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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and OPKO HEALTH, INC. (OPK). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $148.5M, roughly 1.6× OPKO HEALTH, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs -21.1%, a 25.5% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -19.2%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-28.6M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -7.5%).
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
CSW vs OPK — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $233.0M | $148.5M |
| Net Profit | $10.3M | $-31.3M |
| Gross Margin | 39.7% | 43.1% |
| Operating Margin | 7.4% | -25.8% |
| Net Margin | 4.4% | -21.1% |
| Revenue YoY | 20.3% | -19.2% |
| Net Profit YoY | -61.9% | -322.8% |
| EPS (diluted) | $0.62 | $-0.04 |
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 | $148.5M | ||
| Q3 25 | $277.0M | $151.7M | ||
| Q2 25 | $263.6M | $156.8M | ||
| Q1 25 | $230.5M | $150.0M | ||
| Q4 24 | $193.6M | $183.6M | ||
| Q3 24 | $227.9M | $173.6M | ||
| Q2 24 | $226.2M | $182.2M | ||
| Q1 24 | $210.9M | $173.7M |
| Q4 25 | $10.3M | $-31.3M | ||
| Q3 25 | $40.7M | $21.6M | ||
| Q2 25 | $40.9M | $-148.4M | ||
| Q1 25 | $35.1M | $-67.6M | ||
| Q4 24 | $26.9M | $14.0M | ||
| Q3 24 | $36.1M | $24.9M | ||
| Q2 24 | $38.6M | $-10.3M | ||
| Q1 24 | $31.8M | $-81.8M |
| Q4 25 | 39.7% | 43.1% | ||
| Q3 25 | 43.0% | 32.9% | ||
| Q2 25 | 43.8% | 31.5% | ||
| Q1 25 | 44.2% | 28.4% | ||
| Q4 24 | 41.4% | 46.1% | ||
| Q3 24 | 45.6% | 23.1% | ||
| Q2 24 | 47.5% | 28.4% | ||
| Q1 24 | 44.4% | 24.2% |
| Q4 25 | 7.4% | -25.8% | ||
| Q3 25 | 20.5% | 31.7% | ||
| Q2 25 | 20.8% | -38.3% | ||
| Q1 25 | 19.5% | -44.8% | ||
| Q4 24 | 15.3% | -18.0% | ||
| Q3 24 | 22.6% | 8.2% | ||
| Q2 24 | 24.3% | -33.9% | ||
| Q1 24 | 21.0% | -41.2% |
| Q4 25 | 4.4% | -21.1% | ||
| Q3 25 | 14.7% | 14.3% | ||
| Q2 25 | 15.5% | -94.7% | ||
| Q1 25 | 15.2% | -45.1% | ||
| Q4 24 | 13.9% | 7.6% | ||
| Q3 24 | 15.8% | 14.3% | ||
| Q2 24 | 17.1% | -5.7% | ||
| Q1 24 | 15.1% | -47.1% |
| Q4 25 | $0.62 | $-0.04 | ||
| Q3 25 | $2.41 | $0.03 | ||
| Q2 25 | $2.43 | $-0.19 | ||
| Q1 25 | $2.05 | $-0.10 | ||
| Q4 24 | $1.60 | $0.02 | ||
| Q3 24 | $2.26 | $0.03 | ||
| Q2 24 | $2.47 | $-0.01 | ||
| 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 | $364.4M |
| Total DebtLower is stronger | — | $344.0M |
| Stockholders' EquityBook value | $1.1B | $1.3B |
| Total Assets | $2.3B | $1.9B |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $364.4M | ||
| Q3 25 | $31.5M | $412.0M | ||
| Q2 25 | $38.0M | $267.3M | ||
| Q1 25 | $225.8M | $428.8M | ||
| Q4 24 | $213.8M | $426.6M | ||
| Q3 24 | $273.2M | $400.1M | ||
| Q2 24 | $18.9M | $40.6M | ||
| Q1 24 | $22.2M | $75.6M |
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $344.2M | ||
| Q2 25 | — | $343.3M | ||
| Q1 25 | $800.1M | $439.2M | ||
| Q4 24 | — | $437.2M | ||
| Q3 24 | — | $441.0M | ||
| Q2 24 | — | $201.9M | ||
| Q1 24 | $166.0M | $350.1M |
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $650.2M | $1.4B | ||
| Q1 24 | $615.7M | $1.3B |
| Q4 25 | $2.3B | $1.9B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.4B | $2.3B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.0B | $2.0B |
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | 0.75× | 0.33× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 0.27× | 0.28× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | $22.7M | $-28.6M |
| FCF MarginFCF / Revenue | 9.8% | -19.3% |
| Capex IntensityCapex / Revenue | 2.6% | 1.8% |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $-25.9M | ||
| Q3 25 | $61.8M | $-34.6M | ||
| Q2 25 | $60.6M | $-83.4M | ||
| Q1 25 | $27.3M | $-34.6M | ||
| Q4 24 | $11.6M | $-44.4M | ||
| Q3 24 | $66.8M | $-77.1M | ||
| Q2 24 | $62.7M | $-26.4M | ||
| Q1 24 | $22.4M | $-35.6M |
| Q4 25 | $22.7M | $-28.6M | ||
| Q3 25 | $58.7M | $-37.8M | ||
| Q2 25 | $57.7M | $-86.7M | ||
| Q1 25 | $22.8M | $-37.7M | ||
| Q4 24 | $8.5M | $-49.8M | ||
| Q3 24 | $61.3M | $-85.0M | ||
| Q2 24 | $59.6M | $-33.7M | ||
| Q1 24 | $17.5M | $-40.0M |
| Q4 25 | 9.8% | -19.3% | ||
| Q3 25 | 21.2% | -24.9% | ||
| Q2 25 | 21.9% | -55.3% | ||
| Q1 25 | 9.9% | -25.2% | ||
| Q4 24 | 4.4% | -27.1% | ||
| Q3 24 | 26.9% | -49.0% | ||
| Q2 24 | 26.3% | -18.5% | ||
| Q1 24 | 8.3% | -23.0% |
| Q4 25 | 2.6% | 1.8% | ||
| Q3 25 | 1.1% | 2.1% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | 2.0% | 2.1% | ||
| Q4 24 | 1.6% | 2.9% | ||
| Q3 24 | 2.4% | 4.6% | ||
| Q2 24 | 1.4% | 4.0% | ||
| Q1 24 | 2.3% | 2.6% |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | -1.60× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | -3.17× | ||
| Q3 24 | 1.85× | -3.10× | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |