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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and OneStream, Inc. (OS). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $163.7M, roughly 1.4× OneStream, Inc.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 0.6%, a 3.8% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 20.3%). OneStream, Inc. produced more free cash flow last quarter ($25.6M vs $22.7M). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 5.1%).
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
CSW vs OS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $163.7M |
| Net Profit | $10.3M | $999.0K |
| Gross Margin | 39.7% | 69.8% |
| Operating Margin | 7.4% | -3.2% |
| Net Margin | 4.4% | 0.6% |
| Revenue YoY | 20.3% | 23.6% |
| Net Profit YoY | -61.9% | — |
| 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 | $163.7M | ||
| Q3 25 | $277.0M | $154.3M | ||
| Q2 25 | $263.6M | $147.6M | ||
| Q1 25 | $230.5M | $136.3M | ||
| Q4 24 | $193.6M | $132.5M | ||
| Q3 24 | $227.9M | $129.1M | ||
| Q2 24 | $226.2M | $117.5M | ||
| Q1 24 | $210.9M | $110.3M |
| Q4 25 | $10.3M | $999.0K | ||
| Q3 25 | $40.7M | $-8.8M | ||
| Q2 25 | $40.9M | $-18.4M | ||
| Q1 25 | $35.1M | $-24.0M | ||
| Q4 24 | $26.9M | — | ||
| Q3 24 | $36.1M | $-171.9M | ||
| Q2 24 | $38.6M | $-7.8M | ||
| Q1 24 | $31.8M | $-5.0M |
| Q4 25 | 39.7% | 69.8% | ||
| Q3 25 | 43.0% | 68.1% | ||
| Q2 25 | 43.8% | 68.6% | ||
| Q1 25 | 44.2% | 68.0% | ||
| Q4 24 | 41.4% | 66.8% | ||
| Q3 24 | 45.6% | 50.1% | ||
| Q2 24 | 47.5% | 68.5% | ||
| Q1 24 | 44.4% | 69.1% |
| Q4 25 | 7.4% | -3.2% | ||
| Q3 25 | 20.5% | -11.3% | ||
| Q2 25 | 20.8% | -21.8% | ||
| Q1 25 | 19.5% | -29.3% | ||
| Q4 24 | 15.3% | -35.8% | ||
| Q3 24 | 22.6% | -197.6% | ||
| Q2 24 | 24.3% | -9.8% | ||
| Q1 24 | 21.0% | -4.9% |
| Q4 25 | 4.4% | 0.6% | ||
| Q3 25 | 14.7% | -5.7% | ||
| Q2 25 | 15.5% | -12.5% | ||
| Q1 25 | 15.2% | -17.6% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.8% | -133.1% | ||
| Q2 24 | 17.1% | -6.7% | ||
| Q1 24 | 15.1% | -4.5% |
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | — | ||
| Q2 25 | $2.43 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | $-1.06 | ||
| 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 | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $504.7M |
| Total Assets | $2.3B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $693.6M | ||
| Q3 25 | $31.5M | $653.9M | ||
| Q2 25 | $38.0M | $652.1M | ||
| Q1 25 | $225.8M | $593.9M | ||
| Q4 24 | $213.8M | $544.2M | ||
| Q3 24 | $273.2M | $495.5M | ||
| Q2 24 | $18.9M | $140.5M | ||
| Q1 24 | $22.2M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $504.7M | ||
| Q3 25 | $1.1B | $472.1M | ||
| Q2 25 | $1.1B | $458.2M | ||
| Q1 25 | $1.1B | $412.9M | ||
| Q4 24 | $1.0B | $386.2M | ||
| Q3 24 | $1.0B | $458.2M | ||
| Q2 24 | $650.2M | $97.5M | ||
| Q1 24 | $615.7M | $102.5M |
| Q4 25 | $2.3B | $1.0B | ||
| Q3 25 | $1.5B | $949.4M | ||
| Q2 25 | $1.5B | $910.5M | ||
| Q1 25 | $1.4B | $867.3M | ||
| Q4 24 | $1.4B | $823.2M | ||
| Q3 24 | $1.4B | $750.1M | ||
| Q2 24 | $1.1B | $379.7M | ||
| Q1 24 | $1.0B | — |
| 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 | $25.8M |
| Free Cash FlowOCF − Capex | $22.7M | $25.6M |
| FCF MarginFCF / Revenue | 9.8% | 15.7% |
| Capex IntensityCapex / Revenue | 2.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.81× | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $25.8M | ||
| Q3 25 | $61.8M | $5.0M | ||
| Q2 25 | $60.6M | $29.7M | ||
| Q1 25 | $27.3M | $36.2M | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $66.8M | $2.4M | ||
| Q2 24 | $62.7M | $8.1M | ||
| Q1 24 | $22.4M | $25.5M |
| Q4 25 | $22.7M | $25.6M | ||
| Q3 25 | $58.7M | $4.8M | ||
| Q2 25 | $57.7M | $29.4M | ||
| Q1 25 | $22.8M | $35.8M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | $1.3M | ||
| Q2 24 | $59.6M | $7.7M | ||
| Q1 24 | $17.5M | $24.9M |
| Q4 25 | 9.8% | 15.7% | ||
| Q3 25 | 21.2% | 3.1% | ||
| Q2 25 | 21.9% | 19.9% | ||
| Q1 25 | 9.9% | 26.3% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | 1.0% | ||
| Q2 24 | 26.3% | 6.6% | ||
| Q1 24 | 8.3% | 22.5% |
| Q4 25 | 2.6% | 0.1% | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 2.0% | 0.3% | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | 0.8% | ||
| Q2 24 | 1.4% | 0.3% | ||
| Q1 24 | 2.3% | 0.6% |
| Q4 25 | 2.81× | 25.79× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| 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% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
