The preliminary beat vs consensus is a positive signal, but the finalized results on November 2 will confirm the magnitude. Watch for the formal 10-Q filing and any guidance updates on portfolio performance and dividend sustainability.
Price Chart
Executive Summary
Capital Southwest Corporation issued a preliminary earnings release for Q2 FY2027 (quarter ended September 30, 2026), estimating pre-tax net investment income of $0.58-$0.59 per share and net investment income of $0.56-$0.57 per share. The pre-tax NII midpoint of $0.585 is above the $0.55 consensus EPS, suggesting a beat, but the finalized results will not be released until November 2, 2026. The preliminary nature and wide range introduce uncertainty.
Key Financial Metrics
Key Facts
- Preliminary Q2 FY2027 pre-tax net investment income estimated at $0.58-$0.59 per share (midpoint $0.585).
- Preliminary net investment income estimated at $0.56-$0.57 per share.
- Preliminary net asset value per share estimated at $16.62-$16.67 as of September 30, 2026.
- Consensus EPS estimate was $0.55; the pre-tax NII midpoint of $0.585 implies a ~6.4% beat.
- Finalized Q2 FY2027 results to be released on November 2, 2026, after market close.
- Company had approximately $2.2 billion in investments at fair value as of June 30, 2026.
Financial Impact
Pre-tax NII midpoint of $0.585 vs consensus $0.55 EPS, a ~6.4% beat; NAV per share estimated at $16.62-$16.67.
Risk Factors
- Preliminary estimates are subject to change upon completion of quarter-end closing and fair value procedures.
- Final results could differ materially from these preliminary ranges.
- BDC sector sensitivity to interest rate changes and credit quality of portfolio companies.
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3382155 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 8-K | $23.08 $22.37 | ▼ −3.08% | ▼ −2.65% | $22.74 (−1.47%) |
Oct 15, 2026 11d ago | Press Release | $23.08 $22.37 | ▼ −3.08% | ▼ −2.65% | $22.74 (−1.47%) |
Sep 10, 2026 6w ago | Press Release | $24.19 $23.42 | ▼ −3.18% | ▼ −2.96% | $22.74 (−5.99%) |
Aug 25, 2026 8w ago | DEFA14A | $25.24 $24.74 | ▼ −1.98% | ▼ −1.86% | $22.74 (−9.90%) |
Aug 21, 2026 9w ago | Institutional Cluster | $24.96 $25.47 | ▲ +2.04% | ▲ +1.57% | $22.74 (−8.89%) |
Aug 7, 2026 11w ago | 8-K | $25.14 $24.64 | ▼ −1.99% | ▼ −1.94% | $22.74 (−9.55%) |
Aug 4, 2026 11w ago | DEFA14A | $24.42 $25.11 | ▲ +2.83% | ▲ +2.47% | $22.74 (−6.88%) |
Aug 4, 2026 11w ago | DEFA14A | $24.42 $25.11 | ▲ +2.83% | ▲ +2.47% | $22.74 (−6.88%) |
Aug 3, 2026 12w ago | Press Release | $24.72 $25.05 | ▲ +1.33% | ▲ +1.43% | $22.74 (−8.01%) |
Jul 30, 2026 12w ago | DEFA14A | $23.59 $25.13 | ▲ +6.53% | ▲ +3.02% | $22.74 (−3.60%) |
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