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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and LendingClub Corp (LC). Click either name above to swap in a different company.
LendingClub Corp is the larger business by last-quarter revenue ($252.3M vs $233.0M, roughly 1.1× CSW INDUSTRIALS, INC.). LendingClub Corp runs the higher net margin — 20.5% vs 4.4%, a 16.0% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 15.9%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 5.1%).
LendingClub Corporation is an American financial services company headquartered in San Francisco, California. It was the first peer-to-peer lender to register its offerings as securities with the Securities and Exchange Commission (SEC), and to offer loan trading on a secondary market. At its height, LendingClub was the world's largest peer-to-peer lending platform. The company reported that $15.98 billion in loans had been originated through its platform up to December 31, 2015.
CSW vs LC — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $252.3M |
| Net Profit | $10.3M | $51.6M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | 20.5% |
| Revenue YoY | 20.3% | 15.9% |
| Net Profit YoY | -61.9% | 341.0% |
| EPS (diluted) | $0.62 | $0.44 |
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 | — | $252.3M | ||
| Q4 25 | $233.0M | $266.5M | ||
| Q3 25 | $277.0M | $266.2M | ||
| Q2 25 | $263.6M | $248.4M | ||
| Q1 25 | $230.5M | $217.7M | ||
| Q4 24 | $193.6M | $217.2M | ||
| Q3 24 | $227.9M | $201.9M | ||
| Q2 24 | $226.2M | $187.2M |
| Q1 26 | — | $51.6M | ||
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $44.3M | ||
| Q2 25 | $40.9M | $38.2M | ||
| Q1 25 | $35.1M | $11.7M | ||
| Q4 24 | $26.9M | — | ||
| Q3 24 | $36.1M | $14.5M | ||
| Q2 24 | $38.6M | $14.9M |
| 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 | — | — | ||
| Q4 25 | 7.4% | 18.8% | ||
| Q3 25 | 20.5% | 21.5% | ||
| Q2 25 | 20.8% | 21.7% | ||
| Q1 25 | 19.5% | 7.2% | ||
| Q4 24 | 15.3% | 5.1% | ||
| Q3 24 | 22.6% | 8.9% | ||
| Q2 24 | 24.3% | 10.4% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | 16.6% | ||
| Q2 25 | 15.5% | 15.4% | ||
| Q1 25 | 15.2% | 5.4% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.8% | 7.2% | ||
| Q2 24 | 17.1% | 8.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | $0.62 | $0.36 | ||
| Q3 25 | $2.41 | $0.37 | ||
| Q2 25 | $2.43 | $0.33 | ||
| Q1 25 | $2.05 | $0.10 | ||
| Q4 24 | $1.60 | $0.08 | ||
| Q3 24 | $2.26 | $0.13 | ||
| Q2 24 | $2.47 | $0.13 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.5B |
| Total Assets | $2.3B | $11.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | — | ||
| Q2 25 | $38.0M | — | ||
| Q1 25 | $225.8M | — | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | — | ||
| Q2 24 | $18.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | $800.1M | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $650.2M | $1.3B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | $2.3B | $11.6B | ||
| Q3 25 | $1.5B | $11.1B | ||
| Q2 25 | $1.5B | $10.8B | ||
| Q1 25 | $1.4B | $10.5B | ||
| Q4 24 | $1.4B | $10.6B | ||
| Q3 24 | $1.4B | $11.0B | ||
| Q2 24 | $1.1B | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | 0.75× | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| 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 | $-2.7B | ||
| Q3 25 | $61.8M | $-770.8M | ||
| Q2 25 | $60.6M | $-713.1M | ||
| Q1 25 | $27.3M | $-339.3M | ||
| Q4 24 | $11.6M | $-2.6B | ||
| Q3 24 | $66.8M | $-669.8M | ||
| Q2 24 | $62.7M | $-932.5M |
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $-2.9B | ||
| Q3 25 | $58.7M | $-791.8M | ||
| Q2 25 | $57.7M | $-803.8M | ||
| Q1 25 | $22.8M | $-352.3M | ||
| Q4 24 | $8.5M | $-2.7B | ||
| Q3 24 | $61.3M | $-682.3M | ||
| Q2 24 | $59.6M | $-945.3M |
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | -1076.0% | ||
| Q3 25 | 21.2% | -297.4% | ||
| Q2 25 | 21.9% | -323.5% | ||
| Q1 25 | 9.9% | -161.8% | ||
| Q4 24 | 4.4% | -1237.8% | ||
| Q3 24 | 26.9% | -338.0% | ||
| Q2 24 | 26.3% | -504.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 52.7% | ||
| Q3 25 | 1.1% | 7.9% | ||
| Q2 25 | 1.1% | 36.5% | ||
| Q1 25 | 2.0% | 6.0% | ||
| Q4 24 | 1.6% | 25.0% | ||
| Q3 24 | 2.4% | 6.2% | ||
| Q2 24 | 1.4% | 6.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | -17.41× | ||
| Q2 25 | 1.48× | -18.68× | ||
| Q1 25 | 0.78× | -29.07× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | -46.33× | ||
| Q2 24 | 1.62× | -62.57× |
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% |
LC
Segment breakdown not available.
