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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $159.0M, roughly 1.5× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 4.4%, a 47.8% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 5.1%).
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
CSW vs SFBS — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $159.0M |
| Net Profit | $10.3M | $83.0M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | 52.2% |
| Revenue YoY | 20.3% | — |
| Net Profit YoY | -61.9% | 31.2% |
| EPS (diluted) | $0.62 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $233.0M | $162.2M | ||
| Q3 25 | $277.0M | $136.3M | ||
| Q2 25 | $263.6M | $132.1M | ||
| Q1 25 | $230.5M | $131.8M | ||
| Q4 24 | $193.6M | $131.9M | ||
| Q3 24 | $227.9M | $123.7M | ||
| Q2 24 | $226.2M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $10.3M | $86.4M | ||
| Q3 25 | $40.7M | $65.6M | ||
| Q2 25 | $40.9M | $61.4M | ||
| Q1 25 | $35.1M | $63.2M | ||
| Q4 24 | $26.9M | $65.2M | ||
| Q3 24 | $36.1M | $59.9M | ||
| Q2 24 | $38.6M | $52.1M |
| 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 | — | — | ||
| Q4 25 | 7.4% | 66.3% | ||
| Q3 25 | 20.5% | 57.8% | ||
| Q2 25 | 20.8% | 58.0% | ||
| Q1 25 | 19.5% | 60.0% | ||
| Q4 24 | 15.3% | 60.2% | ||
| Q3 24 | 22.6% | 58.5% | ||
| Q2 24 | 24.3% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 4.4% | 59.0% | ||
| Q3 25 | 14.7% | 48.1% | ||
| Q2 25 | 15.5% | 46.5% | ||
| Q1 25 | 15.2% | 48.0% | ||
| Q4 24 | 13.9% | 52.9% | ||
| Q3 24 | 15.8% | 48.4% | ||
| Q2 24 | 17.1% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.62 | $1.58 | ||
| Q3 25 | $2.41 | $1.20 | ||
| Q2 25 | $2.43 | $1.12 | ||
| Q1 25 | $2.05 | $1.16 | ||
| Q4 24 | $1.60 | $1.19 | ||
| Q3 24 | $2.26 | $1.10 | ||
| Q2 24 | $2.47 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.9B |
| Total Assets | $2.3B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | — | ||
| Q2 25 | $38.0M | — | ||
| Q1 25 | $225.8M | — | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | — | ||
| Q2 24 | $18.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $650.2M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $2.3B | $17.7B | ||
| Q3 25 | $1.5B | $17.6B | ||
| Q2 25 | $1.5B | $17.4B | ||
| Q1 25 | $1.4B | $18.6B | ||
| Q4 24 | $1.4B | $17.4B | ||
| Q3 24 | $1.4B | $16.4B | ||
| Q2 24 | $1.1B | $16.0B |
| Q1 26 | — | — | ||
| 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 | $355.2M | ||
| Q3 25 | $61.8M | $140.9M | ||
| Q2 25 | $60.6M | $67.6M | ||
| Q1 25 | $27.3M | $48.0M | ||
| Q4 24 | $11.6M | $252.9M | ||
| Q3 24 | $66.8M | $84.0M | ||
| Q2 24 | $62.7M | $48.3M |
| 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 | — | — | ||
| 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 | — | — | ||
| Q4 25 | 2.81× | 4.11× | ||
| Q3 25 | 1.52× | 2.15× | ||
| Q2 25 | 1.48× | 1.10× | ||
| Q1 25 | 0.78× | 0.76× | ||
| Q4 24 | 0.43× | 3.88× | ||
| Q3 24 | 1.85× | 1.40× | ||
| Q2 24 | 1.62× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
