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Capital Southwest (CSWC) investor relations material
Capital Southwest Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Nov, 2025
Executive summary
Pre-tax net investment income was $34.0 million ($0.61 per share), with undistributed taxable income at $1.13 per share, and net realized gains of $3.5 million from an equity exit.
Total investment income for the quarter was $56.9 million, up 16.9% year-over-year, driven by higher average debt investment balances.
Portfolio at fair value reached $1.9 billion across 126 companies, with 90.9% in debt and 9.1% in equity, and a weighted average yield on debt investments of 11.5%.
Total dividends declared for the December quarter were $0.64 per share, including a $0.06 supplemental dividend.
Raised $350 million in 5.95% notes due 2030 and $40 million via the ATM program, using proceeds to redeem $221.9 million in earlier notes and strengthen the balance sheet.
Financial highlights
Net investment income for the quarter was $31.98 million, with total investment income at $56.9 million, and NAV per share rising to $16.62.
Regular and supplemental dividends totaled $0.64 per share for the quarter, with 104% dividend coverage over the last 12 months.
Loans on non-accrual represented 1% of the investment portfolio at fair value.
Cash and cash equivalents stood at $87.4 million; total net assets were $947.0 million.
Net realized and unrealized losses on investments totaled $6.4 million for the quarter.
Outlook and guidance
Origination pipeline remains robust, with expectations for similar deal volume and continued growth in new commitments, now averaging $150–$200 million per quarter.
Management expects continued portfolio growth and stable credit quality, supported by strong liquidity and capital resources.
Board declared regular monthly dividends of $0.1934 per share for October, November, and December 2025, plus a $0.06 supplemental dividend for December.
Confident in the ability to continue distributing supplemental dividends, supported by a strong UTI balance and unrealized appreciation.
Focus remains on originating first lien loans to lower middle market companies and maintaining a conservative leverage profile.
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Next Capital Southwest earnings date
Q3 20263 Feb, 2026
Next Capital Southwest earnings date
Q3 20263 Feb, 2026
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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.
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