Capital Southwest (CSWC) Net Margin (2010 - 2026)
Capital Southwest (CSWC) posted Net Margin of 31.92% for fiscal Q2 2027 (quarter ended Sep 30, 2026), down 13.07 percentage points from 44.99% a year earlier and down 8.59 percentage points from the prior quarter.
Capital Southwest (CSWC) Net Margin (2010 - 2026) Analysis & Trends
For the trailing twelve months through Sep 30, 2026, Net Margin at Capital Southwest was 43.06%, up 3.27 percentage points year-over-year; for FY2026 (ended Mar 31, 2026), it was 48.68%, up 14.17 percentage points from FY2025.
- Annual Net Margin shows a five-year change of -26.08 percentage points (FY2021 to FY2026).
- In prior fiscal years, Capital Southwest's Net Margin was 34.51% in FY2025 (-12.30 pp), 46.81% in FY2024 (+19.07 pp), 27.74% in FY2023 (-24.34 pp) and 52.08% in FY2022 (-22.68 pp).
- The fiscal Q2 2027 figure stands as the lowest quarterly Net Margin since fiscal Q3 2025.
- On a year-over-year basis, Net Margin increased in four of the last eight quarters, with an average year-over-year change of +2.78 percentage points.
- The strongest year-over-year quarter for Net Margin in the past five years was fiscal Q2 2023, with a gain of 57.74 percentage points; the weakest was fiscal Q3 2023, with a drop of 47.29 percentage points.
- According to Business Quant data, Net Margin for the three prior fiscal quarters was 40.51% (Q1 2027), 47.57% (Q4 2026) and 53.54% (Q3 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 21.59% |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | 20.96% |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 25.03% |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 12.38% |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 48.93% |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 13.01% |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 17.58% |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | -121.54% |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | 41.81% |
| 10 | Capital Southwest | 1.57 Bn | 1.39 Bn | - | 31.92% |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 31.92% |
| Jun 30, 2026 | 40.51% |
| Mar 31, 2026 | 47.57% |
| Dec 31, 2025 | 53.54% |
| Sep 30, 2025 | 44.99% |
| Jun 30, 2025 | 48.26% |
| Mar 31, 2025 | 33.51% |
| Dec 31, 2024 | 31.30% |
| Sep 30, 2024 | 46.57% |
| Jun 30, 2024 | 27.33% |
| Mar 31, 2024 | 29.01% |
| Dec 31, 2023 | 48.35% |
| Sep 30, 2023 | 52.89% |
| Jun 30, 2023 | 59.00% |
| Mar 31, 2023 | 48.87% |
| Dec 31, 2022 | 9.00% |
| Sep 30, 2022 | 35.29% |
| Jun 30, 2022 | 11.13% |
| Mar 31, 2022 | 93.53% |
| Dec 31, 2021 | 56.30% |
Capital Southwest Net Margin 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-margin&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "net-margin", "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-margin&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();