CSW CSW INDUSTRIALS, INC.

Last updated: Mar 16, 2026

🐂

Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q3 2026: $9M, Q2 2026: $4M, Q1 2026: $8M, Q3 2025: $7M

🐂

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $9M vs trailing avg $6M (+37%)

—

What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Buyback $28M / FCF $187M = 15% of FCF

🐂

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 772,756 shares = 4.7% of 16,470,230 outstanding (annualized)

🐻

Are officers and directors buying stock with their own money on the open market?

No insider open-market purchases in the last 12 months

—

Are insider purchases happening during the same quarters the company is actively buying back stock?

Need both buyback and insider purchase data

🐻

Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $0M (net selling)

🚩

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 250000.0x more than bought. 1 C-suite officers among sellers