DSGR

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Distribution Solutions Group (DSGR) has released its first quarter 2026 results, providing updated figures for review. Sales were US$496 million, while net income was US$0.382 million. See our latest analysis for Distribution Solutions Group. The first quarter results, with higher sales but weaker net income, arrived as the share price sits at US$27.49. The 30 day share price return is 3.42%, the 90 day share price return is 10.92% and the 1 year total shareholder return is 8.44%, suggesting recent momentum has cooled compared to the longer term picture. If DSGR’s mixed quarter has you thinking about other opportunities, it could be a good moment to widen your search with 19 top founder-led companies With annual sales close to US$2.0b, net income of US$5.47 million, and the stock trading at US$27.49, is DSGR quietly undervalued, or is the market already pricing in any future growth? Analysts who follow Distribution Solutions Group see a fair value of $35.50 per share, compared with the latest close at $27.49, and build a detailed long term earnings story around that gap. Read the complete narrative. Curious what kind of earnings ramp, margin lift, and valuation multiple need to come together to justify that higher fair value label? The full narrative lays out specific revenue trends, profitability targets, and a future earnings multiple that connect today’s share price to that $35.50 figure. Result: Fair Value of $35.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear risks to that $35.50 fair value story, including acquisition integration setbacks and weaker MRO or service demand, particularly in Canada. Find out about the key risks to this Distribution Solutions Group narrative. If this mix of risks and upside potential feels finely balanced, do not wait on others to make the call for you. Review the 4 key rewards and 3 important warning signs If DSGR is on your radar, do not stop there. Broaden your watchlist with other stocks that might fit your goals and risk comfort. Target potential mispricing by scanning through 51 high quality undervalued stocks that combine solid fundamentals with room for a re rating. Strengthen your income stream b...

Distribution Solutions Group (DSGR) came out with quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -7.69%. A quarter ago, it was expected that this industrial products and tools maker would post earnings of $0.32 per share when it actually produced earnings of $0.18, delivering a surprise of -43.75%. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. Distribution Solutions, which belongs to the Zacks Industrial Services industry, posted revenues of $496 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.23%. This compares to year-ago revenues of $478.03 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Distribution Solutions shares have lost about 1.6% since the beginning of the year versus the S&P 500's gain of 4.2%. While Distribution Solutions has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Distribution Solutions was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the...

Company Achieved 3.8% First Quarter Revenue Growth FORT WORTH, Texas, April 30, 2026--(BUSINESS WIRE)--Distribution Solutions Group, Inc. (NASDAQ:DSGR) ("DSG" or the "Company"), a premier specialty distribution company, today announced consolidated results for the first quarter ended March 31, 2026. This press release is supplemented by an earnings presentation at https://investor.distributionsolutionsgroup.com/news/events. The following represents a summary of certain operating results (unaudited). See the reconciliations of GAAP to non-GAAP measures in Tables 2, 3 and 4. Distribution Solutions Group delivered improved revenue and sequential profitability growth in the first quarter. Revenue increased 3.8% year-over-year to $496.0 million, driven by organic sales growth of 3.6% with daily sales improvement across all of the verticals. The first quarter acquisition of Eastern Valve contributed $0.8 million for the partial quarter. As signaled earlier, the first quarter was going to be under some margin pressures. Profitability improved sequentially on higher sales with positive momentum exiting the fourth quarter. Adjusted EBITDA margin as a percentage of sales was 7.6%, a sequential improvement of 20bps, while a sequential improvement in operating income to $13.6 million drove adjusted earnings per share by 6 cents to $0.24. The Company estimates that certain timing and isolated expenses, as well as fewer selling days in the quarter, negatively impacted adjusted EBITDA as a percent of revenues by approximately 70bps for the quarter. Excluding these items, adjusted EBITDA would have been 8.3% for the quarter. Total available liquidity was $415 million at quarter end. During the quarter, DSG closed on the acquisition of Eastern Valve & Control Specialties Ltd., a provider of industrial valve products and related services supporting customers across Atlantic Canada. Eastern Valve was acquired to scale and expand DSG’s operating footprint in the Canadian market. 2026 First Quarter Summary(1) Revenue increased $18.0 million or 3.8% to $496.0 million, primarily driven by organic sales growth of 3.6% and $0.8 million of incremental revenue from the acquisition closed in the first quarter of 2026. Sequentially, organic sales grew 2.8% with organic average daily sales growing 3.7% over the fourth quarter of 2025. Gross margin decreased from 34.3% to 32.9% primarily...

