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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $197.3M, roughly 1.2× SIMMONS FIRST NATIONAL CORP). On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 19.6%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs 0.6%).
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
CSW vs SFNC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $197.3M |
| Net Profit | $10.3M | — |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | — |
| Revenue YoY | 20.3% | 19.6% |
| Net Profit YoY | -61.9% | — |
| EPS (diluted) | $0.62 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $277.0M | $186.7M | ||
| Q2 25 | $263.6M | $214.2M | ||
| Q1 25 | $230.5M | $209.6M | ||
| Q4 24 | $193.6M | $208.5M | ||
| Q3 24 | $227.9M | $174.8M | ||
| Q2 24 | $226.2M | $197.2M | ||
| Q1 24 | $210.9M | $195.1M |
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $-562.8M | ||
| Q2 25 | $40.9M | $54.8M | ||
| Q1 25 | $35.1M | $32.4M | ||
| Q4 24 | $26.9M | — | ||
| Q3 24 | $36.1M | $24.7M | ||
| Q2 24 | $38.6M | $40.8M | ||
| Q1 24 | $31.8M | $38.9M |
| 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 24 | 44.4% | — |
| 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 24 | 21.0% | — |
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | -301.5% | ||
| Q2 25 | 15.5% | 25.6% | ||
| Q1 25 | 15.2% | 15.5% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.8% | 14.1% | ||
| Q2 24 | 17.1% | 20.7% | ||
| Q1 24 | 15.1% | 19.9% |
| Q4 25 | $0.62 | $0.36 | ||
| Q3 25 | $2.41 | $-4.00 | ||
| Q2 25 | $2.43 | $0.43 | ||
| Q1 25 | $2.05 | $0.26 | ||
| Q4 24 | $1.60 | $0.38 | ||
| Q3 24 | $2.26 | $0.20 | ||
| Q2 24 | $2.47 | $0.32 | ||
| Q1 24 | $2.03 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $1.1B | $3.4B |
| Total Assets | $2.3B | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $22.2M | — |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | $800.1M | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | $166.0M | $1.2B |
| Q4 25 | $1.1B | $3.4B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | $1.1B | $3.5B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.0B | $3.5B | ||
| Q3 24 | $1.0B | $3.5B | ||
| Q2 24 | $650.2M | $3.5B | ||
| Q1 24 | $615.7M | $3.4B |
| Q4 25 | $2.3B | $24.5B | ||
| Q3 25 | $1.5B | $24.2B | ||
| Q2 25 | $1.5B | $26.7B | ||
| Q1 25 | $1.4B | $26.8B | ||
| Q4 24 | $1.4B | $26.9B | ||
| Q3 24 | $1.4B | $27.3B | ||
| Q2 24 | $1.1B | $27.4B | ||
| Q1 24 | $1.0B | $27.4B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | 0.75× | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | 0.27× | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $22.7M | $411.4M |
| FCF MarginFCF / Revenue | 9.8% | 208.5% |
| Capex IntensityCapex / Revenue | 2.6% | 19.3% |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $449.5M | ||
| Q3 25 | $61.8M | $223.4M | ||
| Q2 25 | $60.6M | $77.6M | ||
| Q1 25 | $27.3M | $32.8M | ||
| Q4 24 | $11.6M | $425.9M | ||
| Q3 24 | $66.8M | $199.4M | ||
| Q2 24 | $62.7M | $86.1M | ||
| Q1 24 | $22.4M | $57.6M |
| Q4 25 | $22.7M | $411.4M | ||
| Q3 25 | $58.7M | $216.7M | ||
| Q2 25 | $57.7M | $66.3M | ||
| Q1 25 | $22.8M | $22.6M | ||
| Q4 24 | $8.5M | $380.4M | ||
| Q3 24 | $61.3M | $187.7M | ||
| Q2 24 | $59.6M | $72.7M | ||
| Q1 24 | $17.5M | $47.7M |
| Q4 25 | 9.8% | 208.5% | ||
| Q3 25 | 21.2% | 116.1% | ||
| Q2 25 | 21.9% | 31.0% | ||
| Q1 25 | 9.9% | 10.8% | ||
| Q4 24 | 4.4% | 182.5% | ||
| Q3 24 | 26.9% | 107.4% | ||
| Q2 24 | 26.3% | 36.9% | ||
| Q1 24 | 8.3% | 24.5% |
| Q4 25 | 2.6% | 19.3% | ||
| Q3 25 | 1.1% | 3.6% | ||
| Q2 25 | 1.1% | 5.3% | ||
| Q1 25 | 2.0% | 4.8% | ||
| Q4 24 | 1.6% | 21.8% | ||
| Q3 24 | 2.4% | 6.7% | ||
| Q2 24 | 1.4% | 6.8% | ||
| Q1 24 | 2.3% | 5.0% |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 1.42× | ||
| Q1 25 | 0.78× | 1.01× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 8.06× | ||
| Q2 24 | 1.62× | 2.11× | ||
| Q1 24 | 0.71× | 1.48× |
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% |
SFNC
Segment breakdown not available.
