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CSW Industrials, Inc. (CSW)


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Upturn Advisory Summary
10/15/2025: CSW (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 74.84% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.86B USD | Price to earnings Ratio 33.95 | 1Y Target Price - |
Price to earnings Ratio 33.95 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 249.63 - 435.81 | Updated Date 06/20/2025 |
52 Weeks Range 249.63 - 435.81 | Updated Date 06/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8.41 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) 1625.75% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 16000000 | Shares Floating - |
Shares Outstanding 16000000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
CSW Industrials Inc
Company Overview
History and Background
CSW Industrials, Inc. was founded as a holding company and has grown through acquisitions and organic growth, focusing on niche industrial products and solutions.
Core Business Areas
- Contractor Solutions: Provides products for plumbing, HVAC/R, electrical, and building construction markets, including sealants, adhesives, and specialty chemicals.
- Engineered Building Solutions: Offers engineered products for heating, ventilation, air conditioning, and refrigeration applications, including ventilation systems, dampers, and louvers.
- Specialty Chemicals: Develops and manufactures high-performance specialty lubricants, greases, and functional fluids for various industrial applications.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other senior executives. The company is structured with operational segments reporting to corporate leadership.
Top Products and Market Share
Key Offerings
- Whitmore Rail Lubricants: Manufactures rail lubricants aimed at reducing friction and wear on railroad tracks and wheels. Market share data is difficult to pinpoint exactly, but Whitmore is a recognized brand in the railway industry. Competitors include Amsted Rail and LB Foster.
- Smoke Guard Smoke Curtains: Manufactures smoke and fire curtains designed to compartmentalize areas and control the spread of smoke and fire in buildings. Market share data is not readily available. Competitors include Ruskin and CornellCookson.
- Dryrod Damp Proofing: Dryrod is a silane-based damp-proofing rod that prevents rising damp in buildings. Market share data is not available publicly. Competitors include Safeguard Europe and Sovereign Chemicals.
Market Dynamics
Industry Overview
The industrial products and specialty chemicals industries are characterized by moderate growth, competition, and cyclicality. Demand is influenced by economic conditions and infrastructure spending.
Positioning
CSW Industrials, Inc. differentiates itself through niche market focus, product innovation, and customer service. They operate in a few different fields.
Total Addressable Market (TAM)
TAM is diverse and varies by product segment. For example, the global rail lubricant market is estimated to be worth billions. CSW Industrials, Inc. holds a portion of this with Whitmore. Similar dynamics exist for building solutions and specialty chemicals.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong brand reputation in niche markets
- Experienced management team
- Proven acquisition strategy
Weaknesses
- Dependence on cyclical industries
- Exposure to raw material price fluctuations
- Competition from larger players
- Integration risks from acquisitions
Opportunities
- Expanding into new geographic markets
- Developing innovative products
- Acquiring complementary businesses
- Benefiting from infrastructure investments
Threats
- Economic downturns
- Increased competition
- Changes in regulations
- Disruptive technologies
Competitors and Market Share
Key Competitors
- ROP
- ITW
- DOV
Competitive Landscape
CSW Industrials, Inc. competes with larger, more established companies. Its advantages include its niche market focus and product innovation. Disadvantages include its smaller size and limited resources.
Major Acquisitions
DriSteem
- Year: 2023
- Acquisition Price (USD millions): 217.5
- Strategic Rationale: Expands Engineered Building Solutions segment with leading manufacturer of humidification, evaporative cooling, and water treatment solutions.
Growth Trajectory and Initiatives
Historical Growth: CSW Industrials, Inc. has grown both organically and through acquisitions. Its historical growth can be assessed by analyzing revenue and earnings growth rates.
Future Projections: Analyst estimates project continued growth for CSW Industrials, Inc., driven by acquisitions, product development, and market expansion.
Recent Initiatives: Recent initiatives may include acquisitions, new product launches, and strategic partnerships.
Summary
CSW Industrials, Inc. is a growing industrial company with a diversified portfolio and a proven acquisition strategy. The company's niche market focus and product innovation provide a competitive advantage. However, it faces challenges from larger competitors and cyclical industries. CSWI is currently doing very well and should keep an eye on the larger competitors in the field.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is estimated and may not be precise. Financial data should be verified through official sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CSW Industrials Inc
Exchange NASDAQ | Headquaters Dallas, TX, United States | ||
IPO Launch date 2025-06-09 | Chairman, President & CEO Mr. Joseph Brooks Armes J.D. | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 2600 | Website https://www.cswindustrials.com |
Full time employees 2600 | Website https://www.cswindustrials.com |
CSW Industrials, Inc. provides various industrial products in the United States and internationally. It operates through three segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The Contractor Solutions segment offers condensate pads, pans, and pumps; condensate switches and traps; drain management system; drain waste and vent mechanical products; ductless mini-split systems installation support tools and accessories; HVAC electrical protection, installation supplies, and maintenance chemicals; evaporator coils and air handlers; grilles, registers, diffusers and vents; line set covers; load management systems; refrigerant caps; solvents, cements, traps, and thread sealants; surge protection products; and wire pulling head tools. This segment sells its products under the AquaGuard, Aspen, Clean Check, Cover Guard, Desolv, Dust Free, EZ Trap, Falcon Stainless, Fortress, Goliath, G-O-N, Guardian Drain Lock, Hubsett, Kickstart, Leak Freeze, No. 5, Novent, PF WaterWorks, PRO-Fit, PSP Products, RectorSeal, Safe-T-Switch, Shoemaker Manufacturing, Slimduct, SureSeal, TRU-BLU, and TRUaire brands. The Engineered Building Solutions segment offers architectural railings and metals; fire and smoke protection, and fire stopping solutions; and pre-engineered and custom architectural building components under the Balco, BlazeSeal, Greco, IllumiTread, Metacaulk, MetaflexPro, and Smoke Guard brands. The Specialized Reliability Solutions segment provides compounds, lubricants, and sealants; industrial maintenance and repair, anti-seize, contamination control, and desiccant breather filtration products; lubricant management systems; operation solutions; and rail friction modifiers under the AccuTrack, Air Sentry, BioRail, Deacon, Envirolube, Extreme, Gearmate, Jet-Lube, Kopr-Kote, Matrix, NCS-30 ECF, OilSafe, RailArmor, Run-N-Seal ECF, TOR Armor, and Whitmore brands. The company was incorporated in 2014 and is based in Dallas, Texas.

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