FORT WORTH, Texas (AP) — FORT WORTH, Texas (AP) — Distribution Solutions Group, Inc. (DSGR) on Thursday reported profit of $382,000 in its first quarter. On a per-share basis, the Fort Worth, Texas-based company said it had net income of 1 cent. Earnings, adjusted for one-time gains and costs, came to 24 cents per share. The industrial products and tools maker posted revenue of $496 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on DSGR at https://www.zacks.com/ap/DSGR

FORT WORTH, Texas, April 28, 2026--(BUSINESS WIRE)--Distribution Solutions Group, Inc. (NASDAQ: DSGR) ("DSG" or the "Company"), a premier, multi-platform distribution company, today announced that it will release its financial results for the first quarter ended March 31, 2026, on Thursday, April 30, 2026, pre-market. On March 14, 2026, the Company received an unsolicited preliminary, non-binding proposal from LKCM Headwater Investments, LLC, together with its affiliates and related parties which includes LKCM (the "LKCM Group"), to acquire all of the outstanding shares of the Company’s common stock not currently owned by LKCM Group for $29.50 per share in cash (the "Take-Private Proposal"). As of the date of such filing, LKCM Group, together with its affiliates, beneficially owned approximately 78.7% of the Company’s outstanding shares of common stock. Given the Take-Private Proposal, the Company will not host a conference call to discuss first quarter 2026 results. The earnings release and accompanying financial information will be available on the Company’s investor relations website at Investor Relations | Distribution Solutions Group. Consistent with its practice, the Company does not comment on market rumors or speculation, including those regarding potential strategic alternatives. About Distribution Solutions Group, Inc. Distribution Solutions Group ("DSG") is a leading multi-platform specialty distribution company providing high-touch, value-added distribution solutions to the Maintenance, Repair & Operations (MRO), Original Equipment Manufacturer (OEM) and industrial technologies markets. DSG was formed through the strategic combination of Lawson Products, a leader in MRO distribution of C-parts, Gexpro Services, a leading global supply chain services provider to manufacturing customers, and TestEquity, a leader in electronic test & measurement solutions. Through its collective businesses, DSG is dedicated to helping customers reduce total costs of operation by improving productivity and efficiency with the right products, expert technical support and fast, reliable delivery to be a one-stop solution provider. DSG serves approximately 200,000 customers across diverse end markets, supported by approximately 4,400 dedicated employees and strong vendor partnerships. DSG ships from strategically located distribution and service centers to customers in...

Distribution Solutions’ fourth quarter was marked by margin pressures and flat sales, leading to a significant negative market reaction. Management attributed the shortfall to a combination of one-time cost increases—including higher health care and bad debt expenses—and ongoing strategic investments in leadership and operational capabilities. CEO Brian King stated, “Our financial results fell short of our expectations in the fourth quarter and for the year, and we own that.” Challenges in demand, especially in North American renewables and Canadian industrial markets, also weighed on results, while operational improvements in certain business verticals were noted. Is now the time to buy DSGR? Find out in our full research report (it’s free). Revenue: $481.6 million vs analyst estimates of $496.3 million (flat year on year, 3% miss) Adjusted EPS: $0.18 vs analyst expectations of $0.32 (43.2% miss) Adjusted EBITDA: $35.44 million vs analyst estimates of $43.9 million (7.4% margin, 19.3% miss) Operating Margin: 1.9%, down from 4.9% in the same quarter last year Market Capitalization: $951.9 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Thomas Allen Moll (Stephens): Asked about year-to-date sales pacing and margin expectations. CFO Ronald J. Knutson shared that early 2026 sales were up low-single digits over last year, with margin improvement expected by midyear as one-time costs normalize. CEO Brian King noted, “January’s not indicating to me that we’re going to get to the level you said.” Katie Fleischer (KeyBanc): Inquired about future tariff impacts and price/cost dynamics. Knutson acknowledged uncertainty around recent tariff developments, stating that the company is monitoring the situation and expects to manage costs through sourcing and pricing adjustments, but that it is too early to quantify the impact. Katie Fleischer (KeyBanc): Followed up on segment trends and Lawson’s customer mix. King detailed renewed focus on ramping up value-added installations and regaining traction in local accounts, while Knutson noted efforts to improve sales rep productivity and customer service, especially for core loc...

