vs
Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Urban Edge Properties (UE). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $132.6M, roughly 1.8× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs 4.4%, a 12.7% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 12.2%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% CAGR vs 5.1%).
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
CSW vs UE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $132.6M |
| Net Profit | $10.3M | $22.6M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | 17.1% |
| Revenue YoY | 20.3% | 12.2% |
| Net Profit YoY | -61.9% | -6.7% |
| EPS (diluted) | $0.62 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $233.0M | $119.6M | ||
| Q3 25 | $277.0M | $120.1M | ||
| Q2 25 | $263.6M | $114.1M | ||
| Q1 25 | $230.5M | $118.2M | ||
| Q4 24 | $193.6M | $116.4M | ||
| Q3 24 | $227.9M | $112.4M | ||
| Q2 24 | $226.2M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $10.3M | $12.4M | ||
| Q3 25 | $40.7M | $14.9M | ||
| Q2 25 | $40.9M | $58.0M | ||
| Q1 25 | $35.1M | $8.2M | ||
| Q4 24 | $26.9M | $30.1M | ||
| Q3 24 | $36.1M | $9.1M | ||
| Q2 24 | $38.6M | $30.8M |
| 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% | 11.3% | ||
| Q3 25 | 20.5% | 13.4% | ||
| Q2 25 | 20.8% | 53.9% | ||
| Q1 25 | 19.5% | 7.6% | ||
| Q4 24 | 15.3% | 27.6% | ||
| Q3 24 | 22.6% | 8.9% | ||
| Q2 24 | 24.3% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 4.4% | 10.4% | ||
| Q3 25 | 14.7% | 12.4% | ||
| Q2 25 | 15.5% | 50.8% | ||
| Q1 25 | 15.2% | 6.9% | ||
| Q4 24 | 13.9% | 25.9% | ||
| Q3 24 | 15.8% | 8.1% | ||
| Q2 24 | 17.1% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.62 | $0.09 | ||
| Q3 25 | $2.41 | $0.12 | ||
| Q2 25 | $2.43 | $0.46 | ||
| Q1 25 | $2.05 | $0.07 | ||
| Q4 24 | $1.60 | $0.25 | ||
| Q3 24 | $2.26 | $0.07 | ||
| Q2 24 | $2.47 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.4B |
| Total Assets | $2.3B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $40.2M | $48.9M | ||
| Q3 25 | $31.5M | $77.8M | ||
| Q2 25 | $38.0M | $53.0M | ||
| Q1 25 | $225.8M | $48.0M | ||
| Q4 24 | $213.8M | $41.4M | ||
| Q3 24 | $273.2M | $67.9M | ||
| Q2 24 | $18.9M | $78.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $650.2M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.3B | $3.3B | ||
| Q3 25 | $1.5B | $3.3B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.4B | $3.3B | ||
| Q4 24 | $1.4B | $3.3B | ||
| Q3 24 | $1.4B | $3.2B | ||
| Q2 24 | $1.1B | $3.2B |
| 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 | $39.1M |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | 1.5% |
| Cash ConversionOCF / Net Profit | 2.81× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $28.9M | $182.7M | ||
| Q3 25 | $61.8M | $55.7M | ||
| Q2 25 | $60.6M | $43.5M | ||
| Q1 25 | $27.3M | $32.6M | ||
| Q4 24 | $11.6M | $153.2M | ||
| Q3 24 | $66.8M | $36.6M | ||
| Q2 24 | $62.7M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $81.8M | ||
| Q3 25 | $58.7M | $26.1M | ||
| Q2 25 | $57.7M | $19.6M | ||
| Q1 25 | $22.8M | $11.9M | ||
| Q4 24 | $8.5M | $42.5M | ||
| Q3 24 | $61.3M | $12.2M | ||
| Q2 24 | $59.6M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 68.4% | ||
| Q3 25 | 21.2% | 21.7% | ||
| Q2 25 | 21.9% | 17.2% | ||
| Q1 25 | 9.9% | 10.0% | ||
| Q4 24 | 4.4% | 36.6% | ||
| Q3 24 | 26.9% | 10.8% | ||
| Q2 24 | 26.3% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 2.6% | 84.4% | ||
| Q3 25 | 1.1% | 24.6% | ||
| Q2 25 | 1.1% | 20.9% | ||
| Q1 25 | 2.0% | 17.5% | ||
| Q4 24 | 1.6% | 95.1% | ||
| Q3 24 | 2.4% | 21.7% | ||
| Q2 24 | 1.4% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 2.81× | 14.71× | ||
| Q3 25 | 1.52× | 3.73× | ||
| Q2 25 | 1.48× | 0.75× | ||
| Q1 25 | 0.78× | 3.97× | ||
| Q4 24 | 0.43× | 5.09× | ||
| Q3 24 | 1.85× | 4.03× | ||
| Q2 24 | 1.62× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
