CSW Industrials Expectations for 2026 | Price, Valuation & Forecast

CSW Industrials

NYSE:CSW

$ 311,84

+ $5,86 (1,92%)

311,84 $

+$5,86 (1,92%)

End-of-day quote: 12/22/2025

CSW Industrials Stock Value

The analyst rating for NYSE:CSW is currently Hold.

Hold

CSW Industrials Company Info

EPS Growth 5Y

21,32%

Market Cap

$5,15 B

Long-Term Debt

$0,17 B

Short Interest

5,64%

Quarterly earnings

01/29/2026

Dividend

$1,09

Dividend Yield

0,35%

Founded

2014

Industry

Industrials

Country

United States

ISIN Number

US1264021064

Website

http://www.cswindustrials.com

Analyst Price Target

$306,50

-1.71%

Last Update: 12/23/2025

Analysts: 6

Highest Price Target $350,00

Average Price Target $306,50

Lowest Price Target $271,00

In the last five quarters, CSW Industrials’s Price Target has risen from $176,90 to $199,00 - a 12,49% increase. Three analysts predict that CSW Industrials’s share price will fall in the coming year, reaching $306,50. This would represent a decrease of -1,71%.

Top growth stocks in the industrials sector (5Y.)

What does CSW Industrials do?

CSW Industrials, Inc. (CSWI), together with its wholly owned subsidiaries, is a diversified industrial growth company with a strategic focus on providing niche, value-added products in the end markets it serves. The company's products include mechanical products for heating, ventilation, air conditioning and refrigeration ('HVAC/R'), plumbing products, grilles, registers and diffusers ('GRD'), building safety solutions and high-performance specialty lubricants and sealants. End markets that the...

The company's products include mechanical products for heating, ventilation, air conditioning and refrigeration ('HVAC/R'), plumbing products, grilles, registers and diffusers ('GRD'), building safety solutions and high-performance specialty lubricants and sealants. End markets that the company serves include HVAC/R, architecturally specified building products, plumbing, general industrial, energy, rail transportation and mining. The company's manufacturing operations are concentrated in the United States ('U.S.'), Vietnam and Canada; and it has distribution operations in the U.S., Australia, Canada and the United Kingdom ('U.K.'). The company's products are sold directly to end-users or through designated channels in over 100 countries around the world, primarily in the U.S., Canada, the U.K. and Australia.

The company relies on both organic growth and inorganic growth through acquisitions to provide an increasingly broad portfolio of performance optimizing solutions that meet its customers' ever-changing needs.

Through the company's operating companies, the company has a well-established legacy of providing high quality products accompanied by dependable service and attention to customer satisfaction. The company also has a long history of innovation, through which it has developed a robust line of products to solve the company's customers' specific challenges. These products are distributed through an extensive wholesale distribution network serving the HVAC/R, architecturally specified buildings products, plumbing, general industrial, energy, rail transportation and mining end markets. The company's desire to develop solutions for its contractors, combined with the differentiated nature of the company's niche product offerings, drives loyalty to its brands. On May 1, 2025, the company completed the acquisition of 100% of the equity interests of Aspen Manufacturing, LLC.

Business Segments

The company’s business is organized into three segments: Contractor Solutions, Specialized Reliability Solutions and Engineered Building Solutions.

Contractor Solutions

The Contractor Solutions segment manufactures efficiency and performance-enhancing products predominantly for residential and commercial HVAC/R and plumbing applications, which are designed primarily for the professional trades. It provides an innovative line of installation and service products designed to create efficiency and expediency for the professional trades. The company’s Contractor Solutions segment is strategically positioned to grow in each market served by leveraging its sales channels and distribution networks. HVAC/R contractors ask for the company's products by name, and the professional trades have been using its industry-leading solutions for generations. The company manufactures the majority of its mechanical and chemical products internally, strategically engages third-party manufacturers for outsourced products, and it acts as a master distributor for certain products. The company ensures the quality of internally and externally manufactured products through its stringent quality control review procedures backed by its RectorSeal to the Rescue commitment around quality, warranty, and differentiated support.

The company's key product types include condensate pads, pans and pumps; condensate switches and traps; drain management systems; drain waste and vent systems mechanical products; ductless mini-split systems installation support tools and accessories; electrical protection for HVAC; evaporator coils and air handlers; grilles, registers, diffusers and vents; installation supplies for HVAC; line set covers; load management systems; maintenance chemicals for HVAC; refrigerant caps; solvents, cements, traps, vents, and thread sealants; surge protection products; and wire pulling head tools.

The company's brand names include AquaGuard; Aspen Manufacturing; Aspen Pumps; 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.

