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Capital Southwest Announces Preliminary Estimate of Fourth Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule

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Capital Southwest (Nasdaq: CSWC) provided preliminary fourth quarter 2026 operating estimates for the quarter ended March 31, 2026 and announced its finalized results and webcast schedule.

Key preliminary metrics: pre-tax net investment income estimated at $0.59–$0.60 per share, net investment income at $0.57–$0.58 per share, and net asset value per share at $16.67–$16.72. Final results will be released May 13, 2026 after market close, with a live webcast on May 14, 2026 at 11:00 a.m. ET and replay available on the company website.

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Positive

  • Pre-tax net investment income preliminary at $0.59–$0.60 per share
  • Net investment income preliminary at $0.57–$0.58 per share
  • Net asset value preliminary at $16.67–$16.72 per share
  • Final results release scheduled for May 13, 2026 after market close

Negative

  • Preliminary estimates create earnings uncertainty until May 13, 2026 disclosure
  • Metric ranges indicate single-quarter variability rather than precise figures

News Market Reaction – CSWC

+2.02%
+2.02% Session close to close

In the Apr 17 session, CSWC gained 2.02%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement provides preliminary ranges for Q4 FY2026 pre-tax net investment income, net inves...
Analysis

This announcement provides preliminary ranges for Q4 FY2026 pre-tax net investment income, net investment income, and net asset value per share, alongside specific earnings release and webcast dates. It continues a multi-quarter pattern of advance updates seen since 2024. Investors may watch how final figures compare to these ranges and track any changes versus prior quarters’ NII and NAV trends when the full results are issued on May 13, 2026.

Key Figures

Pre-tax NII/share: $0.59–$0.60 Net investment income/share: $0.57–$0.58 NAV per share: $16.67–$16.72 +2 more
5 metrics
Pre-tax NII/share $0.59–$0.60 Preliminary Q4 FY2026 estimate
Net investment income/share $0.57–$0.58 Preliminary Q4 FY2026 estimate
NAV per share $16.67–$16.72 Preliminary as of March 31, 2026
Earnings release date May 13, 2026 Final Q4 FY2026 results after market close
Conference call time 11:00 a.m. ET Webcast on May 14, 2026

Previous Conferences,earnings Reports

5 past events · Latest: Oct 15 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Oct 15 Prelim Q2 2026 update Positive -0.1% Issued Q2 2026 preliminary NII and NAV ranges plus earnings call schedule.
Jul 15 Prelim Q1 2026 update Positive +0.7% Released Q1 2026 preliminary NII, NAV estimates and webcast timing details.
Apr 14 Prelim Q4 2025 update Positive +2.8% Outlined Q4 2025 preliminary NII, NAV and one-time CEO transition expenses.
Jan 15 Prelim Q3 2025 update Positive +1.2% Provided Q3 2025 preliminary NII, NAV and webcast schedule to investors.
Oct 17 Earnings call schedule Neutral +0.0% Announced Q2 2025 earnings release date and investor conference call details.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Preliminary earnings and conference-call announcements have historically led to modestly positive price reactions, with only one mild divergence.

Recent Company History

Over the past five conferences/earnings updates, Capital Southwest has repeatedly issued preliminary NII and NAV ranges alongside earnings release and webcast details. Price reactions around these events were generally modestly positive, with moves of 0.74%, 2.76%, and 1.17%, and one slight decline of 0.10%. Today’s preliminary Q4 FY2026 ranges for pre-tax NII, NII, and NAV continue that pattern of incremental updates and scheduled calls.

Key Terms

net investment income, net asset value
2 terms
net investment income financial
"The preliminary estimate of Capital Southwest’s net investment income for the same period..."
Net investment income is the money an investor or fund actually keeps from its investments after subtracting the costs of running those investments (like management fees, interest, and losses). Think of it as your paycheck from owning assets: gross returns minus the bills needed to earn them. Investors watch it because it shows how profitable the investment activities are, influences dividend payouts and cash available for growth, and helps compare true performance across funds or companies.
net asset value financial
"preliminary estimate of its net asset value per share as of March 31, 2026..."
Net asset value is the total value of an investment fund's assets minus any liabilities, divided by the number of shares or units outstanding. It represents the per-share worth of the fund, similar to how the value of a house is determined by its total worth after debts are subtracted. Investors use it to gauge the true value of their holdings and to compare different investment options.
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AI-generated analysis. How Rhea-AI works. Not financial advice.

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DALLAS, April 16, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the fourth quarter of its 2026 fiscal year (quarter ended March 31, 2026) and its fourth quarter 2026 earnings release and conference call schedule.

Capital Southwest’s preliminary estimate of its fourth quarter 2026 pre-tax net investment income is in the range of $0.59 to $0.60 per share. The preliminary estimate of Capital Southwest’s net investment income for the same period is in the range of $0.57 to $0.58 per share.

Additionally, Capital Southwest’s preliminary estimate of its net asset value per share as of March 31, 2026 is in the range of $16.67 to $16.72.

Capital Southwest will release its finalized fourth quarter 2026 results on Wednesday, May 13, 2026 after the market closes. In conjunction with the release, Capital Southwest has scheduled a live webcast on Thursday, May 14, 2026 at 11:00 a.m. Eastern Time. Investors may participate in the webcast.(1)

By Webcast:
Connect to the webcast using the Investor Relations section of Capital Southwest's website at www.capitalsouthwest.com, or by going to the following website: https://edge.media-server.com/mmc/p/pbkbn3z6. Please log in at least 10 minutes in advance to register and download any necessary software. A replay of the webcast will be available on Capital Southwest's website shortly after the call.

