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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $124.5M, roughly 1.9× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 4.4%, a 125.3% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $22.7M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 5.1%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
CSW vs PD — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $124.5M |
| Net Profit | $10.3M | $161.6M |
| Gross Margin | 39.7% | 85.3% |
| Operating Margin | 7.4% | 6.5% |
| Net Margin | 4.4% | 129.7% |
| Revenue YoY | 20.3% | 4.7% |
| Net Profit YoY | -61.9% | 2827.7% |
| EPS (diluted) | $0.62 | $1.69 |
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 | $124.5M | ||
| Q3 25 | $277.0M | $123.4M | ||
| Q2 25 | $263.6M | $119.8M | ||
| Q1 25 | $230.5M | $121.4M | ||
| Q4 24 | $193.6M | $118.9M | ||
| Q3 24 | $227.9M | $115.9M | ||
| Q2 24 | $226.2M | $111.2M | ||
| Q1 24 | $210.9M | $111.1M |
| Q4 25 | $10.3M | $161.6M | ||
| Q3 25 | $40.7M | $9.6M | ||
| Q2 25 | $40.9M | $-7.2M | ||
| Q1 25 | $35.1M | $-8.8M | ||
| Q4 24 | $26.9M | $-5.9M | ||
| Q3 24 | $36.1M | $-10.9M | ||
| Q2 24 | $38.6M | $-17.1M | ||
| Q1 24 | $31.8M | $-28.2M |
| Q4 25 | 39.7% | 85.3% | ||
| Q3 25 | 43.0% | 84.6% | ||
| Q2 25 | 43.8% | 84.0% | ||
| Q1 25 | 44.2% | 83.6% | ||
| Q4 24 | 41.4% | 83.0% | ||
| Q3 24 | 45.6% | 82.7% | ||
| Q2 24 | 47.5% | 82.6% | ||
| Q1 24 | 44.4% | 81.7% |
| Q4 25 | 7.4% | 6.5% | ||
| Q3 25 | 20.5% | 2.9% | ||
| Q2 25 | 20.8% | -8.6% | ||
| Q1 25 | 19.5% | -9.6% | ||
| Q4 24 | 15.3% | -8.7% | ||
| Q3 24 | 22.6% | -13.8% | ||
| Q2 24 | 24.3% | -19.5% | ||
| Q1 24 | 21.0% | -30.1% |
| Q4 25 | 4.4% | 129.7% | ||
| Q3 25 | 14.7% | 7.8% | ||
| Q2 25 | 15.5% | -6.0% | ||
| Q1 25 | 15.2% | -7.2% | ||
| Q4 24 | 13.9% | -5.0% | ||
| Q3 24 | 15.8% | -9.4% | ||
| Q2 24 | 17.1% | -15.4% | ||
| Q1 24 | 15.1% | -25.3% |
| Q4 25 | $0.62 | $1.69 | ||
| Q3 25 | $2.41 | $0.10 | ||
| Q2 25 | $2.43 | $-0.07 | ||
| Q1 25 | $2.05 | $-0.12 | ||
| Q4 24 | $1.60 | $-0.07 | ||
| Q3 24 | $2.26 | $-0.14 | ||
| Q2 24 | $2.47 | $-0.26 | ||
| Q1 24 | $2.03 | $-0.34 |
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 | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $320.5M |
| Total Assets | $2.3B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $547.8M | ||
| Q3 25 | $31.5M | $567.9M | ||
| Q2 25 | $38.0M | $597.1M | ||
| Q1 25 | $225.8M | $570.8M | ||
| Q4 24 | $213.8M | $542.2M | ||
| Q3 24 | $273.2M | $599.3M | ||
| Q2 24 | $18.9M | $592.8M | ||
| Q1 24 | $22.2M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | $489.5M |
| Q4 25 | $1.1B | $320.5M | ||
| Q3 25 | $1.1B | $180.7M | ||
| Q2 25 | $1.1B | $145.7M | ||
| Q1 25 | $1.1B | $129.8M | ||
| Q4 24 | $1.0B | $111.6M | ||
| Q3 24 | $1.0B | $164.7M | ||
| Q2 24 | $650.2M | $174.0M | ||
| Q1 24 | $615.7M | $171.6M |
| Q4 25 | $2.3B | $1.0B | ||
| Q3 25 | $1.5B | $891.5M | ||
| Q2 25 | $1.5B | $926.8M | ||
| Q1 25 | $1.4B | $927.3M | ||
| Q4 24 | $1.4B | $866.8M | ||
| Q3 24 | $1.4B | $916.0M | ||
| Q2 24 | $1.1B | $924.0M | ||
| Q1 24 | $1.0B | $925.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | 2.85× |
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 | $24.8M |
| Free Cash FlowOCF − Capex | $22.7M | $24.1M |
| FCF MarginFCF / Revenue | 9.8% | 19.3% |
| Capex IntensityCapex / Revenue | 2.6% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.81× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $24.8M | ||
| Q3 25 | $61.8M | $34.0M | ||
| Q2 25 | $60.6M | $30.7M | ||
| Q1 25 | $27.3M | $31.4M | ||
| Q4 24 | $11.6M | $22.1M | ||
| Q3 24 | $66.8M | $35.8M | ||
| Q2 24 | $62.7M | $28.6M | ||
| Q1 24 | $22.4M | $22.2M |
| Q4 25 | $22.7M | $24.1M | ||
| Q3 25 | $58.7M | $33.1M | ||
| Q2 25 | $57.7M | $30.2M | ||
| Q1 25 | $22.8M | $30.3M | ||
| Q4 24 | $8.5M | $21.5M | ||
| Q3 24 | $61.3M | $35.1M | ||
| Q2 24 | $59.6M | $28.2M | ||
| Q1 24 | $17.5M | $21.2M |
| Q4 25 | 9.8% | 19.3% | ||
| Q3 25 | 21.2% | 26.8% | ||
| Q2 25 | 21.9% | 25.2% | ||
| Q1 25 | 9.9% | 24.9% | ||
| Q4 24 | 4.4% | 18.1% | ||
| Q3 24 | 26.9% | 30.3% | ||
| Q2 24 | 26.3% | 25.4% | ||
| Q1 24 | 8.3% | 19.1% |
| Q4 25 | 2.6% | 0.6% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 2.0% | 0.9% | ||
| Q4 24 | 1.6% | 0.5% | ||
| Q3 24 | 2.4% | 0.5% | ||
| Q2 24 | 1.4% | 0.4% | ||
| Q1 24 | 2.3% | 0.9% |
| Q4 25 | 2.81× | 0.15× | ||
| Q3 25 | 1.52× | 3.55× | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
