)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Capital Southwest (CSWC) investor relations material
Capital Southwest Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 Aug, 2025
Executive summary
Pre-tax net investment income was $32.7M ($0.61 per share), with $27.2M in realized gains from two equity exits and a portfolio at $1.8B fair value, 99% in first lien senior secured debt.
Net asset value per share was $16.59, slightly down from $16.70 in the prior quarter.
Regular dividends shifted from quarterly to monthly, with $0.58 per share declared and a $0.06 supplemental dividend, totaling $0.64 per share.
Portfolio granularity and conservative leverage (0.82x debt/equity) support a strong risk-return profile.
Raised $41.7M–$42M through the equity ATM program at a premium to NAV.
Financial highlights
Total investment income rose to $55.9M from $52.4M in the prior quarter, driven by higher cash interest and dividend income.
Weighted average yield on debt investments was 11.8%.
Non-accrual loans dropped to 0.8% of the portfolio at fair value, down from 1.7% in the prior quarter.
Net increase in net assets from operations was $27.0M, up from $17.6M in the prior quarter.
Operating expenses (excluding interest) were $8.0M, down from $8.7M in the prior quarter.
Outlook and guidance
Management expects increased origination activity and a robust pipeline, with $150M+ in originations anticipated.
Dividend payment frequency changed to monthly, with confidence in maintaining regular and supplemental dividends, supported by a $1 per share UTI balance.
Fitch affirmed BBB- corporate and secured debt ratings post quarter-end.
Management continues to focus on portfolio growth and strong dividend coverage.
Adequate liquidity is expected for the next twelve months, supported by cash, investment proceeds, and undrawn credit facilities.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Capital Southwest earnings date
Q2 20264 Nov, 2025
Next Capital Southwest earnings date
Q2 20264 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Capital Southwest Corporation is a business development company that provides credit and capital to middle-market companies. Its investments include senior secured loans, mezzanine debt, and equity co-investments across various industries. The company is headquartered in Dallas, Texas, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage