KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Change in Taxes (2021 - 2026)

Capital Southwest's quarterly Change in Taxes came in at -$1.7 million in Q1 2026, down 36.53% year-on-year from -$2.6 million in Q1 2025, and down 109.38% quarter-over-quarter from -$789000.0 in Q4 2025.

Capital Southwest has reported Change in Taxes for 6 years, with the latest figure at -$1.7 million in Q1 2026.

  • For the quarter ending Q1 2026, Change in Taxes fell 36.53% year-over-year to -$1.7 million; the trailing twelve-month figure through Mar 2026 stood at -$2.1 million (down 784.65% YoY), and the FY2026 full-year result was -$2.1 million, down 784.65% from the prior year.
  • Change in Taxes for Q1 2026 stood at -$1.7 million, down from -$789000.0 in the prior quarter.
  • The five-year high for Change in Taxes was $4.6 million in Q2 2025, with the low at -$4.3 million in Q3 2025.
  • Average Change in Taxes over 5 years is -$215764.7, with a median of -$75000.0 recorded in 2022.
  • Peak annual rise in Change in Taxes reached 10632.56% in 2025, while the deepest fall reached 1006.53% in 2025.
  • Tracing CSWC's Change in Taxes over 5 years: stood at -$75000.0 in 2022, then surged by 552.0% to $339000.0 in 2023, then soared by 33.04% to $451000.0 in 2024, then tumbled by 274.94% to -$789000.0 in 2025, then tumbled by 109.38% to -$1.7 million in 2026.
  • The last three Change in Taxes figures came in at -$1.7 million (Q1 2026), -$789000.0 (Q4 2025), and -$4.3 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Taxes (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 240.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 Capital Southwest 1.32 Bn 1.29 Bn - -1.65 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 -1.65 Mn
Mar 31, 2026 -1.65 Mn
Dec 31, 2025 -789,000.00
Dec 31, 2025 -789,000.00
Sep 30, 2025 309,000.00
Sep 30, 2025 309,000.00
Mar 31, 2025 -573,000.00
Mar 31, 2025 -573,000.00
Dec 31, 2024 184,000.00
Dec 31, 2024 184,000.00
Sep 30, 2024 105,000.00
Sep 30, 2024 105,000.00
Jun 30, 2024 43,000.00
Jun 30, 2024 43,000.00
Mar 31, 2024 145,000.00
Mar 31, 2024 145,000.00
Dec 31, 2023 13,000.00
Dec 31, 2023 13,000.00
Sep 30, 2023 -753,000.00
Sep 30, 2023 -753,000.00
Jun 30, 2023 721,000.00
Jun 30, 2023 721,000.00
Mar 31, 2023 130,000.00
Mar 31, 2023 130,000.00
Dec 31, 2022 835,000.00
Dec 31, 2022 835,000.00
Sep 30, 2022 -756,000.00
Sep 30, 2022 -756,000.00
Mar 31, 2022 -286,000.00
Mar 31, 2022 -286,000.00
Dec 31, 2021 1.48 Mn
Dec 31, 2021 1.48 Mn