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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Loar Holdings Inc. (LOAR). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $131.8M, roughly 1.8× Loar Holdings Inc.). Loar Holdings Inc. runs the higher net margin — 9.5% vs 4.4%, a 5.1% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 19.3%). Over the past eight quarters, Loar Holdings Inc.'s revenue compounded faster (19.8% CAGR vs 5.1%).
CSW vs LOAR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $233.0M | $131.8M |
| Net Profit | $10.3M | $12.5M |
| Gross Margin | 39.7% | 52.1% |
| Operating Margin | 7.4% | 18.0% |
| Net Margin | 4.4% | 9.5% |
| Revenue YoY | 20.3% | 19.3% |
| Net Profit YoY | -61.9% | 239.5% |
| EPS (diluted) | $0.62 | $0.13 |
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 | $131.8M | ||
| Q3 25 | $277.0M | $126.8M | ||
| Q2 25 | $263.6M | $123.1M | ||
| Q1 25 | $230.5M | $114.7M | ||
| Q4 24 | $193.6M | $110.4M | ||
| Q3 24 | $227.9M | $103.5M | ||
| Q2 24 | $226.2M | $97.0M | ||
| Q1 24 | $210.9M | $91.8M |
| Q4 25 | $10.3M | $12.5M | ||
| Q3 25 | $40.7M | $27.6M | ||
| Q2 25 | $40.9M | $16.7M | ||
| Q1 25 | $35.1M | $15.3M | ||
| Q4 24 | $26.9M | $3.7M | ||
| Q3 24 | $36.1M | $8.7M | ||
| Q2 24 | $38.6M | $7.6M | ||
| Q1 24 | $31.8M | $2.2M |
| Q4 25 | 39.7% | 52.1% | ||
| Q3 25 | 43.0% | 52.7% | ||
| Q2 25 | 43.8% | 53.8% | ||
| Q1 25 | 44.2% | 52.1% | ||
| Q4 24 | 41.4% | 48.9% | ||
| Q3 24 | 45.6% | 51.1% | ||
| Q2 24 | 47.5% | 49.0% | ||
| Q1 24 | 44.4% | 48.4% |
| Q4 25 | 7.4% | 18.0% | ||
| Q3 25 | 20.5% | 22.9% | ||
| Q2 25 | 20.8% | 22.2% | ||
| Q1 25 | 19.5% | 22.8% | ||
| Q4 24 | 15.3% | 19.2% | ||
| Q3 24 | 22.6% | 22.1% | ||
| Q2 24 | 24.3% | 22.9% | ||
| Q1 24 | 21.0% | 23.3% |
| Q4 25 | 4.4% | 9.5% | ||
| Q3 25 | 14.7% | 21.8% | ||
| Q2 25 | 15.5% | 13.6% | ||
| Q1 25 | 15.2% | 13.4% | ||
| Q4 24 | 13.9% | 3.3% | ||
| Q3 24 | 15.8% | 8.4% | ||
| Q2 24 | 17.1% | 7.9% | ||
| Q1 24 | 15.1% | 2.4% |
| Q4 25 | $0.62 | $0.13 | ||
| Q3 25 | $2.41 | $0.29 | ||
| Q2 25 | $2.43 | $0.17 | ||
| Q1 25 | $2.05 | $0.16 | ||
| Q4 24 | $1.60 | $-11023.48 | ||
| Q3 24 | $2.26 | $0.09 | ||
| Q2 24 | $2.47 | $0.09 | ||
| Q1 24 | $2.03 | $11023.54 |
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 | $84.8M |
| Total DebtLower is stronger | — | $715.7M |
| Stockholders' EquityBook value | $1.1B | $1.2B |
| Total Assets | $2.3B | $2.0B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $84.8M | ||
| Q3 25 | $31.5M | $99.0M | ||
| Q2 25 | $38.0M | $103.3M | ||
| Q1 25 | $225.8M | $80.5M | ||
| Q4 24 | $213.8M | $54.1M | ||
| Q3 24 | $273.2M | $55.2M | ||
| Q2 24 | $18.9M | $73.2M | ||
| Q1 24 | $22.2M | $28.2M |
| Q4 25 | — | $715.7M | ||
| Q3 25 | — | $279.4M | ||
| Q2 25 | — | $277.7M | ||
| Q1 25 | $800.1M | $277.5M | ||
| Q4 24 | — | $277.3M | ||
| Q3 24 | — | $602.1M | ||
| Q2 24 | — | $250.7M | ||
| Q1 24 | $166.0M | $534.2M |
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.0B | $769.8M | ||
| Q2 24 | $650.2M | $758.4M | ||
| Q1 24 | $615.7M | $420.6M |
| Q4 25 | $2.3B | $2.0B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | 0.75× | 0.25× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | 0.27× | 1.27× |
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 | $30.4M |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $30.4M | ||
| Q3 25 | $61.8M | $29.7M | ||
| Q2 25 | $60.6M | $23.8M | ||
| Q1 25 | $27.3M | $28.4M | ||
| Q4 24 | $11.6M | $20.7M | ||
| Q3 24 | $66.8M | $16.3M | ||
| Q2 24 | $62.7M | $7.1M | ||
| Q1 24 | $22.4M | $10.8M |
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 2.81× | 2.43× | ||
| Q3 25 | 1.52× | 1.08× | ||
| Q2 25 | 1.48× | 1.42× | ||
| Q1 25 | 0.78× | 1.85× | ||
| Q4 24 | 0.43× | 5.62× | ||
| Q3 24 | 1.85× | 1.89× | ||
| Q2 24 | 1.62× | 0.93× | ||
| Q1 24 | 0.71× | 4.81× |
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% |
LOAR
| Other | $76.8M | 58% |
| Commercial Aerospace | $21.2M | 16% |
| Business Jet And General Aviation | $17.6M | 13% |
| Defense | $16.2M | 12% |