CSW
CSW Industrials, Inc.
CSW's fundamentals are mixed: revenue grew 30%, but its operating margin fell 2 points to 17%. At 36x earnings, it's trading in line with its usual 34x. Analysts expect earnings growth.
EOSE
Eos Energy Enterprises, Inc.
There isn't enough reported data to score EOSE yet.
CSW Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Under pressure |
CSW's revenue, profitability and cash flow are currently healthy, but its balance sheet is under pressure.
EOSE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
EOSE's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
CSW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 22x | $282 | — |
| Cheap | 25x | $198 | -30% |
| Fair | 34x | $263 | -6.7% |
| Current | 36x | $282 | — |
| Expensive | 43x | $333 | +18% |
Historical ranges are pointers, not guarantees.
CSW's PE is in its fair range at 36x. If earnings grow as analysts expect, today's price would be 22x next year's earnings, in its cheap range.
EOSE PE Valuation
EOSE has no meaningful PE right now: it lost money over the past year.
CSW Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CSW, with profitability improving.
EOSE Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect EOSE's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
CSW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.06 | +67% |
| Q3 2026 | $7.80 | -8.1% |
| Q2 2026 | $7.31 | -12% |
| Q1 2026 | $6.70 | -20% |
| Q4 2025 | $7.51 | -10% |
| Q3 2025 | $8.49 | +16% |
| Q2 2025 | $8.34 | +19% |
| Q1 2025 | $8.38 | +29% |
| Q4 2024 | $8.36 | +34% |
CSW has the stronger earnings trend. Trailing diluted EPS is down 8.1% for CSW versus EOSE down 224%.
EOSE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2023 | -$2.69 | +$0.85 |
| Q2 2023 | -$3.76 | -$1.00 |
| Q1 2023 | -$3.65 | -$0.86 |
| Q4 2022 | -$3.68 | -$1.32 |
| Q3 2022 | -$3.54 | +$5.19 |
EOSE is still losing money, but less than at its worst: $4.55 per share over the past year, against $8.73 at its worst in late 2021.
CSW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $361.4M | +31% |
| Q2 2026 | $350.7M | +33% |
| Q1 2026 | $309M | +34% |
| Q4 2025 | $233M | +20% |
| Q3 2025 | $277M | +22% |
| Q2 2025 | $263.6M | +17% |
| Q1 2025 | $230.5M | +9.3% |
| Q4 2024 | $193.6M | +11% |
CSW's revenue has grown year over year every quarter since late 2020: $361M last quarter, up 31% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +0.4 points |
| Q2 2026 | 23% | +2 points |
| Q1 2026 | 13% | -6.7 points |
| Q4 2025 | 7.4% | -7.8 points |
| Q3 2025 | 21% | -2.1 points |
| Q2 2025 | 21% | -3.5 points |
| Q1 2025 | 20% | -1.5 points |
| Q4 2024 | 15% | -0.5 points |
CSW has the edge over EOSE on profitability, with a higher operating margin.
EOSE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $82.7M | +171% |
| Q2 2026 | $68.8M | +351% |
| Q1 2026 | $57M | +445% |
| Q4 2025 | $58M | +700% |
| Q3 2025 | $30.5M | +3473% |
| Q2 2025 | $15.2M | +1597% |
| Q1 2025 | $10.5M | +58% |
| Q4 2024 | $7.3M | +9.7% |
EOSE has the edge over CSW on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -96% | +105 points |
| Q2 2026 | -122% | +297 points |
| Q1 2026 | -139% | +367 points |
| Q4 2025 | -140% | +573 points |
| Q3 2025 | -201% | +6044 points |
| Q2 2025 | -419% | +2815 points |
| Q1 2025 | -506% | +117 points |
| Q4 2024 | -713% | -74 points |
EOSE's operating margin was −96% last quarter, up 105 points from the same quarter a year ago, near the top of its range since 2019.
CSW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $91.9M | +56% |
| Q2 2026 | $69.6M | +21% |
| Q1 2026 | -$6.8M | -130% |
| Q4 2025 | $22.7M | +169% |
| Q3 2025 | $58.7M | -4.2% |
| Q2 2025 | $57.7M | -3.1% |
| Q1 2025 | $22.8M | +30% |
| Q4 2024 | $8.5M | -80% |
CSW has the edge over EOSE on cash generation, producing positive trailing cash flow while its opponent burns cash.
