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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $233.0M, roughly 1.3× CSW INDUSTRIALS, INC.). Strategic Education, Inc. runs the higher net margin — 10.7% vs 4.4%, a 6.3% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -1.0%).
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
CSW vs STRA — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $305.9M |
| Net Profit | $10.3M | $32.8M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 13.4% |
| Net Margin | 4.4% | 10.7% |
| Revenue YoY | 20.3% | 0.8% |
| Net Profit YoY | -61.9% | 10.3% |
| EPS (diluted) | $0.62 | $1.48 |
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 | — | $305.9M | ||
| Q4 25 | $233.0M | $323.2M | ||
| Q3 25 | $277.0M | $319.9M | ||
| Q2 25 | $263.6M | $321.5M | ||
| Q1 25 | $230.5M | $303.6M | ||
| Q4 24 | $193.6M | $311.5M | ||
| Q3 24 | $227.9M | $306.0M | ||
| Q2 24 | $226.2M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $10.3M | $37.9M | ||
| Q3 25 | $40.7M | $26.6M | ||
| Q2 25 | $40.9M | $32.3M | ||
| Q1 25 | $35.1M | $29.7M | ||
| Q4 24 | $26.9M | $25.3M | ||
| Q3 24 | $36.1M | $27.7M | ||
| Q2 24 | $38.6M | $29.9M |
| 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 | — | 13.4% | ||
| Q4 25 | 7.4% | 16.0% | ||
| Q3 25 | 20.5% | 11.6% | ||
| Q2 25 | 20.8% | 14.2% | ||
| Q1 25 | 19.5% | 13.1% | ||
| Q4 24 | 15.3% | 11.6% | ||
| Q3 24 | 22.6% | 11.9% | ||
| Q2 24 | 24.3% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 4.4% | 11.7% | ||
| Q3 25 | 14.7% | 8.3% | ||
| Q2 25 | 15.5% | 10.1% | ||
| Q1 25 | 15.2% | 9.8% | ||
| Q4 24 | 13.9% | 8.1% | ||
| Q3 24 | 15.8% | 9.1% | ||
| Q2 24 | 17.1% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.62 | $1.65 | ||
| Q3 25 | $2.41 | $1.15 | ||
| Q2 25 | $2.43 | $1.37 | ||
| Q1 25 | $2.05 | $1.24 | ||
| Q4 24 | $1.60 | $1.05 | ||
| Q3 24 | $2.26 | $1.15 | ||
| Q2 24 | $2.47 | $1.24 |
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 | $150.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.6B |
| Total Assets | $2.3B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $150.3M | ||
| Q4 25 | $40.2M | $148.1M | ||
| Q3 25 | $31.5M | $172.6M | ||
| Q2 25 | $38.0M | $164.9M | ||
| Q1 25 | $225.8M | $182.6M | ||
| Q4 24 | $213.8M | $184.0M | ||
| Q3 24 | $273.2M | $222.1M | ||
| Q2 24 | $18.9M | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $650.2M | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.3B | $2.0B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.1B | $2.2B |
| 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 | $87.4M |
| Free Cash FlowOCF − Capex | $22.7M | $77.3M |
| FCF MarginFCF / Revenue | 9.8% | 25.3% |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $28.9M | $39.2M | ||
| Q3 25 | $61.8M | $60.1M | ||
| Q2 25 | $60.6M | $31.2M | ||
| Q1 25 | $27.3M | $67.7M | ||
| Q4 24 | $11.6M | $15.9M | ||
| Q3 24 | $66.8M | $51.5M | ||
| Q2 24 | $62.7M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $22.7M | $27.0M | ||
| Q3 25 | $58.7M | $49.3M | ||
| Q2 25 | $57.7M | $20.4M | ||
| Q1 25 | $22.8M | $57.3M | ||
| Q4 24 | $8.5M | $4.7M | ||
| Q3 24 | $61.3M | $42.1M | ||
| Q2 24 | $59.6M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 9.8% | 8.3% | ||
| Q3 25 | 21.2% | 15.4% | ||
| Q2 25 | 21.9% | 6.3% | ||
| Q1 25 | 9.9% | 18.9% | ||
| Q4 24 | 4.4% | 1.5% | ||
| Q3 24 | 26.9% | 13.8% | ||
| Q2 24 | 26.3% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 3.8% | ||
| Q3 25 | 1.1% | 3.4% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 2.0% | 3.4% | ||
| Q4 24 | 1.6% | 3.6% | ||
| Q3 24 | 2.4% | 3.1% | ||
| Q2 24 | 1.4% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 2.81× | 1.03× | ||
| Q3 25 | 1.52× | 2.26× | ||
| Q2 25 | 1.48× | 0.97× | ||
| Q1 25 | 0.78× | 2.27× | ||
| Q4 24 | 0.43× | 0.63× | ||
| Q3 24 | 1.85× | 1.86× | ||
| Q2 24 | 1.62× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
