Capital Southwest (CSWC) Net Margin (2010 - 2026)
Capital Southwest (CSWC) posted quarterly Net Margin of 14.59% for Q1 2026, down 2430.0% year-over-year from 0.63% in Q1 2025, and down 57.87% 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 14.59% for Q1 2026.
- In Q1 2026, Net Margin fell 2430.0% year-over-year to 14.59%; the TTM figure through Mar 2026 stood at 25.61% (down 830.0% YoY), while the FY2026 annual figure was 29.18%, down 64.0% from the prior year.
- Net Margin for Q1 2026 stood at 14.59%, down from 34.64% in the prior quarter.
- The five-year high for Net Margin was 57.08% in Q1 2022, with the low at 12.42% in Q1 2024.
- The 5-year median for Net Margin is 33.93% (2023), against an average of 32.24%.
- The sharpest annual moves came in 2025 and 2026: Net Margin jumped 2648 bps in 2025, then plunged 2430 bps in 2026.
- Capital Southwest's Net Margin stood at 37.34% in 2022, then declined by 9 bps to 33.93% in 2023, then fell by 14 bps to 29.31% in 2024, then rose by 18 bps to 34.64% in 2025, then slumped by 58 bps to 14.59% in 2026.
- Business Quant data shows CSWC's Net Margin at 14.59% in Q1 2026, 34.64% in Q4 2025, and 24.46% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.15 Bn | 164.28 Bn | - | 27.15% |
| 2 | Blackstone | 114.20 Bn | 111.70 Bn | - | 46.71% |
| 3 | Kkr | 96.55 Bn | -180.52 Bn | - | 11.53% |
| 4 | Brookfield | 93.56 Bn | 46.15 Bn | - | 1.88% |
| 5 | Brookfield Asset Management | 83.29 Bn | 81.79 Bn | - | 51.57% |
| 6 | Apollo Global Management | 77.87 Bn | 52.50 Bn | 10.54 Bn | 11.98% |
| 7 | State Street | 51.56 Bn | 51.56 Bn | - | 25.35% |
| 8 | Ameriprise Financial | 50.85 Bn | 39.81 Bn | 4.72 Bn | 22.20% |
| 9 | Northern Trust | 33.99 Bn | 33.99 Bn | - | 58.35% |
| 10 | Capital Southwest | 1.51 Bn | 1.45 Bn | - | 28.14% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -28.80% |
| Mar 31, 2026 | 14.59% |
| 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 | 12.42% |
| Dec 31, 2023 | 33.93% |
| Sep 30, 2023 | 40.90% |
| Jun 30, 2023 | 35.75% |
| Mar 31, 2023 | 35.58% |
| 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% |