ADIG · Adi Global Distribution Inc.
Price & Indicators
The closing range uses available history since Jul 30, 2026; less than a full year is stored.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 13, 2026TL;DR. ADI reported record Q2 revenue of $1.29B with 2% ADS growth and initiated standalone 2026 guidance of $4.95–$5.0B in revenue and $275–$295M adjusted standalone EBITDA, while year-over-year adjusted EBITDA margin compressed 70 bps due to higher OpEx, freight/tariff costs and business mix, and the residential AV category remained weak.
- + Initiated standalone 2026 guidance of $4.95–$5.0B in revenue and $275–$295M adjusted standalone EBITDA
- + Gross margin expanded 50 bps year-over-year to 22.7% including ~$20M of tariff refunds
- − Adjusted EBITDA declined 9% year-over-year to $86M and margin compressed 70 bps to 6.7%
- − Net cash used in operations of $76M in the first half vs. $32M provided in the prior year period
- − Supplier transition will create ~$6M of second-half gross margin headwind
- − Gross margin expected to face continued YoY pressure in the second half from tariff comparison, business mix, and supplier change
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $142M | Six Months Ended July 4, 2026 | — |
| Adjusted EBITDA Margin non-GAAP | 5.7% | Six Months Ended July 4, 2026 | — |
| Adjusted Standalone EBITDA Margin (estimate) non-GAAP | 5.5% | Six Months Ended July 4, 2026 | — |
| Average daily sales growth | 2% | Q2 FY2026 | — |
| Gross margin | 22.7% | Q2 FY2026 | — |
| Standalone Adjusted EBITDA (estimate) non-GAAP | $136M | Six Months Ended July 4, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Computer Hardware — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ADIG
this stock
Adi Global Distribution Inc.
|
$1.40B | — | — | — | 4.8% |
|
DELL
Dell Technologies Inc.
|
$357.57B | +338.7% | +18.8% | 32.7 | 2.2% |
|
SNDK
Sandisk Corp
|
$260.30B | +617.9% | +175.3% | 24.1 | 3.8% |
|
ANET
Arista Networks, Inc.
|
$255.61B | +57.9% | +28.6% | 64.1 | 1.1% |
|
STX
Seagate Technology Holdings plc
|
$207.79B | +222.1% | -36.7% | 66.0 | 4.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- % held
- 0.0%
- Net QoQ
- +80 sh
- Top holder
- COMPASS FINANCIAL MANAGEM…
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ADIG | -4.9% | -14.7% | — | -1.7% | — |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -6.1% | -15.3% | — | -3.3% | — |