For those looking to find strong Basic Materials stocks, it is prudent to search for companies in the group that are outperforming their peers. CSW Industrials (CSWI) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Basic Materials peers, we might be able to answer that question. CSW Industrials is one of 236 companies in the Basic Materials g ...

DALLAS, Texas, Sept. 05, 2024 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI) today announced the upsize and pricing of its previously announced underwritten registered public offering of its common stock. The size of the offering increased from the previously announced 1,000,000 shares to 1,100,000 shares of the company's common stock at a price to the public of $285 per share, for gross proceeds of approximately US$313.5 million, before the underwriting discount and estimated offering expenses. A ...

文章核心观点 - 公司启动了1,000,000股普通股的公开发行,并授予承销商30天内以公开发行价格再增发150,000股的选择权 [1][2] - 公司拟将募集资金用于偿还债务,剩余部分用于一般公司用途,包括潜在的未来收购 [2] - 本次发行由摩根大通、高盛和信任证券担任主承销商,富国证券和花旗集团担任联席主承销商,其他机构担任联席经理 [2] - 本次发行将通过公司之前提交并生效的S-3表格登记文件进行 [3] 公司概况 - 公司是一家多元化的工业增长公司,主要业务包括承包商解决方案、专业可靠性解决方案和建筑工程解决方案 [7] - 公司提供性能和可靠性出众的细分市场产品,主要终端市场包括HVAC/R、管道、一般工业、建筑指定产品、能源、采矿和铁路运输 [7] 风险提示 - 本次发行能否完成以及最终规模和条款存在不确定性 [1] - 前瞻性陈述可能与实际结果存在重大差异,受到诸多风险因素的影响 [5][6]

Investors interested in Basic Materials stocks should always be looking to find the best-performing companies in the group. CSW Industrials (CSWI) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out. CSW Industrials is a member of the Basic Materials sector. This group includes 236 individual stocks and currently holds a Zacks Sector Rank of #14. ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zack ...

Investment Highlights Capital investment of $40 million for acquisition of PSP Products, Inc., which offers a diverse line of surge protection devices and industry leading load management systems Valuation represents approximately 5.0x PSP Products' trailing twelve-months' EBITDA Expected to be accretive to earnings per share in the first full year of ownership $647MM of cumulative acquisition capital investment since going public in October 2015 DALLAS, Aug. 06, 2024 (GLOBE NEWSWIRE) -- CSW Industrials, In ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style S ...

财务数据和关键指标变化 - 公司在第一财季实现了创纪录的收入226百万美元,同比增长11% [18] - 毛利润增长17%至107百万美元,毛利率提升220个基点至47.5% [20] - EBITDA增长20%至65百万美元,EBITDA利润率提升210个基点至28.9% [21] - 净收入增长26%至39百万美元,每股收益增长26%至2.47美元 [23] - 经营活动产生的现金流创纪录达63百万美元,同比增长25% [31][32] 各条业务线数据和关键指标变化 - 承包商解决方案业务收入增长14.6%至160百万美元,EBITDA利润率达36% [24][25] - 专业可靠性解决方案业务收入下降2%至36.8百万美元,EBITDA利润率达23% [26][28] - 工程建筑解决方案业务收入增长12%至30.9百万美元,EBITDA利润率达20% [29][30] 各个市场数据和关键指标变化 - 承包商解决方案业务各终端市场均实现增长,主要得益于销量增加和部分价格调整 [24] - 专业可靠性解决方案业务中,工业和铁路运输市场收入增长,但矿业和能源市场收入下降 [28] 公司战略和发展方向及行业竞争 - 公司保持强大的资产负债表、流动性和不断增长的现金流,为未来业务机会的投资提供支持 [13][15] - 公司将继续通过有机增长和并购来推动增长,并保持行业领先的利润率水平 [36] - 公司将继续培养战略性并购管线,以补充有机增长 [81][83] 管理层对经营环境和未来前景的评论 - 管理层对公司在第一财季的出色表现感到自豪,并对全年保持增长和强劲现金流充满信心 [8][35] - 管理层认为,住宅HVAC市场的复苏将为公司带来利好 [50][51] - 管理层表示,海运费用上涨是利润率的一大挑战,但目前正在密切关注并考虑采取定价措施应对 [53][54][55] 其他重要信息 - 公司连续9年向员工持股计划(ESOP)贡献资金,累计贡献达26.5百万美元,为员工创造了超过100百万美元的价值 [38][39] - 公司员工通过ESOP持有公司4%的股权,体现了公司重视员工利益的战略 [40] 问答环节重要的提问和回答 问题1 **Charlie Strauzer 提问** 询问第二季度销售和利润率的可持续性,以及第一季度是否存在一些异常因素 [43] **James Perry 回答** 解释了第一季度的一些特殊因素,如某客户新建仓储网络导致的一次性备货,以及另一客户在第一季度末的大订单,这些可能会影响第二季度的表现 [44][45][46][47][48] 问题2 **Julio Romero 提问** 询问工程建筑解决方案业务连续两个季度20%以上EBITDA利润率的原因,以及未来的可持续性 [61][62] **James Perry 回答** 解释了较高毛利产品占比提升、供应链成本优化等因素推动了利润率的提升,未来利润率仍将有所波动 [63][64][65][66][67][70] 问题3 **Jon Tanwanteng 提问** 询问公司强劲的现金流是否会推动并购活动,以及近期天气事件对业务的影响 [80][85] **Joseph Armes 回答** 表示并购仍是公司的重点,管线中既有大型也有小型目标,估值问题正在逐步解决 [81][82][83] 公司在休斯敦和达拉斯地区遭受了一些天气影响,但目前尚未对财务造成重大影响 [86][87]

