Investors interested in Industrial Services stocks are likely familiar with Global Industrial (GIC) and W.W. Grainger (GWW) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our ...

分组1 - Global Industrial (GIC) reported quarterly earnings of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.5 per share, and showing an increase from $0.52 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company achieved revenues of $358.9 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.02%, and up from $347.8 million year-over-year [2] - Global Industrial shares have increased approximately 10.5% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.51 on revenues of $353.95 million, and for the current fiscal year, it is $1.69 on revenues of $1.36 billion [7] - The Zacks Industry Rank indicates that the Industrial Services sector is currently in the top 15% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8]

Global Industrial Company (GIC) Q2 2025 Earnings Call July 29, 2025 05:00 PM ET Speaker0Good afternoon, ladies and gentlemen, and welcome to Global Industrial's Second Quarter twenty twenty May Call. At this time, I would like to turn the call over to Mike Smargiassi of The Plunkett Group. Please go ahead.Speaker1Thank you, and welcome to the Global Industrial second quarter twenty twenty five earnings call. Today's call will include formal remarks from Anissa Chibi, Chief Executive Officer and Tex Clark, S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ 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 1-13792 Global Industrial Company (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organi ...

Exhibit 99.1 GLOBAL INDUSTRIAL COMPANY REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS, ACHIEVES RECORD PROFITABILITY Sales of $358.9 Million; Increased 3.2% Operating Income Increased 27% to $33.5 Million; Operating Margin 9.3% Board Declared $0.26 Dividend Earnings Conference Call Details Global Industrial Company will host a conference call and question and answer session on its second quarter 2025 results today, July 29, 2025 at 5:00 p.m. Eastern Time. A live webcast of the call will be available on the C ...

Global Industrial Company (GIC) FY Conference June 04, 2025 02:20 PM ET Speaker0 Thank you, Ryan. Good afternoon, everyone. As Ryan shared, I'm Anissa Chivey. I'm the CEO of Global. I joined in mid February, so I am, relatively new. But by way of background, just to give you some context, I spent sixteen years at GE. I'm also ex Home Depot, and I ran the b to b side of the HD Supply portion that was called Facilities Maintenance. I did that for just under eleven years. I also ran a custom highly engineered ...

Core Viewpoint - Global Industrial (GIC) is currently viewed as a better value opportunity compared to SiteOne Landscape (SITE) based on various financial metrics and analyst outlooks [1]. Valuation Metrics - GIC has a forward P/E ratio of 15.19, significantly lower than SITE's forward P/E of 37.36, indicating that GIC may be undervalued [5]. - The PEG ratio for GIC is 0.95, while SITE's PEG ratio is 1.97, suggesting that GIC offers better value relative to its expected earnings growth [5]. - GIC's P/B ratio stands at 3.41, compared to SITE's P/B of 3.49, further supporting GIC's valuation advantage [6]. Analyst Outlook - GIC holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision activity, while SITE has a Zacks Rank of 4 (Sell), reflecting a less favorable analyst outlook [3]. - GIC's Value grade is B, whereas SITE's Value grade is D, highlighting GIC's stronger position in terms of value investing metrics [6].

Revenue and Sales Performance - The Company generated revenue of $321.0 million, a decline of 0.7% from $323.4 million in the same period last year[60]. - U.S. sales declined 0.3% for the quarter compared to the same period in 2024, while Canada sales declined 8.8% (2.5% in local currency)[64]. Profitability and Margins - Consolidated gross margin increased to 34.9%, up from 34.3% year-over-year, benefiting from proactive price management[60]. - Operating margin for Q1 2025 increased by 30 basis points compared to Q1 2024, attributed to improved gross margin and cost control measures[70]. - Net income per diluted share from continuing operations increased 2.9% to $0.35 compared to $0.34 last year[60]. - Gross margin for Q1 2025 was 34.9%, a 60 basis point improvement from 34.3% in Q1 2024, driven by price capture and freight management[67]. Expenses and Cost Management - Selling, distribution and administrative expenses (SD&A) were $93.9 million, representing 29.3% of net sales, up from 28.9% last year[61]. - Selling, distribution, and administrative expenses (SD&A) as a percentage of sales increased by approximately 40 basis points year-over-year, with total salary and related costs rising by $2.7 million[69]. - The Company continues to maintain strong cost controls within discretionary spending[54]. - The Company is focused on integrating Indoff's operations and optimizing its cost structure amid ongoing IT control remediation[54]. Cash Flow and Liquidity - Net cash provided by operating activities from continuing operations was $3.3 million in Q1 2025, down from $6.3 million in Q1 2024, primarily due to changes in working capital[77]. - Cash and cash equivalents decreased by $5.6 million from $44.6 million as of December 31, 2024, to $39.0 million as of March 31, 2025[74]. - The company had over $156 million of liquidity (cash and undrawn line of credit) in the U.S. as of March 31, 2025[85]. - The company maintains a $125.0 million secured revolving credit facility, with total availability of approximately $122.2 million as of March 31, 2025[80]. Future Outlook - The Company anticipates increased volatility in margin rates due to market inflation and tariff-related cost increases[54]. - The company anticipates capital expenditures in the range of $2.0 to $3.0 million for 2025, with no contractual commitments at this time[83]. - Regular quarterly dividends in Q1 2025 totaled approximately $10.1 million, reflecting a dividend of $0.26 per common share[79].

