财务数据和关键指标变化 - 公司在2024财年第四季度和全年创下历史新高,收入达7.93亿美元,同比增长4.6% [7][16] - 调整后每股收益增长12.9%至7.01美元,调整后EBITDA增长14.9%至2亿美元 [7][17] - 全年毛利率和EBITDA利润率分别扩大80个和220个基点 [8][18][19] 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5.4%,其中有2.8%为有机增长,2.6%来自新收购的Dust Free业务 [20][21] - 专业可靠性解决方案业务收入增长8%,主要来自一般工业、采矿和能源市场的需求增长 [23] - 工程建筑解决方案业务收入增长20%,主要受益于项目组合的变化 [24] 各个市场数据和关键指标变化 - 住宅HVAC市场需求有所回暖,但行业整体预期增长较低 [44][54][55] - 能源市场需求得到支撑,高油价带动了能源行业的生产活动 [23] - 建筑市场有一些下行压力,但公司的项目组合和客户质量较好 [73][74] 公司战略和发展方向及行业竞争 - 公司将继续通过有机增长和并购来推动未来发展,保持高利润率 [9][10][31] - 公司进入室内空气质量领域,收购Dust Free后将进一步拓展这一业务 [59][60][61][62] - 公司在行业内保持领先地位,获得了多个供应商大奖,体现了公司对客户的承诺 [32] 管理层对经营环境和未来前景的评论 - 管理层对2025财年的收入、EBITDA和每股收益的增长持乐观态度 [28][31][44][45][46] - 公司将继续保持高利润率,但未来利润率扩张空间有限,主要目标是保持现有水平 [47][48][49][50][51] 其他重要信息 - 公司现金流状况良好,2024财年经营活动现金流达1.64亿美元,同比增长35% [11][25][26] - 公司通过现金流偿还了8700万美元的银行贷款,资产负债表更加健康 [12][27] - 公司连续21个季度增加现金股利,体现了对股东的重视 [11] - 公司被评为"优秀工作场所",反映了公司重视员工文化建设 [33] 问答环节重要的提问和回答 问题1 **Jon Tanwanteng 提问** 询问第四季度业绩是否存在一次性因素 [37] **James Perry 回答** 解释了一些一次性因素的影响,但总体来说第四季度表现正常 [38][39][40][41][42] 问题2 **Jon Tanwanteng 提问** 询问2025财年的收入增长预期及各业务线的表现 [43] **James Perry 回答** 预计2025财年收入增长与2024财年相当,各业务线保持正常增长态势 [44][45] 问题3 **Julio Romero 提问** 询问Dust Free收购对公司室内空气质量业务的影响 [58] **Joseph Armes 回答** 介绍了公司进入室内空气质量领域的战略考虑,并表示未来会继续关注相关的并购机会 [59][60][61][62]

CSW Industrials (CSWI) came out with quarterly earnings of $2.04 per share, beating the Zacks Consensus Estimate of $1.86 per share. This compares to earnings of $1.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.68%. A quarter ago, it was expected that this industrial products and coatings maker would post earnings of $1.17 per share when it actually produced earnings of $1.07, delivering a surprise of -8.55%.Over the la ...

CSW Industrials Reports Record Fiscal 2024 Fourth Quarter and Full Year Results DALLAS, May 23, 2024 (GLOBE NEWSWIRE) - CSW Industrials, Inc. (Nasdaq: CSWI or the "Company") today reported record results for the fiscal 2024 fourth quarter and full year periods ended March 31, 2024. Fiscal 2024 Fourth Quarter Highlights (comparisons to fiscal 2023 fourth quarter) • Total revenue increased 7.8% to $210.9 million, driven by organic growth of 6.0% • Net income attributable to CSWI increased 17.4% to $31.8 milli ...

DALLAS, May 23, 2024 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI or the "Company") today reported record results for the fiscal 2024 fourth quarter and full year periods ended March 31, 2024. Fiscal 2024 Fourth Quarter Highlights (comparisons to fiscal 2023 fourth quarter) Total revenue increased 7.8% to $210.9 million, driven by organic growth of 6.0%Net income attributable to CSWI increased 17.4% to $31.8 million, compared to $27.1 millionEarnings per diluted share (EPS) increased 16.9% to $2. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-37454 CSW INDUSTRIALS, INC. (Exact name of registrant as specified in its charter) Delaware 47-2266942 (state or other jurisdic ...

DALLAS, May 13, 2024 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NASDAQ:CSWI) announced that it will release its earnings results for the fiscal fourth quarter and year ended March 31, 2024 on Thursday, May 23, 2024, before the market opens. The Company will host a conference call the same day at 10:00 am Eastern Time to discuss the results. Participants may access the call at 1-877-407-0784, international callers may use 1-201-689-8560, and request to join the CSW Industrials earnings call. A live webcast w ...

DALLAS, May 13, 2024 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NASDAQ: CSWI) announced that it will release its earnings results for the fiscal fourth quarter and year ended March 31, 2024 on Thursday, May 23, 2024, before the market opens. The Company will host a conference call the same day at 10:00 am Eastern Time to discuss the results. Participants may access the call at 1-877-407-0784, international callers may use 1-201-689-8560, and request to join the CSW Industrials earnings call. A live webcast ...

U.S. financial markets continue to be volatile, as the annual Consumer Price Index (CPI) for March 2024 increased, following the trend in the past couple of months. Investors are expecting the central bank to be less hawkish this year, but markets are concerned about the Federal Reserve’s reactions to higher-than-expected CPI data and a strong labor market. Though the Fed’s chairman, Jerome Powell, hinted at three rate cuts in 2024 despite sticky inflation, the current situation undermines such a possibilit ...

DALLAS, April 12, 2024 (GLOBE NEWSWIRE) -- The Board of Directors of CSW Industrials, Inc. (NASDAQ:CSWI) today declared a regular quarterly cash dividend of $0.21 per share. This represents an increase of $0.02 per share, or approximately 10.5%, as compared to the declared dividend in the prior quarter. The dividend is payable on May 10, 2024, to shareholders of record as of the close of business on April 26, 2024. "We are pleased to announce another increase in our quarterly dividend, reflecting our strong ...

公司收购情况 - 公司完成了对Dust Free®, Guardian Drain Lock和Sure Grade Drain的收购，总投资额为$30.3 million [1] - Dust Free的收购价值为其过去12个月调整后的EBITDA的7.5倍 [2] - Dust Free的产品包括Filtration、Purification和UV Inactivation，有望提高空气质量，增加市场渗透率 [3] - 公司还收购了Guardian Drain Lock和Sure Grade Drain，进一步扩大了在管道市场的地位 [4]