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Side-by-side financial comparison of AGNC Investment Corp. (AGNC) 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 $206.0M, roughly 1.1× AGNC Investment Corp.). AGNC Investment Corp. runs the higher net margin — 463.1% vs 4.4%, a 458.7% gap on every dollar of revenue. On growth, AGNC Investment Corp. posted the faster year-over-year revenue change (79.1% vs 20.3%). Over the past eight quarters, AGNC Investment Corp.'s revenue compounded faster (7.9% CAGR vs 5.1%).
The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The index is market cap weighted, meaning larger companies have a greater influence on the index than smaller companies.
AGNC vs CSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $206.0M | $233.0M |
| Net Profit | $954.0M | $10.3M |
| Gross Margin | — | 39.7% |
| Operating Margin | — | 7.4% |
| Net Margin | 463.1% | 4.4% |
| Revenue YoY | 79.1% | 20.3% |
| Net Profit YoY | 682.0% | -61.9% |
| EPS (diluted) | $0.90 | $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 | $206.0M | $233.0M | ||
| Q3 25 | $148.0M | $277.0M | ||
| Q2 25 | $162.0M | $263.6M | ||
| Q1 25 | $159.0M | $230.5M | ||
| Q4 24 | — | $193.6M | ||
| Q3 24 | $-64.0M | $227.9M | ||
| Q2 24 | $-3.0M | $226.2M | ||
| Q1 24 | $-30.0M | $210.9M |
| Q4 25 | $954.0M | $10.3M | ||
| Q3 25 | $806.0M | $40.7M | ||
| Q2 25 | $-140.0M | $40.9M | ||
| Q1 25 | $50.0M | $35.1M | ||
| Q4 24 | — | $26.9M | ||
| Q3 24 | $346.0M | $36.1M | ||
| Q2 24 | $-48.0M | $38.6M | ||
| Q1 24 | $443.0M | $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 | — | 7.4% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 20.8% | ||
| Q1 25 | — | 19.5% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | — | 22.6% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 21.0% |
| Q4 25 | 463.1% | 4.4% | ||
| Q3 25 | 544.6% | 14.7% | ||
| Q2 25 | -86.4% | 15.5% | ||
| Q1 25 | 31.4% | 15.2% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | -540.6% | 15.8% | ||
| Q2 24 | 1600.0% | 17.1% | ||
| Q1 24 | -1476.7% | 15.1% |
| Q4 25 | $0.90 | $0.62 | ||
| Q3 25 | $0.72 | $2.41 | ||
| Q2 25 | $-0.17 | $2.43 | ||
| Q1 25 | $0.02 | $2.05 | ||
| Q4 24 | — | $1.60 | ||
| Q3 24 | $0.39 | $2.26 | ||
| Q2 24 | $-0.11 | $2.47 | ||
| Q1 24 | $0.59 | $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 | $450.0M | $40.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $12.4B | $1.1B |
| Total Assets | $115.1B | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $450.0M | $40.2M | ||
| Q3 25 | $450.0M | $31.5M | ||
| Q2 25 | $656.0M | $38.0M | ||
| Q1 25 | $455.0M | $225.8M | ||
| Q4 24 | — | $213.8M | ||
| Q3 24 | $507.0M | $273.2M | ||
| Q2 24 | $530.0M | $18.9M | ||
| Q1 24 | $505.0M | $22.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
| Q4 25 | $12.4B | $1.1B | ||
| Q3 25 | $11.4B | $1.1B | ||
| Q2 25 | $10.3B | $1.1B | ||
| Q1 25 | $10.0B | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $9.7B | $1.0B | ||
| Q2 24 | $8.7B | $650.2M | ||
| Q1 24 | $8.6B | $615.7M |
| Q4 25 | $115.1B | $2.3B | ||
| Q3 25 | $109.0B | $1.5B | ||
| Q2 25 | $102.0B | $1.5B | ||
| Q1 25 | $95.9B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $89.6B | $1.4B | ||
| Q2 24 | $79.7B | $1.1B | ||
| Q1 24 | $71.9B | $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 | $653.0M | $28.9M |
| Free Cash FlowOCF − Capex | — | $22.7M |
| FCF MarginFCF / Revenue | — | 9.8% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | 0.68× | 2.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | $162.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $653.0M | $28.9M | ||
| Q3 25 | $153.0M | $61.8M | ||
| Q2 25 | $180.0M | $60.6M | ||
| Q1 25 | $192.0M | $27.3M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | $7.0M | $66.8M | ||
| Q2 24 | $-20.0M | $62.7M | ||
| Q1 24 | $20.0M | $22.4M |
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $58.7M | ||
| Q2 25 | — | $57.7M | ||
| Q1 25 | — | $22.8M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | — | $59.6M | ||
| Q1 24 | — | $17.5M |
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | — | 26.3% | ||
| Q1 24 | — | 8.3% |
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 2.3% |
| Q4 25 | 0.68× | 2.81× | ||
| Q3 25 | 0.19× | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | 3.84× | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | 0.02× | 1.85× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | 0.05× | 0.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AGNC
Segment breakdown not available.
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
