Global Industrial Q4 sales rise

Global Industrial

24/02/2026 21:28

Overview

Industrial equipment distributor's Q4 revenue rose 14.3% yr/yr

Q4 operating income increased 35.2% yr/yr

Company increased quarterly dividend by 7.7% to $0.28

Outlook

Global Industrial plans to continue regular quarterly dividends

Company aims to drive profitable top-line growth and scale business in 2026

Global Industrial is transforming its business model to be more customer-centric

Result Drivers

VOLUME AND PRICE IMPROVEMENTS - Co attributed 7.4% increase in average daily sales to volume and price improvements

CRM AND SERVICES INVESTMENTS - Investments in CRM and services platforms enhanced customer alignment

Company press release: ID:nACSsM1n9a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$345.60 mln
$324.86 mln (2 Analysts)
Q4 Gross Margin
34.50%
Q4 Gross Profit
$119.10 mln
Q4 Operating Margin
5.70%


Analyst Coverage

The one available analyst rating on the shares is "hold"

The average consensus recommendation for the diversified industrial goods wholesale peer group is "buy."

Wall Street's median 12-month price target for Global Industrial Co is $38.00, about 22.9% above its February 23 closing price of $30.92

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)