's ROI from its second quarter of 2026 to the second quarter of 2026 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is 's ROI in the second quarter of 2026?
Capital Southwest Corporation achieved a return on average invested assets (ROI) of 4.65 % in its second quarter of 2026, which is below 's average return on investment, which stands at 4.99%.

ROI decreased relative to the period ending Jun 30 2026, due to the decline in net income.

Within the sector Capital Southwest Corporation achieved the highest return on investment. While the total ranking for ROI remained the same, compared to the first quarter of 2026 at no. .

Definition and Formula of Return on Investment

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Return On Investment	(Sep 30 2026) II. Quarter	(Jun 30 2026) I. Quarter	(Mar 31 2026) IV. Quarter	(Dec 31 2025) III. Quarter	(Sep 30 2025) II. Quarter
Y / Y Investment Change TTM	20.78 %	20.76 %	20.15 %	21.84 %	33.91 %
Y / Y Net Income Change TTM	22.81 %	32.14 %	99.95 %	164.63 %	281.1 %
Investment (TTM) in Millions	2,525	2,316	2,174	2,116	2,018
Return On Investment (TTM)	4.65 %	5.12 %	5.53 %	5.23 %	4.57 %
CSWC's Overall Ranking	#	#	#	#	#
Seq. Investment Change TTM	5.88 %	5.44 %	3.7 %	4.32 %	5.87 %
Seq. Net Income Change TTM	-3.79 %	-2.34 %	9.62 %	19.23 %	3.51 %
Net Income (TTM) in Millions	106	110	113	103	86

CSWC Company Profile >> Back to CSWC Roi Comparisons >> See Annual CSWC Return On Investment

Return On Investment CSWC's Ranking
Within:	No.
Industry	# 0
Sector	# 0
Overall	#

Return On Investment Statistics
High	Average	Low
7.12 %	4.99 %	2.94 %
(Dec 31 2023)		(Mar 31 2023)

Financial Statements
's II. Quarter Investments	$ 2,525 Millions	CSWC's Balance sheet
's II. Quarter Income	$ 21 Millions	Quarterly CSWC's Income Statement
CSWC's Income by Division		See CSWC's Income by Division

CSWC Annual Return On Investment	(Mar 31 2026) 2026	(Mar 31 2025) 2025	(Mar 31 2024) 2024	(Mar 31 2021) 2023	(Mar 31 2013) 2012
Total Investments in Millions	2,174	1,883	1,420	962	672
Y / Y Investment Growth	15.49 %	32.6 %	47.63 %	43.03 %	23.92 %
Net Income in Millions	113	71	83	51	2
Y / Y Net Income Growth	60.17 %	-15.4 %	63.88 %	1937.77 %	13.19 %
Annual Return On Investment	5.2 %	3.75 %	5.87 %	5.29 %	0.37 %

Annual Roi Comment

In the fiscal year 2026 ROI improved to 5.2 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Industry Roi Trends and Statistics
Sector Return On Investment Statistics
Roi Trends for overall market
CSWC's Roi Ratio versus Industry, Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for CSWC's Competitors
Subscribers only: Roi for 's Suppliers
Subscribers only: Return On Investment for CSWC's Customers

Other Ratios
CSWC's Roa	CSWC's Inventory Turnover Ratio	CSWC's Growth Rates	CSWC's Dividend Statistics
	CSWC's Profitability Ratios	CSWC's Asset Turnover Ratio	CSWC's Dividend Growth
CSWC's Roe	CSWC's Valuation Ratios	CSWC's Financial Strength Ratios	CSWC's Dividend Payout Ratio

Companies with similar Return On Investment at Sep 30 2026, within Sector	ROI
Hercules Capital Inc	7.47 %
Capital Southwest Corporation	4.77 %
Fidus Investment Corporation	4.57 %
Ares Capital Corporation	2.90 %
Sixth Street Specialty Lending Inc	2.28 %
Nuveen Churchill Direct Lending Corp	1.43 %
Runway Growth Finance Corp	0.99 %

Date modified: 2026-11-03T09:57:49+00:00

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