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6Material company update
Apr 30, 2026·SEC
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Mar 5, 2026·SEC
Material company update
Dec 22, 2025·SEC
Distribution Solutions Group, Inc.(DSGR)Earnings, Financials & Key Ratios
DSGR•NASDAQ
$26.94
149.7× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryIndustrial DistributionSub-IndustrySpecialty Industrial and Safety Distribution
AboutLawson Products, Inc. sells and distributes specialty products to the industrial, commercial, institutional, and government maintenance, repair, and operations market. It sells its products to customers in the United States, Puerto Rico, Canada, Mexico, and the Caribbean. The company was founded in 1952 and is headquartered in Chicago, Illinois.Show more
- Revenue$1.98B+9.8%
- EBITDA$169M+29.3%
- Net Income$8M+213.8%
- EPS (Diluted)0.18+212.5%
- Gross Margin31.09%-8.6%
- EBITDA Margin8.51%+17.8%
- Operating Margin4.43%+42.8%
- Net Margin0.42%+203.7%
- ROE1.29%+214.9%
DSGR Price & Volume
Distribution Solutions Group, Inc. (DSGR) stock price & volume — 10-year historical chart
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Decelerating Growth Masks Persistent Platform Integration Risks
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Strained
Cash Flow:Deteriorating
Primary Risk:Integration and margin dilution
Key Thesis Takeaways
- Distribution Solutions Group faces a challenging transition as its inorganic growth strategy yields diminishing returns, evidenced by revenue growth slowing to 3.8% in 2026Q1 from 23.2% in 2023Q4.
- The company struggles to achieve meaningful operating leverage, with margins consistently trapped between 2.7% and 5.4% over the last ten quarters.
- Investors should remain cautious as the firm navigates high goodwill concentrations of $474.5 million and persistent negative retained earnings of $33.3 million, which suggest that the platform's long-term value creation remains unproven.
Verdict Logic
the company's inability to sustain positive free cash flow, which reached negative $23.7 million in 2026Q1, combined with persistent negative retained earnings, suggests significant operational and liquidity risks.
DSGR Growth Metrics
Distribution Solutions Group, Inc. (DSGR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years21.79%
5 Years41.29%
3 Years19.81%
TTM7.07%
Profit CAGR
10 Years39.59%
5 Years-11.2%
3 Years4.06%
TTM374.07%
EPS CAGR
10 Years19.7%
5 Years-25.98%
3 Years-5.01%
TTM545.16%
Return on Capital
10 Years5.95%
5 Years5.06%
3 Years4.57%
Last Year6.01%
DSGR Recent Earnings
Distribution Solutions Group, Inc. (DSGR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (25%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.24-7.7%
$0.26
Rev
$496M+1.4%
$489M
Q2 2026
Mar 5, 2026Metric
Actual
Est
EPS
$0.18-43.8%
$0.32
Rev
$482M-3.0%
$496M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.40-4.8%
$0.42
Rev
$518M+4.4%
$496M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.35-2.8%
$0.36
Rev
$502M+0.1%
$502M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.24vs $0.26-7.7% | $496Mvs $489M+1.4% |
| Q2 2026 | Mar 5, 2026 | $0.18vs $0.32-43.8% | $482Mvs $496M-3.0% |
| Q4 2025 | Oct 30, 2025 | $0.40vs $0.42-4.8% | $518Mvs $496M+4.4% |
| Q3 2025 | Jul 31, 2025 | $0.35vs $0.36-2.8% | $502Mvs $502M+0.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Distribution Solutions Group, Inc. (DSGR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $26.94 | $1.24B | 149.67 | 9.75% | 0.42% | 1.29% | — | |
| $1356.43 | $64.04B | 38.32 | 4.51% | 9.7% | 43.13% | — | |
| $120.07 | $6.71B | 33.63 | -1.35% | 5.9% | 16.51% | — | |
| $47.11 | $54.08B | 43.22 | 8.67% | 15.39% | 33.25% | — | |
| $109.99 | $4.87B | 32.64 | 3.62% | 3.24% | 9.09% | — | |
| $12.66 | $1.49B | -16.88 | 18.84% | -4.55% | -9.21% | — |
Compare DSGR vs Peers
Distribution Solutions Group, Inc. (DSGR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DSGR SEC Filings & Documents
Distribution Solutions Group, Inc. (DSGR) SEC filings — annual & quarterly reports (10-K, 10-Q)
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DSGR Frequently Asked Questions
Distribution Solutions Group, Inc. (DSGR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Distribution Solutions Group, Inc.'s revenue?
Distribution Solutions Group, Inc. (DSGR) reported $2.00B in revenue for fiscal year 2025. This represents a 698% increase from $250.3M in 1996.
How fast is Distribution Solutions Group, Inc. growing?
Distribution Solutions Group, Inc. (DSGR) grew revenue by 9.8% over the past year. This is steady growth.
Is DSGR profitable?
Yes, Distribution Solutions Group, Inc. (DSGR) is profitable, generating $5.5M in net income for fiscal year 2025 (0.4% net margin).
Dividend & Returns
What is DSGR's return on equity?
Distribution Solutions Group, Inc. (DSGR) has a return on equity (ROE) of 1.3%. This is below average, suggesting room for improvement.
What is Distribution Solutions Group, Inc.'s free cash flow?
Distribution Solutions Group, Inc. (DSGR) generated $32.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.