Live Call Participation:
Participants who want to join the call and ask a question must register using the following URL: https://register-conf.media-server.com/register/BIf2228c6bf63c4174b069fec5f748c704. Once registered, participants will receive the dial-in numbers and a unique PIN number. When participants dial in, they will input their PIN and be placed into the call. Registration is still possible even after the event has started.

About Capital Southwest
Capital Southwest Corporation (Nasdaq: CSWC) is a Dallas, Texas-based, internally managed business development company with approximately $2.0 billion in investments at fair value as of December 31, 2025. Capital Southwest is a middle market lending firm focused on supporting the acquisition and growth of middle market businesses with $5 million to $50 million investments across the capital structure, including first lien, second lien and non-control equity co-investments. As a public company with a permanent capital base, Capital Southwest has the flexibility to be creative in its financing solutions and to invest to support the growth of its portfolio companies over long periods of time.

Forward-Looking Statements
This press release contains forward-looking statements and provides historical information with respect to the business and investments of Capital Southwest, including, but not limited to, the preliminary estimates of its fourth quarter 2026 fiscal year financial information and results, which are based on current information available to Capital Southwest as of the date hereof. The preliminary estimates of the fourth quarter 2026 fiscal year financial information and estimated results furnished above are based on Capital Southwest management’s preliminary determinations and current expectations, and such information is inherently uncertain. The preliminary estimates may not align with Capital Southwest’s actual results of operations for the period, which will not be known until Capital Southwest completes its customary quarter-end closing and review procedures, including the determination of the fair value of Capital Southwest’s portfolio investments. As a result, actual results could differ materially from the current preliminary estimates based on adjustments made during Capital Southwest’s year-end closing and review procedures, and Capital Southwest’s reported information in its Annual Report on Form 10-K for the year ended March 31, 2026 may differ from this information, and any such differences may be material. In addition, the information furnished above does not include all of the information regarding Capital Southwest’s financial condition and results of operations for the quarter and year ended March 31, 2026 that may be important to readers. As a result, readers are cautioned not to place undue reliance on the information furnished in this press release and should view this information in the context of Capital Southwest’s full fourth quarter of 2026 and fiscal year 2026 results when such results are disclosed by Capital Southwest in its Annual Report on Form 10-K for the year ended March 31, 2026. The information furnished in this press release is based on current expectations of Capital Southwest’s management that involve substantial risks and uncertainties that could cause actual results to differ materially from the results expressed in, or implied by, such information.

Forward-looking statements are statements that are not historical statements and can often be identified by words such as "will," "believe," "expect" and similar expressions and variations or negatives of these words. These statements are based on management's current expectations, assumptions and beliefs. They are not guarantees of future results and are subject to numerous risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed in any forward-looking statement. These risks include risks related to: changes in the markets in which Capital Southwest invests; changes in the financial, capital, and lending markets; changes in the interest rate environment and its impact on Capital Southwest’s business and its portfolio companies; regulatory changes; tax treatment; Capital Southwest’s ability to operate each of its wholly owned subsidiaries, Capital Southwest SBIC I, LP and Capital Southwest SBIC II, LP, as a small business investment company; the uncertainty associated with the imposition of tariffs and trade barriers and changes in trade policy and its impact on our portfolio companies and our financial condition; an economic downturn or recession and its impact on the ability of Capital Southwest’s portfolio companies to operate and the investment opportunities available to it; the impact of supply chain constraints on Capital Southwest’s portfolio companies; the elevated levels of inflation and its impact on Capital Southwest’s portfolio companies and the industries in which it invests; and the impact of geopolitical conditions and their impact on financial market volatility, global economic markets, and various sectors, industries and markets for commodities globally.

Readers should not place undue reliance on any forward-looking statements and are encouraged to review Capital Southwest's Annual Report on Form 10-K for the year ended March 31, 2025 and any subsequent filings, including the "Risk Factors" sections therein, with the Securities and Exchange Commission for a more complete discussion of the risks and other factors that could affect any forward-looking statements. Except as required by the federal securities laws, Capital Southwest does not undertake any obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, changing circumstances or any other reason after the date of this press release.

Investor Relations Contact:
Michael S. Sarner, President and Chief Executive Officer
214-884-3829

____________________
(1) No information contained on our website or disclosed on the May 14, 2026 conference call, including the webcast, is incorporated by reference into this press release or any of our filings with the SEC, and you should not consider that information to be part of this press release or any other such filing.


FAQ

What preliminary fourth quarter 2026 net investment income did Capital Southwest (CSWC) report?

The company estimated net investment income of $0.57–$0.58 per share. According to the company, this is a preliminary, unaudited range for the quarter ended March 31, 2026 pending final results.

What is Capital Southwest's (CSWC) preliminary pre-tax net investment income for Q4 2026?

Capital Southwest estimated pre-tax net investment income of $0.59–$0.60 per share. According to the company, this is a preliminary estimate subject to finalization on May 13, 2026 after market close.

What preliminary NAV per share did Capital Southwest (CSWC) disclose as of March 31, 2026?

The company provided a preliminary NAV per share range of $16.67–$16.72 as of March 31, 2026. According to the company, the finalized NAV will be published with the May 13, 2026 results.

When will Capital Southwest (CSWC) release finalized Q4 2026 results and hold its webcast?

Final fourth quarter 2026 results will be released Wednesday, May 13, 2026 after market close. According to the company, a live webcast is scheduled for Thursday, May 14, 2026 at 11:00 a.m. ET.

How can investors join Capital Southwest's (CSWC) Q4 2026 earnings webcast on May 14, 2026?

Investors can join via the Investor Relations section of the company website or the provided media-server webcast link. According to the company, registration at least 10 minutes early is recommended for access and replay availability.