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Global Industrial Company (GIC)
NYSE:GIC
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.41Last Year’s EPS
0.35Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated solid operational progress and financial improvement: strong Q4 top-line acceleration (helped by an extra week), YoY gross margin expansion, a sizable increase in operating income, healthy cash flow generation, no debt, ongoing share repurchases and a dividend raise. Management emphasized strategic initiatives—Salesforce rollout, sales realignment into verticals, expanded product assortment, and focus on enterprise/GPO customers—that bode well for longer-term profitable growth. Notable risks and negatives include tariff uncertainty, a sequential margin dip from Q3 driven by mix and freight choices, an absolute SG&A increase partly due to timing and variable compensation, and the caveat that Q4 comparisons were aided by an extra week. On balance, the positives and execution progress materially outweigh the lowlights.Company Guidance
Quarterly Revenue Growth
Q4 revenue of $345.6M, up 14.3% year-over-year; management reported average daily sales (ADS) growth of 7.4% in the fourth quarter (management later referenced ~7.8% ADS in discussion).
Full-Year Revenue and Growth
Full year 2025 revenue of $1.38B, representing growth of 4.8% versus prior year.
Margin and Profitability Improvement
Q4 gross profit of $119.1M and gross margin of 34.5%, up 70 basis points year-over-year. Q4 operating income from continuing operations was $19.6M (operating margin 5.7%), a 35.2% increase year-over-year.
Cash Flow, Balance Sheet Strength and Capital Returns
Operating cash flow of $20.0M in the quarter and $77.7M for 2025; cash of $67.5M, no debt, current ratio 2.2:1 and ~$120M of excess availability on credit facility. Repurchased ~326,000 shares in Q4 for ~$9.3M (year-to-date repurchases $9.8M) and have ~1M shares available under a 2M authorization. Board raised the quarterly dividend to $0.28/share, a $0.02 increase (11th consecutive year of increase).
Geographic and Channel Momentum
U.S. revenue up ~14% in the quarter; Canada revenue improved 19.7% in local currency in Q4 and was up 9.2% for the full year in local currency. Gains recorded across all sales channels and web business volume returned to growth in Q4.
Strategic Transformation and Commercial Initiatives
Company implemented Salesforce rollout across sales/marketing/customer service, realigned sales into industry verticals (industrial, commercial, retail, public sector, healthcare, hospitality, multifamily), piloted outside sales team, expanded assortment into MRO and consumables, and shifted focus to strategic enterprise accounts and GPOs (management notes these make up north of 20% of volume today).
Cost Discipline and SG&A Leverage
SG&A was $99.5M in Q4 and improved by ~20 basis points as a percentage of sales year-over-year, with management citing strong discretionary cost control and marketing leverage despite higher absolute compensation and an extra week in the quarter.
Operational Actions to Manage Tariff Risk
Management diversified countries of origin, took a pricing action in early January 2026 to mitigate tariff impacts (including doubled duties on steel and aluminum from prior tariff changes), and indicated preparedness to navigate ongoing tariff uncertainty.
GIC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GIC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $30.93 | $33.22 | +7.40% |
Oct 28, 2025 | $34.77 | $28.48 | -18.11% |
Jul 29, 2025 | $26.65 | $33.80 | +26.81% |
Apr 29, 2025 | $21.59 | $24.99 | +15.73% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Global Industrial Company (GIC) report earnings?
Global Industrial Company (GIC) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Global Industrial Company (GIC) earnings time?
Global Industrial Company (GIC) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GIC EPS forecast?
GIC EPS forecast for the fiscal quarter 2026 (Q1) is 0.41.