GIC

Global Industrial’s first quarter results were met with a negative market reaction, as shares declined despite revenue exceeding Wall Street expectations. Management highlighted robust sales growth driven by both price and volume, especially in assigned accounts and e-commerce channels. CEO Anesa Chaibi noted, “Our results benefited from price and volume with gains across both assigned accounts and e-commerce channels, while our largest strategic accounts continue to grow at an accelerated pace.” However, incremental fuel surcharges and shifts in product mix weighed on gross margins, and increased marketing and compensation expenses also impacted profitability. Is now the time to buy GIC? Find out in our full research report (it’s free). Revenue: $350.4 million vs analyst estimates of $344.1 million (9.2% year-on-year growth, 1.8% beat) Adjusted EPS: $0.39 vs analyst expectations of $0.41 (3.7% miss) Adjusted EBITDA: $23.1 million vs analyst estimates of $22 million (6.6% margin, 5% beat) Operating Margin: 5.9%, in line with the same quarter last year Market Capitalization: $1.10 billion 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. Michael Francis (William Blair) asked about the impact of tougher year-over-year comparisons for price and the July 4th holiday timing shift. CFO Thomas Clark explained that volume increases are expected to continue, but the benefit from prior pricing actions will lessen, and the holiday timing will create a temporary headwind in June. Michael Francis (William Blair) inquired about gross margin dynamics for the next quarter. Clark responded that higher fuel costs and fully burdened tariffs will pressure margins, but the company will use pricing strategies to manage these effects, acknowledging short-term headwinds. Anthony Lebiedzinski (Sidoti & Company) questioned the performance gap between strategic and smaller SMB accounts. CEO Anesa Chaibi said that while strategic accounts remain a growth engine, the company’s new vertical approach is beginning to build stronger relationships and momentum with SMB customers. Anthony Lebiedzinski (Sidoti & Company) asked about the sustainability o...

Global Industrial (GIC) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.35 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -3.70%. A quarter ago, it was expected that this technology products marketer would post earnings of $0.35 per share when it actually produced earnings of $0.38, delivering a surprise of +8.57%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Global Industrial, which belongs to the Zacks Industrial Services industry, posted revenues of $350.4 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.82%. This compares to year-ago revenues of $321 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. Global Industrial shares have added about 12.7% since the beginning of the year versus the S&P 500's gain of 5.2%. While Global Industrial 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 Global Industrial was favorable. 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 #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list o...

PORT WASHINGTON, N.Y. (AP) — PORT WASHINGTON, N.Y. (AP) — Global Industrial Company (GIC) on Tuesday reported net income of $16.6 million in its first quarter. The Port Washington, New York-based company said it had net income of 42 cents per share. Earnings, adjusted to account for discontinued operations, were 39 cents per share. The technology products marketer posted revenue of $350.4 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 GIC at https://www.zacks.com/ap/GIC

Sales Increased 9.2% to $350.4 Million Operating Income Improved 13.2% to $20.6 Million; Operating Margin 5.9% Board Declared $0.28 Dividend PORT WASHINGTON, NY / ACCESS Newswire / May 5, 2026 / Global Industrial Company (NYSE:GIC), a value-added distributor and source for industrial equipment and supplies today announced financial results for the first quarter ended March 31, 2026. Performance Summary* (U.S. dollars in millions, except per share data) First Quarter 2026 Financial Summary: Consolidated sales increased 9.2% to $350.4 million compared to $321.0 million last year and average daily sales increased 7.6% compared to prior year. Consolidated gross margin decreased to 34.8% compared to 34.9% last year. Consolidated operating income from continuing operations increased 13.2% to $20.6 million compared to $18.2 million last year. Net income per diluted share from continuing operations increased 11.4% to $0.39 compared to $0.35 last year. Net income per diluted share from discontinuing operations increased to $0.03 compared to $0.00 last year. Anesa Chaibi, Chief Executive Officer, said, "We delivered a strong start to 2026, driven by solid execution and continued momentum across the business. First quarter revenue increased 9.2%, with average daily sales growth of 7.6% and operating income up 13.2%. We generated growth each month during the quarter, supported by both price and volume improvement. Performance was led by our largest and most strategic accounts, while Canada delivered its third consecutive quarter of double-digit top-line growth." "We are making progress and are encouraged by the actions we have taken to reposition the business and refine our value proposition. This includes aligning around the customer to better serve their needs, and being more intentional in our go-to-market approach. We continue to monitor the broader macro environment and are focused on what we control - executing on our operating plan and continuing to advance the positive changes that we believe will help us evolve the business and drive long-term, profitable growth." At March 31, 2026, the Company had total working capital of $225.7 million, cash and cash equivalents of $61.7 million, and excess availability under its credit facility of approximately $119.9 million. Operating cash flow provided by continuing operations in the quarter was $4.7 million. During the f...

