vs
Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Enhabit, Inc. (EHAB). Click either name above to swap in a different company.
Enhabit, Inc. is the larger business by last-quarter revenue ($270.4M vs $233.0M, roughly 1.2× CSW INDUSTRIALS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs -14.3%, a 18.7% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 4.7%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $3.3M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs 1.5%).
Enhabit, Inc., is a Dallas, Texas-based provider of home health and hospice services. The company operates 255 home health and 110 hospice locations in 34 states with a concentration in Texas, Alabama, Florida, Georgia, Oklahoma and Mississippi. Enhabit is the fourth-largest provider of home health services in the United States and is a leading provider of hospice services. The company was formed in 2022 when Encompass Health spun off its home health and hospice business.
CSW vs EHAB — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $270.4M |
| Net Profit | $10.3M | $-38.7M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | -12.3% |
| Net Margin | 4.4% | -14.3% |
| Revenue YoY | 20.3% | 4.7% |
| Net Profit YoY | -61.9% | 15.9% |
| EPS (diluted) | $0.62 | $-0.76 |
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 | $270.4M | ||
| Q3 25 | $277.0M | $263.6M | ||
| Q2 25 | $263.6M | $266.1M | ||
| Q1 25 | $230.5M | $259.9M | ||
| Q4 24 | $193.6M | $258.2M | ||
| Q3 24 | $227.9M | $253.6M | ||
| Q2 24 | $226.2M | $260.6M | ||
| Q1 24 | $210.9M | $262.4M |
| Q4 25 | $10.3M | $-38.7M | ||
| Q3 25 | $40.7M | $11.1M | ||
| Q2 25 | $40.9M | $5.2M | ||
| Q1 25 | $35.1M | $17.8M | ||
| Q4 24 | $26.9M | $-46.0M | ||
| Q3 24 | $36.1M | $-110.2M | ||
| Q2 24 | $38.6M | $-200.0K | ||
| Q1 24 | $31.8M | $200.0K |
| 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% | -12.3% | ||
| Q3 25 | 20.5% | 6.4% | ||
| Q2 25 | 20.8% | 6.3% | ||
| Q1 25 | 19.5% | 6.1% | ||
| Q4 24 | 15.3% | -16.0% | ||
| Q3 24 | 22.6% | -38.6% | ||
| Q2 24 | 24.3% | 4.3% | ||
| Q1 24 | 21.0% | 4.9% |
| Q4 25 | 4.4% | -14.3% | ||
| Q3 25 | 14.7% | 4.2% | ||
| Q2 25 | 15.5% | 2.0% | ||
| Q1 25 | 15.2% | 6.8% | ||
| Q4 24 | 13.9% | -17.8% | ||
| Q3 24 | 15.8% | -43.5% | ||
| Q2 24 | 17.1% | -0.1% | ||
| Q1 24 | 15.1% | 0.1% |
| Q4 25 | $0.62 | $-0.76 | ||
| Q3 25 | $2.41 | $0.22 | ||
| Q2 25 | $2.43 | $0.10 | ||
| Q1 25 | $2.05 | $0.35 | ||
| Q4 24 | $1.60 | $-0.92 | ||
| Q3 24 | $2.26 | $-2.20 | ||
| Q2 24 | $2.47 | $0.00 | ||
| Q1 24 | $2.03 | $0.01 |
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 | $43.6M |
| Total DebtLower is stronger | — | $426.0M |
| Stockholders' EquityBook value | $1.1B | $534.0M |
| Total Assets | $2.3B | $1.2B |
| Debt / EquityLower = less leverage | — | 0.80× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $43.6M | ||
| Q3 25 | $31.5M | $56.9M | ||
| Q2 25 | $38.0M | $37.1M | ||
| Q1 25 | $225.8M | $39.5M | ||
| Q4 24 | $213.8M | $28.4M | ||
| Q3 24 | $273.2M | $45.7M | ||
| Q2 24 | $18.9M | $28.5M | ||
| Q1 24 | $22.2M | $36.5M |
| Q4 25 | — | $426.0M | ||
| Q3 25 | — | $441.5M | ||
| Q2 25 | — | $456.9M | ||
| Q1 25 | $800.1M | $467.3M | ||
| Q4 24 | — | $492.6M | ||
| Q3 24 | — | $502.9M | ||
| Q2 24 | — | $512.7M | ||
| Q1 24 | $166.0M | $526.7M |
| Q4 25 | $1.1B | $534.0M | ||
| Q3 25 | $1.1B | $566.8M | ||
| Q2 25 | $1.1B | $552.4M | ||
| Q1 25 | $1.1B | $543.2M | ||
| Q4 24 | $1.0B | $523.5M | ||
| Q3 24 | $1.0B | $566.1M | ||
| Q2 24 | $650.2M | $674.3M | ||
| Q1 24 | $615.7M | $672.3M |
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.0B | $1.4B |
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | 0.75× | 0.86× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | 0.27× | 0.78× |
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 | $4.4M |
| Free Cash FlowOCF − Capex | $22.7M | $3.3M |
| FCF MarginFCF / Revenue | 9.8% | 1.2% |
| Capex IntensityCapex / Revenue | 2.6% | 0.4% |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $4.4M | ||
| Q3 25 | $61.8M | $37.8M | ||
| Q2 25 | $60.6M | $10.6M | ||
| Q1 25 | $27.3M | $17.9M | ||
| Q4 24 | $11.6M | $-4.1M | ||
| Q3 24 | $66.8M | $28.4M | ||
| Q2 24 | $62.7M | $9.6M | ||
| Q1 24 | $22.4M | $17.3M |
| Q4 25 | $22.7M | $3.3M | ||
| Q3 25 | $58.7M | $36.2M | ||
| Q2 25 | $57.7M | $8.7M | ||
| Q1 25 | $22.8M | $17.6M | ||
| Q4 24 | $8.5M | $-4.7M | ||
| Q3 24 | $61.3M | $27.7M | ||
| Q2 24 | $59.6M | $8.9M | ||
| Q1 24 | $17.5M | $15.5M |
| Q4 25 | 9.8% | 1.2% | ||
| Q3 25 | 21.2% | 13.7% | ||
| Q2 25 | 21.9% | 3.3% | ||
| Q1 25 | 9.9% | 6.8% | ||
| Q4 24 | 4.4% | -1.8% | ||
| Q3 24 | 26.9% | 10.9% | ||
| Q2 24 | 26.3% | 3.4% | ||
| Q1 24 | 8.3% | 5.9% |
| Q4 25 | 2.6% | 0.4% | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 1.6% | 0.2% | ||
| Q3 24 | 2.4% | 0.3% | ||
| Q2 24 | 1.4% | 0.3% | ||
| Q1 24 | 2.3% | 0.7% |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | 3.41× | ||
| Q2 25 | 1.48× | 2.04× | ||
| Q1 25 | 0.78× | 1.01× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | 86.50× |
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% |
EHAB
| Third Party Payor Medicare | $111.6M | 41% |
| Third Party Payor Medicare Advantage | $67.5M | 25% |
| Hospice Segment | $63.6M | 24% |
| Third Party Payor Managed Care | $24.9M | 9% |
| Third Party Payor Medicaid | $1.7M | 1% |
