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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Great Lakes Dredge & Dock CORP (GLDD). Click either name above to swap in a different company.
Great Lakes Dredge & Dock CORP is the larger business by last-quarter revenue ($256.5M vs $233.0M, roughly 1.1× CSW INDUSTRIALS, INC.). Great Lakes Dredge & Dock CORP runs the higher net margin — 4.9% vs 4.4%, a 0.5% gap on every dollar of revenue. On growth, Great Lakes Dredge & Dock CORP posted the faster year-over-year revenue change (26.5% vs 20.3%). Great Lakes Dredge & Dock CORP produced more free cash flow last quarter ($50.3M vs $22.7M). Over the past eight quarters, Great Lakes Dredge & Dock CORP's revenue compounded faster (13.6% CAGR vs 5.1%).
Great Lakes Dredge and Dock Company is an American company providing construction services in dredging and land reclamation, currently the largest such provider in the United States. GLD&D operates primarily in the United States but conducts one-quarter of its business overseas. The company was based in Oak Brook, Illinois, but in October 2020 relocated its corporate headquarters to Houston, Texas.
CSW vs GLDD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $256.5M |
| Net Profit | $10.3M | $12.6M |
| Gross Margin | 39.7% | 20.9% |
| Operating Margin | 7.4% | 12.7% |
| Net Margin | 4.4% | 4.9% |
| Revenue YoY | 20.3% | 26.5% |
| Net Profit YoY | -61.9% | -35.9% |
| EPS (diluted) | $0.62 | $0.19 |
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 | $256.5M | ||
| Q3 25 | $277.0M | $195.2M | ||
| Q2 25 | $263.6M | $193.8M | ||
| Q1 25 | $230.5M | $242.9M | ||
| Q4 24 | $193.6M | $202.8M | ||
| Q3 24 | $227.9M | $191.2M | ||
| Q2 24 | $226.2M | $170.1M | ||
| Q1 24 | $210.9M | $198.7M |
| Q4 25 | $10.3M | $12.6M | ||
| Q3 25 | $40.7M | $17.7M | ||
| Q2 25 | $40.9M | $9.7M | ||
| Q1 25 | $35.1M | $33.4M | ||
| Q4 24 | $26.9M | $19.7M | ||
| Q3 24 | $36.1M | $8.9M | ||
| Q2 24 | $38.6M | $7.7M | ||
| Q1 24 | $31.8M | $21.0M |
| Q4 25 | 39.7% | 20.9% | ||
| Q3 25 | 43.0% | 22.4% | ||
| Q2 25 | 43.8% | 18.9% | ||
| Q1 25 | 44.2% | 28.6% | ||
| Q4 24 | 41.4% | 24.1% | ||
| Q3 24 | 45.6% | 19.0% | ||
| Q2 24 | 47.5% | 17.5% | ||
| Q1 24 | 44.4% | 22.9% |
| Q4 25 | 7.4% | 12.7% | ||
| Q3 25 | 20.5% | 14.4% | ||
| Q2 25 | 20.8% | 8.8% | ||
| Q1 25 | 19.5% | 20.6% | ||
| Q4 24 | 15.3% | 14.8% | ||
| Q3 24 | 22.6% | 8.7% | ||
| Q2 24 | 24.3% | 8.6% | ||
| Q1 24 | 21.0% | 15.8% |
| Q4 25 | 4.4% | 4.9% | ||
| Q3 25 | 14.7% | 9.1% | ||
| Q2 25 | 15.5% | 5.0% | ||
| Q1 25 | 15.2% | 13.8% | ||
| Q4 24 | 13.9% | 9.7% | ||
| Q3 24 | 15.8% | 4.6% | ||
| Q2 24 | 17.1% | 4.5% | ||
| Q1 24 | 15.1% | 10.6% |
| Q4 25 | $0.62 | $0.19 | ||
| Q3 25 | $2.41 | $0.26 | ||
