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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and UDR, Inc. (UDR). Click either name above to swap in a different company.
UDR, Inc. is the larger business by last-quarter revenue ($425.8M vs $233.0M, roughly 1.8× CSW INDUSTRIALS, INC.). UDR, Inc. runs the higher net margin — 44.6% vs 4.4%, a 40.2% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 0.9%). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs 1.3%).
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
CSW vs UDR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $425.8M |
| Net Profit | $10.3M | $189.8M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 54.0% |
| Net Margin | 4.4% | 44.6% |
| Revenue YoY | 20.3% | 0.9% |
| Net Profit YoY | -61.9% | 147.2% |
| EPS (diluted) | $0.62 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $233.0M | $433.1M | ||
| Q3 25 | $277.0M | $431.9M | ||
| Q2 25 | $263.6M | $425.4M | ||
| Q1 25 | $230.5M | $421.9M | ||
| Q4 24 | $193.6M | $422.7M | ||
| Q3 24 | $227.9M | $420.2M | ||
| Q2 24 | $226.2M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $10.3M | $222.9M | ||
| Q3 25 | $40.7M | $40.4M | ||
| Q2 25 | $40.9M | $37.7M | ||
| Q1 25 | $35.1M | $76.7M | ||
| Q4 24 | $26.9M | $-5.0M | ||
| Q3 24 | $36.1M | $22.6M | ||
| Q2 24 | $38.6M | $28.9M |
| 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 | — | 54.0% | ||
| Q4 25 | 7.4% | 64.1% | ||
| Q3 25 | 20.5% | 17.7% | ||
| Q2 25 | 20.8% | 18.2% | ||
| Q1 25 | 19.5% | 29.0% | ||
| Q4 24 | 15.3% | 15.7% | ||
| Q3 24 | 22.6% | 16.6% | ||
| Q2 24 | 24.3% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 4.4% | 51.5% | ||
| Q3 25 | 14.7% | 9.4% | ||
| Q2 25 | 15.5% | 8.9% | ||
| Q1 25 | 15.2% | 18.2% | ||
| Q4 24 | 13.9% | -220.5% | ||
| Q3 24 | 15.8% | 5.4% | ||
| Q2 24 | 17.1% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.62 | $0.67 | ||
| Q3 25 | $2.41 | $0.12 | ||
| Q2 25 | $2.43 | $0.11 | ||
| Q1 25 | $2.05 | $0.23 | ||
| Q4 24 | $1.60 | $-0.01 | ||
| Q3 24 | $2.26 | $0.06 | ||
| Q2 24 | $2.47 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $3.3B |
| Total Assets | $2.3B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $40.2M | $1.2M | ||
| Q3 25 | $31.5M | $1.2M | ||
| Q2 25 | $38.0M | $1.5M | ||
| Q1 25 | $225.8M | $1.3M | ||
| Q4 24 | $213.8M | $1.3M | ||
| Q3 24 | $273.2M | $2.3M | ||
| Q2 24 | $18.9M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | $800.1M | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.1B | $3.3B | ||
| Q2 25 | $1.1B | $3.3B | ||
| Q1 25 | $1.1B | $3.3B | ||
| Q4 24 | $1.0B | $3.4B | ||
| Q3 24 | $1.0B | $3.5B | ||
| Q2 24 | $650.2M | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $2.3B | $10.6B | ||
| Q3 25 | $1.5B | $10.6B | ||
| Q2 25 | $1.5B | $10.6B | ||
| Q1 25 | $1.4B | $10.7B | ||
| Q4 24 | $1.4B | $10.9B | ||
| Q3 24 | $1.4B | $11.1B | ||
| Q2 24 | $1.1B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | 0.75× | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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% | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $61.8M | $234.9M | ||
| Q2 25 | $60.6M | $250.3M | ||
| Q1 25 | $27.3M | $156.2M | ||
| Q4 24 | $11.6M | $876.8M | ||
| Q3 24 | $66.8M | $230.3M | ||
| Q2 24 | $62.7M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $650.0M | ||
| Q3 25 | $58.7M | $164.6M | ||
| Q2 25 | $57.7M | $190.1M | ||
| Q1 25 | $22.8M | $103.2M | ||
| Q4 24 | $8.5M | $627.0M | ||
| Q3 24 | $61.3M | $161.3M | ||
| Q2 24 | $59.6M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 150.1% | ||
| Q3 25 | 21.2% | 38.1% | ||
| Q2 25 | 21.9% | 44.7% | ||
| Q1 25 | 9.9% | 24.5% | ||
| Q4 24 | 4.4% | 148.3% | ||
| Q3 24 | 26.9% | 38.4% | ||
| Q2 24 | 26.3% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 2.6% | 58.4% | ||
| Q3 25 | 1.1% | 16.3% | ||
| Q2 25 | 1.1% | 14.2% | ||
| Q1 25 | 2.0% | 12.6% | ||
| Q4 24 | 1.6% | 59.1% | ||
| Q3 24 | 2.4% | 16.4% | ||
| Q2 24 | 1.4% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 4.05× | ||
| Q3 25 | 1.52× | 5.81× | ||
| Q2 25 | 1.48× | 6.64× | ||
| Q1 25 | 0.78× | 2.04× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 10.19× | ||
| Q2 24 | 1.62× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
