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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
XPLR Infrastructure, LP is the larger business by last-quarter revenue ($249.0M vs $233.0M, roughly 1.1× CSW INDUSTRIALS, INC.). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 4.4%, a 6.8% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -15.3%). CSW INDUSTRIALS, INC. produced more free cash flow last quarter ($22.7M vs $-88.0M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -1.6%).
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
CSW vs XIFR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $249.0M |
| Net Profit | $10.3M | $28.0M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | -19.3% |
| Net Margin | 4.4% | 11.2% |
| Revenue YoY | 20.3% | -15.3% |
| Net Profit YoY | -61.9% | 124.3% |
| EPS (diluted) | $0.62 | — |
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 | $249.0M | ||
| Q3 25 | $277.0M | $315.0M | ||
| Q2 25 | $263.6M | $342.0M | ||
| Q1 25 | $230.5M | $282.0M | ||
| Q4 24 | $193.6M | $294.0M | ||
| Q3 24 | $227.9M | $319.0M | ||
| Q2 24 | $226.2M | $360.0M | ||
| Q1 24 | $210.9M | $257.0M |
| Q4 25 | $10.3M | $28.0M | ||
| Q3 25 | $40.7M | $-37.0M | ||
| Q2 25 | $40.9M | $79.0M | ||
| Q1 25 | $35.1M | $-98.0M | ||
| Q4 24 | $26.9M | $-115.0M | ||
| Q3 24 | $36.1M | $-40.0M | ||
| Q2 24 | $38.6M | $62.0M | ||
| Q1 24 | $31.8M | $70.0M |
| 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 24 | 44.4% | — |
| Q4 25 | 7.4% | -19.3% | ||
| Q3 25 | 20.5% | 1.6% | ||
| Q2 25 | 20.8% | 26.3% | ||
| Q1 25 | 19.5% | -82.6% | ||
| Q4 24 | 15.3% | -188.1% | ||
| Q3 24 | 22.6% | 15.4% | ||
| Q2 24 | 24.3% | 18.3% | ||
| Q1 24 | 21.0% | -8.2% |
| Q4 25 | 4.4% | 11.2% | ||
| Q3 25 | 14.7% | -11.7% | ||
| Q2 25 | 15.5% | 23.1% | ||
| Q1 25 | 15.2% | -34.8% | ||
| Q4 24 | 13.9% | -39.1% | ||
| Q3 24 | 15.8% | -12.5% | ||
| Q2 24 | 17.1% | 17.2% | ||
| Q1 24 | 15.1% | 27.2% |
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | $-0.40 | ||
| Q2 25 | $2.43 | $0.84 | ||
| Q1 25 | $2.05 | $-1.05 | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | $-0.43 | ||
| Q2 24 | $2.47 | $0.66 | ||
| Q1 24 | $2.03 | $0.75 |
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 | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $1.1B | $10.9B |
| Total Assets | $2.3B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $960.0M | ||
| Q3 25 | $31.5M | $711.0M | ||
| Q2 25 | $38.0M | $880.0M | ||
| Q1 25 | $225.8M | $1.5B | ||
| Q4 24 | $213.8M | $283.0M | ||
| Q3 24 | $273.2M | $290.0M | ||
| Q2 24 | $18.9M | $281.0M | ||
| Q1 24 | $22.2M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $10.9B | ||
| Q3 25 | $1.1B | $11.0B | ||
| Q2 25 | $1.1B | $11.3B | ||
| Q1 25 | $1.1B | $12.6B | ||
| Q4 24 | $1.0B | $12.9B | ||
| Q3 24 | $1.0B | $13.6B | ||
| Q2 24 | $650.2M | $13.9B | ||
| Q1 24 | $615.7M | $14.0B |
| Q4 25 | $2.3B | $19.6B | ||
| Q3 25 | $1.5B | $19.1B | ||
| Q2 25 | $1.5B | $20.5B | ||
| Q1 25 | $1.4B | $21.4B | ||
| Q4 24 | $1.4B | $20.3B | ||
| Q3 24 | $1.4B | $20.9B | ||
| Q2 24 | $1.1B | $21.7B | ||
| Q1 24 | $1.0B | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | 0.41× | ||
| 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 | $186.0M |
| Free Cash FlowOCF − Capex | $22.7M | $-88.0M |
| FCF MarginFCF / Revenue | 9.8% | -35.3% |
| Capex IntensityCapex / Revenue | 2.6% | 110.0% |
| Cash ConversionOCF / Net Profit | 2.81× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $186.0M | ||
| Q3 25 | $61.8M | $231.0M | ||
| Q2 25 | $60.6M | $232.0M | ||
| Q1 25 | $27.3M | $90.0M | ||
| Q4 24 | $11.6M | $283.0M | ||
| Q3 24 | $66.8M | $208.0M | ||
| Q2 24 | $62.7M | $231.0M | ||
| Q1 24 | $22.4M | $78.0M |
| Q4 25 | $22.7M | $-88.0M | ||
| Q3 25 | $58.7M | $-283.0M | ||
| Q2 25 | $57.7M | $151.0M | ||
| Q1 25 | $22.8M | $1.0M | ||
| Q4 24 | $8.5M | $231.0M | ||
| Q3 24 | $61.3M | $152.0M | ||
| Q2 24 | $59.6M | $162.0M | ||
| Q1 24 | $17.5M | $14.0M |
| Q4 25 | 9.8% | -35.3% | ||
| Q3 25 | 21.2% | -89.8% | ||
| Q2 25 | 21.9% | 44.2% | ||
| Q1 25 | 9.9% | 0.4% | ||
| Q4 24 | 4.4% | 78.6% | ||
| Q3 24 | 26.9% | 47.6% | ||
| Q2 24 | 26.3% | 45.0% | ||
| Q1 24 | 8.3% | 5.4% |
| Q4 25 | 2.6% | 110.0% | ||
| Q3 25 | 1.1% | 163.2% | ||
| Q2 25 | 1.1% | 23.7% | ||
| Q1 25 | 2.0% | 31.6% | ||
| Q4 24 | 1.6% | 17.7% | ||
| Q3 24 | 2.4% | 17.6% | ||
| Q2 24 | 1.4% | 19.2% | ||
| Q1 24 | 2.3% | 24.9% |
| Q4 25 | 2.81× | 6.64× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 2.94× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | 3.73× | ||
| Q1 24 | 0.71× | 1.11× |
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% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
