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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and SANFILIPPO JOHN B & SON INC (JBSS). Click either name above to swap in a different company.
SANFILIPPO JOHN B & SON INC is the larger business by last-quarter revenue ($314.8M vs $233.0M, roughly 1.4× CSW INDUSTRIALS, INC.). SANFILIPPO JOHN B & SON INC runs the higher net margin — 5.7% vs 4.4%, a 1.3% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 4.6%). SANFILIPPO JOHN B & SON INC produced more free cash flow last quarter ($40.0M vs $22.7M). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs 5.1%).
John B. Sanfilippo & Son Inc. (JBSS) is a leading US processor, marketer and distributor of high-quality tree nuts, peanuts, dried fruits, and value-added snack products. It serves retail, foodservice, and industrial ingredient customers primarily across North America, offering both branded and private label product lines.
CSW vs JBSS — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $314.8M |
| Net Profit | $10.3M | $18.0M |
| Gross Margin | 39.7% | 18.8% |
| Operating Margin | 7.4% | 8.3% |
| Net Margin | 4.4% | 5.7% |
| Revenue YoY | 20.3% | 4.6% |
| Net Profit YoY | -61.9% | 32.1% |
| EPS (diluted) | $0.62 | $1.53 |
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 | $314.8M | ||
| Q3 25 | $277.0M | $298.7M | ||
| Q2 25 | $263.6M | $269.1M | ||
| Q1 25 | $230.5M | $260.9M | ||
| Q4 24 | $193.6M | $301.1M | ||
| Q3 24 | $227.9M | $276.2M | ||
| Q2 24 | $226.2M | $269.6M | ||
| Q1 24 | $210.9M | $271.9M |
| Q4 25 | $10.3M | $18.0M | ||
| Q3 25 | $40.7M | $18.7M | ||
| Q2 25 | $40.9M | $13.5M | ||
| Q1 25 | $35.1M | $20.2M | ||
| Q4 24 | $26.9M | $13.6M | ||
| Q3 24 | $36.1M | $11.7M | ||
| Q2 24 | $38.6M | $10.0M | ||
| Q1 24 | $31.8M | $13.5M |
| Q4 25 | 39.7% | 18.8% | ||
| Q3 25 | 43.0% | 18.1% | ||
| Q2 25 | 43.8% | 18.1% | ||
| Q1 25 | 44.2% | 21.4% | ||
| Q4 24 | 41.4% | 17.4% | ||
| Q3 24 | 45.6% | 16.9% | ||
| Q2 24 | 47.5% | 18.5% | ||
| Q1 24 | 44.4% | 18.1% |
| Q4 25 | 7.4% | 8.3% | ||
| Q3 25 | 20.5% | 9.0% | ||
| Q2 25 | 20.8% | 7.5% | ||
| Q1 25 | 19.5% | 10.8% | ||
| Q4 24 | 15.3% | 6.4% | ||
| Q3 24 | 22.6% | 6.2% | ||
| Q2 24 | 24.3% | 5.4% | ||
| Q1 24 | 21.0% | 6.7% |
| Q4 25 | 4.4% | 5.7% | ||
| Q3 25 | 14.7% | 6.3% | ||
| Q2 25 | 15.5% | 5.0% | ||
| Q1 25 | 15.2% | 7.7% | ||
| Q4 24 | 13.9% | 4.5% | ||
| Q3 24 | 15.8% | 4.2% | ||
| Q2 24 | 17.1% | 3.7% | ||
| Q1 24 | 15.1% | 5.0% |
| Q4 25 | $0.62 | $1.53 | ||
| Q3 25 | $2.41 | $1.59 | ||
| Q2 25 | $2.43 | $1.15 | ||
| Q1 25 | $2.05 | $1.72 | ||
| Q4 24 | $1.60 | $1.16 | ||
| Q3 24 | $2.26 | $1.00 | ||
| Q2 24 | $2.47 | $0.85 | ||
| Q1 24 | $2.03 | $1.15 |
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 | $2.4M |
| Total DebtLower is stronger | — | $28.8M |
| Stockholders' EquityBook value | $1.1B | $370.1M |
