Capital Southwest (CSWC) Revenue TTM: History & Chart

Capital Southwest Corporation(CSWC)

Asset Management · Dallas, TX

$23.57+0.05 (+0.21%)

Delayed quote: Oct 5, 2026, 4:00 PM EDT

About Capital Southwest Corporation

Capital Southwest Corporation operates as a business development company (BDC), specializing in credit, private equity, and venture capital investments focused on middle market companies throughout the United States. The firm engages across various investment stages, including mezzanine financing, later-stage and mature businesses, late venture, emerging growth enterprises, buyouts, recapitalizations, and growth capital funding. The company explicitly refrains from investing in startups, publicly traded entities, real estate developments, project finance opportunities, oil and gas exploration ventures, troubled companies, turnaround situations, or businesses facing significant departures of senior management. Within the lower middle market, Capital Southwest provides capital for growth initiatives, bolt-on and new platform acquisitions, refinancing, dividend recapitalizations, and both sponsor-led and management buyouts. Its investment structures are diverse, encompassing Unitranche debt, subordinated debt, senior debt, first and second lien debt, alongside preferred and common equity. The firm also participates in equity co-investments alongside its debt financing, taking non-controlling stakes up to 20% of the total transaction value. Investment criteria for target companies include revenues exceeding $10 million, consistent profitability, and a historical annual growth rate of at least 15%. For lower middle market opportunities, the firm typically seeks businesses with less than $15 million in EBITDA, while also opportunistically considering upper middle market ventures, generally defined as companies with EBITDA greater than $50 million. Capital Southwest strategically focuses its investments within several key industry sectors: Industrial manufacturing and services Value-added distribution Healthcare products and services Business services Specialty chemicals Food and beverage Tech-enabled services and SaaS models More specifically, the firm seeks opportunities in: Energy services and products: This segment includes all industry facets (upstream, midstream, downstream) with the exclusion of direct exploration and production. Focus areas encompass differentiated products and services, equipment and tool rentals, consumable products, and drilling and completion chemicals. Industrial technologies: Covering automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring, and testing solutions, professional tools, and sensors and instrumentation. Specialty chemicals and products: This segment targets businesses involved in the development and manufacture of highly differentiated products such as adhesives, coatings, sealants, catalysts, absorbents, cosmeceuticals, fine chemicals, flavors, fragrances, performance lubricants, polymers, plastics, composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, and specified high-performance materials for fire protection and oilfield applications. Additionally, the firm considers exceptional opportunities within building products. Beyond direct investments, Capital Southwest allocates capital to syndicated first and second lien term loans in the upper middle market. The criteria for these syndicated loans include: First Lien: Companies with EBITDA over $30 million, closing leverage exceeding 4x, an investment hold size between $5 million and $7 million, and an investment yield greater than 6.5%. Second Lien: Companies with EBITDA surpassing $50 million, closing leverage above 6x, an investment hold size between $5 million and $7 million, and an investment yield exceeding 9%. The firm's investment sizes typically range from $5 million to $25 million for securities generally. Specifically, equity investments can range from $5 million to $50 million, while debt investments typically fall between $5 million and $20 million. Co-investment transaction sizes can extend up to $40 million. While its equity co-investments are exclusively non-controlling, the firm generally maintains flexibility in taking both majority and minority positions across its investment portfolio. Capital Southwest has the capacity to hold investments for extended periods and may also utilize warrants as an investment mechanism. The firm prioritizes obtaining Board representation in its portfolio companies. Capital Southwest Corporation was established on April 19, 1961, and is headquartered in Dallas, Texas.

Dallas, TX

36 employees

www.capitalsouthwest.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Michael Scott Sarner

View full financials

Revenue

Trailing-twelve-month (TTM) revenue is $229.78 Million with a year-over-year growth of +26.77%. Revenue represents the total income generated from the company's primary business operations.

Net Income|Revenue CAGR|Financials|Income Statement|Profit Margin

How this was calculated

Trailing-12-month revenue adds these four fiscal quarters. Amounts are in USD, rounded only to whole currency units.

Revenue calculation and filing references
Fiscal period	Revenue	Source
Q2 FY2026Period ended 2025-09-30	$52,399,000	Filing link unavailableFMP normalized income statementFiling date supplied by FMP: 2025-11-03
Q3 FY2026Period ended 2025-12-31	$61,939,000	Filing link unavailableFMP normalized income statementFiling date supplied by FMP: 2026-02-02
Q4 FY2026Period ended 2026-03-31	$53,997,000	Filing link unavailableFMP normalized income statementFiling date supplied by FMP: 2026-05-19
Q1 FY2027Period ended 2026-06-30	$61,449,000	Filing link unavailableFMP normalized income statementFiling date supplied by FMP: 2026-08-03
TTM revenue	$229,784,000

Current P/S: $1,464,656,299 market capitalization ÷ $229,784,000 TTM revenue = 6.37x.

Market capitalization source: FMP quote. Quote observed 2026-10-05T20:00:02.000Z. Latest revenue period ended 2026-06-30.

Current market capitalization comes from the quote provider. EPS weighted-average shares are a separate measure.

These references are supplied through FMP. Full filing context identifiers and dimensional metadata are unavailable in the normalized feed.

Revenue

CSWC Revenue

$61.45M

Reported quarterly revenue; no daily interpolation. Q1 FY2027 (2026-06-30): $61.45M.

+497.81% over 10Y

CSWC P/S Ratio

Full P/S Ratio page

P/S Ratio

CSWC P/S Ratio Chart

6.37

FMP quote market capitalization / revenue from four consecutive issuer fiscal quarters Quote observation: 2026-10-06T12:56:16.582Z. Historical values estimate market capitalization from statement-period weighted shares. Comparisons with the current quote-based value are approximate. Only filing versions delivered by FMP are available for the historical calculation. Historical series through 2026-10-05.

Revenue (TTM)

$229.78M

$229.78 Million

Year-over-Year Growth

+26.77%

vs. $181.26M a year ago (TTM)

Revenue CAGR

+18.61%

5 Year compound annual growth rate

Revenue CAGR (Compound Annual Growth Rate)

1 Year

+26.77%

3 Year

+25.46%

5 Year

+18.61%

10 Year

+29.58%

15 Year

+21.74%

20 Year

+5.50%

CAGR shows the annualized growth rate over the specified period, smoothing out year-to-year volatility.

Annual Revenue History

Year	Revenue	YoY Change	% Change
2026	$245.94M	+$82.12M	+50.13%
2025	$163.81M	+$11.66M	+7.67%
2024	$152.15M	+$61.82M	+68.44%
2023	$90.33M	($12.60M)	(12.24%)
2022	$102.93M	+$30.35M	+41.82%
2021

Revenue Growth Summary

TTM Growth

+26.77%

3-Year CAGR

+25.46%

5-Year CAGR

+18.61%

Financial period ended June 30, 2026

Revenue

CSWC Revenue

CSWC P/S Ratio

CSWC P/S Ratio Chart

Revenue (TTM)

Year-over-Year Growth

Revenue CAGR

Revenue CAGR (Compound Annual Growth Rate)

Annual Revenue History

Revenue Growth Summary

Related Metrics

CSWC Quarterly Revenue Growth (YoY)