Financial Data and Key Metrics Changes - In Q1 2025, the company generated revenue of $321 million, a decline of less than 1% compared to the previous year, with U.S. revenue down 0.3% and Canadian revenue down 2.5% in local currency [4][12] - Gross margin increased by 60 basis points year-over-year to 34.9%, and operating income improved by 4.6% [5][16] - Operating income from continuing operations was $18.2 million, with an operating margin of 5.7% [18] Business Line Data and Key Metrics Changes - The performance of the company's largest strategic accounts improved, contributing positively to revenue growth as the quarter progressed [4][7] - The Indof business continued to see growth in new order generation, indicating strong performance in project-based segments [24] Market Data and Key Metrics Changes - The company faced challenges due to tariffs enacted in April, which disrupted the supply chain and impacted price and demand dynamics [8][10] - Despite these challenges, the company maintained a strong inventory position, which provided flexibility in price cost management [14][31] Company Strategy and Development Direction - The company aims to broaden its customer base by expanding existing account relationships and accelerating growth initiatives [7] - There is a focus on enhancing performance through account-based marketing and improving the alignment of marketing and sales [7] - The company is actively diversifying its supply chain to mitigate risks associated with tariffs, particularly those affecting imports from China [15][40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to manage through the current environment, emphasizing a customer-centric approach and strong balance sheet [10][19] - The future demand environment remains uncertain due to macroeconomic factors and tariffs, but management is focused on executing effectively [25][63] Other Important Information - The company declared a quarterly dividend of $0.26 per share, reflecting its strong financial position [20] - Capital expenditures for 2025 are expected to be in the range of $2 million to $3 million, primarily for maintenance-related investments [18] Q&A Session Summary Question: Impact of Indof on the quarter - Management noted that Indof saw broader growth across larger customer segments, with no significant pull forward demand observed [24] Question: SD and A expenses sustainability - Management indicated that SD and A expenses were controlled, with a focus on maintaining cost efficiency while allowing for revenue growth [26][27] Question: Future pricing and gross margins amid tariffs - Management acknowledged the fluid situation regarding tariffs and indicated that they are monitoring it closely while managing inventory effectively [28][30] Question: Sourcing shift from China - Management confirmed that the sourcing from China has decreased from previous levels, with ongoing efforts to diversify supply chains [39][40] Question: Growth in strategic accounts - The growth in strategic accounts was attributed to both bringing on new accounts and strong performance from existing ones [47] Question: Potential for acquisitions - Management stated that M&A remains a lever for growth, with the company actively looking for strategic opportunities [65]

Core Viewpoint - Global Industrial (GIC) reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing a slight increase from $0.34 per share a year ago, representing a 75% earnings surprise [1] Financial Performance - The company posted revenues of $321 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.56%, although this is a decrease from year-ago revenues of $323.4 million [2] - Over the last four quarters, Global Industrial has only surpassed consensus EPS estimates once [2] Stock Performance - Global Industrial shares have declined approximately 11.1% since the beginning of the year, compared to a decline of 6% for the S&P 500 [3] - The current Zacks Rank for the stock is 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.44 on revenues of $339.66 million, and for the current fiscal year, it is $1.48 on revenues of $1.33 billion [7] - The trend for estimate revisions ahead of the earnings release was unfavorable, which may impact future stock performance [6] Industry Context - The Industrial Services industry, to which Global Industrial belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8]