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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Guardian Pharmacy Services, Inc. (GRDN). Click either name above to swap in a different company.
Guardian Pharmacy Services, Inc. is the larger business by last-quarter revenue ($397.6M vs $233.0M, roughly 1.7× CSW INDUSTRIALS, INC.). Guardian Pharmacy Services, Inc. runs the higher net margin — 5.3% vs 4.4%, a 0.9% gap on every dollar of revenue.
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
CSW vs GRDN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $397.6M |
| Net Profit | $10.3M | $20.9M |
| Gross Margin | 39.7% | 21.5% |
| Operating Margin | 7.4% | 7.7% |
| Net Margin | 4.4% | 5.3% |
| Revenue YoY | 20.3% | — |
| Net Profit YoY | -61.9% | — |
| EPS (diluted) | $0.62 | — |
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 | $397.6M | ||
| Q3 25 | $277.0M | $377.4M | ||
| Q2 25 | $263.6M | $344.3M | ||
| Q1 25 | $230.5M | $329.3M | ||
| Q4 24 | $193.6M | — | ||
| Q3 24 | $227.9M | $314.4M | ||
| Q2 24 | $226.2M | — | ||
| Q1 24 | $210.9M | — |
| Q4 25 | $10.3M | $20.9M | ||
| Q3 25 | $40.7M | $9.8M | ||
| Q2 25 | $40.9M | $9.0M | ||
| Q1 25 | $35.1M | $9.4M | ||
| Q4 24 | $26.9M | — | ||
| Q3 24 | $36.1M | $-122.0M | ||
| Q2 24 | $38.6M | — | ||
| Q1 24 | $31.8M | — |
| Q4 25 | 39.7% | 21.5% | ||
| Q3 25 | 43.0% | 19.8% | ||
| Q2 25 | 43.8% | 19.8% | ||
| Q1 25 | 44.2% | 19.5% | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | 19.4% | ||
| Q2 24 | 47.5% | — | ||
| Q1 24 | 44.4% | — |
| Q4 25 | 7.4% | 7.7% | ||
| Q3 25 | 20.5% | 4.3% | ||
| Q2 25 | 20.8% | 3.7% | ||
| Q1 25 | 19.5% | 3.9% | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 22.6% | -33.3% | ||
| Q2 24 | 24.3% | — | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 4.4% | 5.3% | ||
| Q3 25 | 14.7% | 2.6% | ||
| Q2 25 | 15.5% | 2.6% | ||
| Q1 25 | 15.2% | 2.9% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.8% | -38.8% | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | 15.1% | — |
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | — | ||
| Q2 25 | $2.43 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | — | ||
| Q2 24 | $2.47 | — | ||
| Q1 24 | $2.03 | — |
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 | $65.6M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $1.1B | $217.9M |
| Total Assets | $2.3B | $412.7M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $65.6M | ||
| Q3 25 | $31.5M | $36.5M | ||
| Q2 25 | $38.0M | $18.8M | ||
| Q1 25 | $225.8M | $14.0M | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | $37.2M | ||
| Q2 24 | $18.9M | — | ||
| Q1 24 | $22.2M | — |
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $34.3M | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $217.9M | ||
| Q3 25 | $1.1B | $195.5M | ||
| Q2 25 | $1.1B | $179.7M | ||
| Q1 25 | $1.1B | $163.2M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $133.9M | ||
| Q2 24 | $650.2M | — | ||
| Q1 24 | $615.7M | — |
| Q4 25 | $2.3B | $412.7M | ||
| Q3 25 | $1.5B | $390.0M | ||
| Q2 25 | $1.5B | $356.3M | ||
| Q1 25 | $1.4B | $334.0M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $348.0M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.0B | — |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.26× | ||
| 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 | $34.6M |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $34.6M | ||
| Q3 25 | $61.8M | $28.2M | ||
| Q2 25 | $60.6M | $19.9M | ||
| Q1 25 | $27.3M | $17.6M | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $66.8M | — | ||
| Q2 24 | $62.7M | — | ||
| Q1 24 | $22.4M | — |
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | $24.2M | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | 6.4% | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 1.1% | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 2.81× | 1.65× | ||
| Q3 25 | 1.52× | 2.87× | ||
| Q2 25 | 1.48× | 2.21× | ||
| Q1 25 | 0.78× | 1.86× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| 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% |
GRDN
Segment breakdown not available.
