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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Kennedy-Wilson Holdings, Inc. (KW). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $120.6M, roughly 1.9× Kennedy-Wilson Holdings, Inc.). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs 4.4%, a 43.7% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -11.0%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-55.2M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -6.0%).
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
CSW vs KW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $120.6M |
| Net Profit | $10.3M | $58.0M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 57.3% |
| Net Margin | 4.4% | 48.1% |
| Revenue YoY | 20.3% | -11.0% |
| Net Profit YoY | -61.9% | 32.7% |
| EPS (diluted) | $0.62 | $0.22 |
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 | $120.6M | ||
| Q3 25 | $277.0M | $116.4M | ||
| Q2 25 | $263.6M | $135.7M | ||
| Q1 25 | $230.5M | $128.3M | ||
| Q4 24 | $193.6M | $135.5M | ||
| Q3 24 | $227.9M | $127.5M | ||
| Q2 24 | $226.2M | $132.0M | ||
| Q1 24 | $210.9M | $136.4M |
| Q4 25 | $10.3M | $58.0M | ||
| Q3 25 | $40.7M | $-10.2M | ||
| Q2 25 | $40.9M | $5.6M | ||
| Q1 25 | $35.1M | $-29.6M | ||
| Q4 24 | $26.9M | $43.7M | ||
| Q3 24 | $36.1M | $-66.8M | ||
| Q2 24 | $38.6M | $-48.3M | ||
| Q1 24 | $31.8M | $37.7M |
| 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% | 57.3% | ||
| Q3 25 | 20.5% | -6.2% | ||
| Q2 25 | 20.8% | 7.4% | ||
| Q1 25 | 19.5% | -26.9% | ||
| Q4 24 | 15.3% | 36.7% | ||
| Q3 24 | 22.6% | -60.8% | ||
| Q2 24 | 24.3% | -45.5% | ||
| Q1 24 | 21.0% | 47.2% |
| Q4 25 | 4.4% | 48.1% | ||
| Q3 25 | 14.7% | -8.8% | ||
| Q2 25 | 15.5% | 4.1% | ||
| Q1 25 | 15.2% | -23.1% | ||
| Q4 24 | 13.9% | 32.3% | ||
| Q3 24 | 15.8% | -52.4% | ||
| Q2 24 | 17.1% | -36.6% | ||
| Q1 24 | 15.1% | 27.6% |
| Q4 25 | $0.62 | $0.22 | ||
| Q3 25 | $2.41 | $-0.15 | ||
| Q2 25 | $2.43 | $-0.05 | ||
| Q1 25 | $2.05 | $-0.30 | ||
| Q4 24 | $1.60 | $0.24 | ||
| Q3 24 | $2.26 | $-0.56 | ||
| Q2 24 | $2.47 | $-0.43 | ||
| Q1 24 | $2.03 | $0.19 |
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 | $184.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.5B |
| Total Assets | $2.3B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $184.5M | ||
| Q3 25 | $31.5M | $382.6M | ||
| Q2 25 | $38.0M | $309.1M | ||
| Q1 25 | $225.8M | $356.6M | ||
| Q4 24 | $213.8M | $217.5M | ||
| Q3 24 | $273.2M | $367.1M | ||
| Q2 24 | $18.9M | $366.5M | ||
| Q1 24 | $22.2M | $541.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $650.2M | $1.7B | ||
| Q1 24 | $615.7M | $1.7B |
| Q4 25 | $2.3B | $6.6B | ||
| Q3 25 | $1.5B | $6.7B | ||
| Q2 25 | $1.5B | $6.8B | ||
| Q1 25 | $1.4B | $7.2B | ||
| Q4 24 | $1.4B | $7.0B | ||
| Q3 24 | $1.4B | $7.4B | ||
| Q2 24 | $1.1B | $7.5B | ||
| Q1 24 | $1.0B | $7.7B |
| 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 | $11.4M |
| Free Cash FlowOCF − Capex | $22.7M | $-55.2M |
| FCF MarginFCF / Revenue | 9.8% | -45.8% |
| Capex IntensityCapex / Revenue | 2.6% | 55.2% |
| Cash ConversionOCF / Net Profit | 2.81× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $-103.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $11.4M | ||
| Q3 25 | $61.8M | $-7.6M | ||
| Q2 25 | $60.6M | $42.0M | ||
| Q1 25 | $27.3M | $-51.9M | ||
| Q4 24 | $11.6M | $55.1M | ||
| Q3 24 | $66.8M | $-5.6M | ||
| Q2 24 | $62.7M | $36.7M | ||
| Q1 24 | $22.4M | $-5.6M |
| Q4 25 | $22.7M | $-55.2M | ||
| Q3 25 | $58.7M | $-18.0M | ||
| Q2 25 | $57.7M | $29.4M | ||
| Q1 25 | $22.8M | $-59.7M | ||
| Q4 24 | $8.5M | $-76.5M | ||
| Q3 24 | $61.3M | $-27.7M | ||
| Q2 24 | $59.6M | $-500.0K | ||
| Q1 24 | $17.5M | $-57.1M |
| Q4 25 | 9.8% | -45.8% | ||
| Q3 25 | 21.2% | -15.5% | ||
| Q2 25 | 21.9% | 21.7% | ||
| Q1 25 | 9.9% | -46.5% | ||
| Q4 24 | 4.4% | -56.5% | ||
| Q3 24 | 26.9% | -21.7% | ||
| Q2 24 | 26.3% | -0.4% | ||
| Q1 24 | 8.3% | -41.9% |
| Q4 25 | 2.6% | 55.2% | ||
| Q3 25 | 1.1% | 8.9% | ||
| Q2 25 | 1.1% | 9.3% | ||
| Q1 25 | 2.0% | 6.1% | ||
| Q4 24 | 1.6% | 97.1% | ||
| Q3 24 | 2.4% | 17.3% | ||
| Q2 24 | 1.4% | 28.2% | ||
| Q1 24 | 2.3% | 37.8% |
| Q4 25 | 2.81× | 0.20× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 7.50× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 1.26× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | -0.15× |
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% |
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
