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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Lovesac Co (LOVE). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $150.2M, roughly 1.6× Lovesac Co). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs -7.0%, a 11.4% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 0.2%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-10.2M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
CSW vs LOVE — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $150.2M |
| Net Profit | $10.3M | $-10.6M |
| Gross Margin | 39.7% | 56.1% |
| Operating Margin | 7.4% | -10.5% |
| Net Margin | 4.4% | -7.0% |
| Revenue YoY | 20.3% | 0.2% |
| Net Profit YoY | -61.9% | -114.0% |
| EPS (diluted) | $0.62 | $-0.72 |
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 | $150.2M | ||
| Q3 25 | $277.0M | $160.5M | ||
| Q2 25 | $263.6M | $138.4M | ||
| Q1 25 | $230.5M | $241.5M | ||
| Q4 24 | $193.6M | $149.9M | ||
| Q3 24 | $227.9M | $156.6M | ||
| Q2 24 | $226.2M | $132.6M | ||
| Q1 24 | $210.9M | $250.5M |
| Q4 25 | $10.3M | $-10.6M | ||
| Q3 25 | $40.7M | $-6.7M | ||
| Q2 25 | $40.9M | $-10.8M | ||
| Q1 25 | $35.1M | $35.3M | ||
| Q4 24 | $26.9M | $-4.9M | ||
| Q3 24 | $36.1M | $-5.9M | ||
| Q2 24 | $38.6M | $-13.0M | ||
| Q1 24 | $31.8M | $31.0M |
| Q4 25 | 39.7% | 56.1% | ||
| Q3 25 | 43.0% | 56.4% | ||
| Q2 25 | 43.8% | 53.7% | ||
| Q1 25 | 44.2% | 60.4% | ||
| Q4 24 | 41.4% | 58.5% | ||
| Q3 24 | 45.6% | 59.0% | ||
| Q2 24 | 47.5% | 54.3% | ||
| Q1 24 | 44.4% | 59.7% |
| Q4 25 | 7.4% | -10.5% | ||
| Q3 25 | 20.5% | -5.5% | ||
| Q2 25 | 20.8% | -10.8% | ||
| Q1 25 | 19.5% | 19.7% | ||
| Q4 24 | 15.3% | -5.2% | ||
| Q3 24 | 22.6% | -5.3% | ||
| Q2 24 | 24.3% | -13.5% | ||
| Q1 24 | 21.0% | 16.1% |
| Q4 25 | 4.4% | -7.0% | ||
| Q3 25 | 14.7% | -4.1% | ||
| Q2 25 | 15.5% | -7.8% | ||
| Q1 25 | 15.2% | 14.6% | ||
| Q4 24 | 13.9% | -3.3% | ||
| Q3 24 | 15.8% | -3.7% | ||
| Q2 24 | 17.1% | -9.8% | ||
| Q1 24 | 15.1% | 12.4% |
| Q4 25 | $0.62 | $-0.72 | ||
| Q3 25 | $2.41 | $-0.45 | ||
| Q2 25 | $2.43 | $-0.73 | ||
| Q1 25 | $2.05 | $2.22 | ||
| Q4 24 | $1.60 | $-0.32 | ||
| Q3 24 | $2.26 | $-0.38 | ||
| Q2 24 | $2.47 | $-0.83 | ||
| Q1 24 | $2.03 | $1.91 |
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 | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $189.3M |
| Total Assets | $2.3B | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $23.7M | ||
| Q3 25 | $31.5M | $34.2M | ||
| Q2 25 | $38.0M | $26.9M | ||
| Q1 25 | $225.8M | $83.7M | ||
| Q4 24 | $213.8M | $61.7M | ||
| Q3 24 | $273.2M | $72.1M | ||
| Q2 24 | $18.9M | $72.4M | ||
| Q1 24 | $22.2M | $87.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $189.3M | ||
| Q3 25 | $1.1B | $197.5M | ||
| Q2 25 | $1.1B | $201.2M | ||
| Q1 25 | $1.1B | $216.4M | ||
| Q4 24 | $1.0B | $196.5M | ||
| Q3 24 | $1.0B | $202.1M | ||
| Q2 24 | $650.2M | $205.3M | ||
| Q1 24 | $615.7M | $217.5M |
| Q4 25 | $2.3B | $495.5M | ||
| Q3 25 | $1.5B | $493.7M | ||
| Q2 25 | $1.5B | $483.7M | ||
| Q1 25 | $1.4B | $532.3M | ||
| Q4 24 | $1.4B | $499.7M | ||
| Q3 24 | $1.4B | $481.1M | ||
| Q2 24 | $1.1B | $477.2M | ||
| Q1 24 | $1.0B | $482.2M |
| 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 | $-4.9M |
| Free Cash FlowOCF − Capex | $22.7M | $-10.2M |
| FCF MarginFCF / Revenue | 9.8% | -6.8% |
| Capex IntensityCapex / Revenue | 2.6% | 3.5% |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $-4.9M | ||
| Q3 25 | $61.8M | $12.2M | ||
| Q2 25 | $60.6M | $-41.4M | ||
| Q1 25 | $27.3M | $44.0M | ||
| Q4 24 | $11.6M | $-4.2M | ||
| Q3 24 | $66.8M | $6.2M | ||
| Q2 24 | $62.7M | $-7.0M | ||
| Q1 24 | $22.4M | $56.3M |
| Q4 25 | $22.7M | $-10.2M | ||
| Q3 25 | $58.7M | $7.8M | ||
| Q2 25 | $57.7M | $-50.0M | ||
| Q1 25 | $22.8M | $38.7M | ||
| Q4 24 | $8.5M | $-6.6M | ||
| Q3 24 | $61.3M | $119.0K | ||
| Q2 24 | $59.6M | $-14.3M | ||
| Q1 24 | $17.5M | $49.5M |
| Q4 25 | 9.8% | -6.8% | ||
| Q3 25 | 21.2% | 4.9% | ||
| Q2 25 | 21.9% | -36.1% | ||
| Q1 25 | 9.9% | 16.0% | ||
| Q4 24 | 4.4% | -4.4% | ||
| Q3 24 | 26.9% | 0.1% | ||
| Q2 24 | 26.3% | -10.8% | ||
| Q1 24 | 8.3% | 19.8% |
| Q4 25 | 2.6% | 3.5% | ||
| Q3 25 | 1.1% | 2.7% | ||
| Q2 25 | 1.1% | 6.2% | ||
| Q1 25 | 2.0% | 2.2% | ||
| Q4 24 | 1.6% | 1.6% | ||
| Q3 24 | 2.4% | 3.9% | ||
| Q2 24 | 1.4% | 5.5% | ||
| Q1 24 | 2.3% | 2.7% |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | 1.25× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
