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Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and CSW INDUSTRIALS, INC. (CSW). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $183.6M, roughly 1.3× ACV Auctions Inc.). On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 15.1%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-14.7M). Over the past eight quarters, ACV Auctions Inc.'s revenue compounded faster (12.3% CAGR vs 5.1%).
ACV Auctions Inc.ACVAEarnings & Financial Report
ACV Auctions Inc. operates a leading digital wholesale vehicle auction platform serving automotive dealers across the U.S. and Canada. It offers end-to-end services including transparent vehicle inspections, secure payment processing, and logistics support, enabling efficient trading of used vehicles between registered wholesale buyers and sellers.
ACVA vs CSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $233.0M |
| Net Profit | — | $10.3M |
| Gross Margin | — | 39.7% |
| Operating Margin | -9.7% | 7.4% |
| Net Margin | — | 4.4% |
| Revenue YoY | 15.1% | 20.3% |
| Net Profit YoY | — | -61.9% |
| EPS (diluted) | $-0.12 | $0.62 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $183.6M | $233.0M | ||
| Q3 25 | $199.6M | $277.0M | ||
| Q2 25 | $193.7M | $263.6M | ||
| Q1 25 | $182.7M | $230.5M | ||
| Q4 24 | $159.5M | $193.6M | ||
| Q3 24 | $171.3M | $227.9M | ||
| Q2 24 | $160.6M | $226.2M | ||
| Q1 24 | $145.7M | $210.9M |
| Q4 25 | — | $10.3M | ||
| Q3 25 | $-24.5M | $40.7M | ||
| Q2 25 | $-7.3M | $40.9M | ||
| Q1 25 | $-14.8M | $35.1M | ||
| Q4 24 | — | $26.9M | ||
| Q3 24 | $-16.0M | $36.1M | ||
| Q2 24 | $-17.1M | $38.6M | ||
| Q1 24 | $-20.5M | $31.8M |
| Q4 25 | — | 39.7% | ||
| Q3 25 | — | 43.0% | ||
| Q2 25 | — | 43.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 45.6% | ||
| Q2 24 | — | 47.5% | ||
| Q1 24 | — | 44.4% |
| Q4 25 | -9.7% | 7.4% | ||
| Q3 25 | -11.9% | 20.5% | ||
| Q2 25 | -3.7% | 20.8% | ||
| Q1 25 | -7.9% | 19.5% | ||
| Q4 24 | -16.2% | 15.3% | ||
| Q3 24 | -10.0% | 22.6% | ||
| Q2 24 | -11.6% | 24.3% | ||
| Q1 24 | -15.5% | 21.0% |
| Q4 25 | — | 4.4% | ||
| Q3 25 | -12.3% | 14.7% | ||
| Q2 25 | -3.8% | 15.5% | ||
| Q1 25 | -8.1% | 15.2% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | -9.4% | 15.8% | ||
| Q2 24 | -10.6% | 17.1% | ||
| Q1 24 | -14.1% | 15.1% |
| Q4 25 | $-0.12 | $0.62 | ||
| Q3 25 | $-0.14 | $2.41 | ||
| Q2 25 | $-0.04 | $2.43 | ||
| Q1 25 | $-0.09 | $2.05 | ||
| Q4 24 | $-0.15 | $1.60 | ||
| Q3 24 | $-0.10 | $2.26 | ||
| Q2 24 | $-0.10 | $2.47 | ||
| Q1 24 | $-0.13 | $2.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $271.5M | $40.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $429.7M | $1.1B |
| Total Assets | $1.1B | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $271.5M | $40.2M | ||
| Q3 25 | $265.3M | $31.5M | ||
| Q2 25 | $258.4M | $38.0M | ||
| Q1 25 | $291.9M | $225.8M | ||
| Q4 24 | $224.1M | $213.8M | ||
| Q3 24 | $252.5M | $273.2M | ||
| Q2 24 | $215.0M | $18.9M | ||
| Q1 24 | $209.8M | $22.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
| Q4 25 | $429.7M | $1.1B | ||
| Q3 25 | $434.4M | $1.1B | ||
| Q2 25 | $448.8M | $1.1B | ||
| Q1 25 | $439.6M | $1.1B | ||
| Q4 24 | $440.0M | $1.0B | ||
| Q3 24 | $456.2M | $1.0B | ||
| Q2 24 | $457.6M | $650.2M | ||
| Q1 24 | $458.3M | $615.7M |
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $984.1M | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $1.0B | $1.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.27× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-12.4M | $28.9M |
| Free Cash FlowOCF − Capex | $-14.7M | $22.7M |
| FCF MarginFCF / Revenue | -8.0% | 9.8% |
| Capex IntensityCapex / Revenue | 1.2% | 2.6% |
| Cash ConversionOCF / Net Profit | — | 2.81× |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | $162.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-12.4M | $28.9M | ||
| Q3 25 | $10.3M | $61.8M | ||
| Q2 25 | $13.7M | $60.6M | ||
| Q1 25 | $66.6M | $27.3M | ||
| Q4 24 | $-3.2M | $11.6M | ||
| Q3 24 | $21.1M | $66.8M | ||
| Q2 24 | $4.5M | $62.7M | ||
| Q1 24 | $43.0M | $22.4M |
| Q4 25 | $-14.7M | $22.7M | ||
| Q3 25 | $7.7M | $58.7M | ||
| Q2 25 | $10.9M | $57.7M | ||
| Q1 25 | $65.3M | $22.8M | ||
| Q4 24 | $-3.9M | $8.5M | ||
| Q3 24 | $20.2M | $61.3M | ||
| Q2 24 | $2.7M | $59.6M | ||
| Q1 24 | $41.9M | $17.5M |
| Q4 25 | -8.0% | 9.8% | ||
| Q3 25 | 3.8% | 21.2% | ||
| Q2 25 | 5.6% | 21.9% | ||
| Q1 25 | 35.7% | 9.9% | ||
| Q4 24 | -2.5% | 4.4% | ||
| Q3 24 | 11.8% | 26.9% | ||
| Q2 24 | 1.7% | 26.3% | ||
| Q1 24 | 28.8% | 8.3% |
| Q4 25 | 1.2% | 2.6% | ||
| Q3 25 | 1.3% | 1.1% | ||
| Q2 25 | 1.5% | 1.1% | ||
| Q1 25 | 0.7% | 2.0% | ||
| Q4 24 | 0.4% | 1.6% | ||
| Q3 24 | 0.6% | 2.4% | ||
| Q2 24 | 1.1% | 1.4% | ||
| Q1 24 | 0.7% | 2.3% |
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 0.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