| Q2 25 | $2.43 | $0.14 | ||
| Q1 25 | $2.05 | $0.49 | ||
| Q4 24 | $1.60 | $0.29 | ||
| Q3 24 | $2.26 | $0.13 | ||
| Q2 24 | $2.47 | $0.11 | ||
| Q1 24 | $2.03 | $0.31 |
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 | $13.4M |
| Total DebtLower is stronger | — | $378.2M |
| Stockholders' EquityBook value | $1.1B | $517.1M |
| Total Assets | $2.3B | $1.3B |
| Debt / EquityLower = less leverage | — | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $13.4M | ||
| Q3 25 | $31.5M | $12.7M | ||
| Q2 25 | $38.0M | $2.9M | ||
| Q1 25 | $225.8M | $11.3M | ||
| Q4 24 | $213.8M | $10.2M | ||
| Q3 24 | $273.2M | $12.0M | ||
| Q2 24 | $18.9M | $23.1M | ||
| Q1 24 | $22.2M | $22.8M |
| Q4 25 | — | $378.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $448.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $517.1M | ||
| Q3 25 | $1.1B | $502.1M | ||
| Q2 25 | $1.1B | $481.9M | ||
| Q1 25 | $1.1B | $479.9M | ||
| Q4 24 | $1.0B | $448.9M | ||
| Q3 24 | $1.0B | $425.4M | ||
| Q2 24 | $650.2M | $418.0M | ||
| Q1 24 | $615.7M | $409.0M |
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | 1.00× | ||
| 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 | $79.7M |
| Free Cash FlowOCF − Capex | $22.7M | $50.3M |
| FCF MarginFCF / Revenue | 9.8% | 19.6% |
| Capex IntensityCapex / Revenue | 2.6% | 11.5% |
| Cash ConversionOCF / Net Profit | 2.81× | 6.31× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $99.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $79.7M | ||
| Q3 25 | $61.8M | $49.2M | ||
| Q2 25 | $60.6M | $56.9M | ||
| Q1 25 | $27.3M | $60.9M | ||
| Q4 24 | $11.6M | $-13.5M | ||
| Q3 24 | $66.8M | $26.8M | ||
| Q2 24 | $62.7M | $18.4M | ||
| Q1 24 | $22.4M | $38.4M |
| Q4 25 | $22.7M | $50.3M | ||
| Q3 25 | $58.7M | $13.2M | ||
| Q2 25 | $57.7M | $-3.7M | ||
| Q1 25 | $22.8M | $39.6M | ||
| Q4 24 | $8.5M | $-36.1M | ||
| Q3 24 | $61.3M | $-11.5M | ||
| Q2 24 | $59.6M | $-34.0M | ||
| Q1 24 | $17.5M | $26.5M |
| Q4 25 | 9.8% | 19.6% | ||
| Q3 25 | 21.2% | 6.8% | ||
| Q2 25 | 21.9% | -1.9% | ||
| Q1 25 | 9.9% | 16.3% | ||
| Q4 24 | 4.4% | -17.8% | ||
| Q3 24 | 26.9% | -6.0% | ||
| Q2 24 | 26.3% | -20.0% | ||
| Q1 24 | 8.3% | 13.4% |
| Q4 25 | 2.6% | 11.5% | ||
| Q3 25 | 1.1% | 18.4% | ||
| Q2 25 | 1.1% | 31.3% | ||
| Q1 25 | 2.0% | 8.7% | ||
| Q4 24 | 1.6% | 11.2% | ||
| Q3 24 | 2.4% | 20.0% | ||
| Q2 24 | 1.4% | 30.8% | ||
| Q1 24 | 2.3% | 6.0% |
| Q4 25 | 2.81× | 6.31× | ||
| Q3 25 | 1.52× | 2.77× | ||
| Q2 25 | 1.48× | 5.87× | ||
| Q1 25 | 0.78× | 1.82× | ||
| Q4 24 | 0.43× | -0.69× | ||
| Q3 24 | 1.85× | 3.02× | ||
| Q2 24 | 1.62× | 2.39× | ||
| Q1 24 | 0.71× | 1.83× |
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% |
GLDD
Segment breakdown not available.
