CSW Industrials, Inc. (CSW)

CSW Industrials topped expectations on both the top and bottom line in the first fiscal quarter of 2027, reported July 30, as revenue rose 33% to about $350.6 million from $263.6 million a year ago, above the $342.8 million consensus by 2.3%. Adjusted EPS of $3.84, up from $2.85 a year earlier, beat the $3.48 estimate by 10.3%, while net income increased 22% to about $49.8 million from $40.9 million. Gross margin held near 45% and operating margin near 23% as operating income reached about $79.9 million. Operating cash flow came in at $75.6 million, and the company repurchased $36.3 million of stock while paying $4.9 million in dividends. Next-period consensus calls for EPS of $3.47 on revenue of $345.4 million.