CSW at a glance
CSW INDUSTRIALS, INC. (CSW, SEC CIK 1624794) filed its latest 10-K annual report on May 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), CSW INDUSTRIALS, INC. (CSW) reported revenue of $1.1 billion (up 23.3% from FY2025) and net income of $112.0 million. Diluted EPS was $6.70.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding CSW INDUSTRIALS, INC. (CSW) shares worth $1.9 billion in 13F-HR filings.
- In the last 90 days, CSW insiders reported 0 open-market purchases ($0) and 5 open-market sales ($3.2M) on Form 4, a net sale of $3.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.1B
- +23.3% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$3.2M
- 13F holders
- 29 funds
- $1.9B · −1 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 8.01 · Item 5.07
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $350.7M, up 33.0% YoY from $263.6M, driven by $73.0M from acquisitions
- Operating margin 22.8% vs 20.8%; gross margin 44.9% vs 43.8%
- Best segment Contractor Solutions: revenue $276.0M, up 40.3%; operating margin 27.2% vs 26.8%
- Worst segment Engineered Building Solutions: revenue $28.9M, down 9.3%; operating margin 15.8% vs 12.5%
- Operating cash flow $75.6M vs $60.6M; cash $47.5M; share repurchases $25.5M and dividends $4.9M
- Fiscal 2027 outlook: strong balance sheet, continued acquisitions and capital investment; headwinds from freight, commodity costs and Asian supplier delays
Risk Factors
- No material changes to previously disclosed risk factors in the Annual Report or subsequent SEC filings
- Unknown future risks could materially adversely affect business, financial condition, results, or cash flows
- Management’s assessment of currently immaterial risks remains subject to change
AI summary of the CSW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- J. Kent Sweezey retired from the Board after reaching the mandatory retirement age
- Darron K. Ash appointed Chair of the Compensation and Talent Development Committee effective August 27, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- 91.40% shareholder participation, with 14,895,264 shares represented
- All seven director nominees elected for one-year terms ending in 2027
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results ended June 30, 2026 announced July 30, 2026
- Detailed financial results and management commentary provided in Exhibit 99.1 press release
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter results for period ended March 31, 2026
- Press release issued May 26, 2026
AI summaries of CSW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CSW
Don't miss the next CSW filing
- Alerts as it files. A push when CSW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CSW, by share count.
- Ask anything. An AI agent that reads every CSW filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Alverson Luke | F | Oct 1, 2026 | 408 | $292.38 |
| Alverson Luke | A | Oct 1, 2026 | 815 | - |
| UNDERWOOD JEFF | F | Oct 1, 2026 | 428 | $292.38 |
| Sullivan Don | F | Oct 1, 2026 | 572 | $292.38 |
| Garde Danielle | A | Oct 1, 2026 | 815 | - |
| Garde Danielle | F | Oct 1, 2026 | 399 | $292.38 |
| WANG FANG | F | Oct 1, 2026 | 134 | $292.38 |
| UNDERWOOD JEFF | A | Oct 1, 2026 | 1,404 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $878.3M | $1.1B |
| Gross Profit | - | $393.3M | $453.7M |
| Operating Income | $159.1M | $181.2M | $168.5M |
| Net Income | $101.6M | $136.7M | $112.0M |
| Gross Margin | - | 44.8% | 41.9% |
| Op. Margin | - | 20.6% | 15.6% |
| Net Margin | - | 15.6% | 10.4% |
| Balance Sheet | |||
| Total Assets | - | $1.4B | $2.3B |
| Equity | - | $1.1B | $1.1B |
| ROE | - | 12.7% | 10.7% |
| Per Share | |||
| EPS | $6.52 | $8.38 | $6.70 |
| Cash Flow | |||
| Operating CF | $164.3M | $168.4M | $149.7M |
Source: XBRL data in CSW INDUSTRIALS, INC. (CSW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CSW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.93B |
| Q1 2026 | 30 | $1.83B |
| Q4 2025 | 28 | $2.15B |
| Q3 2025 | 30 | $1.70B |
| Q2 2025 | 30 | $1.96B |
| Q1 2025 | 26 | $1.29B |
| Q4 2024 | 25 | $1.37B |
| Q3 2024 | 23 | $632.2M |
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- Raymond James Financial−12.4K (-10%)
- M&T Bank+1.8K
- Franklin Resources−1.3K
- Blackstone Group−1.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 221 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CSW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
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CSW SEC filings: frequently asked questions
Are CSW insiders buying or selling?
In the last 90 days, CSW INDUSTRIALS, INC. (CSW) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $3.2 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CSW stock?
As of June 30, 2026, the largest CSW INDUSTRIALS, INC. (CSW) holders among the 13F filers tracked by SignalX were BlackRock ($686.5 million), Vanguard Portfolio Management LLC ($247.3 million), Vanguard Capital Management LLC ($204.9 million), State Street Corp ($187.6 million), Morgan Stanley ($159.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CSW's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), CSW INDUSTRIALS, INC. (CSW) reported revenue of $1.1 billion (up 23.3% from FY2025) and net income of $112.0 million. Diluted EPS was $6.70. The figures come from the XBRL data in the 10-K.
What did CSW report in its latest 8-K?
CSW INDUSTRIALS, INC. (CSW) filed an 8-K on August 31, 2026 reporting Item 8.01 (Other Events) and Item 5.07 (Submission of Matters to a Vote of Security Holders). J. Kent Sweezey retired from the Board after reaching the mandatory retirement age.
What are the latest CSW SEC filings?
CSW INDUSTRIALS, INC. (CSW) filed its latest 10-K annual report on May 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on October 5, 2026.
What is CSW's SEC CIK number?
CSW INDUSTRIALS, INC. (CSW)'s SEC Central Index Key (CIK) is 1624794. EDGAR lists every CSW filing under that number.
Ask anything about CSW
The research agent reads CSW's filings, financials, insider trades and 13F holders, then answers with sources.