CSW Industrials, Inc. (NASDAQ:CSWI) shareholders are probably feeling a little disappointed, since its shares fell 9.2% to US$301 in the week after its latest annual results. CSW Industrials reported in line with analyst predictions, delivering revenues of US$878m and statutory earnings per share of US$8.38, suggesting the business is executing well and in line with its plan. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on CSW Industrials after the latest results.

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Taking into account the latest results, the current consensus from CSW Industrials' six analysts is for revenues of US$1.06b in 2026. This would reflect a major 21% increase on its revenue over the past 12 months. Per-share earnings are expected to climb 15% to US$9.36. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$981.7m and earnings per share (EPS) of US$9.75 in 2026. So it's pretty clear consensus is mixed on CSW Industrials after the latest results; whilethe analysts lifted revenue numbers, they also administered a minor downgrade to per-share earnings expectations.

View our latest analysis for CSW Industrials

The consensus price target was unchanged at US$347, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic CSW Industrials analyst has a price target of US$405 per share, while the most pessimistic values it at US$305. This is a very narrow spread of estimates, implying either that CSW Industrials is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that CSW Industrials' rate of growth is expected to accelerate meaningfully, with the forecast 21% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 17% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 5.5% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect CSW Industrials to grow faster than the wider industry.

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The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for CSW Industrials. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple CSW Industrials analysts - going out to 2028, and you can see them free on our platform here.

Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades  for the last twelve months on our platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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