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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and El Pollo Loco Holdings, Inc. (LOCO). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $123.5M, roughly 1.9× El Pollo Loco Holdings, Inc.). El Pollo Loco Holdings, Inc. runs the higher net margin — 5.3% vs 4.4%, a 0.9% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 8.1%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $5.1M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs 3.1%).
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
CSW vs LOCO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $123.5M |
| Net Profit | $10.3M | $6.5M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 8.3% |
| Net Margin | 4.4% | 5.3% |
| Revenue YoY | 20.3% | 8.1% |
| Net Profit YoY | -61.9% | 9.9% |
| 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 | $123.5M | ||
| Q3 25 | $277.0M | $121.5M | ||
| Q2 25 | $263.6M | $125.8M | ||
| Q1 25 | $230.5M | $119.2M | ||
| Q4 24 | $193.6M | $114.3M | ||
| Q3 24 | $227.9M | $120.4M | ||
| Q2 24 | $226.2M | $122.2M | ||
| Q1 24 | $210.9M | $116.2M |
| Q4 25 | $10.3M | $6.5M | ||
| Q3 25 | $40.7M | $7.4M | ||
| Q2 25 | $40.9M | $7.1M | ||
| Q1 25 | $35.1M | $5.5M | ||
| Q4 24 | $26.9M | $6.0M | ||
| Q3 24 | $36.1M | $6.2M | ||
| Q2 24 | $38.6M | $7.6M | ||
| Q1 24 | $31.8M | $5.9M |
| 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% | 8.3% | ||
| Q3 25 | 20.5% | 9.4% | ||
| Q2 25 | 20.8% | 9.0% | ||
| Q1 25 | 19.5% | 7.5% | ||
| Q4 24 | 15.3% | 7.9% | ||
| Q3 24 | 22.6% | 8.4% | ||
| Q2 24 | 24.3% | 10.1% | ||
| Q1 24 | 21.0% | 8.3% |
| Q4 25 | 4.4% | 5.3% | ||
| Q3 25 | 14.7% | 6.1% | ||
| Q2 25 | 15.5% | 5.6% | ||
| Q1 25 | 15.2% | 4.6% | ||
| Q4 24 | 13.9% | 5.2% | ||
| Q3 24 | 15.8% | 5.1% | ||
| Q2 24 | 17.1% | 6.2% | ||
| Q1 24 | 15.1% | 5.1% |
| Q4 25 | $0.62 | $0.22 | ||
| Q3 25 | $2.41 | $0.25 | ||
| Q2 25 | $2.43 | $0.24 | ||
| Q1 25 | $2.05 | $0.19 | ||
| Q4 24 | $1.60 | $0.21 | ||
| Q3 24 | $2.26 | $0.21 | ||
| Q2 24 | $2.47 | $0.25 | ||
| 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 | $6.2M |
| Total DebtLower is stronger | — | $51.0M |
| Stockholders' EquityBook value | $1.1B | $291.1M |
| Total Assets | $2.3B | $606.6M |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $6.2M | ||
| Q3 25 | $31.5M | $10.9M | ||
| Q2 25 | $38.0M | $9.0M | ||
| Q1 25 | $225.8M | $4.3M | ||
| Q4 24 | $213.8M | $2.5M | ||
| Q3 24 | $273.2M | $7.9M | ||
| Q2 24 | $18.9M | $10.5M | ||
| Q1 24 | $22.2M | $9.1M |
| Q4 25 | — | $51.0M | ||
| Q3 25 | — | $61.0M | ||
| Q2 25 | — | $69.0M | ||
| Q1 25 | $800.1M | $73.0M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $76.0M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | $166.0M | $80.0M |
| Q4 25 | $1.1B | $291.1M | ||
| Q3 25 | $1.1B | $282.9M | ||
| Q2 25 | $1.1B | $274.2M | ||
| Q1 25 | $1.1B | $265.7M | ||
| Q4 24 | $1.0B | $260.7M | ||
| Q3 24 | $1.0B | $255.2M | ||
| Q2 24 | $650.2M | $248.6M | ||
| Q1 24 | $615.7M | $256.3M |
| Q4 25 | $2.3B | $606.6M | ||
| Q3 25 | $1.5B | $602.7M | ||
| Q2 25 | $1.5B | $596.8M | ||
| Q1 25 | $1.4B | $590.5M | ||
| Q4 24 | $1.4B | $592.0M | ||
| Q3 24 | $1.4B | $590.0M | ||
| Q2 24 | $1.1B | $593.8M | ||
| Q1 24 | $1.0B | $598.0M |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | 0.75× | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | 0.27× | 0.31× |
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 | $13.9M |
| Free Cash FlowOCF − Capex | $22.7M | $5.1M |
| FCF MarginFCF / Revenue | 9.8% | 4.1% |
| Capex IntensityCapex / Revenue | 2.6% | 7.1% |
| Cash ConversionOCF / Net Profit | 2.81× | 2.13× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $25.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $13.9M | ||
| Q3 25 | $61.8M | $15.3M | ||
| Q2 25 | $60.6M | $14.1M | ||
| Q1 25 | $27.3M | $4.7M | ||
| Q4 24 | $11.6M | $5.6M | ||
| Q3 24 | $66.8M | $13.0M | ||
| Q2 24 | $62.7M | $17.0M | ||
| Q1 24 | $22.4M | $11.2M |
| Q4 25 | $22.7M | $5.1M | ||
| Q3 25 | $58.7M | $9.9M | ||
| Q2 25 | $57.7M | $9.1M | ||
| Q1 25 | $22.8M | $1.3M | ||
| Q4 24 | $8.5M | $1.1M | ||
| Q3 24 | $61.3M | $9.1M | ||
| Q2 24 | $59.6M | $10.4M | ||
| Q1 24 | $17.5M | $7.0M |
| Q4 25 | 9.8% | 4.1% | ||
| Q3 25 | 21.2% | 8.2% | ||
| Q2 25 | 21.9% | 7.2% | ||
| Q1 25 | 9.9% | 1.1% | ||
| Q4 24 | 4.4% | 1.0% | ||
| Q3 24 | 26.9% | 7.6% | ||
| Q2 24 | 26.3% | 8.5% | ||
| Q1 24 | 8.3% | 6.0% |
| Q4 25 | 2.6% | 7.1% | ||
| Q3 25 | 1.1% | 4.4% | ||
| Q2 25 | 1.1% | 4.0% | ||
| Q1 25 | 2.0% | 2.8% | ||
| Q4 24 | 1.6% | 3.9% | ||
| Q3 24 | 2.4% | 3.2% | ||
| Q2 24 | 1.4% | 5.3% | ||
| Q1 24 | 2.3% | 3.6% |
| Q4 25 | 2.81× | 2.13× | ||
| Q3 25 | 1.52× | 2.08× | ||
| Q2 25 | 1.48× | 1.99× | ||
| Q1 25 | 0.78× | 0.86× | ||
| Q4 24 | 0.43× | 0.95× | ||
| Q3 24 | 1.85× | 2.11× | ||
| Q2 24 | 1.62× | 2.22× | ||
| Q1 24 | 0.71× | 1.89× |
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% |
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