| Total Assets | $2.3B | $617.7M |
| Debt / EquityLower = less leverage | — | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $2.4M | ||
| Q3 25 | $31.5M | $714.0K | ||
| Q2 25 | $38.0M | $585.0K | ||
| Q1 25 | $225.8M | $1.3M | ||
| Q4 24 | $213.8M | $336.0K | ||
| Q3 24 | $273.2M | $442.0K | ||
| Q2 24 | $18.9M | $484.0K | ||
| Q1 24 | $22.2M | $377.0K |
| Q4 25 | — | $28.8M | ||
| Q3 25 | — | $29.8M | ||
| Q2 25 | — | $14.6M | ||
| Q1 25 | $800.1M | $5.8M | ||
| Q4 24 | — | $6.0M | ||
| Q3 24 | — | $6.2M | ||
| Q2 24 | — | $6.4M | ||
| Q1 24 | $166.0M | $6.6M |
| Q4 25 | $1.1B | $370.1M | ||
| Q3 25 | $1.1B | $362.8M | ||
| Q2 25 | $1.1B | $360.7M | ||
| Q1 25 | $1.1B | $346.6M | ||
| Q4 24 | $1.0B | $325.6M | ||
| Q3 24 | $1.0B | $310.8M | ||
| Q2 24 | $650.2M | $322.6M | ||
| Q1 24 | $615.7M | $321.8M |
| Q4 25 | $2.3B | $617.7M | ||
| Q3 25 | $1.5B | $598.7M | ||
| Q2 25 | $1.5B | $597.6M | ||
| Q1 25 | $1.4B | $590.0M | ||
| Q4 24 | $1.4B | $545.3M | ||
| Q3 24 | $1.4B | $519.4M | ||
| Q2 24 | $1.1B | $515.6M | ||
| Q1 24 | $1.0B | $491.9M |
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | 0.75× | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | 0.27× | 0.02× |
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 | $62.5M |
| Free Cash FlowOCF − Capex | $22.7M | $40.0M |
| FCF MarginFCF / Revenue | 9.8% | 12.7% |
| Capex IntensityCapex / Revenue | 2.6% | 7.1% |
| Cash ConversionOCF / Net Profit | 2.81× | 3.48× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $32.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $62.5M | ||
| Q3 25 | $61.8M | $32.1M | ||
| Q2 25 | $60.6M | $36.5M | ||
| Q1 25 | $27.3M | $-25.9M | ||
| Q4 24 | $11.6M | $11.0M | ||
| Q3 24 | $66.8M | $8.9M | ||
| Q2 24 | $62.7M | $35.2M | ||
| Q1 24 | $22.4M | $5.3M |
| Q4 25 | $22.7M | $40.0M | ||
| Q3 25 | $58.7M | $7.3M | ||
| Q2 25 | $57.7M | $23.0M | ||
| Q1 25 | $22.8M | $-37.6M | ||
| Q4 24 | $8.5M | $-2.7M | ||
| Q3 24 | $61.3M | $-3.0M | ||
| Q2 24 | $59.6M | $24.4M | ||
| Q1 24 | $17.5M | $-1.3M |
| Q4 25 | 9.8% | 12.7% | ||
| Q3 25 | 21.2% | 2.4% | ||
| Q2 25 | 21.9% | 8.6% | ||
| Q1 25 | 9.9% | -14.4% | ||
| Q4 24 | 4.4% | -0.9% | ||
| Q3 24 | 26.9% | -1.1% | ||
| Q2 24 | 26.3% | 9.0% | ||
| Q1 24 | 8.3% | -0.5% |
| Q4 25 | 2.6% | 7.1% | ||
| Q3 25 | 1.1% | 8.3% | ||
| Q2 25 | 1.1% | 5.0% | ||
| Q1 25 | 2.0% | 4.5% | ||
| Q4 24 | 1.6% | 4.5% | ||
| Q3 24 | 2.4% | 4.3% | ||
| Q2 24 | 1.4% | 4.0% | ||
| Q1 24 | 2.3% | 2.4% |
| Q4 25 | 2.81× | 3.48× | ||
| Q3 25 | 1.52× | 1.72× | ||
| Q2 25 | 1.48× | 2.70× | ||
| Q1 25 | 0.78× | -1.29× | ||
| Q4 24 | 0.43× | 0.81× | ||
| Q3 24 | 1.85× | 0.77× | ||
| Q2 24 | 1.62× | 3.52× | ||
| Q1 24 | 0.71× | 0.39× |
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% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
