CSW INDUSTRIALS INC (CSW)
Industrials · Niche industrial products and building systems components · NYSE
Diversified industrial supplier of niche, value-added products for HVAC/R, plumbing, and building systems, serving contractors across North America and beyond.
What CSW INDUSTRIALS INC does
CSW Industrials is a diversified industrial company that manufactures and distributes niche, value-added products for HVAC/R systems, plumbing, building products, and specialty industrial applications. Operating through three segments—Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions—the company serves contractors and end-users across HVAC/R, plumbing, general industrial, energy, rail transportation, mining, and electrical markets. Products include mechanical HVAC/R components, plumbing products, grilles/registers/diffusers, building safety solutions, specialty lubricants, sealants, and drilling fluids. The company has a global presence with manufacturing in the U.S., Vietnam, and Canada, and distribution across North America, the U.K., and Australia.
Themes: ["HVAC/R products and solutions","Plumbing and building products","Specialty lubricants and sealants","Industrial manufacturing and distribution","Contractor-focused solutions","Building safety and code-compliance products"]
Fundamentals
- Price$272.11 as of 2026-07-09 close
- Market cap$4.5B as of 2026-07-10
- 1-year return-7.5% as of 2026-07-09 close
- P/E39.82 as of 2026-07-10
- Net margin+10.3% as of 2026-07-10
- Gross margin+41.9% as of 2026-07-10
- ROE+10.3% as of 2026-07-10
- Debt / equity0.83 as of 2026-07-10
- Revenue growth (YoY)+23.3% as of 2026-07-10
- Revenue CAGR (3y)+12.6% SEC XBRL
- Beta0.84 as of 2026-07-10
Dividend: yield +0.4%; 3-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Significant acquisition activity and integration risk: the company has made multiple strategic acquisitions (Duckt-Strip, ProAction Fluids) and committed to divesting Greco US business, exposing it to execution and integration challenges","Exposure to cyclical end markets including HVAC/R, plumbing, energy, and construction, which are sensitive to economic downturns and building cycles","Substantial increase in debt from acquisition financing: long-term debt grew significantly to $768.3 million (as of December 31, 2025) from zero at March 31, 2025, increasing financial leverage and refinancing risk"]
Competitors & peers
- Tradewinds Climate Systems
- Phoenix Products Company
- Copeland (Emerson Electric)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.