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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Magnolia Oil & Gas Corp (MGY). Click either name above to swap in a different company.
Magnolia Oil & Gas Corp is the larger business by last-quarter revenue ($317.6M vs $233.0M, roughly 1.4× CSW INDUSTRIALS, INC.). Magnolia Oil & Gas Corp runs the higher net margin — 21.6% vs 4.4%, a 17.2% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -2.7%). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -0.3%).
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
CSW vs MGY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $317.6M |
| Net Profit | $10.3M | $68.8M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 29.6% |
| Net Margin | 4.4% | 21.6% |
| Revenue YoY | 20.3% | -2.7% |
| Net Profit YoY | -61.9% | -19.7% |
| EPS (diluted) | $0.62 | — |
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 | $317.6M | ||
| Q3 25 | $277.0M | $324.9M | ||
| Q2 25 | $263.6M | $319.0M | ||
| Q1 25 | $230.5M | $350.3M | ||
| Q4 24 | $193.6M | $326.6M | ||
| Q3 24 | $227.9M | $333.1M | ||
| Q2 24 | $226.2M | $336.7M | ||
| Q1 24 | $210.9M | $319.4M |
| Q4 25 | $10.3M | $68.8M | ||
| Q3 25 | $40.7M | $75.5M | ||
| Q2 25 | $40.9M | $78.1M | ||
| Q1 25 | $35.1M | $102.9M | ||
| Q4 24 | $26.9M | $85.6M | ||
| Q3 24 | $36.1M | $99.8M | ||
| Q2 24 | $38.6M | $95.6M | ||
| Q1 24 | $31.8M | $85.1M |
| 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% | 29.6% | ||
| Q3 25 | 20.5% | 31.2% | ||
| Q2 25 | 20.8% | 33.8% | ||
| Q1 25 | 19.5% | 38.8% | ||
| Q4 24 | 15.3% | 38.0% | ||
| Q3 24 | 22.6% | 38.7% | ||
| Q2 24 | 24.3% | 39.9% | ||
| Q1 24 | 21.0% | 39.0% |
| Q4 25 | 4.4% | 21.6% | ||
| Q3 25 | 14.7% | 23.2% | ||
| Q2 25 | 15.5% | 24.5% | ||
| Q1 25 | 15.2% | 29.4% | ||
| Q4 24 | 13.9% | 26.2% | ||
| Q3 24 | 15.8% | 30.0% | ||
| Q2 24 | 17.1% | 28.4% | ||
| Q1 24 | 15.1% | 26.6% |
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | — | ||
| Q2 25 | $2.43 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | — | ||
| Q2 24 | $2.47 | — | ||
| Q1 24 | $2.03 | — |
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 | $266.8M |
| Total DebtLower is stronger | — | $393.3M |
| Stockholders' EquityBook value | $1.1B | $2.0B |
| Total Assets | $2.3B | $2.9B |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $266.8M | ||
| Q3 25 | $31.5M | $280.5M | ||
| Q2 25 | $38.0M | $251.8M | ||
| Q1 25 | $225.8M | $247.6M | ||
| Q4 24 | $213.8M | $260.0M | ||
| Q3 24 | $273.2M | $276.1M | ||
| Q2 24 | $18.9M | $275.7M | ||
| Q1 24 | $22.2M | $399.3M |
| Q4 25 | — | $393.3M | ||
| Q3 25 | — | $393.1M | ||
| Q2 25 | — | $392.9M | ||
| Q1 25 | $800.1M | $392.7M | ||
| Q4 24 | — | $392.5M | ||
| Q3 24 | — | $394.8M | ||
| Q2 24 | — | $394.1M | ||
| Q1 24 | $166.0M | $393.5M |
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $650.2M | $1.9B | ||
| Q1 24 | $615.7M | $1.9B |
| Q4 25 | $2.3B | $2.9B | ||
| Q3 25 | $1.5B | $2.9B | ||
| Q2 25 | $1.5B | $2.9B | ||
| Q1 25 | $1.4B | $2.9B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | $1.4B | $2.8B | ||
| Q2 24 | $1.1B | $2.8B | ||
| Q1 24 | $1.0B | $2.8B |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | 0.75× | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | 0.27× | 0.21× |
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 | $208.4M |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $208.4M | ||
| Q3 25 | $61.8M | $247.1M | ||
| Q2 25 | $60.6M | $198.7M | ||
| Q1 25 | $27.3M | $224.5M | ||
| Q4 24 | $11.6M | $222.6M | ||
| Q3 24 | $66.8M | $217.9M | ||
| Q2 24 | $62.7M | $269.4M | ||
| Q1 24 | $22.4M | $210.9M |
| 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× | 3.03× | ||
| Q3 25 | 1.52× | 3.27× | ||
| Q2 25 | 1.48× | 2.54× | ||
| Q1 25 | 0.78× | 2.18× | ||
| Q4 24 | 0.43× | 2.60× | ||
| Q3 24 | 1.85× | 2.18× | ||
| Q2 24 | 1.62× | 2.82× | ||
| Q1 24 | 0.71× | 2.48× |
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% |
MGY
| Oil And Condensate | $215.6M | 68% |
| Natural Gas Reserves | $52.9M | 17% |
| Natural Gas Liquids Reserves | $49.1M | 15% |
