How has Capital Southwest's defined benefit plan discount rate changed year-over-year?

Capital Southwest's defined benefit plan discount rate increased by 4.8% year-over-year, from $0.05 to $0.06.

What is the long-term trend for Capital Southwest's defined benefit plan discount rate?

Over 5 years (2021 to 2026), Capital Southwest's defined benefit plan discount rate has grown at a 14.9% compound annual growth rate (CAGR), from $0.03 to $0.06.

Capital Southwest CSWC Defined Benefit Plan Discount Rate

Defined Benefit Plan Discount Rate at other companies

Carrier GlobalCARR

4.5%+0.2pp

Medline, Inc. MDLN

7%+0.7pp

Regal RexnordRRX

5.4%+0.7pp

Knight-Swift Transportation Holdings Inc.KNX

5.2%-0.2pp

BrukerBRKR

3.6%+0.5pp

Charles River LaboratoriesCRL

5.2%+0.5pp

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$1.43B+24.4%

Enterprise value$2.53B+22.8%

P/E12.6×-3.6×

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:DefinedBenefitPlanAssumptionsUsedCalculatingBenefitObligationDiscountRate.

The official record: Capital Southwest’s 10-K, filed May 19, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Capital Southwest's defined benefit plan discount rate?: Capital Southwest (CSWC) reported defined benefit plan discount rate of $0.06 in Q1 2026.
How has Capital Southwest's defined benefit plan discount rate changed year-over-year?: Capital Southwest's defined benefit plan discount rate increased by 4.8% year-over-year, from $0.05 to $0.06.
What is the long-term trend for Capital Southwest's defined benefit plan discount rate?: Over 5 years (2021 to 2026), Capital Southwest's defined benefit plan discount rate has grown at a 14.9% compound annual growth rate (CAGR), from $0.03 to $0.06.