CSW Stock Falls -18% In A 5-day Losing Spree On Q3 Earnings Miss

CSW: CSW Industrials logo
CSW
CSW Industrials

CSW Industrials (CSW) – a provider of specialty mechanical products and industrial chemicals – hit a 5-day losing streak, with cumulative losses over this period amounting to -18%. The company’s market cap has crashed by about $1.0 Bil over the last 5 days and currently stands at $4.5 Bil.

The stock has YTD (year-to-date) return of 6.6% compared to 1.8% for S&P 500. Let’s take a look at what’s driving the stock.

What Triggered The Slide?

[1] Q3 2026 Earnings Report

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  • Adjusted EPS of $1.42 missed expectations by 26.42%
  • Gross margin contracted by 170 basis points to 39.7%
  • Impact: Significant Stock Price Decline, Negative Investor Sentiment

[2] Organic Revenue and Margin Decline

  • Organic revenue in the Contractor Solutions segment decreased by 5.1%
  • Adjusted EBITDA margin declined 250 basis points to 19.2%
  • Impact: Concerns over core business strength, Profitability pressure

Why This Matters?

Sustained weakness can be more than noise. It often signals shifting sentiment or deeper concerns. A multi-day losing streak may warn of further downside, or present an opportunity to buy if fundamentals are intact.

But here is the real interesting point.

You are reading about this -18% move after it happened. The market has already priced in the news. To avoid the next loser before the headlines, you need predictive signals, not notifications. Our High Quality Portfolio has a risk model designed to reduce exposure to losers.

Returns vs S&P 500

The following table summarizes the return for CSW stock vs. the S&P 500 index over different periods, including the current streak:

Return Period CSW S&P 500
1D -8.6% -0.1%
5D (Current Streak) -18.2% 0.8%
1M (21D) -10.3% 0.9%
3M (63D) 13.4% 1.1%
YTD 2026 -6.6% 1.8%
2025 -16.5% 16.4%
2024 70.6% 23.3%
2023 79.8% 24.2%

Gains and Losses Streaks: S&P 500 Constituents

There are currently 60 S&P constituents with 3 days or more of consecutive gains and 87 constituents with 3 days or more of consecutive losses.
 

Consecutive Days # of Gainers # of Losers
3D 26 43
4D 25 20
5D 6 14
6D 1 8
7D or more 2 2
Total >=3 D 60 87

 
 
Key Financials for CSW Industrials (CSW)

Last 2 Fiscal Years:

Metric FY2024 FY2025
Revenues $792.8 Mil $878.3 Mil
Operating Income $159.1 Mil $181.2 Mil
Net Income $101.6 Mil $136.7 Mil

Last 2 Fiscal Quarters:

Metric 2026 FQ2 2026 FQ3
Revenues $277.0 Mil $233.0 Mil
Operating Income $56.8 Mil $17.3 Mil
Net Income $40.7 Mil $10.3 Mil

The losing streak CSW stock is currently on doesn’t inspire much confidence among investors. In contrast, Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.