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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $233.0M, roughly 1.3× CSW INDUSTRIALS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 3.8%, a 0.6% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -4.0%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $9.1M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -2.7%).
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
CSW vs MNRO — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $293.4M |
| Net Profit | $10.3M | $11.1M |
| Gross Margin | 39.7% | 34.9% |
| Operating Margin | 7.4% | 6.3% |
| Net Margin | 4.4% | 3.8% |
| Revenue YoY | 20.3% | -4.0% |
| Net Profit YoY | -61.9% | 143.1% |
| EPS (diluted) | $0.62 | $0.35 |
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 | $293.4M | ||
| Q3 25 | $277.0M | $288.9M | ||
| Q2 25 | $263.6M | $301.0M | ||
| Q1 25 | $230.5M | $295.0M | ||
| Q4 24 | $193.6M | $305.8M | ||
| Q3 24 | $227.9M | $301.4M | ||
| Q2 24 | $226.2M | $293.2M | ||
| Q1 24 | $210.9M | $310.1M |
| Q4 25 | $10.3M | $11.1M | ||
| Q3 25 | $40.7M | $5.7M | ||
| Q2 25 | $40.9M | $-8.1M | ||
| Q1 25 | $35.1M | $-21.3M | ||
| Q4 24 | $26.9M | $4.6M | ||
| Q3 24 | $36.1M | $5.6M | ||
| Q2 24 | $38.6M | $5.9M | ||
| Q1 24 | $31.8M | $3.7M |
| Q4 25 | 39.7% | 34.9% | ||
| Q3 25 | 43.0% | 35.7% | ||
| Q2 25 | 43.8% | 35.5% | ||
| Q1 25 | 44.2% | 33.0% | ||
| Q4 24 | 41.4% | 34.3% | ||
| Q3 24 | 45.6% | 35.3% | ||
| Q2 24 | 47.5% | 37.2% | ||
| Q1 24 | 44.4% | 35.5% |
| Q4 25 | 7.4% | 6.3% | ||
| Q3 25 | 20.5% | 4.4% | ||
| Q2 25 | 20.8% | -2.0% | ||
| Q1 25 | 19.5% | -8.1% | ||
| Q4 24 | 15.3% | 3.3% | ||
| Q3 24 | 22.6% | 4.4% | ||
| Q2 24 | 24.3% | 4.5% | ||
| Q1 24 | 21.0% | 3.3% |
| Q4 25 | 4.4% | 3.8% | ||
| Q3 25 | 14.7% | 2.0% | ||
| Q2 25 | 15.5% | -2.7% | ||
| Q1 25 | 15.2% | -7.2% | ||
| Q4 24 | 13.9% | 1.5% | ||
| Q3 24 | 15.8% | 1.9% | ||
| Q2 24 | 17.1% | 2.0% | ||
| Q1 24 | 15.1% | 1.2% |
| Q4 25 | $0.62 | $0.35 | ||
| Q3 25 | $2.41 | $0.18 | ||
| Q2 25 | $2.43 | $-0.28 | ||
| Q1 25 | $2.05 | $-0.74 | ||
| Q4 24 | $1.60 | $0.15 | ||
| Q3 24 | $2.26 | $0.18 | ||
| Q2 24 | $2.47 | $0.19 | ||
| Q1 24 | $2.03 | $0.12 |
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 | $4.9M |
| Total DebtLower is stronger | — | $45.0M |
| Stockholders' EquityBook value | $1.1B | $604.9M |
| Total Assets | $2.3B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $4.9M | ||
| Q3 25 | $31.5M | $10.5M | ||
| Q2 25 | $38.0M | $7.8M | ||
| Q1 25 | $225.8M | $20.8M | ||
| Q4 24 | $213.8M | $10.2M | ||
| Q3 24 | $273.2M | $20.9M | ||
| Q2 24 | $18.9M | $18.7M | ||
| Q1 24 | $22.2M | $6.6M |
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | $800.1M | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | $166.0M | $102.0M |
| Q4 25 | $1.1B | $604.9M | ||
| Q3 25 | $1.1B | $601.7M | ||
| Q2 25 | $1.1B | $604.9M | ||
| Q1 25 | $1.1B | $620.8M | ||
| Q4 24 | $1.0B | $648.9M | ||
| Q3 24 | $1.0B | $651.9M | ||
| Q2 24 | $650.2M | $654.4M | ||
| Q1 24 | $615.7M | $656.8M |
| Q4 25 | $2.3B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.0B | $1.7B |
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | 0.75× | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | 0.27× | 0.16× |
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 | $17.8M |
| Free Cash FlowOCF − Capex | $22.7M | $9.1M |
| FCF MarginFCF / Revenue | 9.8% | 3.1% |
| Capex IntensityCapex / Revenue | 2.6% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.81× | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $17.8M | ||
| Q3 25 | $61.8M | $32.3M | ||
| Q2 25 | $60.6M | $-1.9M | ||
| Q1 25 | $27.3M | $28.9M | ||
| Q4 24 | $11.6M | $14.8M | ||
| Q3 24 | $66.8M | $62.6M | ||
| Q2 24 | $62.7M | $25.6M | ||
| Q1 24 | $22.4M | $-5.3M |
| Q4 25 | $22.7M | $9.1M | ||
| Q3 25 | $58.7M | $26.6M | ||
| Q2 25 | $57.7M | $-9.3M | ||
| Q1 25 | $22.8M | $23.2M | ||
| Q4 24 | $8.5M | $7.9M | ||
| Q3 24 | $61.3M | $57.6M | ||
| Q2 24 | $59.6M | $16.8M | ||
| Q1 24 | $17.5M | $-11.9M |
| Q4 25 | 9.8% | 3.1% | ||
| Q3 25 | 21.2% | 9.2% | ||
| Q2 25 | 21.9% | -3.1% | ||
| Q1 25 | 9.9% | 7.9% | ||
| Q4 24 | 4.4% | 2.6% | ||
| Q3 24 | 26.9% | 19.1% | ||
| Q2 24 | 26.3% | 5.7% | ||
| Q1 24 | 8.3% | -3.8% |
| Q4 25 | 2.6% | 3.0% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 1.1% | 2.5% | ||
| Q1 25 | 2.0% | 1.9% | ||
| Q4 24 | 1.6% | 2.2% | ||
| Q3 24 | 2.4% | 1.6% | ||
| Q2 24 | 1.4% | 3.0% | ||
| Q1 24 | 2.3% | 2.1% |
| Q4 25 | 2.81× | 1.60× | ||
| Q3 25 | 1.52× | 5.71× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 3.23× | ||
| Q3 24 | 1.85× | 11.08× | ||
| Q2 24 | 1.62× | 4.37× | ||
| Q1 24 | 0.71× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
