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CSCSW

What CSW Industrials promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

16 of 22 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
China share of Contractor Solutions cost of goods soldAround 10%Jun 2025Jun 2026:China's around 10%. So we keep hovering around that 10%.
Call transcript, Jun 2026 · no direct link		Achieved
Update on the tariff refund applicationsUpdate on the next quarterly earnings callMar 2026No later analysed call mentions it.Ghosted
Full-year consolidated revenue and adjusted EBITDA growthGrowth in revenue and adjusted EBITDAMar 2026Jun 2026:At a consolidated level, we expect to see significant adjusted EBITDA and EPS growth in fiscal 2027.
Call transcript, Jun 2026 · no direct link		Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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