Capital Southwest (CSWC) Net Margin (2010 - 2026)

Capital Southwest (CSWC) recorded quarterly Net Margin of 30.0% in Q1 2026, down 2.65% quarter-over-quarter from 30.81% in Q4 2025, and up 589.0% on a YoY basis from 4.35% in Q1 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 30.0% for Q1 2026.

  • In Q1 2026, Net Margin rose 589.0% year-over-year to 30.0%; the TTM figure through Mar 2026 stood at 29.66% (down 126.0% YoY), while the FY2026 annual figure was 29.66%, down 126.0% from the prior year.
  • Net Margin was 30.0% for Q1 2026 at Capital Southwest, down from 30.81% in the prior quarter.
  • In the past five years, Net Margin ranged from a high of 39.07% in Q3 2023 to a low of 24.11% in Q1 2025.
  • Historically, Net Margin has averaged 32.86% across 5 years, with a median of 31.96% in 2024.
  • The sharpest annual moves came in 2023 and 2025: Net Margin soared 991 bps in 2023, then sank 1454 bps in 2025.
  • A 5-year view of Net Margin shows it stood at 35.06% in 2022, then increased by 2 bps to 35.8% in 2023, then slipped by 16 bps to 30.01% in 2024, then climbed by 3 bps to 30.81% in 2025, then declined by 3 bps to 30.0% in 2026.
  • The last three Net Margin figures came in at 30.0% (Q1 2026), 30.81% (Q4 2025), and 28.03% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 34.73%
2 Blackstone 96.85 Bn 95.80 Bn - 34.77%
3 Kkr 86.45 Bn 133.96 Bn - 8.45%
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -38.15%
5 State Street 46.95 Bn 21.27 Bn - 18.57%
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 18.73%
7 Northern Trust 31.92 Bn 31.92 Bn - 37.97%
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.72%
9 Ares Management 29.04 Bn 32.41 Bn - 8.40%
10 Capital Southwest 1.30 Bn 1.27 Bn - 30.00%

Historic Data

Download Data
DateValue
Mar 31, 2026 30.00%
Dec 31, 2025 30.81%
Sep 30, 2025 28.03%
Jun 30, 2025 29.72%
Mar 31, 2025 24.11%
Dec 31, 2024 30.01%
Sep 30, 2024 38.14%
Jun 30, 2024 31.96%
Mar 31, 2024 38.64%
Dec 31, 2023 35.80%
Sep 30, 2023 39.07%
Jun 30, 2023 36.85%
Mar 31, 2023 36.52%
Dec 31, 2022 35.06%
Sep 30, 2022 29.16%
Jun 30, 2022 30.85%
Mar 31, 2022 33.81%
Dec 31, 2021 32.47%
Sep 30, 2021 21.36%
Mar 31, 2013 -305.34%