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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Krispy Kreme, Inc. (DNUT). Click either name above to swap in a different company.
Krispy Kreme, Inc. is the larger business by last-quarter revenue ($392.4M vs $233.0M, roughly 1.7× CSW INDUSTRIALS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs -7.1%, a 11.5% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -2.9%). Krispy Kreme, Inc. produced more free cash flow last quarter ($27.9M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -5.9%).
Krispy Kreme, Inc. is an American multinational doughnut company and coffeehouse chain. Krispy Kreme was founded by Vernon Rudolph (1915–1973), who bought a yeast-raised recipe from a New Orleans chef, rented a building in 1937 in what is now historic Old Salem in Winston-Salem, North Carolina, and began selling to local grocery stores. Steady growth preceded an ambitious expansion as a public company in the period 2000 to 2016, which ultimately proved unprofitable. In 2016, the company retur...
CSW vs DNUT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $392.4M |
| Net Profit | $10.3M | $-27.8M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | -1.9% |
| Net Margin | 4.4% | -7.1% |
| Revenue YoY | 20.3% | -2.9% |
| Net Profit YoY | -61.9% | -23.8% |
| EPS (diluted) | $0.62 | $-0.18 |
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 | $233.0M | $392.4M | ||
| Q3 25 | $277.0M | $375.3M | ||
| Q2 25 | $263.6M | $379.8M | ||
| Q1 25 | $230.5M | $375.2M | ||
| Q4 24 | $193.6M | $404.0M | ||
| Q3 24 | $227.9M | $379.9M | ||
| Q2 24 | $226.2M | $438.8M | ||
| Q1 24 | $210.9M | $442.7M |
| Q4 25 | $10.3M | $-27.8M | ||
| Q3 25 | $40.7M | $-19.4M | ||
| Q2 25 | $40.9M | $-435.3M | ||
| Q1 25 | $35.1M | $-33.3M | ||
| Q4 24 | $26.9M | $-22.4M | ||
| Q3 24 | $36.1M | $39.6M | ||
| Q2 24 | $38.6M | $-5.5M | ||
| Q1 24 | $31.8M | $-8.5M |
| 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% | -1.9% | ||
| Q3 25 | 20.5% | -1.9% | ||
| Q2 25 | 20.8% | -114.4% | ||
| Q1 25 | 19.5% | -5.4% | ||
| Q4 24 | 15.3% | -2.8% | ||
| Q3 24 | 22.6% | -4.2% | ||
| Q2 24 | 24.3% | 1.6% | ||
| Q1 24 | 21.0% | 2.7% |
| Q4 25 | 4.4% | -7.1% | ||
| Q3 25 | 14.7% | -5.2% | ||
| Q2 25 | 15.5% | -114.6% | ||
| Q1 25 | 15.2% | -8.9% | ||
| Q4 24 | 13.9% | -5.6% | ||
| Q3 24 | 15.8% | 10.4% | ||
| Q2 24 | 17.1% | -1.3% | ||
| Q1 24 | 15.1% | -1.9% |
| Q4 25 | $0.62 | $-0.18 | ||
| Q3 25 | $2.41 | $-0.11 | ||
| Q2 25 | $2.43 | $-2.55 | ||
| Q1 25 | $2.05 | $-0.20 | ||
| Q4 24 | $1.60 | $-0.13 | ||
| Q3 24 | $2.26 | $0.23 | ||
| Q2 24 | $2.47 | $-0.03 | ||
| Q1 24 | $2.03 | $-0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.2M | $42.4M |
| Total DebtLower is stronger | — | $911.9M |
| Stockholders' EquityBook value | $1.1B | $650.1M |
| Total Assets | $2.3B | $2.6B |
| Debt / EquityLower = less leverage | — | 1.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $42.4M | ||
| Q3 25 | $31.5M | $30.7M | ||
| Q2 25 | $38.0M | $21.3M | ||
| Q1 25 | $225.8M | $18.7M | ||
| Q4 24 | $213.8M | $29.0M | ||
| Q3 24 | $273.2M | $25.4M | ||
| Q2 24 | $18.9M | $28.6M | ||
| Q1 24 | $22.2M | $33.1M |
| Q4 25 | — | $911.9M | ||
| Q3 25 | — | $906.2M | ||
| Q2 25 | — | $889.4M | ||
| Q1 25 | $800.1M | $935.0M | ||
| Q4 24 | — | $844.5M | ||
| Q3 24 | — | $804.6M | ||
| Q2 24 | — | $895.0M | ||
| Q1 24 | $166.0M | $881.8M |
| Q4 25 | $1.1B | $650.1M | ||
| Q3 25 | $1.1B | $670.3M | ||
| Q2 25 | $1.1B | $693.6M | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $650.2M | $1.1B | ||
| Q1 24 | $615.7M | $1.2B |
| Q4 25 | $2.3B | $2.6B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.4B | $3.1B | ||
| Q4 24 | $1.4B | $3.1B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.1B | $3.2B | ||
| Q1 24 | $1.0B | $3.2B |
| Q4 25 | — | 1.40× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | 0.75× | 0.85× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | 0.27× | 0.76× |
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 | $28.9M | $45.0M |
| Free Cash FlowOCF − Capex | $22.7M | $27.9M |
| FCF MarginFCF / Revenue | 9.8% | 7.1% |
| Capex IntensityCapex / Revenue | 2.6% | 4.4% |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $-64.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $45.0M | ||
| Q3 25 | $61.8M | $42.3M | ||
| Q2 25 | $60.6M | $-32.5M | ||
| Q1 25 | $27.3M | $-20.8M | ||
| Q4 24 | $11.6M | $27.0M | ||
| Q3 24 | $66.8M | $3.3M | ||
| Q2 24 | $62.7M | $33.2M | ||
| Q1 24 | $22.4M | $-17.7M |
| Q4 25 | $22.7M | $27.9M | ||
| Q3 25 | $58.7M | $15.5M | ||
| Q2 25 | $57.7M | $-60.8M | ||
| Q1 25 | $22.8M | $-46.7M | ||
| Q4 24 | $8.5M | $-6.9M | ||
| Q3 24 | $61.3M | $-22.9M | ||
| Q2 24 | $59.6M | $1.6M | ||
| Q1 24 | $17.5M | $-46.8M |
| Q4 25 | 9.8% | 7.1% | ||
| Q3 25 | 21.2% | 4.1% | ||
| Q2 25 | 21.9% | -16.0% | ||
| Q1 25 | 9.9% | -12.5% | ||
| Q4 24 | 4.4% | -1.7% | ||
| Q3 24 | 26.9% | -6.0% | ||
| Q2 24 | 26.3% | 0.4% | ||
| Q1 24 | 8.3% | -10.6% |
| Q4 25 | 2.6% | 4.4% | ||
| Q3 25 | 1.1% | 7.1% | ||
| Q2 25 | 1.1% | 7.4% | ||
| Q1 25 | 2.0% | 6.9% | ||
| Q4 24 | 1.6% | 8.4% | ||
| Q3 24 | 2.4% | 6.9% | ||
| Q2 24 | 1.4% | 7.2% | ||
| Q1 24 | 2.3% | 6.6% |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 0.08× | ||
| 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
DNUT
Segment breakdown not available.
