Capital Southwest (CSWC) Non Operating Investment Income (2010 - 2026)
Capital Southwest's (CSWC) quarterly Non Operating Investment Income came in at -$2.7 million in Q1 2026, up 88.9% year-on-year from -$1.4 million in Q1 2025, and down 812.5% quarter-over-quarter from -$296000.0 in Q4 2025.
Capital Southwest (CSWC) Non Operating Investment Income (2010 - 2026) Analysis & Trends
Capital Southwest's Non Operating Investment Income history runs 10 years deep, the most recent figure standing at -$2.7 million for Q1 2026.
- On a quarterly basis, Non Operating Investment Income rose 88.9% year-over-year to -$2.7 million in Q1 2026; TTM through Mar 2026 was $14.8 million, a 131.76% increase from a year earlier, with the FY2026 full-year figure at $14.8 million, up 131.76% from the prior year.
- Non Operating Investment Income eased to -$2.7 million in Q1 2026 per CSWC's latest filing, from -$296000.0 in the prior quarter.
- Across five years, Non Operating Investment Income topped out at $21.8 million in Q2 2025 and bottomed at -$24.3 million in Q1 2025.
- The 5-year median for Non Operating Investment Income is -$4.0 million (2025), against an average of -$5.2 million.
- Across the five-year window, Non Operating Investment Income tumbled 15816.67% in 2024 and surged 3035.92% in 2025, its largest moves.
- Year by year, Non Operating Investment Income stood at -$11.0 million in 2022, then advanced by 27.88% to -$7.9 million in 2023, then plunged by 61.22% to -$12.8 million in 2024, then jumped by 97.69% to -$296000.0 in 2025, then tumbled by 812.5% to -$2.7 million in 2026.
- Per Business Quant, the three latest CSWC Non Operating Investment Income figures stand at -$2.7 million (Q1 2026), -$296000.0 (Q4 2025), and -$4.0 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn | - |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - | 72.00 Mn |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - | 1.14 Bn |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - | - |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn | 406.00 Mn |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - | 1.00 Mn |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn | - |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - | - |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - | - |
| 10 | Capital Southwest | 1.33 Bn | 1.30 Bn | - | -2.70 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -2.70 Mn |
| Mar 31, 2026 | -2.70 Mn |
| Dec 31, 2025 | -296,000.00 |
| Dec 31, 2025 | -296,000.00 |
| Sep 30, 2025 | -3.98 Mn |
| Sep 30, 2025 | -3.98 Mn |
| Jun 30, 2025 | 21.83 Mn |
| Jun 30, 2025 | 21.83 Mn |
| Mar 31, 2025 | -24.33 Mn |
| Mar 31, 2025 | -24.33 Mn |
| Dec 31, 2024 | -12.81 Mn |
| Dec 31, 2024 | -12.81 Mn |
| Sep 30, 2024 | -10.32 Mn |
| Sep 30, 2024 | -10.32 Mn |
| Jun 30, 2024 | 696,000.00 |
| Jun 30, 2024 | 696,000.00 |
| Mar 31, 2024 | -19.80 Mn |
| Mar 31, 2024 | -19.80 Mn |
| Dec 31, 2023 | -7.94 Mn |
| Dec 31, 2023 | -7.94 Mn |