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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $224.2M, roughly 1.0× STAG Industrial, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 4.4%, a 23.2% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 9.1%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% CAGR vs 5.1%).
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
CSW vs STAG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $224.2M |
| Net Profit | $10.3M | $62.0M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | 27.6% |
| Revenue YoY | 20.3% | 9.1% |
| Net Profit YoY | -61.9% | — |
| EPS (diluted) | $0.62 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $233.0M | $220.9M | ||
| Q3 25 | $277.0M | $211.1M | ||
| Q2 25 | $263.6M | $207.6M | ||
| Q1 25 | $230.5M | $205.6M | ||
| Q4 24 | $193.6M | $199.3M | ||
| Q3 24 | $227.9M | $190.7M | ||
| Q2 24 | $226.2M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $10.3M | $83.5M | ||
| Q3 25 | $40.7M | $48.6M | ||
| Q2 25 | $40.9M | $50.0M | ||
| Q1 25 | $35.1M | $91.4M | ||
| Q4 24 | $26.9M | $51.0M | ||
| Q3 24 | $36.1M | $41.9M | ||
| Q2 24 | $38.6M | $59.8M |
| 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% | — | ||
| 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 26 | — | 27.6% | ||
| Q4 25 | 4.4% | 37.8% | ||
| Q3 25 | 14.7% | 23.0% | ||
| Q2 25 | 15.5% | 24.1% | ||
| Q1 25 | 15.2% | 44.5% | ||
| Q4 24 | 13.9% | 25.6% | ||
| Q3 24 | 15.8% | 21.9% | ||
| Q2 24 | 17.1% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | — | ||
| Q2 25 | $2.43 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | — | ||
| Q2 24 | $2.47 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $3.6B |
| Total Assets | $2.3B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $40.2M | $14.9M | ||
| Q3 25 | $31.5M | $17.3M | ||
| Q2 25 | $38.0M | $15.4M | ||
| Q1 25 | $225.8M | $9.3M | ||
| Q4 24 | $213.8M | $36.3M | ||
| Q3 24 | $273.2M | $70.0M | ||
| Q2 24 | $18.9M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | $800.1M | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.1B | $3.6B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | $1.1B | $3.4B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.0B | $3.5B | ||
| Q3 24 | $1.0B | $3.3B | ||
| Q2 24 | $650.2M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $2.3B | $7.2B | ||
| Q3 25 | $1.5B | $6.9B | ||
| Q2 25 | $1.5B | $6.8B | ||
| Q1 25 | $1.4B | $6.8B | ||
| Q4 24 | $1.4B | $6.8B | ||
| Q3 24 | $1.4B | $6.6B | ||
| Q2 24 | $1.1B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | 0.75× | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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% | 3.9% |
| 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 | $104.5M | ||
| Q3 25 | $61.8M | $143.5M | ||
| Q2 25 | $60.6M | $111.9M | ||
| Q1 25 | $27.3M | $103.5M | ||
| Q4 24 | $11.6M | $104.9M | ||
| Q3 24 | $66.8M | $128.0M | ||
| Q2 24 | $62.7M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $43.8M | ||
| Q3 25 | $58.7M | $95.5M | ||
| Q2 25 | $57.7M | $62.3M | ||
| Q1 25 | $22.8M | $57.2M | ||
| Q4 24 | $8.5M | $37.6M | ||
| Q3 24 | $61.3M | $86.7M | ||
| Q2 24 | $59.6M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 19.8% | ||
| Q3 25 | 21.2% | 45.2% | ||
| Q2 25 | 21.9% | 30.0% | ||
| Q1 25 | 9.9% | 27.8% | ||
| Q4 24 | 4.4% | 18.8% | ||
| Q3 24 | 26.9% | 45.5% | ||
| Q2 24 | 26.3% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 2.6% | 27.4% | ||
| Q3 25 | 1.1% | 22.7% | ||
| Q2 25 | 1.1% | 23.9% | ||
| Q1 25 | 2.0% | 22.5% | ||
| Q4 24 | 1.6% | 33.8% | ||
| Q3 24 | 2.4% | 21.6% | ||
| Q2 24 | 1.4% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 1.25× | ||
| Q3 25 | 1.52× | 2.95× | ||
| Q2 25 | 1.48× | 2.24× | ||
| Q1 25 | 0.78× | 1.13× | ||
| Q4 24 | 0.43× | 2.06× | ||
| Q3 24 | 1.85× | 3.06× | ||
| Q2 24 | 1.62× | 2.04× |
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% |
STAG
Segment breakdown not available.