业绩总结 - 2025财年第一季度总收入达到2.262亿美元，同比增长11%[21] - 第一季度EBITDA创历史新高为6530万美元，同比增长20%，EBITDA利润率提高210个基点至29%[21] - 每股收益（EPS）创历史新高为2.47美元，同比增长25%[21] - 第一季度现金流来自运营达到6270万美元，同比增长25%[21] - 第一季度合同解决方案部门收入为1.604亿美元，同比增长15%[24] - 合同解决方案部门EBITDA增长25%至5830万美元，EBITDA利润率提高290个基点至36%[24] - 第一季度专门可靠性解决方案部门收入为1.6亿美元，EBITDA利润率为16%[25] - 2025年第一季度，细分市场收入为3680万美元，同比下降0.9百万美元，降幅为2%[26] - 2025年第一季度，细分市场EBITDA增长1%，达到850万美元，EBITDA利润率为23%，较上年提高70个基点[26] - 工程建筑解决方案细分市场收入为3090万美元，同比增长12%[26] - 工程建筑解决方案细分市场EBITDA增长32%，EBITDA利润率提高300个基点[26] 财务健康 - 公司在2024年6月30日的杠杆比率（债务与EBITDA比）为0.49倍[21] - 公司在第一季度偿还5100万美元的循环信贷设施债务[21] - 过去12个月内的总收入复合年增长率（CAGR）为17.8%[19] - 承包商解决方案细分市场的TTM收入为557.0百万美元，调整后EBITDA为185.2百万美元，调整后EBITDA利润率为33.3%[32] - 专业可靠性解决方案细分市场的TTM收入为148.7百万美元，EBITDA为28.2百万美元，EBITDA利润率为19.0%[32] - 工程建筑解决方案细分市场的TTM收入为118.0百万美元，EBITDA为22.0百万美元，EBITDA利润率为18.6%[32] 市场展望 - 能源和采矿市场出现一定收缩，但其他市场仍有增长，展望积极[26] - 公司在2024年被评选为《福布斯》美国最成功的中型公司之一，并获得“最佳工作场所”认证[31] 其他信息 - 2024年第一财季，整体收入为$226,177千，运营收入为$55,060千，EBITDA为$65,252千，EBITDA占收入的28.8%[41] - 2023年第一财季，整体收入为$203,360千，运营收入为$45,206千，EBITDA为$54,435千，EBITDA占收入的24.8%[41] - 2022年第一财季，整体收入为$199,934千，运营收入为$40,873千，EBITDA为$49,512千，EBITDA占收入的24.8%[41]

CSW Industrials (CSWI) came out with quarterly earnings of $2.47 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $1.97 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.79%. A quarter ago, it was expected that this industrial products and coatings maker would post earnings of $1.86 per share when it actually produced earnings of $2.04, delivering a surprise of 9.68%.Over the la ...