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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $233.0M, roughly 1.3× CSW INDUSTRIALS, INC.). Essent Group Ltd. runs the higher net margin — 49.6% vs 4.4%, a 45.2% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs 2.3%).
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
CSW vs ESNT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $312.4M |
| Net Profit | $10.3M | $155.0M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 59.1% |
| Net Margin | 4.4% | 49.6% |
| Revenue YoY | 20.3% | -0.8% |
| Net Profit YoY | -61.9% | -7.7% |
| EPS (diluted) | $0.62 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $277.0M | $311.8M | ||
| Q2 25 | $263.6M | $319.1M | ||
| Q1 25 | $230.5M | $317.6M | ||
| Q4 24 | $193.6M | $315.0M | ||
| Q3 24 | $227.9M | $316.6M | ||
| Q2 24 | $226.2M | $312.9M | ||
| Q1 24 | $210.9M | $298.4M |
| Q4 25 | $10.3M | $155.0M | ||
| Q3 25 | $40.7M | $164.2M | ||
| Q2 25 | $40.9M | $195.3M | ||
| Q1 25 | $35.1M | $175.4M | ||
| Q4 24 | $26.9M | $167.9M | ||
| Q3 24 | $36.1M | $176.2M | ||
| Q2 24 | $38.6M | $203.6M | ||
| Q1 24 | $31.8M | $181.7M |
| 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% | 59.1% | ||
| Q3 25 | 20.5% | 63.9% | ||
| Q2 25 | 20.8% | 72.4% | ||
| Q1 25 | 19.5% | 65.2% | ||
| Q4 24 | 15.3% | 61.9% | ||
| Q3 24 | 22.6% | 65.6% | ||
| Q2 24 | 24.3% | 76.4% | ||
| Q1 24 | 21.0% | 71.6% |
| Q4 25 | 4.4% | 49.6% | ||
| Q3 25 | 14.7% | 52.7% | ||
| Q2 25 | 15.5% | 61.2% | ||
| Q1 25 | 15.2% | 55.2% | ||
| Q4 24 | 13.9% | 53.3% | ||
| Q3 24 | 15.8% | 55.6% | ||
| Q2 24 | 17.1% | 65.1% | ||
| Q1 24 | 15.1% | 60.9% |
| Q4 25 | $0.62 | $1.61 | ||
| Q3 25 | $2.41 | $1.67 | ||
| Q2 25 | $2.43 | $1.93 | ||
| Q1 25 | $2.05 | $1.69 | ||
| Q4 24 | $1.60 | $1.59 | ||
| Q3 24 | $2.26 | $1.65 | ||
| Q2 24 | $2.47 | $1.91 | ||
| Q1 24 | $2.03 | $1.70 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $5.8B |
| Total Assets | $2.3B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | — | ||
| Q2 25 | $38.0M | — | ||
| Q1 25 | $225.8M | — | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | — | ||
| Q2 24 | $18.9M | — | ||
| Q1 24 | $22.2M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $5.8B | ||
| Q3 25 | $1.1B | $5.7B | ||
| Q2 25 | $1.1B | $5.7B | ||
| Q1 25 | $1.1B | $5.7B | ||
| Q4 24 | $1.0B | $5.6B | ||
| Q3 24 | $1.0B | $5.6B | ||
| Q2 24 | $650.2M | $5.4B | ||
| Q1 24 | $615.7M | $5.2B |
| Q4 25 | $2.3B | $7.4B | ||
| Q3 25 | $1.5B | $7.4B | ||
| Q2 25 | $1.5B | $7.2B | ||
| Q1 25 | $1.4B | $7.2B | ||
| Q4 24 | $1.4B | $7.1B | ||
| Q3 24 | $1.4B | $7.1B | ||
| Q2 24 | $1.1B | $6.7B | ||
| Q1 24 | $1.0B | $6.6B |
| 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 | $28.9M | $856.1M |
| Free Cash FlowOCF − Capex | $22.7M | $848.7M |
| FCF MarginFCF / Revenue | 9.8% | 271.7% |
| Capex IntensityCapex / Revenue | 2.6% | 2.4% |
| Cash ConversionOCF / Net Profit | 2.81× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $856.1M | ||
| Q3 25 | $61.8M | $215.9M | ||
| Q2 25 | $60.6M | $189.5M | ||
| Q1 25 | $27.3M | $221.6M | ||
| Q4 24 | $11.6M | $861.5M | ||
| Q3 24 | $66.8M | $229.2M | ||
| Q2 24 | $62.7M | $188.7M | ||
| Q1 24 | $22.4M | $216.9M |
| Q4 25 | $22.7M | $848.7M | ||
| Q3 25 | $58.7M | $210.6M | ||
| Q2 25 | $57.7M | $188.8M | ||
| Q1 25 | $22.8M | $221.3M | ||
| Q4 24 | $8.5M | $854.8M | ||
| Q3 24 | $61.3M | $228.7M | ||
| Q2 24 | $59.6M | $187.6M | ||
| Q1 24 | $17.5M | $212.5M |
| Q4 25 | 9.8% | 271.7% | ||
| Q3 25 | 21.2% | 67.5% | ||
| Q2 25 | 21.9% | 59.2% | ||
| Q1 25 | 9.9% | 69.7% | ||
| Q4 24 | 4.4% | 271.3% | ||
| Q3 24 | 26.9% | 72.2% | ||
| Q2 24 | 26.3% | 60.0% | ||
| Q1 24 | 8.3% | 71.2% |
| Q4 25 | 2.6% | 2.4% | ||
| Q3 25 | 1.1% | 1.7% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 1.6% | 2.1% | ||
| Q3 24 | 2.4% | 0.2% | ||
| Q2 24 | 1.4% | 0.3% | ||
| Q1 24 | 2.3% | 1.5% |
| Q4 25 | 2.81× | 5.52× | ||
| Q3 25 | 1.52× | 1.31× | ||
| Q2 25 | 1.48× | 0.97× | ||
| Q1 25 | 0.78× | 1.26× | ||
| Q4 24 | 0.43× | 5.13× | ||
| Q3 24 | 1.85× | 1.30× | ||
| Q2 24 | 1.62× | 0.93× | ||
| Q1 24 | 0.71× | 1.19× |
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% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