Performance was driven by a combination of price capture and volume improvement, marking the second consecutive quarter of volume growth. The company is progressing through a sales realignment into customer verticals, enabling deeper specialization and more tailored experiences for diverse client needs. Growth in Canada remains a standout, with local currency revenue up 24% driven by a self-sustaining leadership model and effective go-to-market execution. Strategic accounts and e-procurement platforms are expanding rapidly, creating 'sticky' relationships and providing a consistent annuity-like revenue stream. Merchandising efforts are focused on MRO and consumables expansion, utilizing a 'good, better, best' product positioning strategy to capture greater share of wallet. The rollout of an outside sales initiative is actively developing a new pipeline, though management notes this remains in the early stages of execution. Management expects top-line momentum to continue into Q2, with revenue growth currently trending in the mid-to-high single digits. A modest timing headwind is anticipated in June due to the 4th of July holiday shift, which represents approximately 1.5% to 2% of quarterly shipping days. Gross margin is expected to face short-term pressure as the company laps record Q2 2025 performance that included 150 basis points of FIFO-related timing benefits. The company aims to manage to a price/cost neutral position despite headwinds from elevated steel prices and incremental fuel surcharges. Capital expenditures for 2026 are projected between $3 million and $4 million, primarily focused on maintenance and distribution network equipment. Incremental fuel surcharges within outbound transportation impacted margins in the latter half of the first quarter. Management is closely monitoring the evolving tariff landscape, specifically potential new Section 301 tariffs, and their impact on manufacturing costs. Geopolitical developments in the Middle East are being tracked for their potential to disrupt transportation and supply chain costs. Product mix shifted toward national brands in Q1 due to large-scale spec projects within strategic accounts, which can influence overall margin profiles. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management confi...

Q1 performance: Global Industrial reported a strong start to fiscal 2026 with revenue up 9.2% to $350.4 million and operating income up 13.2%, driven by gains in assigned accounts and e-commerce (U.S. +8.1%, Canada +24.4% in local currency). Near‑term outlook and margin risks: Management said mid‑to‑high single‑digit revenue growth carried into Q2 but warned margins could be pressured by rising diesel/fuel costs, less favorable year‑over‑year pricing comparisons after 2025 tariff-related price moves, and a July 4 timing headwind for June revenue. Liquidity and capital allocation: The company ended the quarter with $61.7 million cash, no debt and ~ $120 million available under its credit facility, repurchased about 22,000 shares for $600,000, declared a $0.28 quarterly dividend, and expects FY2026 capex of $3–4 million. Interested in Global Industrial Company? Here are five stocks we like better. Global Industrial (NYSE:GIC) reported what executives described as a strong start to fiscal 2026, citing broad-based revenue growth, higher operating income, and continued momentum into the second quarter. On the company’s first-quarter earnings call, Chief Executive Officer Anesa Chaibi said results benefited from “solid execution and continued momentum across the business,” with gains in both assigned accounts and e-commerce channels. Chaibi said first-quarter revenue increased 9.2%, supported by average daily sales growth of 7.6%, while operating income improved 13.2%. She added that the company generated growth in each month of the quarter and has seen that momentum “carry into the second quarter.” → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Chief Financial Officer Tex Clark reported first-quarter revenue of $350.4 million, with U.S. revenue up 8.1%. Canada again outpaced the broader business, with revenue up 24.4% in local currency. Clark said performance reflected “price capture and volume improvement,” and noted the company has posted volume improvement for a second consecutive quarter. He also said the company continues to see strong results from its “largest and most strategic customers.” Profitability metrics were mixed. Gross profit was $121.9 million and gross margin was 34.8%, an improvement of 30 basis points from the fourth quarter. However, Clark said gross margin was down 10 basis points year over year due to incrementa...

Industrial and commercial distributor Global Industrial (NYSE:GIC) will be announcing earnings results this Tuesday after the bell. Here’s what you need to know. Global Industrial beat analysts’ revenue expectations last quarter, reporting revenues of $345.6 million, up 14.3% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ adjusted operating income estimates and a solid beat of analysts’ revenue estimates. Is Global Industrial a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Global Industrial’s revenue to grow 7.2% year on year, improving from its flat revenue in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Global Industrial has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Global Industrial’s peers in the maintenance and repair distributors segment, some have already reported their Q1 results, giving us a hint as to what we can expect. WESCO delivered year-on-year revenue growth of 13.8%, beating analysts’ expectations by 3.7%, and Fastenal reported revenues up 12.4%, in line with consensus estimates. WESCO traded up 16.2% following the results while Fastenal was down 9.3%. Read our full analysis of WESCO’s results here and Fastenal’s results here. There has been positive sentiment among investors in the maintenance and repair distributors segment, with share prices up 9.4% on average over the last month. Global Industrial is up 4.4% during the same time and is heading into earnings with an average analyst price target of $40 (compared to the current share price of $33). ONE MORE THING: The $21 AI Application Stock Wall Street Forgot. While Wall Street obsesses over who’s building AI, one company is already using it to print money. And nobody’s paying attention. AI chip stocks trade at ridiculous valuations. This company processes a trillion consumer signals monthly using AI and trades at a third of the price. The gap won’t last. The institutions will figure it out. You need to see this first. Read the FREE Report Before They Notice.

