Every 8-K that CSW Industrials, Inc. (CSW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CSW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CSW filings page.
CSW INDUSTRIALS, INC. (CSW) reported the results of its 2026 Annual Meeting of Shareholders held on August 27, 2026. Shareholder turnout was high, with 14,895,264 shares present, representing 91.40% of the 16,296,266 shares issued and outstanding as of the July 8, 2026 record date.
All seven director nominees were elected for one-year terms expiring in 2027, each receiving more than 94% of votes cast, with broker non-votes of 814,945 on each director item. Shareholders approved, on an advisory basis, the compensation of the named executive officers with 96.76% of votes cast in favor. Grant Thornton LLP was ratified as independent registered public accounting firm for fiscal 2027 with 99.45% of votes cast in favor.
The company also noted that director J. Kent Sweezey retired from the Board at the conclusion of the meeting under the company’s mandatory retirement policy. In connection with this retirement, the Board appointed director Darron K. Ash as Chair of the Compensation and Talent Development Committee.
CSW Industrials reported record fiscal 2027 first quarter results for the period ended June 30, 2026, with revenue of $350.6 million, a 33.0% increase over the prior year. Growth was driven by $73.0 million of acquisition-related revenue and 5.3% organic growth, including 5.9% in Contractor Solutions and 16.5% in Specialized Reliability Solutions.
Gross margin improved to 44.9%, or 45.1% on an adjusted basis, and operating income rose to $79.9 million, or $81.5 million adjusted. Net income attributable to CSW was $49.8 million and diluted EPS was $3.04, while adjusted EPS reached a record $3.84. Adjusted EBITDA increased 47.8% to a record $101.6 million, with margin expanding to 29.0%. Operating cash flows were $75.6 million and free cash flows were $69.6 million. Net debt per the company’s credit facility was $814,836 (amounts in thousands), resulting in a net leverage ratio of 2.37x, within its stated 1‑3x target range. A regular quarterly cash dividend of $0.30 per share was declared, the thirtieth consecutive quarterly dividend.
CSW Industrials filed an amended current report to correct an inadvertent error in a non‑GAAP revenue growth metric for its Contractor Solutions segment, and furnished a corrected earnings press release for the fiscal fourth quarter and full year ended March 31, 2026.
For Q4, revenue rose 34.0% to $309.0 million, with 31.2% inorganic growth from acquisitions and 2.8% organic growth; adjusted EBITDA reached a record $82.9 million and adjusted EPS increased 21.1% to $3.14, even as GAAP EPS declined 41.1% to $1.22 due to impairment and higher interest. For fiscal 2026, revenue grew 23.3% to a record $1.1 billion and adjusted EBITDA rose 18.3% to $269.6 million, while GAAP EPS fell to $6.70 and adjusted EPS increased 6.9% to $10.38. The company deployed $1.0 billion on acquisitions, returned $145.5 million via buybacks and dividends, and ended the year with $842.7 million of net debt and a 2.55x net debt‑to‑EBITDA ratio.
CSW Industrials reported record results for fiscal 2026, driven by acquisitions and modest organic growth. Fourth quarter revenue rose 34.0% to $309.0 million, while adjusted EPS increased 21.1% to $3.14. GAAP EPS fell 41.1% to $1.22 due mainly to a $15.6 million non-cash impairment and higher interest expense.
Full-year revenue grew 23.3% to a record $1.1 billion. GAAP EPS declined to $6.70 from $8.38, but adjusted EPS rose 6.9% to $10.38. Adjusted EBITDA increased 18.3% to $269.6 million, with a 24.9% margin. The company invested $1.0 billion in acquisitions and $17.3 million in organic capex, and returned $145.5 million to shareholders via $127.5 million of buybacks and $18.0 million of dividends.
Net debt reached $842.7 million, producing a net leverage ratio of 2.55x under the credit facility. Contractor Solutions revenue grew 31.3% to $810.3 million, Specialized Reliability Solutions revenue rose 8.4% to $160.1 million, and Engineered Building Solutions recorded a small full-year operating loss largely tied to the Greco impairment and exit-related costs.
CSW Industrials, Inc. furnished an 8-K to share its financial results for the fiscal third quarter ended December 31, 2025. The company did this by issuing a press release dated January 29, 2026, which is attached as Exhibit 99.1. The information in this exhibit is furnished rather than filed, which limits how it is treated under securities laws.
CSW Industrials filed an amended current report to add detailed financial information for its recently acquired MARS Parts business. The company previously completed the purchase of all outstanding shares of Dusk Acquisition Corporation and its subsidiaries Motors & Armatures, LLC and HVAC South, LLC through its RectorSeal subsidiary under an October 1, 2025 stock purchase agreement. This amendment supplies audited consolidated financial statements of MARS Parts for the nine months ended September 30, 2025 and unaudited pro forma combined financial statements for CSW Industrials as of September 30, 2025, including pro forma results for the six months ended September 30, 2025 and the fiscal year ended March 31, 2025. The pro forma data are illustrative and based on preliminary purchase accounting assessments.
CSW Industrials (CSW) closed the acquisition of MARS Parts for $650 million in cash, with an additional earn-out of up to $20 million tied to gross sales targets for select products in the year after closing. The deal includes Dusk Acquisition Corporation and two subsidiaries, and excludes the MARS equipment business.
To fund the purchase and support ongoing needs, the company entered a Fourth Amended and Restated Credit Agreement featuring a $700 million revolving credit facility with maturity extended to five years after closing, and a new $600 million senior secured Term Loan A maturing on the same timeline. Initial interest margins are 1.75% for benchmark-rate loans and 0.75% for base-rate loans; unused RCF commitments carry a 0.25% fee. The TLA amortizes 1.25% of original principal quarterly, with the remainder due at maturity.
The agreement includes customary covenants and financial tests: a maximum consolidated net leverage ratio of 3.50x (up to 4.00x for six quarters after qualifying acquisitions) and a minimum consolidated interest coverage ratio of 3.00x.
CSW Industrials furnished an update on its business by announcing financial results for the fiscal second quarter ended September 30, 2025. The details are provided in a press release attached as Exhibit 99.1.
The information was furnished under Item 2.02 and is not deemed filed, is not subject to Section 18 liabilities, and is not incorporated by reference into other filings unless expressly stated.
CSW Industrials announced it will purchase Dusk Acquisition Corporation and its MARS Parts subsidiaries for a base cash price of $650 million, subject to customary adjustments. Upon closing Dusk will become a wholly owned subsidiary of RectorSeal (a CSW affiliate). The filing clarifies the MARS equipment business is not included in the acquisition. Separately, an amendment extends an Outside Vesting Date under a Succession Award to April 26, 2032, without changing other award terms, including restrictions on voting and dividends until vesting.