Distribution Solutions Group (DSGR)
Supplies MRO, test-equipment and OEM supply-chain products through specialized distribution platforms.
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Sells MRO products, test and measurement equipment, electronic production supplies and OEM supply-chain services through four reportable segments. The business combines local branch and sales-representative coverage with vendor-managed inventory, kitting, technical support and global logistics.
Supplies specialty products and value-added distribution services for MRO, OEM and industrial technology customers. Lawson serves industrial, commercial, institutional and government maintenance needs; TestEquity covers test equipment and electronic production supplies; Gexpro Services manages production-line supply chains; Canada Branch Division adds Canadian MRO branches through Bolt and Source Atlantic.
Built from the 2022 combination of Lawson, TestEquity and Gexpro Services, the model keeps distinct operating platforms while sharing back-office resources, technology and acquisition integration.
Shipments reach North America, Europe, Asia, South America and the Middle East, with operations anchored in the United States and Canada. Execution depends on customer retention, branch service quality, vendor-managed inventory performance and governance around LKCM's ownership influence.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 17, 2026 | Barrington | Target | Target: $33 | Target: $35 |
| Jul 17, 2026 | Barrington Research | Downgrade | ||
| Jul 16, 2026 | Stephens | Target | Target: — | Target: $35 |
| May 21, 2026 | Barrington | Target | Target: $41 | Target: $33 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $75.5M · Total debt $845.5M · Total assets $1.82B · Shareholders' equity $654.7M
- Revenue
- $557.7M
- Operating income
- $27.9M
- Net income
- $8.5M
No dividends on record.
| Institutions | ≈ 92.61% | 42.84M shares | |
|---|---|---|---|
| 121 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.52% | 238.2K shares | |
| 3 holders · as of Jun 5, 2026 | |||
| Other | ≈ 6.87% | 3.18M shares | |
| remainder | |||
46.26M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
King Luther Capital Management CorpInstitution | 78.60% | 36.36M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 2.10% | 969,289 | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 1.48% | 685,564 | as of Jun 30, 2026 |
Nantahala Capital Management, LLCInstitution | 1.07% | 494,581 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 0.82% | 379,771 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 10, 2026 | Robert Zamarripa | director | +14,000 | $21.23 |
- W.W. Grainger
Broadline MRO scale competitor with high-touch and digital channels
- Fastenal
Fastener, safety and onsite inventory rival for MRO and OEM sites
- WESCO International
Electrical, OEM and supply-chain services peer for Gexpro Services
- MSC Industrial Direct
Metalworking and MRO distributor with inventory-management overlap
- Avnet
Electronics distribution peer through Farnell and component supply
- Applied Industrial Technologies
Value-added industrial distributor for motion, automation and MRO
- Arrow Electronics
Global electronic components distributor adjacent to TestEquity
- Transcat
Test-equipment distribution and calibration peer for TestEquity
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Distribution Solutions Group | $34.96 | 0.00% | $1.61B | 185.4 | 33.9 | 0.8 | +11.0% |
| W.W. Grainger | $1,267.35 | −0.05% | $60.33B | 32.6 | 26.1 | 3.2 | +10.3% |
| Fastenal | $50.70 | +1.25% | $56.97B | 42.1 | 37.2 | 6.5 | +14.7% |
| WESCO International | $362.08 | +0.01% | $17.32B | 24.6 | 19.9 | 0.7 | +13.0% |
| MSC Industrial Direct | $121.37 | −0.02% | $6.79B | 29.4 | 23.1 | 1.7 | +7.8% |
| Avnet | $98.95 | +0.69% | $7.83B | 23.9 | 8.5 | 0.3 | +47.7% |
| Applied Industrial Technologies | $329.79 | −0.07% | $11.84B | 29.3 | 27.5 | 2.4 | +10.5% |
| Arrow Electronics | $221.83 | +0.15% | $11.20B | 14.0 | 9.9 | 0.3 | +31.8% |
| Transcat | $91.83 | −0.10% | $825.2M | 238.3 | 47.7 | 2.4 | +21.6% |
| Median | 29.3 | 24.6 | 2.1 | +13.9% |