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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Capital Southwest
Capital Southwest (CSWC) investor relations material
Capital Southwest Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary3 Nov, 2026
Executive summary
Pre-tax net investment income was $37.2 million, or $0.58 per share; portfolio fair value reached $2.41 billion across 153 companies at September 30, 2026.
Record originations totaled $391.0 million in commitments; $74.2 million of exits generated a 14.5% weighted average IRR.
Financial highlights
Total investment income was $67.2 million; net investment income was $36.3 million, or $0.56 per basic share, and net increase in net assets from operations was $21.4 million.
Net realized and unrealized investment losses were $13.4 million, including $14.6 million of debt-investment depreciation partly offset by $1.7 million of equity appreciation.
NAV was $16.64 per share, versus $16.61 in the prior quarter; ATM issuance above NAV partly offset investment losses.
Declared a $0.58 regular and $0.06 supplemental dividend for the quarter ending December 31, 2026; estimated UTI was $0.92 per share at September 30.
Outlook and guidance
Management expects quarterly originations to trend toward $250 million as the expanded investment team ramps; regulatory leverage is targeted at 0.9x–1.0x, with repayments expected to rise in the December quarter.
Management expects operating leverage to remain at 1.4%–1.5%; future supplemental-dividend decisions depend partly on UTI levels.
Desert Star’s $25 million equity commitment is expected to be deployed over three years, targeting a 14%–16% return once fully ramped.
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Latest events from Capital Southwest
- Proposal seeks shareholder approval to increase authorized shares for capital flexibility.CSWC
Proxy filing - Shareholders are urged to approve more authorized shares to support growth and capital flexibility.CSWCProxy filing
- Shareholders must urgently respond to a critical investment matter via Broadridge.CSWCProxy filing
- Approval is sought to increase authorized shares, preserving flexibility for future growth.CSWCProxy filing
- Shareholders are urged to approve an increase in authorized shares to support future growth.CSWCProxy filing
- Proposal to increase authorized shares aims to preserve growth flexibility and shareholder value.CSWCProxy filing
- $2.2B portfolio, $35M pre-tax net investment income, $0.64/share dividends declared.CSWCQ1 2027
- Shareholders are voting on a charter amendment to increase authorized shares for future growth.CSWCProxy filing
- All proposals passed, with adjournment approved to solicit proxies for a charter amendment.CSWCAGM 2026
Next Capital Southwest earnings date
Q3 20272 Feb, 2027
Capital Southwest
Next Capital Southwest earnings date
Q3 20272 Feb, 2027
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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.