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CSW Industrials, Inc.

CSW · NYSE

Market closed$279.27$-21.40 (-7.12%)After hours $279.27 · 0.00%

Key statistics

Previous close$300.67
Open$294.22
Day high$305.96
Day low$278.20
52-week high$337.02
52-week low$230.45
Market cap4.56B
Volume205.74K
Average volume136.97K
P/E ratio26.93
Forward P/E—
EPS10.37
Dividend yield+0.40%

Market context

Why it moved

CSW Industrials shares fell sharply today as a prominent analyst report highlighted the stock as significantly overvalued, noting it trades at a steep premium to its DCF intrinsic value and at a much higher P/E multiple than both its industry average and peers, prompting a broad investor selloff.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026CSW Industrials tumbled sharply after reporting Q4 fiscal 2026 results, with shares falling over 7% on above-average volume despite posting strong revenue of ~$309M — up 34% year-over-year. The selloff appears driven by broader market risk-off sentiment, including a deteriorating AI narrative, escalating U.S.-Iran military strikes threatening Strait of Hormuz oil flows, and a tech-led equity rout. Analyst sentiment remains mixed; while the consensus is Moderate Buy with a $330 target, several firms hold neutral/hold ratings with targets near or below recent trading levels. The company did declare its regular $0.30 quarterly dividend, payable August 14.

-7.1174

July 16, 2026CSW Industrials gained over 2% on strong institutional interest and continued earnings momentum, with Fifth Third Bancorp having recently disclosed a near-20,000% increase in its stake to over 81,000 shares. The company's most recent quarter delivered a significant earnings beat — EPS of $3.14 vs. estimates of $2.34 — with revenue surging 34% year-over-year to $308.96 million. Zacks rates CSW a Strong Buy, and the consensus analyst view is Moderate Buy with an average price target of $330.43, well above current levels. The broader industrials sector remains a top YTD performer, up over 35% in the past year per Morningstar, providing a favorable backdrop.

2.2339

July 16, 2026CSW Industrials edged up modestly on Tuesday, closing up 0.43%, though shares slipped roughly 1.8% in after-hours trading. The stock continues to benefit from strong fundamental momentum after its most recent quarter delivered a significant earnings beat — EPS of $3.14 versus the $2.34 consensus — on 34% year-over-year revenue growth. Institutional interest has picked up, with Fifth Third Bancorp nearly doubling its position to over 81,000 shares, and Zacks maintaining a Strong Buy rating. Analyst sentiment remains constructive with a consensus target of ~$330, though Truist holds a Hold rating with a $313 target. The broader industrials sector (XLI) closed little changed as macro crosscurrents — softer June CPI, renewed U.S.-Iran tensions, and mixed Q2 earnings — kept industrial stocks in a holding pattern.

0.4268

July 14, 2026CSW Industrials advanced meaningfully, outpacing the broader industrials sector (XLI), as a combination of bullish analyst activity and strong institutional buying underpinned sentiment. Truist Financial recently raised its price target to $313 and Zacks upgraded the stock to 'Strong Buy' citing an expected 20.6% year-over-year earnings increase, while Fifth Third Bancorp disclosed a near-20,000% stake increase in Q1. The gains came despite a mixed macro backdrop — softer-than-expected June CPI (3.5%) lifted equities broadly, though Iran-related geopolitical tensions and rate hike uncertainty continued to weigh on sentiment across markets.

3.4586

July 14, 2026CSW Industrials edged higher amid a turbulent session for industrial stocks, as broader markets were pressured by renewed U.S.-Iran conflict driving oil prices sharply higher and chip stocks lower. The stock's modest gain stands out against sector ETF XLI's slight after-hours dip, with investors weighing a recent Zacks upgrade highlighting an expected 20.6% year-over-year earnings increase against a mixed fundamental backdrop—Q4 2026 revenue of $1.08B came with compressed net margins, and analyst consensus targets around $330 suggest meaningful upside, though ongoing insider selling and valuation debate keep sentiment cautiously divided ahead of earnings season.

0.7546

July 10, 2026CSW Industrials gained over 3% on the day, significantly outperforming the XLI industrials ETF, as institutional interest continues to build following the company's blowout Q1 earnings report in May — where it posted EPS of $3.14 versus estimates of $2.34 on 34% revenue growth to $308.96 million. A new institutional position disclosed by Granite Investment Partners ($7.58M) and a raised price target from Truist Financial ($313) add to a broadly constructive analyst backdrop, with a consensus Moderate Buy rating and average target of $330.43 — well above current levels.

3.245

July 9, 2026CSW Industrials closed modestly higher, bucking some of the broader industrial sector weakness, as the company presented at the 26th Annual New Ideas Summer Investor Conference with CEO Joseph Armes and CFO James Perry. Investor focus remains on the stock's compelling valuation gap—trading near $271 versus a consensus fair value of ~$325—following its blowout Q1 earnings beat ($3.14 vs. $2.34 EPS est.) and 34% year-over-year revenue growth. New institutional entry from Granite Investment Partners and a Zacks Strong Buy rating add to a generally constructive backdrop, even as the stock is down ~8% YTD and geopolitical turbulence from renewed U.S.-Iran strikes keeps inflation and rate concerns elevated across the industrials sector.

0.2653

July 8, 2026CSW Industrials closed essentially flat as broader market turbulence — driven by President Trump declaring the U.S.-Iran ceasefire 'over,' sending oil prices sharply higher and rekindling inflation fears — weighed on the industrials sector. Despite the macro headwinds, CSW continues to carry a Zacks Rank #1 (Strong Buy) with consensus estimates pointing to ~20.6% year-over-year EPS growth to $12.52, and the industrials sector remains one of 2026's top performers with XLI up over 16% YTD.

-0.0516

Simply Wall Street · July 19, 2026CSW Industrials (CSW) Stock Looks Fully Priced With Rich Cash Flow And EarningsSimply Wall Street · July 9, 2026CSW Industrials (CSW) Heads To Investor Conference With Valuation Questions Still In FocusMoomoo · July 7, 2026Truist Financial Maintains CSW Industrials(CSW.US) With Hold Rating, Maintains Target Price $313TradingView · June 19, 2026CSW Industrials Q4 Earnings Call Signals 2027 Growth on SynergiesStock Titan · May 12, 2026He helped steer $1B in deals: CSW Industrials promotes Jeff UnderwoodGlobeNewswire · October 1, 2025CSW Industrials Announces Definitive Agreement to Acquire
Mt Newswire · July 17, 2026CSW Industrials Keeps Quarterly Dividend at $0.30 Per Share, Payable Aug. 14 to Shareholders of Record on July 31
Benzinga · July 2, 2026Truist Securities Maintains Hold on CSW Industrials, Raises Price Target to $313
Mt Newswire · June 18, 2026CSW's Residential HVAC Market Stabilizing, Truist Says
Benzinga · May 27, 2026Citigroup Maintains Neutral on CSW Industrials, Lowers Price Target to $304
Benzinga · May 27, 2026Truist Securities Maintains Hold on CSW Industrials, Lowers Price Target to $300
Benzinga · May 27, 2026Wells Fargo Maintains Equal-Weight on CSW Industrials, Raises Price Target to $285
Mt Newswire · May 27, 2026Truist Trims Price Target on CSW Industrials to $300 From $301, Keeps Hold Rating
Benzinga · May 26, 2026CSW Industrials Reports Q4 2026 Results: Full Earnings Call Transcript

Peers

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