weakened
- Operating margin fell 5.1 percentage points.
- Net income decreased 18.0% versus the comparable filing period.
- Gross margin fell 2.9 percentage points.
Filing receipts
“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.
Who this business touches
The relationships behind CSW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CSW is currently a Participant in the organic co-movement group HVAC & Industrial Equipment. 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.
Theme membership history
No durable theme membership has been observed for this name yet.