Capital Southwest (CSWC) EBITDA Margin (2010 - 2026)
Capital Southwest (CSWC) recorded quarterly EBITDA Margin of 60.98% in Q1 2026, up 8.19% quarter-over-quarter from 56.36% in Q4 2025, and up 666.0% on a YoY basis from 7.96% in Q1 2025.
Capital Southwest (CSWC) EBITDA Margin (2010 - 2026) Analysis & Trends
Capital Southwest's EBITDA Margin history runs 10 years deep, the most recent figure standing at 60.98% for Q1 2026.
- In Q1 2026, EBITDA Margin rose 666.0% year-over-year to 60.98%; the TTM figure through Mar 2026 stood at 58.85% (down 7.0% YoY), while the FY2026 annual figure was 58.85%, down 7.0% from the prior year.
- EBITDA Margin was 60.98% for Q1 2026 at Capital Southwest, up from 56.36% in the prior quarter.
- In the past five years, EBITDA Margin ranged from a high of 64.11% in Q1 2024 to a low of 54.31% in Q1 2025.
- Historically, EBITDA Margin has averaged 59.27% across 5 years, with a median of 59.74% in 2025.
- The sharpest annual moves came in 2025 and 2026: EBITDA Margin slumped 980 bps in 2025, then soared 666 bps in 2026.
- A 5-year view of EBITDA Margin shows it stood at 57.01% in 2022, then climbed by 8 bps to 61.29% in 2023, then retreated by 4 bps to 59.04% in 2024, then decreased by 5 bps to 56.36% in 2025, then gained by 8 bps to 60.98% in 2026.
- The last three EBITDA Margin figures came in at 60.98% (Q1 2026), 56.36% (Q4 2025), and 59.74% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 42.01% |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 44.01% |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 46.06% |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 1.56% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 73.37% |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 18.44% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 170.02% |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.29% |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 26.04% |
| 10 | Capital Southwest | 1.30 Bn | 1.27 Bn | - | 60.98% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 60.98% |
| Dec 31, 2025 | 56.36% |
| Sep 30, 2025 | 59.74% |
| Jun 30, 2025 | 58.48% |
| Mar 31, 2025 | 54.31% |
| Dec 31, 2024 | 59.04% |
| Sep 30, 2024 | 61.62% |
| Jun 30, 2024 | 60.92% |
| Mar 31, 2024 | 64.11% |
| Dec 31, 2023 | 61.29% |
| Sep 30, 2023 | 61.74% |
| Jun 30, 2023 | 61.95% |
| Mar 31, 2023 | 61.18% |
| Dec 31, 2022 | 57.01% |
| Sep 30, 2022 | 55.89% |
| Jun 30, 2022 | 56.03% |
| Mar 31, 2022 | 57.00% |
| Dec 31, 2021 | 53.05% |
| Sep 30, 2021 | 49.47% |
| Mar 31, 2013 | -199.72% |