Capital Southwest (CSWC) Net Increase in Net Assets from Operations (2009 - 2026)
Capital Southwest (CSWC) reported Income towards Parent Company of $21.44 million for fiscal Q2 2027 (quarter ended Sep 30, 2026), down 16.3% from $25.62 million a year earlier and down 13.3% from the prior quarter.
Capital Southwest (CSWC) Net Increase in Net Assets from Operations (2009 - 2026) Analysis & Trends
Over the twelve months ended Sep 30, 2026, Capital Southwest's Income towards Parent Company came in at $106.54 million, up 23.2% year-over-year; for FY2026 (ended Mar 31, 2026), it was $113 million, up 60.2% from FY2025.
- Income towards Parent Company has a five-year compound annual growth rate of 17.3% (FY2021 to FY2026).
- By fiscal year, Income towards Parent Company came in at $70.55 million in FY2025 (-15.4%), $83.39 million in FY2024 (+152.0%), $33.09 million in FY2023 (-22.7%) and $42.82 million in FY2022 (-15.9%).
- The fiscal Q2 2027 figure ranks as the lowest quarterly Income towards Parent Company since fiscal Q4 2025.
- Year over year, Income towards Parent Company gained in five of the last eight quarters, with growth averaging 29.9%.
- The high point for year-over-year Income towards Parent Company in five years was fiscal Q1 2024 (growth of 848.7%); the low point was fiscal Q3 2023 (a decline of 76.5%).
- Per Business Quant data, the three fiscal quarters before Q2 2027 came in at $24.73 million (Q1 2027), $27.48 million (Q4 2026) and $32.9 million (Q3 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - |
| 10 | Capital Southwest | 1.57 Bn | 1.39 Bn | - |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 21.44 Mn |
| Jun 30, 2026 | 24.73 Mn |
| Mar 31, 2026 | 27.48 Mn |
| Dec 31, 2025 | 32.90 Mn |
| Sep 30, 2025 | 25.62 Mn |
| Jun 30, 2025 | 27.00 Mn |
| Mar 31, 2025 | 17.56 Mn |
| Dec 31, 2024 | 16.27 Mn |
| Sep 30, 2024 | 22.68 Mn |
| Jun 30, 2024 | 14.04 Mn |
| Mar 31, 2024 | 13.47 Mn |
| Dec 31, 2023 | 23.48 Mn |
| Sep 30, 2023 | 22.62 Mn |
| Jun 30, 2023 | 23.81 Mn |
| Mar 31, 2023 | 18.18 Mn |
| Dec 31, 2022 | 2.95 Mn |
| Sep 30, 2022 | 9.46 Mn |
| Jun 30, 2022 | 2.51 Mn |
| Mar 31, 2022 | 19.67 Mn |
| Dec 31, 2021 | 12.56 Mn |
Capital Southwest Net Increase in Net Assets from Operations 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=net-increase-in-net-assets-from-operations&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "net-increase-in-net-assets-from-operations", "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=net-increase-in-net-assets-from-operations&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();