Capital Southwest (CSWC) Retained Earnings (2011 - 2026)
Capital Southwest's (CSWC) quarterly Retained Earnings came in at -$79.0 million in Q1 2026, down 108.24% year-on-year from $959.1 million in Q1 2025, and down 107.47% quarter-over-quarter from $1.1 billion in Q4 2025.
Capital Southwest (CSWC) Retained Earnings (2011 - 2026) Analysis & Trends
Capital Southwest's Retained Earnings history runs 7 years deep, the most recent figure standing at -$79.0 million for Q1 2026.
- On a quarterly basis, Retained Earnings fell 108.24% year-over-year to -$79.0 million in Q1 2026; TTM through Mar 2026 was -$79.0 million, a 108.24% decrease from a year earlier, with the FY2026 full-year figure at -$79.0 million, down 108.24% from the prior year.
- Retained Earnings declined to -$79.0 million in Q1 2026 per CSWC's latest filing, from $1.1 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $1.1 billion in Q4 2025 and bottomed at -$107.5 million in Q3 2025.
- The 4-year median for Retained Earnings is -$41.2 million (2023), against an average of $332.0 million.
- Biggest YoY gain for Retained Earnings was 1925.79% in 2025; the steepest drop was 111.64% in 2025.
- Year by year, Retained Earnings stood at -$41.2 million in 2023, then plunged by 107.77% to -$85.6 million in 2024, then soared by 1335.31% to $1.1 billion in 2025, then sank by 107.47% to -$79.0 million in 2026.
- Per Business Quant, the three latest CSWC Retained Earnings figures stand at -$79.0 million (Q1 2026), $1.1 billion (Q4 2025), and -$107.5 million (Q3 2025).
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | Capital Southwest | 1.42 Bn | 1.39 Bn | - | -79.01 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -79.01 Mn |
| Dec 31, 2025 | 1.06 Bn |
| Sep 30, 2025 | -107.48 Mn |
| Jun 30, 2025 | -97.06 Mn |
| Mar 31, 2025 | 959.12 Mn |
| Dec 31, 2024 | -85.58 Mn |
| Sep 30, 2024 | -75.84 Mn |
| Jun 30, 2024 | 833.63 Mn |
| Mar 31, 2024 | -52.53 Mn |
| Dec 31, 2023 | -41.19 Mn |
| Sep 30, 2023 | 690.88 Mn |
| Jun 30, 2023 | 667.44 Mn |
| Mar 31, 2023 | 646.59 Mn |
| Mar 31, 2013 | -706,000.00 |
| Dec 31, 2012 | 1.43 Mn |
| Sep 30, 2012 | -1.20 Mn |
| Jun 30, 2012 | 1.08 Mn |
| Mar 31, 2012 | 412,000.00 |
| Dec 31, 2011 | -2.29 Mn |
| Sep 30, 2011 | -593,000.00 |