Distribution Solutions Group (DSGR) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Greetings, and welcome to the Distribution Solutions Group Second Quarter twenty twenty Please note, this conference is being recorded. I will now turn the conference over to your host, mister Steven Hoosier. Sir, the floor is yours.Speaker1Good morning, and welcome to the Distribution Solutions Group second quarter twenty twenty five earnings call. Joining me on the call today are DSG's chairman and chief executive ...

NASDAQ: DSGR Q2 2025 Financial Results July 31, 2025 Safe Harbor Statement Cautionary Note Regarding Forward-Looking Statements This presentation contains certain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the "safe-harbor" provisions under the Private Securities Litigation Reform Act of 1995, that involve risks and uncertainties. The Terms "aim," "anticipate," "believe," "conte ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number: 0-10546 DISTRIBUTION SOLUTIONS GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 36-2229304 301 Commerce S ...

FORT WORTH, TEXAS, July 31, 2025 - Distribution Solutions Group, Inc. (NASDAQ:DSGR) ("DSG" or the "Company"), a premier specialty distribution company, today announced consolidated results for the second quarter ended June 30, 2025. This press release is supplemented by an earnings presentation at https://investor.distributionsolutionsgroup.com/news/events. The following represents a summary of certain operating results (unaudited). See the reconciliations of GAAP to non-GAAP measures in Tables 2, 3 and 4. ...

Distribution Solutions Group (DSGR) FY Conference June 12, 2025 08:35 AM ET Speaker0 Thanks, Steven. So I'm gonna I'm gonna lead most of the presentation this morning. Brett may jump in on a on a few items as well and provide you really, the purpose this morning, provide you a little bit of overview of the business, and then we'll spend a little bit of time updating you just on on overall financial performance. But quite a bit of the conversation will be surrounded around a lot of the initiatives that we're ...

Financial Performance & Metrics - DSG's adjusted revenue reached $196 billion[12] - Adjusted EBITDA margin is approximately 97%[12] - Adjusted Free Cash Flow exceeds $160 million[12] - Q1 2025 revenue was $478 million, a 149% increase year-over-year, with organic average daily sales growth of 43%[50] - Q1 2025 adjusted EBITDA was $428 million, representing 90% of sales, compared to 87% in the prior year quarter[50] Business Segments & Focus - Industrial Technologies segment accounts for approximately 40% of sales[12] - OEM segment represents about 24% of sales[12] - MRO segment constitutes roughly 36% of total revenue with TTM Adjusted Revenue of $715 million[32] - Gexpro Services in the OEM segment has TTM Adjusted Revenue of $464 million[36] - TestEquity Group in the Industrial Technologies segment has TTM Adjusted Revenue of $781 million[41] Strategic Initiatives & Acquisitions - The company has completed 11 strategic acquisitions since 2022, with purchase price multiples ranging from 46x to 94x (weighted 83x)[22] - DSG has an authorized share repurchase program of $375 million, with $111 million and $112 million repurchased in Q1 2025, and $152 million remaining under prior authorizations[52]

Group 1 - Distribution Solutions Group (NASDAQ: DSGR) has experienced a significant decline of approximately 30% from around $40 per share at the beginning of the year [1] - Following the release of Q1 earnings, the stock has continued to decrease in value [1]

Distribution Solutions Group (DSGR) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Steven Hooser - Partner, Senior MD & President - IDEAS Conferences​J. Bryan King - Chairman & CEORon Knutson - EVP & CFOTommy Moll - Managing DirectorKevin Steinke - Managing DirectorBrad Hathaway - Managing Partner Conference Call Participants Katie Fleischer - Associate Analyst - Equity Research Operator and welcome to the Distribution Solutions Group First Quarter twenty twenty five Earnings Conference ...

Core Viewpoint - Distribution Solutions Group (DSGR) reported quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.36 per share, but showing an increase from $0.25 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was -13.89%, with the company previously expected to post earnings of $0.33 per share but actually reporting $0.42 per share in the prior quarter, resulting in a positive surprise of 27.27% [2] - Revenues for the quarter ended March 2025 were $478.03 million, missing the Zacks Consensus Estimate by 2.66%, compared to $416.09 million in the same quarter last year [3] - Over the last four quarters, the company has surpassed consensus revenue estimates two times [3] Stock Performance - Distribution Solutions shares have declined approximately 24.3% since the beginning of the year, while the S&P 500 has decreased by 5.3% [4] - The current Zacks Rank for the stock is 4 (Sell), indicating expectations of underperformance in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.45 on revenues of $509.7 million, and for the current fiscal year, it is $1.64 on revenues of $2.02 billion [8] - The trend for estimate revisions ahead of the earnings release was unfavorable, which may impact future stock performance [7] Industry Context - The Technology Services industry, to which Distribution Solutions belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Distribution Solutions Group (DSGR) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 and welcome to the Distribution Solutions Group First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode and a question and answer session will follow the formal presentation. Please note, this conference is being recorded. I will now turn the conference over to your host, Mr. Stephen Hoosier of Investor Relations. Sir, you may begin. Speaker1 Good morning, a ...