EOSE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$105.1M | -$22.4M |
| Q2 2026 | -$107.4M | -$34.3M |
| Q1 2026 | -$154.8M | -$121M |
| Q4 2025 | -$75.2M | -$19.5M |
| Q3 2025 | -$82.7M | -$28.5M |
| Q2 2025 | -$73.2M | -$40.6M |
| Q1 2025 | -$33.8M | +$10.7M |
| Q4 2024 | -$55.8M | -$10.2M |
EOSE has burned cash in almost every quarter: −$443M over the past year, against −$246M the year before.
CSW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -32K shares |
| 1 year | -3% | -509K shares |
| 3 years | +4.8% | +745K shares |
| 5 years | +3.3% | +522K shares |
| Available history | +7.1% | +1.1M shares |
CSW has the edge over EOSE on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5.8M |
| Q2 2026 | $36.3M |
| Q1 2026 | $34M |
| Q4 2025 | $72.7M |
| Q3 2025 | $17M |
| Q2 2025 | $9.1M |
| Q1 2025 | $6.8M |
| Q4 2024 | $8.6M |
CSW spent $149M buying back its own shares over the past year, about four times what it spent the year before.
EOSE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +63% | +213M shares |
| 1 year | +161% | +341M shares |
| 3 years | +888% | +497M shares |
EOSE has 553M diluted shares, up 161% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
CSW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.5x | Moderate |
| Q2 2026 | 3.1x | Elevated |
| Q1 2026 | 3.6x | Elevated |
| Q4 2025 | 3.3x | Elevated |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | -1.0x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
CSW's net debt is about 2.5 years of its operating earnings (EBITDA), up from less than a year a year ago.
EOSE Net Leverage
EOSE's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
CSW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.0 | Neutral |
| Stochastic | 10.8 | Oversold |
CSW's weekly RSI is 46 (neutral) and its Stochastic is 11 (oversold).
EOSE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.5 | Neutral |
| Stochastic | 7.4 | Oversold |
EOSE's weekly RSI is 33 (neutral) and its Stochastic is 7 (oversold).
CSW PE vs Industrials Sector
| Metric | CSW | Sector median | Relative |
|---|---|---|---|
| PE | 36x | 24x | 50% above |
| PE % | 57 | 58 | 1 pt below |
CSW is trading at 36x earnings, a 50% premium to the Industrials sector's median of 24x.
EOSE PE vs Industrials Sector
EOSE has no meaningful PE right now: it lost money over the past year.
CSW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $288.8 | 2.5% below |
| 20 week MA | $299.8 | 6.1% below |
| 50 week MA | $292.5 | 3.8% below |
| 100 week MA | $292.2 | 3.7% below |
| 200 week MA | $259.4 | 8.5% above |
CSW has the edge over EOSE on trend strength, trading above more of its moving averages.
EOSE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.24 | 19% below |
| 20 week MA | $3.28 | 45% below |
| 50 week MA | $7.01 | 74% below |
| 100 week MA | $7.10 | 75% below |
| 200 week MA | $4.53 | 60% below |
EOSE is in a downtrend: it's below all five of its weekly moving averages, and 60% below its 200-week average.
CSW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.3 | $111.7 | +45% |
| 2021 | $111.7 | $117.0 | +4.8% |
| 2022 | $117.0 | $117.2 | +0.1% |
| 2023 | $117.2 | $207.4 | +77% |
| 2024 | $207.4 | $357.4 | +72% |
| 2025 | $357.4 | $307.3 | -14% |
| 2026 YTD | $307.3 | $281.6 | -8.4% |
CSW has the edge over EOSE on returns for 2026, with the stronger performance.
EOSE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.72 | $19.2 | +98% |
| 2021 | $19.2 | $8.57 | -55% |
| 2022 | $8.57 | $1.08 | -87% |
| 2023 | $1.08 | $1.09 | +0.9% |
| 2024 | $1.09 | $5.17 | +374% |
| 2025 | $5.17 | $11.9 | +129% |
| 2026 YTD | $11.9 | $1.81 | -85% |
EOSE's yearly returns have swung widely, from +374% in 2024 to −87% in 2022. It's down 85% so far in 2026.