Capital Southwest (CSWC) Retained Earnings (2011 - 2026)
Capital Southwest (CSWC) recorded quarterly Retained Earnings of -$79.0 million in Q1 2026, down 3.34% quarter-over-quarter from -$76.5 million in Q4 2025, and up 10.95% on a YoY basis from -$71.2 million in Q1 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.
- In Q1 2026, Retained Earnings rose 10.95% year-over-year to -$79.0 million; the TTM figure through Mar 2026 stood at -$79.0 million (up 10.95% YoY), while the FY2026 annual figure was -$79.0 million, up 10.95% from the prior year.
- Retained Earnings was -$79.0 million for Q1 2026 at Capital Southwest, down from -$76.5 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of -$40.9 million in Q2 2023 to a low of -$107.5 million in Q3 2025.
- Historically, Retained Earnings has averaged -$69.1 million across 4 years, with a median of -$75.8 million in 2024.
- The sharpest annual moves came in 2024 and 2026: Retained Earnings plunged 107.77% in 2024, then grew 10.95% in 2026.
- A 4-year view of Retained Earnings shows it stood at -$41.2 million in 2023, then slumped by 107.77% to -$85.6 million in 2024, then rose by 10.67% to -$76.5 million in 2025, then retreated by 3.34% to -$79.0 million in 2026.
- The last three Retained Earnings figures came in at -$79.0 million (Q1 2026), -$76.5 million (Q4 2025), and -$107.5 million (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 39.18 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | -15.77 Mn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 14.08 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 5.16 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 28.43 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 17.07 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | -1.66 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 14.49 Bn |
| 10 | Capital Southwest | 1.33 Bn | 1.30 Bn | - | -79.01 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -79.01 Mn |
| Dec 31, 2025 | -76.46 Mn |
| Sep 30, 2025 | -107.48 Mn |
| Jun 30, 2025 | -97.06 Mn |
| Mar 31, 2025 | -88.72 Mn |
| Dec 31, 2024 | -85.58 Mn |
| Sep 30, 2024 | -75.84 Mn |
| Jun 30, 2024 | -68.01 Mn |
| Mar 31, 2024 | -52.53 Mn |
| Dec 31, 2023 | -41.19 Mn |
| Sep 30, 2023 | -43.09 Mn |
| Jun 30, 2023 | -40.95 Mn |
| Mar 31, 2023 | -41.85 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 |