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B2B distributor of industrial and maintenance/repair supplies sold via catalog, e-commerce and sales reps.
B2B distributor of industrial and maintenance/repair supplies sold via catalog, e-commerce and sales reps.
Sells a very wide range of items from a central network of warehouses, with a share under its own labels. The Leeds family, which founded the predecessor Systemax, still controls the company.
Moat: none (scale, distribution). Scale and catalog reach help, but industrial distribution is fragmented and price-competitive.
Headquarters: Port Washington, New York, United States · Founded: 1949 · Employees: 1,980
Size Global Industrial (GIC) is a United States Consumer Discretionary company (Internet Retail) with a market value of $1.77B, the 1877th largest of 3,117 United States companies the cockpit tracks. Shares closed at $46.40 on 6 Nov 2026.
Performance Over six months the shares gained 58.7%, against +3.8% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 10.2% over the last twelve months (peer median +7.7%); the operating margin is 8.3% (peer median 4.9%).
Valuation It trades at 22.4× forward earnings against a peer median of 23.9× (8th cheapest of 17).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 20.5 points above its cost of capital (8.4% WACC).
Backlog Backlog (remaining performance obligations) was $4.20M at 30 Jun 2026, up 27% on a year earlier — 0.0 years of trailing revenue. Backlog detail →
Short interest Short interest is 1.6% of the free float (15 Oct 2026).
Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.47B | $1.38B | $1.32B | $1.27B | $1.17B |
| Revenue growth | — | +5% | +3% | +9% | — |
| Gross profit | $535M | $486M | $448M | $432M | $418M |
| EBITDA | $130M | $105M | $88.1M | $104M | $109M |
| Net income | $90.6M | $71.3M | $60.6M | $70.3M | $78.5M |
| Free cash flow | $109M | $74.7M | $46.9M | $108M | $42.8M |
| Capital expenditure | $3.50M | $3.10M | $3.80M | $3.90M | $7.40M |
| Total debt | $94.6M | $104M | $83.1M | $95.5M | $102M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Global Industrial GIC | $1.77B | +59% | +10% | 8% | 22.4× | 1.3% |
| W. W. Grainger GWW | $67.9B | +17% | +9% | 17% | 28.2× | 11.9% |
| Fastenal FAST | $60.8B | +20% | +14% | 21% | 38.3× | 14.2% |
| MSC Industrial Direct MSM | $6.33B | +9% | +6% | 9% | 20.1× | 9.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GIC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.0% | +0.2% | 5th highest of 21 |
| 6-month return | +58.7% | +3.8% | highest of 21 |
| Distance from 52-week high | -10.1% | -27.9% | 2nd highest of 21 |
| Revenue growth (TTM) | +10.2% | +7.7% | 10th highest of 21 |
| Operating margin | 8.3% | 4.9% | 9th highest of 21 |
| Forward P/E | 22.4× | 23.9× | 8th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | 1.3% | 6.6% | 2nd least demanding of 12 |
| Growth delivered (Del g) | +6.0% | +18.3% | 6th lowest of 12 |
| Hurdle (Req g minus delivered) | -4.7 pp | -0.1 pp | 5th least demanding of 12 |
| ROIC minus cost of capital | +20.5 pp | -1.6 pp | 2nd highest of 17 |
| EV / EBITDA | 13.4× | 12.4× | 5th most expensive of 10 |
| Net debt / EBITDA | -0.2× | -0.2× | 6th least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Global Industrial GIC | United States | $1.77B | +59% | +10% | 8% | 22.4× | 1.3% | +6.0% |
| RealReal REAL | United States | $1.61B | +25% | +18% | 0% | 47.8× | n/a | n/a |
| LuxExperience B.V. Sponsored ADR LUXE | United States | $1.40B | +20% | +111% | -6% | 194.0× | n/a | n/a |
| Liquidity Services LQDT | United States | $1.37B | +21% | +5% | 9% | 24.8× | 16.2% | +18.3% |
| Revolve RVLV | United States | $1.32B | -11% | +15% | 6% | 20.4× | n/a | n/a |
| Guangzhou Ruoyuchen Technology 003010.SZ | China | $1.31B | -8% | +75% | 10% | 23.0× | 1.7% | +24.7% |
| Vedant Fashions MANYAVAR.NS | India | $1.22B | +6% | +2% | 32% | 29.6× | 21.4% | +21.5% |
| Akso Health Group Sponsored ADR AHG | United States | $1.14B | -34% | -6% | -29% | n/a | n/a | n/a |
| NanJi E-Commerce 002127.SZ | China | $1.05B | -1% | -28% | -12% | 29.9× | 6.4% | -9.0% |
| Xingyun Technology 300209.SZ | China | $3.15B | +30% | +978% | 23% | n/a | n/a | n/a |
| IndiaMART InterMESH INDIAMART.NS | India | $985M | -26% | +12% | 34% | 17.0× | 8.2% | +18.6% |
| Huakai Yibai Technology 300592.SZ | China | $966M | +27% | -11% | 7% | 15.7× | 3.4% | +132.3% |
| THG THG.L | United Kingdom | $877M | +30% | +10% | -1% | n/a | n/a | n/a |
| Petco Health & Wellness WOOF | United States | $848M | +5% | -1% | 3% | 12.5× | 6.6% | +3.9% |
| Hangzhou Onechance Tech Crop 300792.SZ | China | $839M | -32% | -19% | 9% | 46.2× | 19.9% | -3.7% |
| Mercari 4385.T | Japan | $3.76B | -5% | +19% | 19% | 15.6× | n/a | n/a |
| Aucnet 3964.T | Japan | $824M | +12% | +12% | 15% | 15.5× | 0.1% | +21.6% |
| Global Top E-Commerce 002640.SZ | China | $757M | -12% | -6% | 1% | n/a | 33.4% | -19.8% |
| AO World AO..L | United Kingdom | $687M | +6% | +11% | 4% | 13.3× | 3.0% | -5.3% |
| ASKUL 2678.T | Japan | $682M | +2% | -20% | -5% | 29.2× | n/a | n/a |
| Yiwu Huading Nylon 601113.SS | China | $670M | -28% | -5% | 1% | 41.2× | n/a | n/a |
Global Industrial reported $4.20M of remaining performance obligations at 30 Jun 2026, up 27% from a year earlier and up 110% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 1.01.