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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $213.6M, roughly 1.1× Vital Farms, Inc.). Vital Farms, Inc. runs the higher net margin — 7.6% vs 4.4%, a 3.2% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs 20.3%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-32.1M). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% CAGR vs 5.1%).
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
CSW vs VITL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $213.6M |
| Net Profit | $10.3M | $16.3M |
| Gross Margin | 39.7% | 35.8% |
| Operating Margin | 7.4% | 10.0% |
| Net Margin | 4.4% | 7.6% |
| Revenue YoY | 20.3% | 28.7% |
| Net Profit YoY | -61.9% | 54.3% |
| EPS (diluted) | $0.62 | $0.35 |
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 | $213.6M | ||
| Q3 25 | $277.0M | $198.9M | ||
| Q2 25 | $263.6M | $184.8M | ||
| Q1 25 | $230.5M | $162.2M | ||
| Q4 24 | $193.6M | $166.0M | ||
| Q3 24 | $227.9M | $145.0M | ||
| Q2 24 | $226.2M | $147.4M | ||
| Q1 24 | $210.9M | $147.9M |
| Q4 25 | $10.3M | $16.3M | ||
| Q3 25 | $40.7M | $16.4M | ||
| Q2 25 | $40.9M | $16.6M | ||
| Q1 25 | $35.1M | $16.9M | ||
| Q4 24 | $26.9M | $10.6M | ||
| Q3 24 | $36.1M | $7.4M | ||
| Q2 24 | $38.6M | $16.3M | ||
| Q1 24 | $31.8M | $19.0M |
| Q4 25 | 39.7% | 35.8% | ||
| Q3 25 | 43.0% | 37.7% | ||
| Q2 25 | 43.8% | 38.9% | ||
| Q1 25 | 44.2% | 38.5% | ||
| Q4 24 | 41.4% | 36.1% | ||
| Q3 24 | 45.6% | 36.9% | ||
| Q2 24 | 47.5% | 39.1% | ||
| Q1 24 | 44.4% | 39.8% |
| Q4 25 | 7.4% | 10.0% | ||
| Q3 25 | 20.5% | 10.8% | ||
| Q2 25 | 20.8% | 12.9% | ||
| Q1 25 | 19.5% | 13.4% | ||
| Q4 24 | 15.3% | 7.8% | ||
| Q3 24 | 22.6% | 6.4% | ||
| Q2 24 | 24.3% | 11.6% | ||
| Q1 24 | 21.0% | 16.3% |
| Q4 25 | 4.4% | 7.6% | ||
| Q3 25 | 14.7% | 8.3% | ||
| Q2 25 | 15.5% | 9.0% | ||
| Q1 25 | 15.2% | 10.4% | ||
| Q4 24 | 13.9% | 6.4% | ||
| Q3 24 | 15.8% | 5.1% | ||
| Q2 24 | 17.1% | 11.1% | ||
| Q1 24 | 15.1% | 12.9% |
| Q4 25 | $0.62 | $0.35 | ||
| Q3 25 | $2.41 | $0.36 | ||
| Q2 25 | $2.43 | $0.36 | ||
| Q1 25 | $2.05 | $0.37 | ||
| Q4 24 | $1.60 | $0.23 | ||
| Q3 24 | $2.26 | $0.16 | ||
| Q2 24 | $2.47 | $0.36 | ||
| Q1 24 | $2.03 | $0.43 |
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 | $48.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $351.3M |
| Total Assets | $2.3B | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $48.8M | ||
| Q3 25 | $31.5M | $93.8M | ||
| Q2 25 | $38.0M | $108.2M | ||
| Q1 25 | $225.8M | $156.3M | ||
| Q4 24 | $213.8M | $150.6M | ||
| Q3 24 | $273.2M | $149.5M | ||
| Q2 24 | $18.9M | $133.2M | ||
| Q1 24 | $22.2M | $113.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $351.3M | ||
| Q3 25 | $1.1B | $331.2M | ||
| Q2 25 | $1.1B | $309.8M | ||
| Q1 25 | $1.1B | $288.9M | ||
| Q4 24 | $1.0B | $269.3M | ||
| Q3 24 | $1.0B | $253.4M | ||
| Q2 24 | $650.2M | $238.4M | ||
| Q1 24 | $615.7M | $213.3M |
| Q4 25 | $2.3B | $518.7M | ||
| Q3 25 | $1.5B | $481.5M | ||
| Q2 25 | $1.5B | $430.8M | ||
| Q1 25 | $1.4B | $376.9M | ||
| Q4 24 | $1.4B | $359.3M | ||
| Q3 24 | $1.4B | $344.7M | ||
| Q2 24 | $1.1B | $320.5M | ||
| Q1 24 | $1.0B | $300.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| 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 | $5.8M |
| Free Cash FlowOCF − Capex | $22.7M | $-32.1M |
| FCF MarginFCF / Revenue | 9.8% | -15.1% |
| Capex IntensityCapex / Revenue | 2.6% | 17.8% |
| Cash ConversionOCF / Net Profit | 2.81× | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $5.8M | ||
| Q3 25 | $61.8M | $23.4M | ||
| Q2 25 | $60.6M | $-761.0K | ||
| Q1 25 | $27.3M | $5.3M | ||
| Q4 24 | $11.6M | $14.8M | ||
| Q3 24 | $66.8M | $10.0M | ||
| Q2 24 | $62.7M | $16.1M | ||
| Q1 24 | $22.4M | $23.9M |
| Q4 25 | $22.7M | $-32.1M | ||
| Q3 25 | $58.7M | $-10.6M | ||
| Q2 25 | $57.7M | $-7.6M | ||
| Q1 25 | $22.8M | $2.1M | ||
| Q4 24 | $8.5M | $-3.4M | ||
| Q3 24 | $61.3M | $6.4M | ||
| Q2 24 | $59.6M | $10.5M | ||
| Q1 24 | $17.5M | $22.6M |
| Q4 25 | 9.8% | -15.1% | ||
| Q3 25 | 21.2% | -5.3% | ||
| Q2 25 | 21.9% | -4.1% | ||
| Q1 25 | 9.9% | 1.3% | ||
| Q4 24 | 4.4% | -2.0% | ||
| Q3 24 | 26.9% | 4.4% | ||
| Q2 24 | 26.3% | 7.2% | ||
| Q1 24 | 8.3% | 15.3% |
| Q4 25 | 2.6% | 17.8% | ||
| Q3 25 | 1.1% | 17.1% | ||
| Q2 25 | 1.1% | 3.7% | ||
| Q1 25 | 2.0% | 1.9% | ||
| Q4 24 | 1.6% | 10.9% | ||
| Q3 24 | 2.4% | 2.5% | ||
| Q2 24 | 1.4% | 3.8% | ||
| Q1 24 | 2.3% | 0.9% |
| Q4 25 | 2.81× | 0.35× | ||
| Q3 25 | 1.52× | 1.43× | ||
| Q2 25 | 1.48× | -0.05× | ||
| Q1 25 | 0.78× | 0.31× | ||
| Q4 24 | 0.43× | 1.40× | ||
| Q3 24 | 1.85× | 1.34× | ||
| Q2 24 | 1.62× | 0.99× | ||
| Q1 24 | 0.71× | 1.26× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