Industrial and safety product distributor Distribution Solutions (NASDAQ:DSGR) fell short of the market’s revenue expectations in Q4 CY2025, with sales flat year on year at $481.6 million. Its non-GAAP profit of $0.18 per share was 43.2% below analysts’ consensus estimates. Is now the time to buy DSGR? Find out in our full research report (it’s free). Revenue: $481.6 million vs analyst estimates of $496.3 million (flat year on year, 3% miss) Adjusted EPS: $0.18 vs analyst expectations of $0.32 (43.2% miss) Adjusted EBITDA: $35.44 million vs analyst estimates of $43.9 million (7.4% margin, 19.3% miss) Operating Margin: 1.6%, down from 4.9% in the same quarter last year Market Capitalization: $1.01 billion Distribution Solutions’ fourth quarter was marked by margin pressures and flat sales, leading to a significant negative market reaction. Management attributed the shortfall to a combination of one-time cost increases—including higher health care and bad debt expenses—and ongoing strategic investments in leadership and operational capabilities. CEO Brian King stated, “Our financial results fell short of our expectations in the fourth quarter and for the year, and we own that.” Challenges in demand, especially in North American renewables and Canadian industrial markets, also weighed on results, while operational improvements in certain business verticals were noted. Looking forward, management is focused on recovering profitability through a blend of operational discipline and investment in talent, digital tools, and customer-facing initiatives. Distribution Solutions expects margin pressure to persist in the first quarter as it digests recent investments, with improvement anticipated by midyear. CEO Brian King outlined, “Our focus is firmly on execution and demonstrating a return to improved profitability with our expected growth while balancing critical long-term value-unlocking investments.” Strategic priorities include expanding value-added services, leveraging AI-enabled capabilities, and increasing wallet share in key markets. Management pointed to a mix of external pressures, deliberate investments, and operational transitions as the main drivers of the quarter’s underperformance, while highlighting foundation-building for future growth. One-time cost impacts: Higher health care costs, customer-specific bad debt reserves, and leadership recruitment exp...

This article first appeared on GuruFocus. Total Revenue Growth: 9.8% increase, reaching $1.98 billion for 2025. Organic Average Daily Sales Growth: 3.6% for the full year. Adjusted EBITDA: $175.2 million, representing 8.9% of sales. GAAP Net Income per Diluted Share: $0.18 for the year. Non-GAAP Adjusted EPS: $1.24 for the year. Cash Flow from Operations: $84 million for the full year. Gexpro Services Revenue: $496.7 million, with organic ADS growth of 12.3%. Lawson Products Average Daily Sales Growth: 2.7% in the fourth quarter. Canadian Segment Revenue: $221.4 million for the full year. Test Equity Group Revenue: $783.2 million, with average daily sales growth of 2%. Total Available Liquidity: $469 million at year-end. Net Debt Leverage: 3.5 times at year-end. Share Repurchases: $23.5 million returned to shareholders in 2025. Warning! GuruFocus has detected 4 Warning Signs with DSGR. Is DSGR fairly valued? Test your thesis with our free DCF calculator. Release Date: March 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Distribution Solutions Group Inc (NASDAQ:DSGR) reported a total revenue growth of 9.8% for the full year 2025, reaching $1.98 billion. The company generated strong cash flows in 2025, with $84 million from operations, building on $56 million in 2024. Gexpro Services delivered outstanding operating results, with full-year organic average daily sales increasing by 12.3%. DSGR's strategic investments in leadership roles, such as the addition of Jim Slunka as Chief Revenue Officer and Hillary Bryant as Chief People Officer, are expected to strengthen the team. The company expanded its senior secured credit facility, enhancing liquidity and positioning DSGR for potential M&A opportunities. DSGR's financial results fell short of expectations in the fourth quarter and for the year, with adjusted EBITDA finishing at $175 million, below expectations. The company faced challenges with margin compression due to sales mix shifts, higher employee-related costs, and other investments. Renewables demand in North America softened during the fourth quarter, impacting revenue in that sector. Lawson's smaller account local revenue continued to be challenged, affecting overall sales growth. The Test Equity Group experienced margin pressure due to sales mix shifts, higher bad debt expense, and increas...

