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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $121.1M, roughly 1.9× Porch Group, Inc.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs -3.9%, a 8.3% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 20.3%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% CAGR vs 5.1%).
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
CSW vs PRCH — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $121.1M |
| Net Profit | $10.3M | $-4.7M |
| Gross Margin | 39.7% | 52.7% |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | -3.9% |
| Revenue YoY | 20.3% | 100.0% |
| Net Profit YoY | -61.9% | 2.0% |
| 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.
| Q1 26 | — | $121.1M | ||
| Q4 25 | $233.0M | $112.3M | ||
| Q3 25 | $277.0M | $115.1M | ||
| Q2 25 | $263.6M | $107.0M | ||
| Q1 25 | $230.5M | $84.5M | ||
| Q4 24 | $193.6M | $75.3M | ||
| Q3 24 | $227.9M | $77.7M | ||
| Q2 24 | $226.2M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $10.3M | $-3.5M | ||
| Q3 25 | $40.7M | $-10.9M | ||
| Q2 25 | $40.9M | $2.6M | ||
| Q1 25 | $35.1M | $8.4M | ||
| Q4 24 | $26.9M | $30.5M | ||
| Q3 24 | $36.1M | $14.4M | ||
| Q2 24 | $38.6M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | 39.7% | 99.5% | ||
| Q3 25 | 43.0% | 75.6% | ||
| Q2 25 | 43.8% | 70.9% | ||
| Q1 25 | 44.2% | 77.4% | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | 79.4% | ||
| Q2 24 | 47.5% | 22.1% |
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 14.7% | ||
| Q3 25 | 20.5% | 14.2% | ||
| Q2 25 | 20.8% | 4.7% | ||
| Q1 25 | 19.5% | -1.5% | ||
| Q4 24 | 15.3% | 33.3% | ||
| Q3 24 | 22.6% | -3.2% | ||
| Q2 24 | 24.3% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 4.4% | -3.1% | ||
| Q3 25 | 14.7% | -9.4% | ||
| Q2 25 | 15.5% | 2.4% | ||
| Q1 25 | 15.2% | 9.9% | ||
| Q4 24 | 13.9% | 40.5% | ||
| Q3 24 | 15.8% | 18.5% | ||
| Q2 24 | 17.1% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.62 | $0.00 | ||
| Q3 25 | $2.41 | $-0.10 | ||
| Q2 25 | $2.43 | $0.00 | ||
| Q1 25 | $2.05 | $0.07 | ||
| Q4 24 | $1.60 | $0.34 | ||
| Q3 24 | $2.26 | $0.12 | ||
| Q2 24 | $2.47 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $1.1B | $26.3M |
| Total Assets | $2.3B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $40.2M | $57.3M | ||
| Q3 25 | $31.5M | $85.0M | ||
| Q2 25 | $38.0M | $79.8M | ||
| Q1 25 | $225.8M | $70.4M | ||
| Q4 24 | $213.8M | $191.7M | ||
| Q3 24 | $273.2M | $238.6M | ||
| Q2 24 | $18.9M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | $800.1M | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $1.1B | $-24.6M | ||
| Q3 25 | $1.1B | $-27.9M | ||
| Q2 25 | $1.1B | $-29.3M | ||
| Q1 25 | $1.1B | $-52.4M | ||
| Q4 24 | $1.0B | $-43.2M | ||
| Q3 24 | $1.0B | $-77.0M | ||
| Q2 24 | $650.2M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $2.3B | $797.4M | ||
| Q3 25 | $1.5B | $787.7M | ||
| Q2 25 | $1.5B | $770.7M | ||
| Q1 25 | $1.4B | $802.3M | ||
| Q4 24 | $1.4B | $814.0M | ||
| Q3 24 | $1.4B | $867.3M | ||
| Q2 24 | $1.1B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $1.2M | ||
| Q3 25 | $61.8M | $40.8M | ||
| Q2 25 | $60.6M | $35.6M | ||
| Q1 25 | $27.3M | $-11.2M | ||
| Q4 24 | $11.6M | $-26.6M | ||
| Q3 24 | $66.8M | $12.4M | ||
| Q2 24 | $62.7M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $1.1M | ||
| Q3 25 | $58.7M | $40.7M | ||
| Q2 25 | $57.7M | $35.4M | ||
| Q1 25 | $22.8M | $-11.2M | ||
| Q4 24 | $8.5M | $-26.8M | ||
| Q3 24 | $61.3M | $12.2M | ||
| Q2 24 | $59.6M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 1.0% | ||
| Q3 25 | 21.2% | 35.4% | ||
| Q2 25 | 21.9% | 33.0% | ||
| Q1 25 | 9.9% | -13.3% | ||
| Q4 24 | 4.4% | -35.6% | ||
| Q3 24 | 26.9% | 15.7% | ||
| Q2 24 | 26.3% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.1% | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 2.4% | 0.3% | ||
| Q2 24 | 1.4% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 13.79× | ||
| Q1 25 | 0.78× | -1.33× | ||
| Q4 24 | 0.43× | -0.87× | ||
| Q3 24 | 1.85× | 0.86× | ||
| Q2 24 | 1.62× | — |
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% |
PRCH
Segment breakdown not available.
