CSW INDUSTRIALS, INC.
In the published model solve dated 2026-Q2, anchored at $308.46, CSW INDUSTRIALS, INC. (CSW) is priced for today's economics sustained for ~5.9 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• A single acquisition reshaped the balance sheet: MARS Parts was bought for an aggregate purchase price of 658.1 million dollars, financed partly with a new term loan, and long-term borrowings stood at 839.8 million dollars at March 31, 2026 against none a year earlier. • The products are the kind contractors specify without shopping around, and the 10-K puts it in its own words: ⟦HVAC/R contractors ask for our products by name, and the professional trades have been using our industry-leading s
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337 institutional managers reported holding CSW in 13F filings for the quarter ended 2026-03-31. 36 opened new positions that quarter. Held by BlackRock, Vanguard Group, Capital Group (American Funds), among others. On the short side, 1.0M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CSW's share count grew 5.5% over the past five years even with $230.92M spent on repurchases. It pays a dividend, and has for 7 years running, raised 6 years straight. Cash returned over the past three years: $41.56M in dividends and $172.84M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CSW over the trailing three years: 2026: 1 buy totaling $77k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CSW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +0.1% | -2.6% |
| 2023-11-03 | -0.6% | +16.3% |
| 2024-02-02 | +4.2% | +7.3% |
| 2024-05-24 | +4.9% | +15.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CSW's latest 8-K filings: 2026-08-31 (items 5.07, 8.01); 2026-07-30 (items 2.02, 9.01); 2026-05-26 (items 2.02, 9.01); 2026-01-29 (items 2.02, 9.01); 2025-11-04 (items 1.01, 2.01, 2.03, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.