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CSW Industrials

CSWIsupplier

CSW Industrials is a diversified industrial manufacturer of niche, high-margin specialty products (HVAC chemicals, smoke/fire protection, industrial lubricants) distributed through trade channels.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($893M)

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HVAC/R (52%)
Architectual Building Products (28%)
Industrial (20%)

Segment Breakdown & Key Customers

Product Details

HVAC/R Products (RectorSeal, Whitmore)52%

HVAC sealants, coil-cleaning chemicals, condensate management products — distributed through HVAC wholesale channels.

Plumbing & Electrical (Cover Guard, Smoke Guard)28%

Architectural smoke and fire protection products for building infrastructure.

Industrial Products (Jet-Lube, Deacon)20%

Lubricants, thread sealants, and high-temperature compounds for oil & gas and industrial maintenance.

Supply Chain Relationships

Key Customers

Carrier Global

Carrier HVAC aftermarket parts

Impact: significant

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of CSW Industrials.

Company Info

Headquarters

Dallas, Texas, USA

Founded

2015

Employees

4,000

Sector Overview — 산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정