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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Federal Realty Investment Trust (FRT). Click either name above to swap in a different company.
Federal Realty Investment Trust is the larger business by last-quarter revenue ($336.0M vs $233.0M, roughly 1.4× CSW INDUSTRIALS, INC.). Federal Realty Investment Trust runs the higher net margin — 38.6% vs 4.4%, a 34.2% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 8.7%). Over the past eight quarters, Federal Realty Investment Trust's revenue compounded faster (6.5% CAGR vs 5.1%).
Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.
CSW vs FRT — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $336.0M |
| Net Profit | $10.3M | $129.7M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 53.8% |
| Net Margin | 4.4% | 38.6% |
| Revenue YoY | 20.3% | 8.7% |
| Net Profit YoY | -61.9% | 103.5% |
| EPS (diluted) | $0.62 | $1.49 |
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.
| Q1 26 | — | $336.0M | ||
| Q4 25 | $233.0M | $336.0M | ||
| Q3 25 | $277.0M | $322.3M | ||
| Q2 25 | $263.6M | $311.5M | ||
| Q1 25 | $230.5M | $309.2M | ||
| Q4 24 | $193.6M | $311.4M | ||
| Q3 24 | $227.9M | $303.6M | ||
| Q2 24 | $226.2M | $296.1M |
| Q1 26 | — | $129.7M | ||
| Q4 25 | $10.3M | $129.7M | ||
| Q3 25 | $40.7M | $61.6M | ||
| Q2 25 | $40.9M | $155.9M | ||
| Q1 25 | $35.1M | $63.8M | ||
| Q4 24 | $26.9M | $65.5M | ||
| Q3 24 | $36.1M | $61.0M | ||
| Q2 24 | $38.6M | $112.0M |
| Q1 26 | — | — | ||
| 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 26 | — | 53.8% | ||
| Q4 25 | 7.4% | 53.8% | ||
| Q3 25 | 20.5% | 34.3% | ||
| Q2 25 | 20.8% | 65.1% | ||
| Q1 25 | 19.5% | 35.0% | ||
| Q4 24 | 15.3% | 35.1% | ||
| Q3 24 | 22.6% | 34.9% | ||
| Q2 24 | 24.3% | 53.0% |
| Q1 26 | — | 38.6% | ||
| Q4 25 | 4.4% | 38.6% | ||
| Q3 25 | 14.7% | 19.1% | ||
| Q2 25 | 15.5% | 50.0% | ||
| Q1 25 | 15.2% | 20.6% | ||
| Q4 24 | 13.9% | 21.0% | ||
| Q3 24 | 15.8% | 20.1% | ||
| Q2 24 | 17.1% | 37.8% |
| Q1 26 | — | $1.49 | ||
| Q4 25 | $0.62 | $1.49 | ||
| Q3 25 | $2.41 | $0.69 | ||
| Q2 25 | $2.43 | $1.78 | ||
| Q1 25 | $2.05 | $0.72 | ||
| Q4 24 | $1.60 | $0.74 | ||
| Q3 24 | $2.26 | $0.70 | ||
| Q2 24 | $2.47 | $1.32 |
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 | $107.4M |
| Total DebtLower is stronger | — | $5.0B |
| Stockholders' EquityBook value | $1.1B | $3.2B |
| Total Assets | $2.3B | $9.1B |
| Debt / EquityLower = less leverage | — | 1.53× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $107.4M | ||
| Q4 25 | $40.2M | $107.4M | ||
| Q3 25 | $31.5M | $111.3M | ||
| Q2 25 | $38.0M | $177.0M | ||
| Q1 25 | $225.8M | $109.2M | ||
| Q4 24 | $213.8M | $123.4M | ||
| Q3 24 | $273.2M | $97.0M | ||
| Q2 24 | $18.9M | $103.2M |
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.1B | $3.2B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.1B | $3.2B | ||
| Q4 24 | $1.0B | $3.2B | ||
| Q3 24 | $1.0B | $3.1B | ||
| Q2 24 | $650.2M | $3.0B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.3B | $9.1B | ||
| Q3 25 | $1.5B | $8.9B | ||
| Q2 25 | $1.5B | $8.6B | ||
| Q1 25 | $1.4B | $8.6B | ||
| Q4 24 | $1.4B | $8.5B | ||
| Q3 24 | $1.4B | $8.5B | ||
| Q2 24 | $1.1B | $8.4B |
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 1.53× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | 1.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $622.4M | ||
| Q3 25 | $61.8M | $147.8M | ||
| Q2 25 | $60.6M | $150.7M | ||
| Q1 25 | $27.3M | $179.0M | ||
| Q4 24 | $11.6M | $574.6M | ||
| Q3 24 | $66.8M | $144.1M | ||
| Q2 24 | $62.7M | $169.7M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 2.81× | 4.80× | ||
| Q3 25 | 1.52× | 2.40× | ||
| Q2 25 | 1.48× | 0.97× | ||
| Q1 25 | 0.78× | 2.81× | ||
| Q4 24 | 0.43× | 8.77× | ||
| Q3 24 | 1.85× | 2.36× | ||
| Q2 24 | 1.62× | 1.52× |
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% |
FRT
Segment breakdown not available.
