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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Phillips Edison & Company, Inc. (PECO). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $190.7M, roughly 1.2× Phillips Edison & Company, Inc.). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 4.4%, a 13.0% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 7.0%). Over the past eight quarters, Phillips Edison & Company, Inc.'s revenue compounded faster (8.7% CAGR vs 5.1%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
CSW vs PECO — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $190.7M |
| Net Profit | $10.3M | $33.2M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 30.5% |
| Net Margin | 4.4% | 17.4% |
| Revenue YoY | 20.3% | 7.0% |
| Net Profit YoY | -61.9% | 15.1% |
| EPS (diluted) | $0.62 | $0.24 |
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.
| Q1 26 | — | $190.7M | ||
| Q4 25 | $233.0M | $187.9M | ||
| Q3 25 | $277.0M | $182.7M | ||
| Q2 25 | $263.6M | $177.8M | ||
| Q1 25 | $230.5M | $178.3M | ||
| Q4 24 | $193.6M | $173.0M | ||
| Q3 24 | $227.9M | $165.5M | ||
| Q2 24 | $226.2M | $161.5M |
| Q1 26 | — | $33.2M | ||
| Q4 25 | $10.3M | $47.5M | ||
| Q3 25 | $40.7M | $24.7M | ||
| Q2 25 | $40.9M | $12.8M | ||
| Q1 25 | $35.1M | $26.3M | ||
| Q4 24 | $26.9M | $18.1M | ||
| Q3 24 | $36.1M | $11.6M | ||
| Q2 24 | $38.6M | $15.3M |
| Q1 26 | — | — | ||
| 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 26 | — | 30.5% | ||
| Q4 25 | 7.4% | — | ||
| Q3 25 | 20.5% | — | ||
| Q2 25 | 20.8% | — | ||
| Q1 25 | 19.5% | — | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 22.6% | — | ||
| Q2 24 | 24.3% | — |
| Q1 26 | — | 17.4% | ||
| Q4 25 | 4.4% | 25.3% | ||
| Q3 25 | 14.7% | 13.5% | ||
| Q2 25 | 15.5% | 7.2% | ||
| Q1 25 | 15.2% | 14.8% | ||
| Q4 24 | 13.9% | 10.5% | ||
| Q3 24 | 15.8% | 7.0% | ||
| Q2 24 | 17.1% | 9.5% |
| Q1 26 | — | $0.24 | ||
| Q4 25 | $0.62 | $0.38 | ||
| Q3 25 | $2.41 | $0.20 | ||
| Q2 25 | $2.43 | $0.10 | ||
| Q1 25 | $2.05 | $0.21 | ||
| Q4 24 | $1.60 | $0.16 | ||
| Q3 24 | $2.26 | $0.09 | ||
| Q2 24 | $2.47 | $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 | $3.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $2.3B |
| Total Assets | $2.3B | $5.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.1M | ||
| Q4 25 | $40.2M | $3.5M | ||
| Q3 25 | $31.5M | $4.1M | ||
| Q2 25 | $38.0M | $5.6M | ||
| Q1 25 | $225.8M | $5.5M | ||
| Q4 24 | $213.8M | $4.9M | ||
| Q3 24 | $273.2M | $6.4M | ||
| Q2 24 | $18.9M | $7.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | $800.1M | $2.3B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.1B | $2.3B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | $1.1B | $2.3B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $1.0B | $2.2B | ||
| Q2 24 | $650.2M | $2.3B |
| Q1 26 | — | $5.4B | ||
| Q4 25 | $2.3B | $5.3B | ||
| Q3 25 | $1.5B | $5.3B | ||
| Q2 25 | $1.5B | $5.3B | ||
| Q1 25 | $1.4B | $5.2B | ||
| Q4 24 | $1.4B | $5.0B | ||
| Q3 24 | $1.4B | $5.0B | ||
| Q2 24 | $1.1B | $4.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | 0.75× | 0.99× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 0.90× |
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 | $55.6M |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | 12.6% |
| Cash ConversionOCF / Net Profit | 2.81× | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.6M | ||
| Q4 25 | $28.9M | $348.1M | ||
| Q3 25 | $61.8M | $95.4M | ||
| Q2 25 | $60.6M | $96.1M | ||
| Q1 25 | $27.3M | $60.5M | ||
| Q4 24 | $11.6M | $334.7M | ||
| Q3 24 | $66.8M | $109.1M | ||
| Q2 24 | $62.7M | $78.5M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | 12.6% | ||
| 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 26 | — | 1.67× | ||
| Q4 25 | 2.81× | 7.33× | ||
| Q3 25 | 1.52× | 3.87× | ||
| Q2 25 | 1.48× | 7.52× | ||
| Q1 25 | 0.78× | 2.30× | ||
| Q4 24 | 0.43× | 18.45× | ||
| Q3 24 | 1.85× | 9.40× | ||
| Q2 24 | 1.62× | 5.14× |
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% |
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
