Capital Southwest (CSWC) Net Margin (2010 - 2026)
Capital Southwest's (CSWC) quarterly Net Margin came in at 28.93% in Q1 2026, down 997.0% year-on-year from 3.23% in Q1 2025, and down 16.48% quarter-over-quarter from 34.64% in Q4 2025.
Capital Southwest (CSWC) Net Margin (2010 - 2026) Analysis & Trends
Capital Southwest's Net Margin history runs 10 years deep, the most recent figure standing at 28.93% for Q1 2026.
- On a quarterly basis, Net Margin fell 997.0% year-over-year to 28.93% in Q1 2026; TTM through Mar 2026 was 29.18%, a 473.0% decrease from a year earlier, with the FY2026 full-year figure at 29.18%, down 64.0% from the prior year.
- Net Margin eased to 28.93% in Q1 2026 per CSWC's latest filing, from 34.64% in the prior quarter.
- Across five years, Net Margin topped out at 57.08% in Q1 2022 and bottomed at 24.46% in Q3 2025.
- The 5-year median for Net Margin is 33.93% (2023), against an average of 33.89%.
- Biggest YoY gain for Net Margin was 1373 bps in 2023; the steepest drop was 3256 bps in 2023.
- Year by year, Net Margin stood at 37.34% in 2022, then fell by 9 bps to 33.93% in 2023, then retreated by 14 bps to 29.31% in 2024, then gained by 18 bps to 34.64% in 2025, then fell by 16 bps to 28.93% in 2026.
- Per Business Quant, the three latest CSWC Net Margin figures stand at 28.93% (Q1 2026), 34.64% (Q4 2025), and 24.46% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 0.55% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 32.99% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 34.77% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -889.40% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 18.57% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 18.73% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 37.97% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 14.05% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 26.07% |
| 10 | Capital Southwest | 1.42 Bn | 1.39 Bn | - | 28.93% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 28.93% |
| Dec 31, 2025 | 34.64% |
| Sep 30, 2025 | 24.46% |
| Jun 30, 2025 | 28.24% |
| Mar 31, 2025 | 38.90% |
| Dec 31, 2024 | 29.31% |
| Sep 30, 2024 | 40.51% |
| Jun 30, 2024 | 27.23% |
| Mar 31, 2024 | 37.16% |
| Dec 31, 2023 | 33.93% |
| Sep 30, 2023 | 40.90% |
| Jun 30, 2023 | 35.75% |
| Mar 31, 2023 | 24.52% |
| Dec 31, 2022 | 37.34% |
| Sep 30, 2022 | 27.17% |
| Jun 30, 2022 | 30.00% |
| Mar 31, 2022 | 57.08% |
| Dec 31, 2021 | 32.92% |
| Sep 30, 2021 | 19.81% |
| Mar 31, 2013 | -368.63% |