8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
Feb 24, 2026·SEC
Material company update
Oct 28, 2025·SEC
Global Industrial Company(GIC)Earnings, Financials & Key Ratios
GIC•NYSE
$32.86
17.8× P/E·Price updated Jul 7, 2026
AboutGlobal Industrial Company, through its subsidiaries, operates as a value-added industrial distributor of industrial and maintenance, repair, and operation (MRO) products in North America. The company offers industrial and MRO products under Global, GlobalIndustrial.com, Nexel, Paramount, and Interion trademarks. It offers products, including storage and shelving, safety and security, carts and trucks, HVAC and fans, furniture and decor, material handling, janitorial and facility maintenance, workbenches and shop desks, tools and instruments, plumbing and pumps, office and school supplies, packaging and shipping, lighting and electrical, food service and retail, medical and laboratory, motors and power transmission, building supplies, machining, fasteners and hardware, vehicle maintenance, and raw materials. The company offers its products to businesses; state, local, and private educational organizations; and government entities through relationship marketers, e-commerce sites, and catalogs. The company was formerly known as Systemax Inc. Global Industrial Company was founded in 1949 and is headquartered in Port Washington, New York.Show more
- Revenue$1.38B+4.8%
- EBITDA$105M+19.5%
- Net Income$72M+18.2%
- EPS (Diluted)1.85+17.1%
- Gross Margin35.54%+3.5%
- EBITDA Margin7.64%+14.0%
- Operating Margin7.08%+15.7%
- Net Margin5.23%+12.8%
- ROE24.26%+6.7%
GIC Price & Volume
Global Industrial Company (GIC) stock price & volume — 10-year historical chart
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Cyclical Revenue Volatility Masks Private Label Gains
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Supply chain margin volatility
Key Thesis Takeaways
- Global Industrial Company leverages its proprietary brand portfolio to maintain a 34.8% gross margin, though top-line growth remains highly sensitive to North American industrial production cycles.
- While the company maintains a conservative 0.31 debt-to-equity ratio, investors should monitor the persistent decoupling of net income from operating cash flow, which reached a low 0.28 ratio in 2026Q1.
- Future performance hinges on balancing the margin-accretive private label strategy against the inherent risks of supply chain shocks and inventory-driven working capital volatility.
Verdict Logic
while the company maintains a solid 2.28 current ratio, the inconsistent cash conversion efficiency and a 18.99 P/E ratio suggest limited upside until operating cash flow stabilizes relative to the $16.6M net income reported in 2026Q1.
GIC Growth Metrics
Global Industrial Company (GIC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-2.92%
5 Years6.03%
3 Years5.75%
TTM7.23%
Profit CAGR
10 Years-
5 Years1.97%
3 Years-2.92%
TTM22.31%
EPS CAGR
10 Years-
5 Years1.59%
3 Years-3.52%
TTM20.75%
Return on Capital
10 Years29.88%
5 Years32.34%
3 Years26.42%
Last Year25.87%
GIC Recent Earnings
Global Industrial Company (GIC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.39-4.9%
$0.41
Rev
$350M+1.8%
$344M
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$0.38+8.6%
$0.35
Rev
$346M+6.4%
$325M
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$0.48-17.2%
$0.58
Rev
$354M+8.8%
$325M
Q3 2025
Jul 29, 2025Metric
Actual
Est
EPS
$0.65+30.0%
$0.50
Rev
$359M+0.8%
$356M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.39vs $0.41-4.9% | $350Mvs $344M+1.8% |
| Q1 2026 | Feb 24, 2026 | $0.38vs $0.35+8.6% | $346Mvs $325M+6.4% |
| Q4 2025 | Oct 28, 2025 | $0.48vs $0.58-17.2% | $354Mvs $325M+8.8% |
| Q3 2025 | Jul 29, 2025 | $0.65vs $0.50+30.0% | $359Mvs $356M+0.8% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Global Industrial Company (GIC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.86 | $1.26B | 17.76 | 4.8% | 5.23% | 24.26% | 3.19% | |
| $120.07 | $6.71B | 33.63 | -1.35% | 5.9% | 16.51% | — | |
| $1356.43 | $64.04B | 38.32 | 4.51% | 9.7% | 43.13% | — | |
| $47.11 | $54.08B | 43.22 | 8.67% | 15.39% | 33.25% | — | |
| $155.29 | $2.41B | 28.97 | 11.89% | 4.27% | 17.9% | — | |
| $389.44 | $15.83B | 31.79 | -4.98% | 6.85% | 15.31% | — |
Compare GIC vs Peers
Global Industrial Company (GIC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GIC SEC Filings & Documents
Global Industrial Company (GIC) SEC filings — annual & quarterly reports (10-K, 10-Q)
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GIC Frequently Asked Questions
Global Industrial Company (GIC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Global Industrial Company's revenue?
Global Industrial Company (GIC) reported $1.41B in revenue for fiscal year 2025. This represents a 54% increase from $911.9M in 1996.
How fast is Global Industrial Company growing?
Global Industrial Company (GIC) grew revenue by 4.8% over the past year. Growth has been modest.
Is GIC profitable?
Yes, Global Industrial Company (GIC) is profitable, generating $75.1M in net income for fiscal year 2025 (5.2% net margin).
Dividend & Returns
Does GIC pay dividends?
Yes, Global Industrial Company (GIC) pays a dividend with a yield of 3.19%. This makes it attractive for income-focused investors.
What is GIC's return on equity?
Global Industrial Company (GIC) has a return on equity (ROE) of 24.3%. This is excellent, indicating efficient use of shareholder capital.
What is Global Industrial Company's free cash flow?
Global Industrial Company (GIC) generated $75.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.