Capital Southwest (CSWC) Interest & Investment Income (2010 - 2026)
Capital Southwest (CSWC) reported Interest & Investment Income of $34.97 million for fiscal Q1 2027 (quarter ended Jun 30, 2026), up 6.9% from $32.72 million a year earlier but down 0.7% from the prior quarter.
Capital Southwest (CSWC) Interest & Investment Income (2010 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Capital Southwest's Interest & Investment Income came in at $138.84 million, up 13.9% year-over-year; for FY2026 (ended Mar 31, 2026), it came in at $136.59 million, up 13.4% from FY2025.
- Interest & Investment Income has increased for five consecutive fiscal years, with a five-year compound annual growth rate of 32.0% (FY2021 to FY2026).
- By fiscal year, Interest & Investment Income came in at $120.45 million in FY2025 (+8.6%), $110.95 million in FY2024 (+60.7%), $69.04 million in FY2023 (+59.4%) and $43.3 million in FY2022 (+26.9%).
- Five-year quarterly Interest & Investment Income spans a low of $10.04 million in fiscal Q2 2022 and a high of $35.22 million in fiscal Q4 2026.
- Year over year, Interest & Investment Income has now increased in each of the last five quarters, with growth averaging 9.2% over the last eight quarters.
- The high point for year-over-year Interest & Investment Income in five years was fiscal Q1 2024 (growth of 98.0%); the low point was fiscal Q4 2025 (a decline of 4.4%).
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at $35.22 million (Q4 2026), $34.63 million (Q3 2026) and $34.02 million (Q2 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | - |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 1.78 Bn |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | 5.13 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | - |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | - |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 3.55 Mn |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | - |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | 367.00 Mn |
| 10 | Capital Southwest | 1.50 Bn | 1.28 Bn | - | 34.97 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 34.97 Mn |
| Mar 31, 2026 | 35.22 Mn |
| Dec 31, 2025 | 34.63 Mn |
| Sep 30, 2025 | 34.02 Mn |
| Jun 30, 2025 | 32.72 Mn |
| Mar 31, 2025 | 28.46 Mn |
| Dec 31, 2024 | 30.68 Mn |
| Sep 30, 2024 | 30.01 Mn |
| Jun 30, 2024 | 31.29 Mn |
| Mar 31, 2024 | 29.77 Mn |
| Dec 31, 2023 | 29.77 Mn |
| Sep 30, 2023 | 26.41 Mn |
| Jun 30, 2023 | 25.00 Mn |
| Mar 31, 2023 | 22.75 Mn |
| Dec 31, 2022 | 18.68 Mn |
| Sep 30, 2022 | 14.98 Mn |
| Jun 30, 2022 | 12.63 Mn |
| Mar 31, 2022 | 11.99 Mn |
| Dec 31, 2021 | 11.84 Mn |
| Sep 30, 2021 | 10.04 Mn |
Capital Southwest Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=CSWC&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "CSWC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();