Capital Southwest (CSWC) Net Margin (2010 - 2026)
Capital Southwest's quarterly Net Margin came in at 30.0% in Q1 2026, up 589.0% year-on-year from 4.35% in Q1 2025, and down 2.65% quarter-over-quarter from 30.81% in Q4 2025.
Capital Southwest has reported Net Margin for 10 years, with the latest figure at 30.0% in Q1 2026.
- For the quarter ending Q1 2026, Net Margin rose 589.0% year-over-year to 30.0%; the trailing twelve-month figure through Mar 2026 stood at 29.66% (down 126.0% YoY), and the FY2026 full-year result was 29.66%, down 126.0% from the prior year.
- Net Margin for Q1 2026 stood at 30.0%, down from 30.81% in the prior quarter.
- The five-year high for Net Margin was 39.07% in Q3 2023, with the low at 24.11% in Q1 2025.
- Average Net Margin over 5 years is 32.86%, with a median of 31.96% recorded in 2024.
- Year-over-year, Net Margin surged 991 bps in 2023 and sank 1454 bps in 2025.
- Tracing CSWC's Net Margin over 5 years: stood at 35.06% in 2022, then rose by 2 bps to 35.8% in 2023, then dropped by 16 bps to 30.01% in 2024, then grew by 3 bps to 30.81% in 2025, then fell 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 | 158.51 Bn | 148.89 Bn | - | 34.73% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 34.77% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 8.45% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 46.11% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | -38.15% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 18.57% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.73% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 37.97% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 8.40% |
| 10 | Capital Southwest | 1.32 Bn | 1.29 Bn | - | 30.00% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 | 30.81% |
| Mar 31, 2022 | 33.58% |
| Dec 31, 2021 | 32.64% |
| Sep 30, 2021 | 21.36% |
| Mar 31, 2013 | -305.34% |
| Dec 31, 2012 | 60.03% |
| Sep 30, 2012 | -10.94% |
| Jun 30, 2012 | 0.28% |
| Mar 31, 2012 | -243.07% |
| Dec 31, 2011 | 77.49% |
| Sep 30, 2011 | -0.48% |
| Jun 30, 2011 | -0.25% |
| Mar 31, 2011 | -141.17% |
| Dec 31, 2010 | 50.85% |