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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and ServiceTitan, Inc. (TTAN). Click either name above to swap in a different company.
ServiceTitan, Inc. is the larger business by last-quarter revenue ($249.2M vs $233.0M, roughly 1.1× CSW INDUSTRIALS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs -15.9%, a 20.3% gap on every dollar of revenue. On growth, ServiceTitan, Inc. posted the faster year-over-year revenue change (25.0% vs 20.3%). ServiceTitan, Inc. produced more free cash flow last quarter ($42.2M vs $22.7M).
Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent holding company of Google and several former Google subsidiaries. Alphabet is listed on the large-cap section of the Nasdaq under the ticker symbols GOOGL and GOOG; both classes of stock are components of major stock market indices such as the S&P 500 and Nasdaq-100. Alphabet ha...
CSW vs TTAN — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $249.2M |
| Net Profit | $10.3M | $-39.5M |
| Gross Margin | 39.7% | 70.8% |
| Operating Margin | 7.4% | -16.9% |
| Net Margin | 4.4% | -15.9% |
| Revenue YoY | 20.3% | 25.0% |
| Net Profit YoY | -61.9% | 14.9% |
| EPS (diluted) | $0.62 | $-0.42 |
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 | $249.2M | ||
| Q3 25 | $277.0M | $242.1M | ||
| Q2 25 | $263.6M | $215.7M | ||
| Q1 25 | $230.5M | $209.3M | ||
| Q4 24 | $193.6M | $199.3M | ||
| Q3 24 | $227.9M | — | ||
| Q2 24 | $226.2M | $170.3M | ||
| Q1 24 | $210.9M | — |
| Q4 25 | $10.3M | $-39.5M | ||
| Q3 25 | $40.7M | $-32.2M | ||
| Q2 25 | $40.9M | $-46.4M | ||
| Q1 25 | $35.1M | $-100.9M | ||
| Q4 24 | $26.9M | $-46.5M | ||
| Q3 24 | $36.1M | — | ||
| Q2 24 | $38.6M | $-56.0M | ||
| Q1 24 | $31.8M | — |
| Q4 25 | 39.7% | 70.8% | ||
| Q3 25 | 43.0% | 70.8% | ||
| Q2 25 | 43.8% | 68.8% | ||
| Q1 25 | 44.2% | 66.0% | ||
| Q4 24 | 41.4% | 65.2% | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | 62.2% | ||
| Q1 24 | 44.4% | — |
| Q4 25 | 7.4% | -16.9% | ||
| Q3 25 | 20.5% | -14.4% | ||
| Q2 25 | 20.8% | -23.0% | ||
| Q1 25 | 19.5% | -47.7% | ||
| Q4 24 | 15.3% | -22.1% | ||
| Q3 24 | 22.6% | — | ||
| Q2 24 | 24.3% | -31.4% | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 4.4% | -15.9% | ||
| Q3 25 | 14.7% | -13.3% | ||
| Q2 25 | 15.5% | -21.5% | ||
| Q1 25 | 15.2% | -48.2% | ||
| Q4 24 | 13.9% | -23.3% | ||
| Q3 24 | 15.8% | — | ||
| Q2 24 | 17.1% | -32.9% | ||
| Q1 24 | 15.1% | — |
| Q4 25 | $0.62 | $-0.42 | ||
| Q3 25 | $2.41 | $-0.35 | ||
| Q2 25 | $2.43 | $-0.51 | ||
| Q1 25 | $2.05 | $-3.34 | ||
| Q4 24 | $1.60 | $-1.74 | ||
| Q3 24 | $2.26 | — | ||
| Q2 24 | $2.47 | $-2.02 | ||
| Q1 24 | $2.03 | — |
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 | $493.2M |
| Total DebtLower is stronger | — | $103.6M |
| Stockholders' EquityBook value | $1.1B | $1.5B |
| Total Assets | $2.3B | $1.8B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $493.2M | ||
| Q3 25 | $31.5M | $471.5M | ||
| Q2 25 | $38.0M | $420.3M | ||
| Q1 25 | $225.8M | $441.8M | ||
| Q4 24 | $213.8M | $133.8M | ||
| Q3 24 | $273.2M | — | ||
| Q2 24 | $18.9M | $116.2M | ||
| Q1 24 | $22.2M | — |
| Q4 25 | — | $103.6M | ||
| Q3 25 | — | $103.7M | ||
| Q2 25 | — | $103.9M | ||
| Q1 25 | $800.1M | $104.0M | ||
| Q4 24 | — | $174.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.0B | $-576.8M | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $650.2M | $-506.0M | ||
| Q1 24 | $615.7M | — |
| Q4 25 | $2.3B | $1.8B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.0B | — |
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | 0.75× | 0.07× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $43.8M |
| Free Cash FlowOCF − Capex | $22.7M | $42.2M |
| FCF MarginFCF / Revenue | 9.8% | 16.9% |
| Capex IntensityCapex / Revenue | 2.6% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $43.8M | ||
| Q3 25 | $61.8M | $40.3M | ||
| Q2 25 | $60.6M | $-14.6M | ||
| Q1 25 | $27.3M | — | ||
| Q4 24 | $11.6M | $15.5M | ||
| Q3 24 | $66.8M | — | ||
| Q2 24 | $62.7M | $-19.2M | ||
| Q1 24 | $22.4M | — |
| Q4 25 | $22.7M | $42.2M | ||
| Q3 25 | $58.7M | $39.2M | ||
| Q2 25 | $57.7M | $-15.9M | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | $14.5M | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | $-19.9M | ||
| Q1 24 | $17.5M | — |
| Q4 25 | 9.8% | 16.9% | ||
| Q3 25 | 21.2% | 16.2% | ||
| Q2 25 | 21.9% | -7.4% | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | 7.3% | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | -11.7% | ||
| Q1 24 | 8.3% | — |
| Q4 25 | 2.6% | 0.6% | ||
| Q3 25 | 1.1% | 0.5% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.6% | 0.5% | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.4% | 0.4% | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
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% |
TTAN
| Subscription Revenue | $182.8M | 73% |
| Usage Revenue | $56.8M | 23% |
| Professional Services And Other Revenue | $9.6M | 4% |
