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Capital Southwest CSWC Midwest — Investments at fair value

Other geography segments

Northeast
$576.28M+22.8%
Southwest
$446.24M+37.7%
Southeast
$421.73M+33.9%
West
$358.53M-7.8%
International
$31.79M-31.6%

Similar metrics at other companies

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OCSLMidwest — Investments at fair value
$494.45M0.0%
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BXSLAsia — Investments at fair value
$12.09M+1,856%
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BXSLCanada — Investments at fair value
$151.49M+26.8%
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BXSLEurope — Investments at fair value
$1.71B+43.9%
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OCSLInternational — Investments at fair value
$314.4M+7.6%
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OCSLNortheast — Investments at fair value
$975M+2.4%

Other financials

Income statement

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Net income$27.5M+56.5%
EPS (diluted)$0.44+25.7%

Balance sheet

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Cash & equivalents$29.4M-34.4%
Total debt$1.1B+18.2%
Total equity$1.0B+14.4%
Total assets$2.2B+15.7%

Cash flow

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Operating cash flow-$59.1M-0.7%
CapEx$49.0K-87.6%
Free cash flow-$59.2M-0.1%

Valuation

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Market cap$1.6B+26.9%
Enterprise value$2.71B+18.0%
P/E14.2×-0.9×

Returns & leverage

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Return on equity11.9%+3.3pp
Debt / equity1.1×0.0×

Where this comes from

Reported directly by Capital Southwest in its filing.

Tagged under the XBRL concept us-gaap:InvestmentOwnedAtFairValue.

The source filing: Capital Southwest’s 10-K, filed May 19, 2026.

Filed
May 19, 2026, 4:51 PM EDT
Fiscal year
FY2026
Accession
0000017313-26-000035
March 31, 2026:Fair ValuePercentage of Total Portfolioat Fair ValuePercentage of Net Assets at Fair ValueCostPercentage of Total Portfolioat Cost
Southwest446,24421.344.1433,46820.4
Southeast421,73020.141.8460,15121.7
West358,52917.135.5351,24616.6
Midwest262,87912.526.0264,80112.5
International31,7851.53.129,9241.4
$2,097,446100.0%207.5%$2,119,485100.0%
March 31, 2025:
Northeast$469,27126.3%53.1%$474,64226.7%

Item 8. Financial Statements and Supplementary Data

FAQ

What is Capital Southwest's midwest — investments at fair value?
Capital Southwest (CSWC) reported midwest — investments at fair value of $262.88M in Q1 2026.
How has Capital Southwest's midwest — investments at fair value changed year-over-year?
Capital Southwest's midwest — investments at fair value increased by 8.7% year-over-year, from $241.81M to $262.88M.
What is the long-term trend for Capital Southwest's midwest — investments at fair value?
Over 2 years (2024 to 2026), Capital Southwest's midwest — investments at fair value has grown at a 18.5% compound annual growth rate (CAGR), from $739.44M to $1.04B.
What does midwest — investments at fair value mean?
Represents the total fair market value of all debt and equity investments held by the company within the Midwest geographic region. This metric tracks the current valuation of regional assets to assess the firm's exposure to specific local markets. It serves as a key indicator of the capital deployed in this geography at the reporting date.

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