Capital Southwest (CSWC) Retained Earnings (2011 - 2026)
Capital Southwest (CSWC) posted quarterly Retained Earnings of -$79.0 million for Q1 2026, down 108.24% year-over-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.
- In Q1 2026, Retained Earnings fell 108.24% year-over-year to -$79.0 million; the TTM figure through Mar 2026 stood at -$79.0 million (down 108.24% YoY), while the FY2026 annual figure was -$79.0 million, down 108.24% from the prior year.
- Retained Earnings for Q1 2026 stood at -$79.0 million, down from $1.1 billion in the prior quarter.
- The five-year high for Retained Earnings was $1.1 billion in Q4 2025, with the low 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.
- Peak annual rise in Retained Earnings reached 1925.79% in 2025, while the deepest fall reached 111.64% in 2025.
- Capital Southwest's Retained Earnings stood at -$41.2 million in 2023, then sank by 107.77% to -$85.6 million in 2024, then surged by 1335.31% to $1.1 billion in 2025, then slumped by 107.47% to -$79.0 million in 2026.
- Business Quant data shows CSWC's Retained Earnings at -$79.0 million in Q1 2026, $1.1 billion in Q4 2025, and -$107.5 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.02 Bn | 165.15 Bn | - | 40.21 Bn |
| 2 | Blackstone | 114.47 Bn | 111.96 Bn | - | -18.65 Mn |
| 3 | Kkr | 96.88 Bn | -180.19 Bn | - | - |
| 4 | Brookfield | 93.17 Bn | 45.76 Bn | - | - |
| 5 | Brookfield Asset Management | 83.58 Bn | 82.08 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 78.48 Bn | 53.11 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 51.38 Bn | 51.38 Bn | - | - |
| 8 | Ameriprise Financial | 51.04 Bn | 39.99 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Raymond James Financial | 33.90 Bn | 20.64 Bn | - | 14.98 Bn |
| 10 | Capital Southwest | 1.52 Bn | 1.46 Bn | - | 1.14 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.14 Bn |
| 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 |