New Product Development

Customer experience is a core competency in the company's Contractor Solutions segment. The company gathers 'voice of the customer' market research through organized focus groups and online surveys, as well as through less formal channels. Ideas for new products or enhancements to existing products are also generated by the company's relationships with end-users, independent sales representatives, distributors and the company's internal sales and marketing team. The company also actively monitors the competitive landscape and develops new products and modifies existing products in the company's research and development ('R&D') labs co-located with its manufacturing sites in Brookshire, Texas, Dong Nai, Vietnam; Fall River, Massachusetts; Houston, Texas; Humble, Texas; Manassas, Virginia; Royse City, Texas; and Cle Elum, Washington.

Competition

In the products serving the HVAC/R end market category, the company competes with DiversiTech, DuraVent, Intermatic, Little Giant, NSI Industries, Nu-Calgon, RGF and others.

In the products serving the plumbing end market category, the company competes with BrassCraft, IPS, J.R. Smith, Mainline, Oatey and others.

Customers

The company’s primary customers are wholesalers and distributors in the HVAC/R and plumbing end markets. Some of these are single location distributors, while the majority are regional or national distributors with up to hundreds of locations. The company’s products are generally sold domestically; however, a small portion is sold internationally through similar channels. A small number of OEMs purchase these products directly.

Seasonality

A significant portion of the company's products are sold into the HVAC/R market, which is seasonal by nature. While products are sold throughout the year, revenues tend to peak during the spring and summer months.

Specialized Reliability Solutions

The company’s Specialized Reliability Solutions segment provides products for increasing the reliability, efficiency, performance, and lifespan of industrial assets. Through its commercial team and supply chain partners, its Specialized Reliability Solutions segment delivers products that protect assets in the most demanding environments and extreme conditions, solving equipment maintenance challenges. The company's customers depend on their mission-critical equipment, and thus they depend on its trusted specialty lubricants, compounds, sealants, desiccant breather filtration products, and lubrication management systems. The company’s Specialized Reliability Solutions segment manufactures and supplies highly specialized consumables that impart or enhance properties such as lubricity, anti-seize qualities, friction, sealing, and heat control. These high-performance products are typically used in harsh operating conditions, including extreme heat and pressure, and chemical exposure, where commodity products would fail. These products help minimize maintenance downtime, protect, and extend the working life of large capital equipment such as cranes, rail transportation systems, mining equipment, oil rigs, and rotating and grinding equipment found in various industrial segments such as steel mills, canning and bottling, mining, and cement. These products enhance, repair, or condition the internal working systems of industrial systems and are critical to ensuring safe, efficient, and effective long-term operational integrity.

The company's key product types include anti-seize products; compounds, lubricants and sealants; contamination control; desiccant breather filtration products; industrial maintenance and repairs; lubricant management systems; operations solutions; rail friction modifiers; and sealants.

The company's brand names include AccuTrack; Air Sentry; BioRail; Deacon; Envirolube XE Extreme; Extreme; Gearmate 1000 ICT; Jet-Lube; Kopr-Kote; Matrix; NCS-30 ECF; OilSafe; RailArmor; Run-N-Seal ECF; TOR Armor; and Whitmore.

New Product Development

The company develops relationships with end-users and channel partners to understand a multitude of operating conditions where technical innovation or enhancement is needed. For example, these relationships have generated innovation in the areas of modifying existing lubrication products to operate in arctic conditions or modifying an existing product for use in applications where saltwater may be present. The development team is located in Rockwall, Texas, and actively targets additional end markets for product use and penetration.

Customers

Specialized Reliability Solutions products are primarily sold through value-added distribution partners, as well as maintenance and repair operations or catalog channels. The company’s Specialized Reliability Solutions organization provides both market-specific and product line-specific training to both distribution partners and potential end-users. The company's specialists often visit end-users with distribution partners to advise on critical application issues, which enhances its ability to both pull demand from the end-user and push demand to distributor partners. Specialized Reliability Solutions' customers include petrochemical facilities, industrial manufacturers, construction companies, utilities, plant maintenance customers, building contractors, and rail and mining operators, among others.

Engineered Building Solutions

The company’s Engineered Building Solutions segment provides primarily code-driven, life-safety products that are engineered to offer aesthetically pleasing solutions for the construction, refurbishment, and modernization of commercial, institutional, and multi-family residential buildings. The company’s Engineered Building Solutions segment is a market leader in providing architects, contractors, and other construction professionals with unique solutions that meet code requirements and support life safety, while adding functionality, performance, and aesthetically pleasing designs. The safety and sustainability of the company's engineered building products enable them to be easily incorporated into the Leadership in Energy and Environmental Design (LEED) building market.

The company's key product types are architectural railings and metals; fire and smoke protection solutions; fire stopping solutions; and pre-engineered and custom architectural building components.

The company's brand names are Balco Expansion Joint Systems; BlazeSeal; Greco Architectural Railings & Metals; IllumiTread; Metacaulk; MetaflexPro; Smoke Guard Elevator Protection; Smoke Guard Large Curtain Solutions; and Smoke Guard Perimeter Protection.

