GIC · GLOBAL INDUSTRIAL Co
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Global Industrial reported Q2 2026 sales of $386.6M, up 7.7% (9.3% on an average daily sales basis), with operating income of $49.3M benefiting from a one-time $26.2M IEEPA tariff refund; excluding the refund, gross margin of 34.7% was in line with historical performance. The Board declared a $0.28 per share dividend and the company repurchased ~160,000 shares.
- + Operating income from continuing operations rose 47.2% to $49.3M and EPS rose 47.7% to $0.96 on a GAAP basis, aided by a $26.2M IEEPA tariff refund
- + Strong balance sheet with $86.7M cash, ~$119.8M credit facility availability, and $41.3M operating cash flow in the quarter
- + Management is actively building an M&A pipeline to accelerate go-to-market expansion
- − Q2 had one less U.S. selling day (63 vs. 64), and the July 4th holiday shift from Q3 to Q2 impacted calendar comparisons
- − No further material IEEPA tariff refunds are expected, removing a tailwind that boosted Q2 results
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 BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GIC
this stock
GLOBAL INDUSTRIAL Co
|
$1.58B | +49.2% | +4.8% | — | 1.6% |
|
GWW
W.W. Grainger, Inc.
|
$58.55B | +26.9% | +4.5% | 31.7 | 2.2% |
|
FAST
Fastenal Co
|
$57.87B | +26.5% | +8.7% | 43.1 | 3.1% |
|
FERG
Ferguson Enterprises Inc. /DE/
|
$43.09B | +0.3% | +0.3% | — | 3.0% |
|
WCC
Wesco International Inc
|
$17.91B | +56.0% | +2.2% | 25.4 | 3.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GIC | +5.1% | +11.3% | +30.2% | +4.0% | +49.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +5.3% | +11.8% | +18.0% | +3.1% | +36.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.