CSW Industrials, Inc. Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next

As you might know, CSW Industrials, Inc. (NYSE:CSW) last week released its latest quarterly, and things did not turn out so great for shareholders. It wasn't a great result overall - while revenue fell marginally short of analyst estimates at US$264m, statutory earnings missed forecasts by 11%, coming in at just US$2.43 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Taking into account the latest results, the current consensus from CSW Industrials' six analysts is for revenues of US$1.06b in 2026. This would reflect a notable 16% increase on its revenue over the past 12 months. Per-share earnings are expected to expand 13% to US$9.32. In the lead-up to this report, the analysts had been modelling revenues of US$1.07b and earnings per share (EPS) of US$9.39 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for CSW Industrials

There were no changes to revenue or earnings estimates or the price target of US$325, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic CSW Industrials analyst has a price target of US$405 per share, while the most pessimistic values it at US$285. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting CSW Industrials' growth to accelerate, with the forecast 21% annualised growth to the end of 2026 ranking favourably alongside historical growth of 17% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 5.4% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that CSW Industrials is expected to grow much faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at US$325, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on CSW Industrials. Long-term earnings power is much more important than next year's profits. We have forecasts for CSW Industrials going out to 2028, and you can see them free on our platform here.

It might also be worth considering whether CSW Industrials' debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.