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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and UFP TECHNOLOGIES INC (UFPT). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $148.9M, roughly 1.6× UFP TECHNOLOGIES INC). UFP TECHNOLOGIES INC runs the higher net margin — 11.8% vs 4.4%, a 7.4% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 3.4%). Over the past eight quarters, UFP TECHNOLOGIES INC's revenue compounded faster (19.1% CAGR vs 5.1%).
UFP Technologies, Inc. is an American multinational developer and custom manufacturer of comprehensive solutions for medical devices, sterile packaging, and other highly engineered custom products.
CSW vs UFPT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $148.9M |
| Net Profit | $10.3M | $17.6M |
| Gross Margin | 39.7% | 28.2% |
| Operating Margin | 7.4% | 14.4% |
| Net Margin | 4.4% | 11.8% |
| Revenue YoY | 20.3% | 3.4% |
| Net Profit YoY | -61.9% | 7.3% |
| EPS (diluted) | $0.62 | $2.22 |
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 | $148.9M | ||
| Q3 25 | $277.0M | $154.6M | ||
| Q2 25 | $263.6M | $151.2M | ||
| Q1 25 | $230.5M | $148.1M | ||
| Q4 24 | $193.6M | $144.1M | ||
| Q3 24 | $227.9M | $145.2M | ||
| Q2 24 | $226.2M | $110.2M | ||
| Q1 24 | $210.9M | $105.0M |
| Q4 25 | $10.3M | $17.6M | ||
| Q3 25 | $40.7M | $16.4M | ||
| Q2 25 | $40.9M | $17.2M | ||
| Q1 25 | $35.1M | $17.2M | ||
| Q4 24 | $26.9M | $16.4M | ||
| Q3 24 | $36.1M | $16.4M | ||
| Q2 24 | $38.6M | $13.6M | ||
| Q1 24 | $31.8M | $12.7M |
| Q4 25 | 39.7% | 28.2% | ||
| Q3 25 | 43.0% | 27.7% | ||
| Q2 25 | 43.8% | 28.8% | ||
| Q1 25 | 44.2% | 28.5% | ||
| Q4 24 | 41.4% | 29.2% | ||
| Q3 24 | 45.6% | 28.6% | ||
| Q2 24 | 47.5% | 30.0% | ||
| Q1 24 | 44.4% | 28.6% |
| Q4 25 | 7.4% | 14.4% | ||
| Q3 25 | 20.5% | 15.1% | ||
| Q2 25 | 20.8% | 16.1% | ||
| Q1 25 | 19.5% | 15.6% | ||
| Q4 24 | 15.3% | 15.4% | ||
| Q3 24 | 22.6% | 17.1% | ||
| Q2 24 | 24.3% | 16.3% | ||
| Q1 24 | 21.0% | 15.2% |
| Q4 25 | 4.4% | 11.8% | ||
| Q3 25 | 14.7% | 10.6% | ||
| Q2 25 | 15.5% | 11.4% | ||
| Q1 25 | 15.2% | 11.6% | ||
| Q4 24 | 13.9% | 11.4% | ||
| Q3 24 | 15.8% | 11.3% | ||
| Q2 24 | 17.1% | 12.3% | ||
| Q1 24 | 15.1% | 12.1% |
| Q4 25 | $0.62 | $2.22 | ||
| Q3 25 | $2.41 | $2.11 | ||
| Q2 25 | $2.43 | $2.21 | ||
| Q1 25 | $2.05 | $2.21 | ||
| Q4 24 | $1.60 | $2.08 | ||
| Q3 24 | $2.26 | $2.11 | ||
| Q2 24 | $2.47 | $1.75 | ||
| Q1 24 | $2.03 | $1.64 |
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 | $20.3M |
| Total DebtLower is stronger | — | $135.5M |
| Stockholders' EquityBook value | $1.1B | $423.9M |
| Total Assets | $2.3B | $655.1M |
