Capital Southwest (CSWC) EBITDA Margin (2010 - 2026)
Capital Southwest's quarterly EBITDA Margin came in at 60.98% in Q1 2026, up 666.0% year-on-year from 7.96% in Q1 2025, and up 8.19% quarter-over-quarter from 56.36% in Q4 2025.
Capital Southwest has reported EBITDA Margin for 10 years, with the latest figure at 60.98% in Q1 2026.
- For the quarter ending Q1 2026, EBITDA Margin rose 666.0% year-over-year to 60.98%; the trailing twelve-month figure through Mar 2026 stood at 58.85% (down 7.0% YoY), and the FY2026 full-year result was 58.85%, down 7.0% from the prior year.
- EBITDA Margin for Q1 2026 stood at 60.98%, up from 56.36% in the prior quarter.
- The five-year high for EBITDA Margin was 64.11% in Q1 2024, with the low at 54.31% in Q1 2025.
- Average EBITDA Margin over 5 years is 59.27%, with a median of 59.74% recorded in 2025.
- Year-over-year, EBITDA Margin slumped 980 bps in 2025 and surged 666 bps in 2026.
- Tracing CSWC's EBITDA Margin over 5 years: stood at 57.01% in 2022, then grew by 8 bps to 61.29% in 2023, then decreased by 4 bps to 59.04% in 2024, then slipped by 5 bps to 56.36% in 2025, then advanced 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 42.01% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 44.01% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 46.06% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 54.78% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 1.56% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 73.37% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.44% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 170.02% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 26.04% |
| 10 | Capital Southwest | 1.32 Bn | 1.29 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% |
| Dec 31, 2012 | 59.41% |
| Sep 30, 2012 | -8.93% |
| Jun 30, 2012 | 1.24% |
| Mar 31, 2012 | -149.52% |
| Dec 31, 2011 | 77.97% |
| Sep 30, 2011 | 1.83% |
| Jun 30, 2011 | 1.17% |
| Mar 31, 2011 | -136.34% |
| Dec 31, 2010 | 51.95% |