CSW Industrials

Q2 FY2027 EarningsQ2 FY27 delivered a solid beat on both top and bottom lines: revenue of $361.4M exceeded the $351.0M consensus (+2.98%), while GAAP EPS of $2.90 significantly beat the $2.75 mean estimate (+5.45% above high-end range). Contractor Solutions revenue surged 37.1% YoY, largely driven by the MARS Parts acquisition and 12.9% organic growth. While gross margin contracted slightly to 42.0% (vs. 43.2% expected) due to acquisition mix and higher freight, strong operating leverage improved operating margins to 20.9%, reinforcing a robust integration of recent M&A.