New Product Development

Strategic investment in new product innovation, technical advancement, and customer-driven product development enhances demand for its products and enriches relationships with end-users. Development teams are located in Boise, Idaho; Hudson, Florida; Wichita, Kansas and Windsor Ontario, Canada.

Competition

In the fire and smoke protection solutions category, the company competes with McKeon, US Smoke & Fire, Won Door and others, typically based on product quality, knowledge of building codes and customer service.

In the architecturally specified building component, the company competes primarily with Construction Specialties, Emseal and InPro on the basis of product quality, price and driving architectural specifications.

Customers

Fire and smoke protection products are sold through internal sales and installation teams, as well as local building products distributors that also perform installations and service. Architecturally-specified building components and fire stopping solutions are primarily sold through independent sales representatives and building product distributors to general contractors or subcontractors. Engineered Building Solutions' end use customers include multi-family residential buildings, educational facilities and institutions, warehouses, construction companies, plant maintenance companies, building contractors and repair service companies, among others.

Diverse Sales and Distribution Channels

Many of the company's products are sold through full-service distribution networks where product knowledge and customer satisfaction are key success factors. The company primarily markets through a network of both internal and third-party sales representatives that call on the company's wholesale distributors, contractors and direct customers. The strong, long-term relationships the company has developed with its wholesale distribution partners and exclusive dealers position the company to successfully introduce organically developed products and acquired products. In addition, the company's extensive distribution network allows the company to reach and serve niche end markets that provide organic growth opportunities and a source of opportunities for the company's acquisition strategy.

Growth Strategy

Identifying strategic end markets yielding sustainable growth, expanding market share through the company's new product development and targeted acquisitions are all components of the company's strategy. The company's strategies are to the company leverage existing customer relationships and products and solutions; innovate new products to accelerate organic growth; and invest in focused acquisitions that leverage the company's distribution channels.

Research and Development (R&D)

The company’s R&D costs included in selling, general and administrative expense were $5.3 million for the year ended March 31, 2025.

History

CSW Industrials, Inc. was incorporated in 2014.

CSW Industrials Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Revenue distribution by industry: Construction industry: approx. 50% Specialty chemicals: approx. 30% Industrial products: approx. 20% TOP 3 markets and their percentage shares: USA: approx. 70% Canada: approx. 15% Europe: approx. 10% CSW Industrials, Inc. generates the majority of its revenues...

At which locations are the company’s products manufactured?

Production sites of CSW Industrials, Inc.: CSW Industrials, Inc. mainly produces its products in the United States. The company has several production facilities strategically located in different states to ensure efficient logistics and supply. In addition, CSW Industrials also has international pr...

What strategy does CSW Industrials pursue for future growth?

Revenue Growth: 10% (estimated for 2025 based on historical data and market trends) Profit Margin: 15% (estimated for 2025) CSW Industrials, Inc. pursues a growth strategy focused on innovation and strategic acquisitions. The company aims to expand its product portfolio through research and developm...

Which raw materials are imported and from which countries?

Main raw materials: Chemicals, metals, plastics CSW Industrials, Inc. is a diversified industrial company operating in the areas of specialty chemicals, construction products, and technical products. The raw materials imported by the company typically include chemicals, metals, and plastics needed f...

How strong is the company’s competitive advantage?

Market share: 10% (estimated, 2025) EBITDA margin: 22% (2024) Research & Development (R&D) expenses: 5% of revenue (2024) CSW Industrials, Inc. has a solid competitive advantage, reflected in a strong EBITDA margin of 22%. This margin indicates that the company operates efficiently and is...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: approximately 80% (estimated for 2025 based on historical data) Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025) CSW Industrials, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of lar...

What percentage market share does CSW Industrials have?

Market share of CSW Industrials, Inc.: Estimated 5-7% (2025) Main competitors and their market shares: 3M Company (NYSE:MMM): 15-18% Illinois Tool Works Inc. (NYSE:ITW): 10-12% Parker-Hannifin Corporation (NYSE:PH): 8-10% Eaton Corporation plc (NYSE:ETN): 7-9% Emerson Electric Co. (NYSE:EMR): 6-8%...

Is CSW Industrials stock currently a good investment?

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Return on Equity: 15.4% (2024) CSW Industrials, Inc. recorded solid revenue growth of 8.5% in 2024, indicating strong demand in its core markets. The profit growth of 10.2% shows that the company is able to increase its profitability despite ch...

Does CSW Industrials pay a dividend – and how reliable is the payout?

Dividend Yield: 0.8% (estimated for 2025) Dividend History: Continuous payout for several years CSW Industrials, Inc. regularly pays a dividend, with the dividend yield estimated to be around 0.8% for 2025. The company has followed a reliable dividend policy in the past, with continuous payouts over...

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CSW Industrials Stock Value

CSW Industrials Company Info

Analyst Price Target

Top growth stocks in the industrials sector (5Y.)

What does CSW Industrials do?

CSW Industrials Questions and Answers

Offer & Services

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