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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
TEXAS CAPITAL BANCSHARES INC is the larger business by last-quarter revenue ($324.0M vs $233.0M, roughly 1.4× CSW INDUSTRIALS, INC.). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs 4.4%, a 18.4% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 15.5%). Over the past eight quarters, TEXAS CAPITAL BANCSHARES INC's revenue compounded faster (10.2% CAGR vs 5.1%).
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
CSW vs TCBI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $324.0M |
| Net Profit | $10.3M | $73.8M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | 22.8% |
| Revenue YoY | 20.3% | 15.5% |
| Net Profit YoY | -61.9% | 56.8% |
| EPS (diluted) | $0.62 | $1.56 |
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 | — | $324.0M | ||
| Q4 25 | $233.0M | $327.5M | ||
| Q3 25 | $277.0M | $340.4M | ||
| Q2 25 | $263.6M | $307.5M | ||
| Q1 25 | $230.5M | $280.5M | ||
| Q4 24 | $193.6M | $229.6M | ||
| Q3 24 | $227.9M | $125.3M | ||
| Q2 24 | $226.2M | $267.0M |
| Q1 26 | — | $73.8M | ||
| Q4 25 | $10.3M | $100.7M | ||
| Q3 25 | $40.7M | $105.2M | ||
| Q2 25 | $40.9M | $77.3M | ||
| Q1 25 | $35.1M | $47.0M | ||
| Q4 24 | $26.9M | $71.0M | ||
| Q3 24 | $36.1M | $-61.3M | ||
| Q2 24 | $38.6M | $41.7M |
| 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% | 40.4% | ||
| Q3 25 | 20.5% | 40.5% | ||
| Q2 25 | 20.8% | 33.2% | ||
| Q1 25 | 19.5% | 21.6% | ||
| Q4 24 | 15.3% | 40.7% | ||
| Q3 24 | 22.6% | -63.8% | ||
| Q2 24 | 24.3% | 21.9% |
| Q1 26 | — | 22.8% | ||
| Q4 25 | 4.4% | 30.7% | ||
| Q3 25 | 14.7% | 30.9% | ||
| Q2 25 | 15.5% | 25.2% | ||
| Q1 25 | 15.2% | 16.8% | ||
| Q4 24 | 13.9% | 30.9% | ||
| Q3 24 | 15.8% | -48.9% | ||
| Q2 24 | 17.1% | 15.6% |
| Q1 26 | — | $1.56 | ||
| Q4 25 | $0.62 | $2.11 | ||
| Q3 25 | $2.41 | $2.18 | ||
| Q2 25 | $2.43 | $1.58 | ||
| Q1 25 | $2.05 | $0.92 | ||
| Q4 24 | $1.60 | $1.43 | ||
| Q3 24 | $2.26 | $-1.41 | ||
| Q2 24 | $2.47 | $0.80 |
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 | — | $878.3M |
| Stockholders' EquityBook value | $1.1B | $3.6B |
| Total Assets | $2.3B | $33.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| 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 | — | $878.3M | ||
| Q4 25 | — | $620.6M | ||
| Q3 25 | — | $620.4M | ||
| Q2 25 | — | $620.3M | ||
| Q1 25 | $800.1M | $660.5M | ||
| Q4 24 | — | $660.3M | ||
| Q3 24 | — | $660.2M | ||
| Q2 24 | — | $660.0M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.1B | $3.6B | ||
| Q3 25 | $1.1B | $3.6B | ||
| Q2 25 | $1.1B | $3.5B | ||
| Q1 25 | $1.1B | $3.4B | ||
| Q4 24 | $1.0B | $3.4B | ||
| Q3 24 | $1.0B | $3.4B | ||
| Q2 24 | $650.2M | $3.2B |
| Q1 26 | — | $33.5B | ||
| Q4 25 | $2.3B | $31.5B | ||
| Q3 25 | $1.5B | $32.5B | ||
| Q2 25 | $1.5B | $31.9B | ||
| Q1 25 | $1.4B | $31.4B | ||
| Q4 24 | $1.4B | $30.7B | ||
| Q3 24 | $1.4B | $31.6B | ||
| Q2 24 | $1.1B | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | 0.75× | 0.19× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $360.2M | ||
| Q3 25 | $61.8M | $166.3M | ||
| Q2 25 | $60.6M | $63.0M | ||
| Q1 25 | $27.3M | $368.0K | ||
| Q4 24 | $11.6M | $480.1M | ||
| Q3 24 | $66.8M | $332.8M | ||
| Q2 24 | $62.7M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $347.6M | ||
| Q3 25 | $58.7M | $161.3M | ||
| Q2 25 | $57.7M | $57.5M | ||
| Q1 25 | $22.8M | $-2.0M | ||
| Q4 24 | $8.5M | $415.2M | ||
| Q3 24 | $61.3M | $317.6M | ||
| Q2 24 | $59.6M | $11.1M |
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 106.1% | ||
| Q3 25 | 21.2% | 47.4% | ||
| Q2 25 | 21.9% | 18.7% | ||
| Q1 25 | 9.9% | -0.7% | ||
| Q4 24 | 4.4% | 180.9% | ||
| Q3 24 | 26.9% | 253.4% | ||
| Q2 24 | 26.3% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 3.8% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 2.0% | 0.9% | ||
| Q4 24 | 1.6% | 28.2% | ||
| Q3 24 | 2.4% | 12.1% | ||
| Q2 24 | 1.4% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 3.58× | ||
| Q3 25 | 1.52× | 1.58× | ||
| Q2 25 | 1.48× | 0.81× | ||
| Q1 25 | 0.78× | 0.01× | ||
| Q4 24 | 0.43× | 6.76× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | 0.80× |
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% |
TCBI
Segment breakdown not available.