Company Achieved 9.8% Full Year Revenue Growth and Generated $84 Million in Operating Cash Flow FORT WORTH, Texas, March 05, 2026--(BUSINESS WIRE)--Distribution Solutions Group, Inc. (NASDAQ:DSGR) ("DSG" or the "Company"), a premier specialty distribution company, today announced consolidated results for the fourth quarter ended December 31, 2025. This press release is supplemented by an earnings presentation at https://investor.distributionsolutionsgroup.com/news/events. The following represents a summary of certain operating results (unaudited). See the reconciliations of GAAP to non-GAAP measures in Tables 2 and 5. Bryan King, CEO and Chairman, said, "For the full year, we delivered sales growth of 9.8% despite one less selling day, supported by organic average daily sales growth of 3.6%. This performance reflects the strength of our operating model and execution amidst a challenging macroeconomic environment affecting most U.S. companies in 2025. We generated improved GAAP net income and strong operating cash flow for the year, demonstrating the resilience of our business while continuing to invest in growth initiatives. While margins were pressured by end-market softness, sales mix, timing of certain expenses and continued investments, we believe actions being taken within our verticals are positioning us better for long-term profitable growth. "Cash flow generation continues to be very strong. We generated full year operating cash flow of $84 million on top of $56 million in the year-ago period. This allowed us to return more than $23 million to shareholders through stock repurchases in 2025, reflecting our confidence in the Company's strategic advancement. Margin pressure during the period was primarily driven by shifts in the product and solutions mix, including acquisition-related impacts, and timing of employee-related costs, particularly in healthcare benefits, and leadership talent investments. While the fourth quarter margin did not play out as anticipated given some of these dynamics, it is not indicative of our longer-term plans or our confidence in the future. Industry-wide softness and continued investments in the business have pressured margins in the short-term, however, we are encouraged by the disciplined execution of our strategy and the progress on our key operating initiatives. "Total available liquidity was $469 million at year end,...

Distribution Solutions Group (DSGR) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -42.86%. A quarter ago, it was expected that this industrial products and tools maker would post earnings of $0.42 per share when it actually produced earnings of $0.4, delivering a surprise of -4.76%. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. Distribution Solutions, which belongs to the Zacks Industrial Services industry, posted revenues of $481.6 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 3.09%. This compares to year-ago revenues of $480.46 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Distribution Solutions shares have added about 8.5% since the beginning of the year versus the S&P 500's gain of 0.4%. While Distribution Solutions has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Distribution Solutions was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market...

FORT WORTH, Texas (AP) — FORT WORTH, Texas (AP) — Distribution Solutions Group, Inc. (DSGR) on Thursday reported a loss of $6.4 million in its fourth quarter. The Fort Worth, Texas-based company said it had a loss of 14 cents per share. Earnings, adjusted for one-time gains and costs, came to 18 cents per share. The industrial products and tools maker posted revenue of $481.6 million in the period. For the year, the company reported profit of $8.3 million, or 18 cents per share. Revenue was reported as $1.98 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on DSGR at https://www.zacks.com/ap/DSGR

Industrial and safety product distributor Distribution Solutions (NASDAQ:DSGR) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $481.6 million. Its non-GAAP profit of $0.18 per share was 43.2% below analysts’ consensus estimates. Is now the time to buy Distribution Solutions? Find out in our full research report. Revenue: $481.6 million vs analyst estimates of $496.3 million (flat year on year, 3% miss) Adjusted EPS: $0.18 vs analyst expectations of $0.32 (43.2% miss) Adjusted EBITDA: $35.44 million vs analyst estimates of $43.9 million (7.4% margin, 19.3% miss) Operating Margin: 1.6%, down from 4.9% in the same quarter last year Free Cash Flow Margin: 2.4%, down from 4.5% in the same quarter last year Market Capitalization: $1.37 billion Bryan King, CEO and Chairman, said, "For the full year, we delivered sales growth of 9.8% despite one less selling day, supported by organic average daily sales growth of 3.6%. This performance reflects the strength of our operating model and execution amidst a challenging macroeconomic environment affecting most U.S. companies in 2025. We generated improved GAAP net income and strong operating cash flow for the year, demonstrating the resilience of our business while continuing to invest in growth initiatives. While margins were pressured by end-market softness, sales mix, timing of certain expenses and continued investments, we believe actions being taken within our verticals are positioning us better for long-term profitable growth. Founded in 1952, Distribution Solutions (NASDAQ:DSGR) provides supply chain solutions and distributes industrial, safety, and maintenance products to various industries. Examining a company’s long-term performance can provide clues about its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Luckily, Distribution Solutions’s sales grew at an incredible 39.4% compounded annual growth rate over the last four years. Its growth beat the average industrials company and shows its offerings resonate with customers, a helpful starting point for our analysis. Long-term growth is the most important, but within industrials, a stretched historical view may miss new industry trends or demand cycles. Distribution Solutions’s annualized revenue growth of 12.3% over the last two years is below its four-year...