PORT WASHINGTON, NY / ACCESS Newswire / April 20, 2026 / Global Industrial Company (NYSE:GIC), a value-added national distributor and source for industrial equipment and supplies, today announced that it will release financial results for the first quarter ended March 31, 2026, on Tuesday, May 5, 2026, after U.S. market hours. Management will host a conference call and question and answer session on the Company's results at 5:00 p.m. Eastern Time on May 5th. To access the call, please dial (412)-317-6347 five minutes prior to the start time. The call will also be available via webcast on the Company's website at https://investors.globalindustrial.com. If you are unable to listen to the call at its scheduled time, the webcast will be archived for approximately 90 days. About Global Industrial Company Global Industrial Company (NYSE:GIC) is a leading distributor of high-quality, industrial-strength equipment and supplies, serving organizations of all sizes across a wide range of industries. With more than 75 years of experience, customers rely on Global Industrial for its broad portfolio of national and private brands, trusted service, and focus on value. We help customers keep their operations running by delivering the right products when they need them, because We Can Supply Thatﾮ. Visit Globalindustrial.com, and follow us on Facebook, Instagram, and LinkedIn. INVESTOR/MEDIA CONTACTS: Mike Smargiassi / Collin Dreizen The Plunkett Group 212-739-6729 [email protected] / [email protected] SOURCE: Global Industrial Company Related Documents: 1q26gicccfinalen View the original press release on ACCESS Newswire

RIVERSIDE, Calif., April 15, 2026--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) ("Luxfer" or the "Company"), a global industrial company innovating niche applications in materials engineering, today announced the following details for its first quarter 2026 conference call. About Luxfer Holdings PLC Luxfer (NYSE: LXFR) is a global industrial company innovating niche applications in materials engineering. Using its broad array of proprietary technologies, Luxfer focuses on value creation, customer satisfaction, and demanding applications where technical know-how and manufacturing expertise combine to deliver a superior product. Luxfer’s high-performance materials, components, and high-pressure gas containment devices are used in defense and emergency response, clean energy, healthcare, transportation, and general industrial applications. For more information, please visit www.luxfer.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260415098007/en/ Contacts Kevin Cornelius Grant Vice President of Investor Relations and Business Development [email protected]

RIVERSIDE, Calif., April 08, 2026--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) ("Luxfer" or the "Company"), a global industrial company innovating niche applications in materials engineering, today announced that its Board of Directors declared a quarterly dividend of 13 cents per ordinary share. The dividend will be payable on May 6, 2026 to shareholders of record as of the close of business on April 17, 2026. About Luxfer Holdings PLC Luxfer is a global industrial company innovating niche applications in materials engineering. Using its broad array of proprietary technologies, Luxfer focuses on value creation, customer satisfaction, and demanding applications where technical know-how and manufacturing expertise combine to deliver a superior product. Luxfer’s high-performance materials, components, and high-pressure gas containment devices are used in defense and emergency response, clean energy, healthcare, transportation, and general industrial applications. For more information, please visit www.luxfer.com. Luxfer is listed on the New York Stock Exchange and its ordinary shares trade under the symbol LXFR. View source version on businesswire.com: https://www.businesswire.com/news/home/20260408089256/en/ Contacts Kevin Cornelius Grant Vice President of Investor Relations and Business Development [email protected]

Over the past six months, Global Industrial’s shares (currently trading at $31.53) have posted a disappointing 17.8% loss, well below the S&P 500’s 3.1% gain. This may have investors wondering how to approach the situation. Is now the time to buy Global Industrial, or should you be careful about including it in your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free. Despite the more favorable entry price, we don't have much confidence in Global Industrial. Here are three reasons you should be careful with GIC and a stock we'd rather own. Examining a company’s long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years. Regrettably, Global Industrial’s sales grew at a mediocre 6% compounded annual growth rate over the last five years. This was below our standard for the industrials sector. Analyzing the long-term change in earnings per share (EPS) shows whether a company's incremental sales were profitable – for example, revenue could be inflated through excessive spending on advertising and promotions. Global Industrial’s unimpressive 6% annual EPS growth over the last five years aligns with its revenue performance. This tells us it maintained its per-share profitability as it expanded. A company’s ROIC, or return on invested capital, shows how much operating profit it makes compared to the money it has raised (debt and equity). We like to invest in businesses with high returns, but the trend in a company’s ROIC is what often surprises the market and moves the stock price. Unfortunately, Global Industrial’s ROIC has decreased significantly over the last few years. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. We see the value of companies helping their customers, but in the case of Global Industrial, we’re out. Following the recent decline, the stock trades at 15.9× forward P/E (or $31.53 per share). While this valuation is reasonable, we don’t see a big opportunity at the moment. There are superior stocks to buy right now. We’d suggest looking at the most dominant software business in the world. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality b...