| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 68 | 17.4x | 17.8x | Top tier | |
Growth | 48 | 8.4% | 7.1% | Around median | |
Quality | 80 | 19.9% | 4.5% | Top tier | |
Safety | 87 | 0.1x | 2.6x | Top tier | |
Capital Return | 43 | 2.77% | 2.12% | Around median | |
Momentum | 80 | 0.8% | 2.9% | Top tier | |
Sentiment | 63 | 2 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Global Industrial operates as a business-to-business supplier, building its business model around selling a broad assortment of products and solutions to industrial and commercial customers through sales representatives, digital channels, and e-procurement connections. The company seeks to increase its share of customer spending through strategic accounts, sector-specific expertise, group purchasing organization GPO relationships, and direct integration with customer procurement platforms; digital channels exceeded 60% of transaction volume, while the number of digital connections surpassed 1,300 customers in the first half of fiscal year 2026.
In the second quarter of fiscal year 2026, revenue reached $386.6 million, up 7.7%, while average daily sales increased 9.3%, marking the third consecutive quarter of high-single-digit growth. U.S. revenue increased 6.3%, and Canadian revenue grew 33.7% in local currency. Sales representative-managed accounts also grew at a low-double-digit rate, with the retail and wholesale category leading growth, while core industrial customer growth approached 10%. Pricing contributed approximately four percentage points of growth, while the remainder came from volume and mix, and average order value increased approximately 10% due to a higher share of large orders.
GAAP gross profit reached $155.4 million, net income was $37.1 million, and earnings per share were $0.96 in the second quarter of fiscal year 2026, but these results included a nonrecurring benefit of approximately $26 million from an IEEPA tariff refund. Excluding it, adjusted gross profit was $134.3 million, adjusted gross margin was 34.7%, and adjusted operating income was $28.2 million at a 7.3% margin. On a trailing-twelve-month basis according to 2026 data, the company recorded revenue of $1.4 billion, gross profit of $522.4 million, net income of $87.2 million, and earnings per share of approximately $2.28.
Automated analysis for informational purposes only — not investment advice.
The stock's 52-week range extends from $26.40 to $40.71, meaning the upper end is approximately 54% above the lower end, reflecting notable variation in the market's valuation of performance. Any earnings-based valuation should be tied to earnings quality: trailing-twelve-month net income according to 2026 data was approximately $87.2 million and earnings per share were approximately $2.28, but second-quarter fiscal year 2026 results included a nonrecurring benefit of approximately $26 million, while adjusted gross margin was 34.7%.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Revenue increased 7.7% to $386.6 million, and average daily sales grew 9.3%. Pricing contributed approximately four percentage points, while the remainder of the growth came from volume and mix, with volume improving for the third consecutive quarter. Average order value also increased approximately 10% due to more large orders, and sales representative-managed accounts grew at a low-double-digit rate.
GPO activity reached an annual sales run rate of approximately $100 million during fiscal year 2026, after being launched as a membership initiative several years ago. These relationships give Global Industrial contractual access to buyers in the public sector, healthcare, hospitality, and private manufacturing. In the first half of fiscal year 2026, the company added more than 50 e-procurement connections, bringing the total to more than 1,300 customers, while digital channels represented more than 60% of transaction volume.
Not entirely, because net income of $37.1 million benefited from an IEEPA tariff refund of approximately $26 million. The accounting treatment included a benefit of approximately $21 million in cost of sales, a $4 million inventory reduction, and approximately $1 million in interest income. Excluding the benefit, adjusted gross profit was $134.3 million and adjusted gross margin was 34.7%, and management said future IEEPA-related refunds would be immaterial.
Adjusted gross margin was 34.7% in the second quarter of fiscal year 2026, compared with 37.1% in the second quarter of fiscal year 2025. The company attributed the pressure primarily to higher fuel surcharges across its less-than-truckload and parcel networks, a greater mix of large orders, and a lower contribution from seasonal cooling products. Management expects the margin to remain near the adjusted levels recorded in the first two quarters of fiscal year 2026, which were 34.8% and 34.7%.
As of June 30, 2026, Global Industrial had $86.7 million in cash, no debt, and more than $119 million in available capacity under its credit facility. The company generated $41.3 million in operating cash flow in the second quarter of fiscal year 2026, compared with capital expenditures of $0.9 million. It expects capital expenditures of between $3 million and $4 million during fiscal year 2026, and it also repurchased approximately 160 thousand shares for $4.7 million and declared a quarterly dividend of $0.28 per share.
