The earnings call reflected strong financial performance with record profitability and revenue growth, supported by strategic initiatives and a solid balance sheet. However, challenges were noted in the tariff environment and potential pressure on margins moving forward. Despite these challenges, the overall sentiment was positive due to the outweighing highlights.

Company Guidance

During the second quarter of 2025 earnings call, Global Industrial reported various impressive financial metrics. Revenue increased by 3.2% to $358.9 million, and gross margin reached a record 37.1%, up 190 basis points from the same period last year. Operating income improved over 26% to $33.5 million, setting a quarterly record, while operating margin was 9.3%. The company also highlighted strong cash flow generation, with operating cash flow from continuing operations at $31.8 million. Despite market disruptions such as tariffs, Global Industrial continued to prioritize customer service and inventory availability. The company is focused on growth through specialization and expansion, aiming to enhance their product categories and customer relationships. Additionally, they maintain a strong balance sheet with $55.1 million in cash and no debt, allowing continued investment in growth initiatives and strategic mergers and acquisitions.

Record Profitability

The company delivered an excellent second quarter performance with record profitability. Operating income improved over 26% to $33.5 million, a quarterly record for the company.

Revenue Growth

Revenue increased 3.2% to $358.9 million compared to the previous year. U.S. revenue was up 3% and Canada revenue improved 7.4% in local currency.

Gross Margin Improvement

Gross margin was a record 37.1% for the second quarter, an increase of 190 basis points over the second quarter of 2024, and 220 basis points over the first quarter of 2025.

Strong Cash Flow

The company reported strong cash flow generation in the quarter with operating cash flow from continuing operations at $31.8 million.

Liquidity and No Debt

The company maintains a strong and liquid balance sheet with no debt and approximately $120 million of excess availability under the credit facility.

Global Industrial Company (GIC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GIC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.58 / -	0.44	―	―	―
Jul 29, 2025	2025 (Q2)	0.49 / 0.65	0.52	25.00% (+0.13)	―
Apr 29, 2025	2025 (Q1)	0.20 / 0.35	0.34	2.94% (<+0.01)	―
Feb 25, 2025	2024 (Q4)	0.28 / 0.27	0.4	-32.50% (-0.13)	―
Oct 29, 2024	2024 (Q3)	0.57 / 0.44	0.54	-18.52% (-0.10)	―
Jul 30, 2024	2024 (Q2)	0.52 / 0.52	0.56	-7.14% (-0.04)	―
Apr 30, 2024	2024 (Q1)	0.38 / 0.34	0.35	-2.86% (>-0.01)	―
Feb 29, 2024	2023 (Q4)	0.39 / 0.40	0.35	14.29% (+0.05)	―
Oct 31, 2023	2023 (Q3)	0.51 / 0.54	0.53	1.89% (+0.01)	―
Aug 01, 2023	2023 (Q2)	0.42 / 0.56	0.59	-5.08% (-0.03)	―

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
Jul 29, 2025	$26.91	$34.12	+26.79%
Apr 29, 2025	$21.80	$25.23	+15.73%
Feb 25, 2025	$23.61	$23.51	-0.42%
Oct 29, 2024	$31.85	$25.28	-20.63%

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 Nov 04, 2025, After Close (Confirmed).

What is Global Industrial Company (GIC) earnings time?

Global Industrial Company (GIC) earnings time is at Nov 04, 2025, 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 2025 (Q3) is 0.58.

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