Global Industrial
Sells industrial equipment and MRO supplies through e-commerce and account-manager channels.
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Profile
Distributes industrial and MRO products in North America through branded e-commerce sites, account managers, and private brands. The business is organized as a single reportable segment, with competition coming from national distributors, online resellers, manufacturers, and regional dealers.
Sells industrial and MRO equipment and supplies across North America through branded e-commerce sites and relationship marketers. Core categories include material handling, storage and shelving, safety and security, janitorial and facility maintenance, HVAC and fans, and other workplace products.
Builds the catalog around a mix of national brands, Global Industrial Exclusive Brands, and private labels such as Nexel, Paramount, Interion, and Absocold. Account managers and specialized teams serve commercial, public-sector, manufacturing, construction, healthcare, hospitality, and logistics customers.
Operates as a single reportable industrial-distribution segment focused on the U.S. and Canada. Competition comes from large distributors, online resellers, manufacturers' direct sales representatives, warehouse stores, and regional or local dealers.
Company facts
Key statistics
Year to date +34.7% · Average volume (30d) 123.6K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.54 | $0.96 | +77.8% | $377.4M | $386.6M | +2.4% | +3.61% |
| May 5, 2026Q1 FY26 | $0.41 | $0.39 | −4.9% | $344.1M | $350.4M | +1.8% | −9.41% |
| Feb 24, 2026Q4 FY25 | $0.35 | $0.38 | +8.6% | $324.8M | $345.6M | +6.4% | +7.40% |
| Oct 28, 2025Q3 FY25 | $0.58 | $0.48 | −17.2% | $324.9M | $353.6M | +8.8% | −18.11% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $321.0M | $358.9M | $353.6M | $345.6M | $350.4M | $386.6M | |
| Gross profit | $112.1M | $133.0M | $126.0M | $119.1M | $121.9M | $155.4M | |
| Operating income | $18.2M | $33.5M | $26.3M | $19.6M | $20.6M | $49.3M | |
| Net income | $13.6M | $25.1M | $18.8M | $14.6M | $16.6M | $37.1M | |
| Diluted EPS | $0.35 | $0.65 | $0.48 | $0.37 | $0.42 | $0.96 | |
| Gross margin | 34.9% | 37.1% | 35.6% | 34.5% | 34.8% | 40.2% | |
| Operating margin | 5.7% | 9.3% | 7.4% | 5.7% | 5.9% | 12.8% |
Fiscal years (4-quarter sums)FY21 $1.06B · FY22 $1.17B · FY23 $1.27B · FY24 $1.32B · FY25 $1.38B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $86.7M · Total debt $98.9M · Total assets $628.4M · Shareholders' equity $342.7M
Dividends
Raised for 9 straight years — most recently to $0.28 from $0.26 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 17, 2026 | Aug 17 | Aug 24 | $0.28 | |
| May 18, 2026 | May 18 | May 26 | $0.28 | |
| Mar 9, 2026 | Mar 9 | Mar 16 | $0.28 | raised from $0.26 |
| Nov 10, 2025 | Nov 10 | Nov 17 | $0.26 | |
| Aug 11, 2025 | Aug 11 | Aug 18 | $0.26 | |
| May 12, 2025 | May 12 | May 19 | $0.26 | |
| Mar 10, 2025 | Mar 10 | Mar 17 | $0.26 | raised from $0.25 |
| Nov 8, 2024 | Nov 11 | Nov 18 | $0.25 |
Ownership
Shares outstanding 38.26M · Float 7.81M · 20.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 3.20M | 8.36% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 1.59M | 4.17% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 909.4K | 2.38% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 606.5K | 1.59% | 13F | Aug 13, 2026 |
| Geode Capital Management, LLC | 499.0K | 1.30% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Thomas Axmacher | officer: VP & Controller | −952 | $39.10 |
| Aug 6, 2026 | Thomas Eugene Clark | officer: SVP & Chief Financial Officer | −17,500 | $39.14 |
| Aug 6, 2026 | Thomas Axmacher | officer: VP & Controller | −1,848 | $38.60 |
| Mar 27, 2026 | Christopher Longhito | other: FMR SVP & CSCO | −14,558 | $31.04 |
| Mar 26, 2026 | Christopher Longhito | other: FMR SVP & CSCO | −728 | $31.46 |
Peers
- W.W. Grainger
Broad-line MRO and online catalog rival
- Fastenal
Fasteners, safety, onsite replenishment, and MRO overlap
- MSC Industrial Direct
Metalworking-led MRO distributor with e-commerce overlap
- Amazon
B2B marketplace pressure on digital MRO tail spend
- WESCO International
Electrical, safety, and industrial MRO distribution overlap
- Ferguson
Plumbing, HVAC, facilities, and trade-supply overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Global Industrial | $39.60 | −0.04% | $1.52B | 17.8 | 19.4 | 1.1 | +7.7% |
| W.W. Grainger | $1,306.30 | +0.02% | $61.67B | 33.3 | 26.9 | 3.3 | +10.3% |
| Fastenal | $50.06 | +0.56% | $57.12B | 42.2 | 37.3 | 6.5 | +14.7% |
| MSC Industrial Direct | $119.20 | 0.00% | $6.66B | 28.8 | 22.7 | 1.7 | +7.8% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| WESCO International | $336.42 | 0.00% | $16.39B | 23.2 | 18.5 | 0.7 | +13.0% |
| Ferguson | $228.49 | +0.03% | $44.31B | 21.9 | 19.0 | 1.4 | +3.0% |
| Median | 26.0 | 24.8 | 2.5 | +11.6% |