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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $233.0M, roughly 1.4× CSW INDUSTRIALS, INC.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 4.4%, a 1.3% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 10.4%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 5.1%).
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
CSW vs RVLV — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $324.4M |
| Net Profit | $10.3M | $18.6M |
| Gross Margin | 39.7% | 53.3% |
| Operating Margin | 7.4% | 6.3% |
| Net Margin | 4.4% | 5.7% |
| Revenue YoY | 20.3% | 10.4% |
| Net Profit YoY | -61.9% | 50.4% |
| EPS (diluted) | $0.62 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $277.0M | $295.6M | ||
| Q2 25 | $263.6M | $309.0M | ||
| Q1 25 | $230.5M | $296.7M | ||
| Q4 24 | $193.6M | $293.7M | ||
| Q3 24 | $227.9M | $283.1M | ||
| Q2 24 | $226.2M | $282.5M | ||
| Q1 24 | $210.9M | $270.6M |
| Q4 25 | $10.3M | $18.6M | ||
| Q3 25 | $40.7M | $21.2M | ||
| Q2 25 | $40.9M | $10.2M | ||
| Q1 25 | $35.1M | $11.8M | ||
| Q4 24 | $26.9M | $12.3M | ||
| Q3 24 | $36.1M | $11.0M | ||
| Q2 24 | $38.6M | $15.4M | ||
| Q1 24 | $31.8M | $10.9M |
| Q4 25 | 39.7% | 53.3% | ||
| Q3 25 | 43.0% | 54.6% | ||
| Q2 25 | 43.8% | 54.1% | ||
| Q1 25 | 44.2% | 52.0% | ||
| Q4 24 | 41.4% | 52.5% | ||
| Q3 24 | 45.6% | 51.2% | ||
| Q2 24 | 47.5% | 54.0% | ||
| Q1 24 | 44.4% | 52.3% |
| Q4 25 | 7.4% | 6.3% | ||
| Q3 25 | 20.5% | 7.1% | ||
| Q2 25 | 20.8% | 5.8% | ||
| Q1 25 | 19.5% | 5.0% | ||
| Q4 24 | 15.3% | 3.9% | ||
| Q3 24 | 22.6% | 5.0% | ||
| Q2 24 | 24.3% | 5.8% | ||
| Q1 24 | 21.0% | 3.4% |
| Q4 25 | 4.4% | 5.7% | ||
| Q3 25 | 14.7% | 7.2% | ||
| Q2 25 | 15.5% | 3.3% | ||
| Q1 25 | 15.2% | 4.0% | ||
| Q4 24 | 13.9% | 4.2% | ||
| Q3 24 | 15.8% | 3.9% | ||
| Q2 24 | 17.1% | 5.4% | ||
| Q1 24 | 15.1% | 4.0% |
| Q4 25 | $0.62 | $0.27 | ||
| Q3 25 | $2.41 | $0.29 | ||
| Q2 25 | $2.43 | $0.14 | ||
| Q1 25 | $2.05 | $0.16 | ||
| Q4 24 | $1.60 | $0.18 | ||
| Q3 24 | $2.26 | $0.15 | ||
| Q2 24 | $2.47 | $0.21 | ||
| Q1 24 | $2.03 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $512.5M |
| Total Assets | $2.3B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $292.3M | ||
| Q3 25 | $31.5M | $315.4M | ||
| Q2 25 | $38.0M | $310.7M | ||
| Q1 25 | $225.8M | $300.8M | ||
| Q4 24 | $213.8M | $256.6M | ||
| Q3 24 | $273.2M | $252.8M | ||
| Q2 24 | $18.9M | $244.7M | ||
| Q1 24 | $22.2M | $273.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.1B | $453.4M | ||
| Q4 24 | $1.0B | $437.8M | ||
| Q3 24 | $1.0B | $420.8M | ||
| Q2 24 | $650.2M | $405.8M | ||
| Q1 24 | $615.7M | $389.9M |
| Q4 25 | $2.3B | $765.0M | ||
| Q3 25 | $1.5B | $751.3M | ||
| Q2 25 | $1.5B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.4B | $665.5M | ||
| Q3 24 | $1.4B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M | ||
| Q1 24 | $1.0B | $650.0M |
| 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 | $-10.2M |
| Free Cash FlowOCF − Capex | $22.7M | $-13.3M |
| FCF MarginFCF / Revenue | 9.8% | -4.1% |
| Capex IntensityCapex / Revenue | 2.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.81× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $-10.2M | ||
| Q3 25 | $61.8M | $11.8M | ||
| Q2 25 | $60.6M | $12.6M | ||
| Q1 25 | $27.3M | $45.1M | ||
| Q4 24 | $11.6M | $3.9M | ||
| Q3 24 | $66.8M | $9.1M | ||
| Q2 24 | $62.7M | $-24.7M | ||
| Q1 24 | $22.4M | $38.4M |
| Q4 25 | $22.7M | $-13.3M | ||
| Q3 25 | $58.7M | $7.5M | ||
| Q2 25 | $57.7M | $10.4M | ||
| Q1 25 | $22.8M | $43.4M | ||
| Q4 24 | $8.5M | $2.1M | ||
| Q3 24 | $61.3M | $8.0M | ||
| Q2 24 | $59.6M | $-25.7M | ||
| Q1 24 | $17.5M | $36.7M |
| Q4 25 | 9.8% | -4.1% | ||
| Q3 25 | 21.2% | 2.5% | ||
| Q2 25 | 21.9% | 3.4% | ||
| Q1 25 | 9.9% | 14.6% | ||
| Q4 24 | 4.4% | 0.7% | ||
| Q3 24 | 26.9% | 2.8% | ||
| Q2 24 | 26.3% | -9.1% | ||
| Q1 24 | 8.3% | 13.5% |
| Q4 25 | 2.6% | 1.0% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 1.6% | 0.6% | ||
| Q3 24 | 2.4% | 0.4% | ||
| Q2 24 | 1.4% | 0.4% | ||
| Q1 24 | 2.3% | 0.6% |
| Q4 25 | 2.81× | -0.55× | ||
| Q3 25 | 1.52× | 0.56× | ||
| Q2 25 | 1.48× | 1.24× | ||
| Q1 25 | 0.78× | 3.82× | ||
| Q4 24 | 0.43× | 0.32× | ||
| Q3 24 | 1.85× | 0.83× | ||
| Q2 24 | 1.62× | -1.60× | ||
| Q1 24 | 0.71× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
