GIC · NYSE · Industrial - Distribution

Global Industrial (GIC)

Sells industrial equipment and MRO supplies through e-commerce and account-manager channels.

$41.85
After hours+0.01 (+0.01%)
At close$41.85(+2.56%)
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Global Industrial CompanyGIC
Industrials

Distributes industrial and MRO products in North America through branded e-commerce sites, account managers, and private brands. The business is organized as a single reportable segment, with competition coming from national distributors, online resellers, manufacturers, and regional dealers.

Sells industrial and MRO equipment and supplies across North America through branded e-commerce sites and relationship marketers. Core categories include material handling, storage and shelving, safety and security, janitorial and facility maintenance, HVAC and fans, and other workplace products.

Builds the catalog around a mix of national brands, Global Industrial Exclusive Brands, and private labels such as Nexel, Paramount, Interion, and Absocold. Account managers and specialized teams serve commercial, public-sector, manufacturing, construction, healthcare, hospitality, and logistics customers.

Operates as a single reportable industrial-distribution segment focused on the U.S. and Canada. Competition comes from large distributors, online resellers, manufacturers' direct sales representatives, warehouse stores, and regional or local dealers.

Company facts

CEOAnesa Chaibi
ListedJun 26, 1995
ExchangeNYSE
HeadquartersPort Washington, NY
CountryUnited States
Employees1,980
CIK0000945114
ISINUS37892E1029

Market cap$1.56B
EPS (ttm)$2.23
P/E (ttm)18.30
ROE27.0%
P/B4.56
P/S1.09
Dividend yieldDiv yield2.70%
Beta0.46vs XLI 0.44

No analyst consensus on record.

Next report
Oct 27, 26
in 35 days
EPS estimate
$0.54
Revenue estimate
$385.1M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26May '26Aug '26Oct '26
Reported$0.27$0.35$0.65$0.48$0.38$0.39$0.96Pending
Estimate$0.30$0.20$0.50$0.58$0.35$0.41$0.54$0.54
Surprise−10.0%+75.0%+30.0%−17.2%+8.6%−4.9%+77.8%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26May '26Aug '26Oct '26
Reported$302.3M$321.0M$358.9M$353.6M$345.6M$350.4M$386.6MPending
Estimate$306.1M$307.0M$356.0M$324.9M$324.8M$344.1M$377.4M$385.1M
Surprise−1.2%+4.6%+0.8%+8.8%+6.4%+1.8%+2.4%
Estimate$0.54
ReportedDue Oct 27, 2026
Estimate$385.1M
ReportedDue Oct 27, 2026
View details

Debt to equity28.90%
Current ratio224.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$342.4M$302.3M$321.0M$358.9M$353.6M$345.6M$350.4M$386.6M
Net income$16.8M$10.7M$13.6M$25.1M$18.8M$14.6M$16.6M$37.1M
Net margin4.9%3.5%4.2%7.0%5.3%4.2%4.7%9.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$22.2M$14.5M$18.2M$33.5M$26.3M$19.6M$20.6M$49.3M
YoY growth−21.3%−32.2%+4.6%+26.9%+18.5%+35.2%+13.2%+47.2%

Balance sheet, Jun 30, 2026Cash & short-term investments $86.7M · Total debt $98.9M · Total assets $628.4M · Shareholders' equity $342.7M

Revenue
$386.6M
Operating income
$49.3M
Net income
$37.1M
View details

Dividend yield
2.70%
Next ex-date
Nov 17, 26
estimated · in 56 days
Annual dividend
$1.10
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26
Dividend$0.25$0.26$0.26$0.26$0.26$0.28$0.28$0.28
Annual yield3.51%4.34%3.82%3.01%3.87%3.34%3.80%2.85%
Ex-dateNov 8Mar 10May 12Aug 11Nov 10Mar 9May 18Aug 17
Payment dateNov 18Mar 17May 19Aug 18Nov 17Mar 16May 26Aug 24
View details

Institutions≈ 34.08%12.99M shares
166 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.15%436.9K shares
14 holders · as of Sep 11, 2026
Strategic holders10.21%3.89M shares
2 holders · as of Feb 16, 2021
Other≈ 54.56%20.80M shares
remainder

38.11M 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

HolderStakeSharesDate
FMR LLCInstitution
8.39%3.20Mas of Jun 30, 2026
General Partners LLCStrategic
5.54%2.11Mfiled Feb 14, 2020
Prescott General Partners LLCStrategic
4.66%1.78Mfiled Feb 16, 2021
BlackRock, Inc.Institution
4.19%1.59Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
2.39%909,426as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 24, 2026Claudia Hughesofficer: SVP & Chief Sales Officer+15$38.67
May 26, 2026Claudia Hughesofficer: SVP & Chief Sales Officer+16$29.48
Mar 16, 2026Claudia Hughesofficer: SVP & Chief Sales Officer+15$30.53
Nov 17, 2025Claudia Hughesofficer: SVP & Chief Sales Officer+16$26.80
Aug 18, 2025Claudia Hughesofficer: SVP & Chief Sales Officer+12$34.85
View details

  • W.W. Grainger

    Broad-line MRO and online catalog rival

  • Fastenal

    Fasteners, safety, onsite replenishment, and MRO overlap

  • MSC Industrial Direct

    Metalworking-led MRO distributor with e-commerce overlap

  • Amazon

    B2B marketplace pressure on digital MRO tail spend

  • WESCO International

    Electrical, safety, and industrial MRO distribution overlap

  • Ferguson

    Plumbing, HVAC, facilities, and trade-supply overlap

CompareAfter hours

CompanyPriceChange
Global Industrial$41.85+0.01%$1.56B18.320.51.1+7.7%
W.W. Grainger$1,265.69−0.18%$60.33B32.626.13.2+10.3%
Fastenal$49.69−0.77%$56.97B42.137.26.5+14.7%
MSC Industrial Direct$121.37−0.02%$6.79B29.423.11.7+7.8%
Amazon$254.97−0.02%$2.78T20.827.33.6+19.6%
WESCO International$362.08+0.01%$17.32B24.619.90.7+13.0%
Ferguson$221.17−0.03%$41.92B18.4+3.0%
Median29.424.63.2+11.6%