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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Hippo Holdings Inc. (HIPO). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $120.4M, roughly 1.9× Hippo Holdings Inc.). Hippo Holdings Inc. runs the higher net margin — 5.0% vs 4.4%, a 0.6% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 18.2%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $9.1M). Over the past eight quarters, Hippo Holdings Inc.'s revenue compounded faster (18.9% CAGR vs 5.1%).
Hippo Valley Estate is a sugar estate found near the town of Chiredzi in Chiredzi District of southeastern Zimbabwe, on the Runde River near the border with Mozambique.
CSW vs HIPO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $120.4M |
| Net Profit | $10.3M | $6.0M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 5.6% |
| Net Margin | 4.4% | 5.0% |
| Revenue YoY | 20.3% | 18.2% |
| Net Profit YoY | -61.9% | -86.4% |
| EPS (diluted) | $0.62 | $0.31 |
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 | $120.4M | ||
| Q3 25 | $277.0M | $120.6M | ||
| Q2 25 | $263.6M | $117.3M | ||
| Q1 25 | $230.5M | $110.3M | ||
| Q4 24 | $193.6M | $101.9M | ||
| Q3 24 | $227.9M | $95.5M | ||
| Q2 24 | $226.2M | $89.6M | ||
| Q1 24 | $210.9M | $85.1M |
| Q4 25 | $10.3M | $6.0M | ||
| Q3 25 | $40.7M | $98.1M | ||
| Q2 25 | $40.9M | $1.3M | ||
| Q1 25 | $35.1M | $-47.7M | ||
| Q4 24 | $26.9M | $44.2M | ||
| Q3 24 | $36.1M | $-8.5M | ||
| Q2 24 | $38.6M | $-40.5M | ||
| Q1 24 | $31.8M | $-35.7M |
| 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% | 5.6% | ||
| Q3 25 | 20.5% | 81.3% | ||
| Q2 25 | 20.8% | 3.4% | ||
| Q1 25 | 19.5% | -41.3% | ||
| Q4 24 | 15.3% | 46.3% | ||
| Q3 24 | 22.6% | -5.4% | ||
| Q2 24 | 24.3% | -40.7% | ||
| Q1 24 | 21.0% | -38.7% |
| Q4 25 | 4.4% | 5.0% | ||
| Q3 25 | 14.7% | 81.3% | ||
| Q2 25 | 15.5% | 1.1% | ||
| Q1 25 | 15.2% | -43.2% | ||
| Q4 24 | 13.9% | 43.4% | ||
| Q3 24 | 15.8% | -8.9% | ||
| Q2 24 | 17.1% | -45.2% | ||
| Q1 24 | 15.1% | -42.0% |
| Q4 25 | $0.62 | $0.31 | ||
| Q3 25 | $2.41 | $3.77 | ||
| Q2 25 | $2.43 | $0.05 | ||
| Q1 25 | $2.05 | $-1.91 | ||
| Q4 24 | $1.60 | $1.81 | ||
| Q3 24 | $2.26 | $-0.34 | ||
| Q2 24 | $2.47 | $-1.64 | ||
| Q1 24 | $2.03 | $-1.47 |
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 | $218.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $436.1M |
| Total Assets | $2.3B | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $218.3M | ||
| Q3 25 | $31.5M | $247.7M | ||
| Q2 25 | $38.0M | $198.9M | ||
| Q1 25 | $225.8M | $140.9M | ||
| Q4 24 | $213.8M | $197.6M | ||
| Q3 24 | $273.2M | $191.2M | ||
| Q2 24 | $18.9M | $175.9M | ||
| Q1 24 | $22.2M | $223.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $436.1M | ||
| Q3 25 | $1.1B | $421.5M | ||
| Q2 25 | $1.1B | $332.5M | ||
| Q1 25 | $1.1B | $322.8M | ||
| Q4 24 | $1.0B | $362.1M | ||
| Q3 24 | $1.0B | $326.4M | ||
| Q2 24 | $650.2M | $322.6M | ||
| Q1 24 | $615.7M | $351.2M |
| Q4 25 | $2.3B | $1.9B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.0B | $1.5B |
| 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 | $9.2M |
| Free Cash FlowOCF − Capex | $22.7M | $9.1M |
| FCF MarginFCF / Revenue | 9.8% | 7.6% |
| Capex IntensityCapex / Revenue | 2.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.81× | 1.53× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $14.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $9.2M | ||
| Q3 25 | $61.8M | $16.9M | ||
| Q2 25 | $60.6M | $24.7M | ||
| Q1 25 | $27.3M | $-35.6M | ||
| Q4 24 | $11.6M | $47.5M | ||
| Q3 24 | $66.8M | $46.8M | ||
| Q2 24 | $62.7M | $-10.6M | ||
| Q1 24 | $22.4M | $17.7M |
| Q4 25 | $22.7M | $9.1M | ||
| Q3 25 | $58.7M | $16.8M | ||
| Q2 25 | $57.7M | $24.6M | ||
| Q1 25 | $22.8M | $-35.7M | ||
| Q4 24 | $8.5M | $47.2M | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | $-10.7M | ||
| Q1 24 | $17.5M | $17.6M |
| Q4 25 | 9.8% | 7.6% | ||
| Q3 25 | 21.2% | 13.9% | ||
| Q2 25 | 21.9% | 21.0% | ||
| Q1 25 | 9.9% | -32.4% | ||
| Q4 24 | 4.4% | 46.3% | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | -11.9% | ||
| Q1 24 | 8.3% | 20.7% |
| Q4 25 | 2.6% | 0.1% | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.1% | 0.1% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 2.4% | 0.0% | ||
| Q2 24 | 1.4% | 0.1% | ||
| Q1 24 | 2.3% | 0.1% |
| Q4 25 | 2.81× | 1.53× | ||
| Q3 25 | 1.52× | 0.17× | ||
| Q2 25 | 1.48× | 19.00× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 1.07× | ||
| 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% |
HIPO
Segment breakdown not available.
