KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Operating Income (2010 - 2026)

Capital Southwest's quarterly Operating Income came in at $35.2 million in Q1 2026, up 23.75% year-on-year from $28.5 million in Q1 2025, and up 1.71% quarter-over-quarter from $34.6 million in Q4 2025.

Capital Southwest has reported Operating Income for 10 years, with the latest figure at $35.2 million in Q1 2026.

  • For the quarter ending Q1 2026, Operating Income rose 23.75% year-over-year to $35.2 million; the trailing twelve-month figure through Mar 2026 stood at $136.6 million (up 13.4% YoY), and the FY2026 full-year result was $136.6 million, up 13.4% from the prior year.
  • Operating Income for Q1 2026 stood at $35.2 million, up from $34.6 million in the prior quarter.
  • The five-year high for Operating Income was $35.2 million in Q1 2026, with the low at $12.0 million in Q1 2022.
  • Average Operating Income over 5 years is $26.4 million, with a median of $29.8 million recorded in 2023.
  • Year-over-year, Operating Income soared 97.97% in 2023 and retreated 4.38% in 2025.
  • Tracing CSWC's Operating Income over 5 years: stood at $18.7 million in 2022, then surged by 59.36% to $29.8 million in 2023, then climbed by 3.08% to $30.7 million in 2024, then grew by 12.87% to $34.6 million in 2025, then grew by 1.71% to $35.2 million in 2026.
  • The last three Operating Income figures came in at $35.2 million (Q1 2026), $34.6 million (Q4 2025), and $34.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Op. Inc (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 2.81 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - 1.99 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 79.00 Mn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 901.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 Capital Southwest 1.32 Bn 1.29 Bn - 35.22 Mn

Historic Data

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DateValue
Mar 31, 2026 35.22 Mn
Dec 31, 2025 34.63 Mn
Sep 30, 2025 34.02 Mn
Jun 30, 2025 32.72 Mn
Mar 31, 2025 28.46 Mn
Dec 31, 2024 30.68 Mn
Sep 30, 2024 30.01 Mn
Jun 30, 2024 31.29 Mn
Mar 31, 2024 29.77 Mn
Dec 31, 2023 29.77 Mn
Sep 30, 2023 26.41 Mn
Jun 30, 2023 25.00 Mn
Mar 31, 2023 22.75 Mn
Dec 31, 2022 18.68 Mn
Sep 30, 2022 14.98 Mn
Jun 30, 2022 12.63 Mn
Mar 31, 2022 11.99 Mn
Dec 31, 2021 11.84 Mn
Sep 30, 2021 10.04 Mn
Mar 31, 2013 -2.13 Mn
Dec 31, 2012 4.14 Mn
Sep 30, 2012 -120,000.00
Jun 30, 2012 18,000.00
Mar 31, 2012 -1.88 Mn
Dec 31, 2011 4.39 Mn
Sep 30, 2011 23,000.00
Jun 30, 2011 14,000.00
Mar 31, 2011 -1.47 Mn
Dec 31, 2010 1.23 Mn