Global Industrial Company Common Stock (GIC)

FairStock Score: 76/100 — HIGH CONVICTION

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Global Industrial is a steady industrial distributor, not a glamorous compounder. In fiscal Q2 2026, the quarter ended 2026-06-30, it reported revenue of $386.6M, net income of $37.1M, and diluted EPS of $0.96. Against fiscal Q2 2025, the quarter ended 2025-06-30, when revenue was $358.9M, net income was $25.1M, and diluted EPS was $0.65, that is a strong quarter: sales rose about 8% and profit rose about 48%. Yet FairStock classifies it as a SLOW GROWER, because over five years profit grew about 2.0% a year and revenue 6.0%. The annual filed figures are choppy: in fiscal year 2023, the year ended 2023-12-31, net income was $70.7M; in fiscal year 2024, the year ended 2024-12-31, it was $61.0M; and in fiscal year 2025, the year ended 2025-12-31, it was $72.1M. I would not extrapolate one quarter too far.

In plain English: Global Industrial sells maintenance, repair and operations supplies such as shelving, safety gear, tools and janitorial products to businesses in the U.S. and Canada. The business looks financially solid, with good profits, little debt and strong cash generation. But the stock price looks high compared with the company's profits, asset value and slow long-term growth record, so it does not look like a bargain from the numbers shown.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer