Powerful Solutions. Proven Results. NASDAQ: DSGR Jefferies Industrial Conference September 4, 2025 Disclaimers 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 "a ...

Financial Performance - Q1 2025 adjusted revenue was $478 million, a $62 million or 14.9% increase year-over-year, primarily due to acquisitions, but down 0.5% sequentially[14] - Organic average daily sales grew 4.3% year-over-year (4.7% on a constant currency basis)[14] - Q1 2025 adjusted EBITDA was $42.8 million, or 9.0% of sales, compared to $36.1 million, or 8.7% in the prior year quarter[14] - Diluted income per share was $0.07, compared to a diluted loss per share of $0.11 in the year-ago quarter; Non-GAAP adjusted diluted earnings per share was $0.31 compared to $0.25 year-over-year[14] Segment Performance - Lawson Products' Q1 2025 revenue was $120.5 million, with adjusted EBITDA of $14.3 million or 11.9% of revenue[16, 18] - Canada Branch Division's Q1 2025 revenue was $50.5 million, with adjusted EBITDA of $2.6 million or 5.2% of revenue; Excluding Source Atlantic, adjusted EBITDA was 13.1% of revenue[22, 24, 25] - Gexpro Services' Q1 2025 organic revenue increased by $19.1 million or 19.4% year-over-year, with adjusted EBITDA of $15.0 million or 12.6% of revenue[30] - TestEquity's Q1 2025 adjusted EBITDA was $12.8 million or 6.8% of revenue[35] Strategic Initiatives - The company is focused on organic growth, M&A, and deleveraging via earnings growth and free cash flow generation[36] - A $37.5 million share repurchase program is in place, with $11.2 million repurchased in Q1 2025 and $15.2 million still available under prior authorizations[36]