| Debt / EquityLower = less leverage | — | 0.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $20.3M | ||
| Q3 25 | $31.5M | $18.2M | ||
| Q2 25 | $38.0M | $14.9M | ||
| Q1 25 | $225.8M | $14.0M | ||
| Q4 24 | $213.8M | $13.4M | ||
| Q3 24 | $273.2M | $16.4M | ||
| Q2 24 | $18.9M | $16.7M | ||
| Q1 24 | $22.2M | $11.4M |
| Q4 25 | — | $135.5M | ||
| Q3 25 | — | $146.1M | ||
| Q2 25 | — | $163.6M | ||
| Q1 25 | $800.1M | $163.6M | ||
| Q4 24 | — | $189.4M | ||
| Q3 24 | — | $212.0M | ||
| Q2 24 | — | $35.2M | ||
| Q1 24 | $166.0M | $34.0M |
| Q4 25 | $1.1B | $423.9M | ||
| Q3 25 | $1.1B | $403.9M | ||
| Q2 25 | $1.1B | $385.5M | ||
| Q1 25 | $1.1B | $360.7M | ||
| Q4 24 | $1.0B | $342.8M | ||
| Q3 24 | $1.0B | $329.1M | ||
| Q2 24 | $650.2M | $310.2M | ||
| Q1 24 | $615.7M | $295.0M |
| Q4 25 | $2.3B | $655.1M | ||
| Q3 25 | $1.5B | $652.8M | ||
| Q2 25 | $1.5B | $634.7M | ||
| Q1 25 | $1.4B | $642.6M | ||
| Q4 24 | $1.4B | $629.0M | ||
| Q3 24 | $1.4B | $638.5M | ||
| Q2 24 | $1.1B | $422.4M | ||
| Q1 24 | $1.0B | $407.7M |
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | 0.75× | 0.45× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.11× | ||
| Q1 24 | 0.27× | 0.12× |
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 | $16.8M |
| Free Cash FlowOCF − Capex | $22.7M | — |
| FCF MarginFCF / Revenue | 9.8% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | 0.96× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $16.8M | ||
| Q3 25 | $61.8M | $35.9M | ||
| Q2 25 | $60.6M | $25.3M | ||
| Q1 25 | $27.3M | $13.8M | ||
| Q4 24 | $11.6M | $24.4M | ||
| Q3 24 | $66.8M | $19.8M | ||
| Q2 24 | $62.7M | $11.7M | ||
| Q1 24 | $22.4M | $10.7M |
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | $22.5M | ||
| Q1 25 | $22.8M | $11.0M | ||
| Q4 24 | $8.5M | $21.4M | ||
| Q3 24 | $61.3M | $17.7M | ||
| Q2 24 | $59.6M | $8.9M | ||
| Q1 24 | $17.5M | $8.9M |
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | 14.9% | ||
| Q1 25 | 9.9% | 7.4% | ||
| Q4 24 | 4.4% | 14.9% | ||
| Q3 24 | 26.9% | 12.2% | ||
| Q2 24 | 26.3% | 8.1% | ||
| Q1 24 | 8.3% | 8.5% |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | 1.9% | ||
| Q1 25 | 2.0% | 1.9% | ||
| Q4 24 | 1.6% | 2.1% | ||
| Q3 24 | 2.4% | 1.5% | ||
| Q2 24 | 1.4% | 2.5% | ||
| Q1 24 | 2.3% | 1.6% |
| Q4 25 | 2.81× | 0.96× | ||
| Q3 25 | 1.52× | 2.19× | ||
| Q2 25 | 1.48× | 1.47× | ||
| Q1 25 | 0.78× | 0.80× | ||
| Q4 24 | 0.43× | 1.49× | ||
| Q3 24 | 1.85× | 1.21× | ||
| Q2 24 | 1.62× | 0.86× | ||
| Q1 24 | 0.71× | 0.84× |
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% |
UFPT
| Products | $145.1M | 97% |
| Engineering And Development | $1.8M | 1% |
