vs
Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Howard Hughes Holdings Inc. (HHH). Click either name above to swap in a different company.
Howard Hughes Holdings Inc. is the larger business by last-quarter revenue ($235.9M vs $233.0M, roughly 1.0× CSW INDUSTRIALS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 3.4%, a 1.0% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 18.4%). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -13.8%).
Howard Hughes Holdings Inc., formerly the Howard Hughes Corporation, is a real estate development and management company based in The Woodlands, Texas. It was formed in 2010 as a spin-off from General Growth Properties (GGP). Most of its holdings are focused on several master-planned communities. It took its name from the original Howard Hughes Corporation, which had developed the planned community of Summerlin, Nevada, and later became a subsidiary of GGP.
CSW vs HHH — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $235.9M |
| Net Profit | $10.3M | $8.1M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 121.6% |
| Net Margin | 4.4% | 3.4% |
| Revenue YoY | 20.3% | 18.4% |
| Net Profit YoY | -61.9% | -25.6% |
| EPS (diluted) | $0.62 | $0.14 |
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 | — | $235.9M | ||
| Q4 25 | $233.0M | $624.4M | ||
| Q3 25 | $277.0M | $390.2M | ||
| Q2 25 | $263.6M | $260.9M | ||
| Q1 25 | $230.5M | $199.3M | ||
| Q4 24 | $193.6M | $935.0M | ||
| Q3 24 | $227.9M | $327.1M | ||
| Q2 24 | $226.2M | $317.4M |
| Q1 26 | — | $8.1M | ||
| Q4 25 | $10.3M | $6.0M | ||
| Q3 25 | $40.7M | $119.5M | ||
| Q2 25 | $40.9M | $-12.1M | ||
| Q1 25 | $35.1M | $10.5M | ||
| Q4 24 | $26.9M | $156.3M | ||
| Q3 24 | $36.1M | $72.8M | ||
| Q2 24 | $38.6M | $21.1M |
| 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 | — | 121.6% | ||
| Q4 25 | 7.4% | 4.2% | ||
| Q3 25 | 20.5% | 48.6% | ||
| Q2 25 | 20.8% | 26.0% | ||
| Q1 25 | 19.5% | 24.0% | ||
| Q4 24 | 15.3% | 33.5% | ||
| Q3 24 | 22.6% | 60.6% | ||
| Q2 24 | 24.3% | 20.4% |
| Q1 26 | — | 3.4% | ||
| Q4 25 | 4.4% | 1.0% | ||
| Q3 25 | 14.7% | 30.6% | ||
| Q2 25 | 15.5% | -4.7% | ||
| Q1 25 | 15.2% | 5.3% | ||
| Q4 24 | 13.9% | 16.7% | ||
| Q3 24 | 15.8% | 22.2% | ||
| Q2 24 | 17.1% | 6.6% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.62 | $0.20 | ||
| Q3 25 | $2.41 | $2.02 | ||
| Q2 25 | $2.43 | $-0.22 | ||
| Q1 25 | $2.05 | $0.21 | ||
| Q4 24 | $1.60 | $3.14 | ||
| Q3 24 | $2.26 | $1.46 | ||
| Q2 24 | $2.47 | $0.42 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $3.8B |
| Total Assets | $2.3B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $40.2M | $1.5B | ||
| Q3 25 | $31.5M | $1.5B | ||
| Q2 25 | $38.0M | $1.4B | ||
| Q1 25 | $225.8M | $493.7M | ||
| Q4 24 | $213.8M | $596.1M | ||
| Q3 24 | $273.2M | $400.7M | ||
| Q2 24 | $18.9M | $436.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $3.8B | ||
| Q4 25 | $1.1B | $3.8B | ||
| Q3 25 | $1.1B | $3.8B | ||
| Q2 25 | $1.1B | $3.6B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.0B | $2.8B | ||
| Q3 24 | $1.0B | $2.6B | ||
| Q2 24 | $650.2M | $3.0B |
| Q1 26 | — | $11.2B | ||
| Q4 25 | $2.3B | $10.6B | ||
| Q3 25 | $1.5B | $10.7B | ||
| Q2 25 | $1.5B | $10.3B | ||
| Q1 25 | $1.4B | $9.3B | ||
| Q4 24 | $1.4B | $9.2B | ||
| Q3 24 | $1.4B | $9.4B | ||
| Q2 24 | $1.1B | $9.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.35× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | 1.85× | ||
| 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 | $360.3M | ||
| Q3 25 | $61.8M | $149.8M | ||
| Q2 25 | $60.6M | $177.3M | ||
| Q1 25 | $27.3M | $-224.9M | ||
| Q4 24 | $11.6M | $337.1M | ||
| Q3 24 | $66.8M | $248.3M | ||
| Q2 24 | $62.7M | $-17.5M |
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $348.6M | ||
| Q3 25 | $58.7M | $137.7M | ||
| Q2 25 | $57.7M | $169.7M | ||
| Q1 25 | $22.8M | $-238.4M | ||
| Q4 24 | $8.5M | $317.1M | ||
| Q3 24 | $61.3M | $238.7M | ||
| Q2 24 | $59.6M | $-25.1M |
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 55.8% | ||
| Q3 25 | 21.2% | 35.3% | ||
| Q2 25 | 21.9% | 65.1% | ||
| Q1 25 | 9.9% | -119.6% | ||
| Q4 24 | 4.4% | 33.9% | ||
| Q3 24 | 26.9% | 73.0% | ||
| Q2 24 | 26.3% | -7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 1.9% | ||
| Q3 25 | 1.1% | 3.1% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | 2.0% | 6.8% | ||
| Q4 24 | 1.6% | 2.1% | ||
| Q3 24 | 2.4% | 2.9% | ||
| Q2 24 | 1.4% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 60.04× | ||
| Q3 25 | 1.52× | 1.25× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | -21.35× | ||
| Q4 24 | 0.43× | 2.16× | ||
| Q3 24 | 1.85× | 3.41× | ||
| Q2 24 | 1.62× | -0.83× |
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% |
HHH
| Rental revenue | $113.5M | 48% |
| Master Planned Communities land sales | $99.6M | 42% |
| Other revenues | $11.0M | 5% |
| Builder price participation | $8.7M | 4% |
| Condominium rights and unit sales | $3.1M | 1% |
