vs
Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and RADIAN GROUP INC (RDN). Click either name above to swap in a different company.
RADIAN GROUP INC is the larger business by last-quarter revenue ($300.5M vs $233.0M, roughly 1.3× CSW INDUSTRIALS, INC.). RADIAN GROUP INC runs the higher net margin — 51.5% vs 4.4%, a 47.1% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 2.7%). RADIAN GROUP INC produced more free cash flow last quarter ($115.7M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -0.2%).
Radian Group Inc. is a mortgage insurance company with a suite of mortgage, risk, real estate, and title services.
CSW vs RDN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $300.5M |
| Net Profit | $10.3M | $154.8M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 76.2% |
| Net Margin | 4.4% | 51.5% |
| Revenue YoY | 20.3% | 2.7% |
| Net Profit YoY | -61.9% | 4.4% |
| EPS (diluted) | $0.62 | $1.11 |
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 | $300.5M | ||
| Q3 25 | $277.0M | $303.2M | ||
| Q2 25 | $263.6M | $298.6M | ||
| Q1 25 | $230.5M | $294.8M | ||
| Q4 24 | $193.6M | $292.7M | ||
| Q3 24 | $227.9M | $313.4M | ||
| Q2 24 | $226.2M | $298.6M | ||
| Q1 24 | $210.9M | $301.7M |
| Q4 25 | $10.3M | $154.8M | ||
| Q3 25 | $40.7M | $141.4M | ||
| Q2 25 | $40.9M | $141.8M | ||
| Q1 25 | $35.1M | $144.6M | ||
| Q4 24 | $26.9M | $148.3M | ||
| Q3 24 | $36.1M | $151.9M | ||
| Q2 24 | $38.6M | $151.9M | ||
| Q1 24 | $31.8M | $152.4M |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | 97.2% | ||
| Q1 25 | 44.2% | 97.0% | ||
| Q4 24 | 41.4% | 96.6% | ||
| Q3 24 | 45.6% | 97.0% | ||
| Q2 24 | 47.5% | 96.8% | ||
| Q1 24 | 44.4% | 96.9% |
| Q4 25 | 7.4% | 76.2% | ||
| Q3 25 | 20.5% | 65.5% | ||
| Q2 25 | 20.8% | 58.6% | ||
| Q1 25 | 19.5% | 63.9% | ||
| Q4 24 | 15.3% | 83.6% | ||
| Q3 24 | 22.6% | 68.4% | ||
| Q2 24 | 24.3% | 63.0% | ||
| Q1 24 | 21.0% | 65.8% |
| Q4 25 | 4.4% | 51.5% | ||
| Q3 25 | 14.7% | 46.7% | ||
| Q2 25 | 15.5% | 47.5% | ||
| Q1 25 | 15.2% | 49.0% | ||
| Q4 24 | 13.9% | 50.7% | ||
| Q3 24 | 15.8% | 48.5% | ||
| Q2 24 | 17.1% | 50.9% | ||
| Q1 24 | 15.1% | 50.5% |
| Q4 25 | $0.62 | $1.11 | ||
| Q3 25 | $2.41 | $1.03 | ||
| Q2 25 | $2.43 | $1.02 | ||
| Q1 25 | $2.05 | $0.98 | ||
| Q4 24 | $1.60 | $0.97 | ||
| Q3 24 | $2.26 | $0.99 | ||
| Q2 24 | $2.47 | $0.98 | ||
| Q1 24 | $2.03 | $0.98 |
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 | $24.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $4.8B |
| Total Assets | $2.3B | $8.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $24.8M | ||
| Q3 25 | $31.5M | $15.3M | ||
| Q2 25 | $38.0M | $22.1M | ||
| Q1 25 | $225.8M | $24.2M | ||
| Q4 24 | $213.8M | $19.2M | ||
| Q3 24 | $273.2M | $28.1M | ||
| Q2 24 | $18.9M | $13.8M | ||
| Q1 24 | $22.2M | $27.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $4.8B | ||
| Q3 25 | $1.1B | $4.7B | ||
| Q2 25 | $1.1B | $4.5B | ||
| Q1 25 | $1.1B | $4.6B | ||
| Q4 24 | $1.0B | $4.6B | ||
| Q3 24 | $1.0B | $4.7B | ||
| Q2 24 | $650.2M | $4.5B | ||
| Q1 24 | $615.7M | $4.4B |
| Q4 25 | $2.3B | $8.1B | ||
| Q3 25 | $1.5B | $8.2B | ||
| Q2 25 | $1.5B | $9.6B | ||
| Q1 25 | $1.4B | $8.8B | ||
| Q4 24 | $1.4B | $8.7B | ||
| Q3 24 | $1.4B | $8.4B | ||
| Q2 24 | $1.1B | $8.1B | ||
| Q1 24 | $1.0B | $7.8B |
| 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 | $119.9M |
| Free Cash FlowOCF − Capex | $22.7M | $115.7M |
| FCF MarginFCF / Revenue | 9.8% | 38.5% |
| Capex IntensityCapex / Revenue | 2.6% | 1.4% |
| Cash ConversionOCF / Net Profit | 2.81× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $-174.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $119.9M | ||
| Q3 25 | $61.8M | $358.4M | ||
| Q2 25 | $60.6M | $-713.3M | ||
| Q1 25 | $27.3M | $67.8M | ||
| Q4 24 | $11.6M | $-663.6M | ||
| Q3 24 | $66.8M | $-237.9M | ||
| Q2 24 | $62.7M | $-207.3M | ||
| Q1 24 | $22.4M | $51.0M |
| Q4 25 | $22.7M | $115.7M | ||
| Q3 25 | $58.7M | $357.6M | ||
| Q2 25 | $57.7M | $-714.6M | ||
| Q1 25 | $22.8M | $66.6M | ||
| Q4 24 | $8.5M | $-665.1M | ||
| Q3 24 | $61.3M | $-239.2M | ||
| Q2 24 | $59.6M | $-208.3M | ||
| Q1 24 | $17.5M | $49.5M |
| Q4 25 | 9.8% | 38.5% | ||
| Q3 25 | 21.2% | 117.9% | ||
| Q2 25 | 21.9% | -239.4% | ||
| Q1 25 | 9.9% | 22.6% | ||
| Q4 24 | 4.4% | -227.3% | ||
| Q3 24 | 26.9% | -76.3% | ||
| Q2 24 | 26.3% | -69.8% | ||
| Q1 24 | 8.3% | 16.4% |
| Q4 25 | 2.6% | 1.4% | ||
| Q3 25 | 1.1% | 0.3% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 2.0% | 0.4% | ||
| Q4 24 | 1.6% | 0.5% | ||
| Q3 24 | 2.4% | 0.4% | ||
| Q2 24 | 1.4% | 0.4% | ||
| Q1 24 | 2.3% | 0.5% |
| Q4 25 | 2.81× | 0.77× | ||
| Q3 25 | 1.52× | 2.53× | ||
| Q2 25 | 1.48× | -5.03× | ||
| Q1 25 | 0.78× | 0.47× | ||
| Q4 24 | 0.43× | -4.47× | ||
| Q3 24 | 1.85× | -1.57× | ||
| Q2 24 | 1.62× | -1.36× | ||
| Q1 24 | 0.71× | 0.34× |
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% |
RDN
Segment breakdown not available.
