Capital Southwest (CSWC) Equity Income (2021 - 2026)

Capital Southwest's (CSWC) quarterly Equity Income came in at -$959000.0 in Q1 2026, down 14.3% year-on-year from -$1.1 million in Q1 2025, and down 108.92% quarter-over-quarter from $10.8 million in Q3 2025.

Capital Southwest (CSWC) Equity Income (2021 - 2026) Analysis & Trends

Capital Southwest's Equity Income history runs 6 years deep, the most recent figure standing at -$959000.0 for Q1 2026.

  • On a quarterly basis, Equity Income fell 14.3% year-over-year to -$959000.0 in Q1 2026; TTM through Mar 2026 was -$12.3 million, a 311.08% decrease from a year earlier, with the FY2026 full-year figure at -$3.1 million, down 149.18% from the prior year.
  • Equity Income fell to -$959000.0 in Q1 2026 per CSWC's latest filing, from $10.8 million in the prior quarter.
  • Across five years, Equity Income topped out at $17.4 million in Q1 2024 and bottomed at -$22.1 million in Q2 2025.
  • The 5-year median for Equity Income is $28000.0 (2022), against an average of $937437.5.
  • Across the five-year window, Equity Income jumped 1590.59% in 2024 and slumped 2965.19% in 2025, its largest moves.
  • Year by year, Equity Income stood at -$3.3 million in 2022, then plunged by 108.71% to -$6.8 million in 2023, then jumped by 213.41% to $7.7 million in 2024, then surged by 38.89% to $10.8 million in 2025, then sank by 108.92% to -$959000.0 in 2026.
  • Per Business Quant, the three latest CSWC Equity Income figures stand at -$959000.0 (Q1 2026), $10.8 million (Q3 2025), and -$22.1 million (Q2 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Income (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Capital Southwest 1.42 Bn 1.39 Bn - -959,000.00

Historic Data

Download Data
DateValue
Mar 31, 2026 -959,000.00
Sep 30, 2025 10.76 Mn
Jun 30, 2025 -22.06 Mn
Mar 31, 2025 -839,000.00
Dec 31, 2024 7.75 Mn
Sep 30, 2024 -1.87 Mn
Jun 30, 2024 770,000.00
Mar 31, 2024 17.43 Mn
Dec 31, 2023 -6.83 Mn
Sep 30, 2023 1.56 Mn
Jun 30, 2023 9.17 Mn
Mar 31, 2023 -1.17 Mn
Dec 31, 2022 -3.27 Mn
Sep 30, 2022 3.34 Mn
Jun 30, 2022 -714,000.00
Mar 31, 2022 1.95 Mn
Dec 31, 2021 -2.05 Mn
Sep 30, 2021 -1.63 Mn