Q1 EPS Forecast for Global Industrial Increased by Analyst

Global Industrial Company (NYSE:GIC) – Equities research analysts at Sidoti increased their Q1 2026 EPS estimates for shares of Global Industrial in a research report issued to clients and investors on Wednesday, February 25th. Sidoti analyst A. Lebiedzinski now expects that the company will post earnings of $0.40 per share for the quarter, up from their previous estimate of $0.38. The consensus estimate for Global Industrial’s current full-year earnings is $1.59 per share. Sidoti also issued estimates for Global Industrial’s Q4 2026 earnings at $0.43 EPS, FY2026 earnings at $2.05 EPS, Q1 2027 earnings at $0.47 EPS, Q2 2027 earnings at $0.68 EPS, Q3 2027 earnings at $0.66 EPS, Q4 2027 earnings at $0.51 EPS and FY2027 earnings at $2.33 EPS.

Several other analysts have also recently commented on the stock. Zacks Research raised shares of Global Industrial from a “strong sell” rating to a “hold” rating in a research note on Monday, December 29th. Wall Street Zen raised Global Industrial from a “buy” rating to a “strong-buy” rating in a research report on Saturday, January 31st. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Global Industrial in a research report on Thursday, January 22nd. Two investment analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold”.

Global Industrial Stock Performance

Shares of GIC opened at $33.12 on Thursday. Global Industrial has a 1 year low of $20.79 and a 1 year high of $38.79. The company’s 50 day simple moving average is $31.01 and its 200 day simple moving average is $32.29. The company has a market capitalization of $1.27 billion, a price-to-earnings ratio of 17.80, a PEG ratio of 0.98 and a beta of 0.90.

Global Industrial (NYSE:GIC) last released its quarterly earnings results on Tuesday, February 24th. The company reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.35 by $0.03. The company had revenue of $345.60 million for the quarter, compared to analysts’ expectations of $324.86 million. Global Industrial had a net margin of 5.23% and a return on equity of 23.76%.

Institutional Investors Weigh In On Global Industrial

Institutional investors have recently added to or reduced their stakes in the company. New York State Teachers Retirement System acquired a new stake in Global Industrial during the fourth quarter worth about $38,000. Advisors Asset Management Inc. lifted its stake in shares of Global Industrial by 234.9% in the 4th quarter. Advisors Asset Management Inc. now owns 2,502 shares of the company’s stock valued at $73,000 after purchasing an additional 1,755 shares in the last quarter. State of Alaska Department of Revenue purchased a new stake in shares of Global Industrial during the 3rd quarter worth about $79,000. State of Wyoming acquired a new stake in Global Industrial during the 2nd quarter worth approximately $117,000. Finally, CWM LLC increased its position in Global Industrial by 185.2% during the 2nd quarter. CWM LLC now owns 4,603 shares of the company’s stock worth $124,000 after purchasing an additional 2,989 shares in the last quarter. Hedge funds and other institutional investors own 31.19% of the company’s stock.

Global Industrial Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be given a $0.28 dividend. This is an increase from Global Industrial’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.12 annualized dividend and a dividend yield of 3.4%. Global Industrial’s dividend payout ratio is 59.43%.

Global Industrial News Summary

Here are the key news stories impacting Global Industrial this week:

• Positive Sentiment: Q4 results beat consensus: Global Industrial reported $0.38 EPS vs. ~$0.35 expected and $345.6M revenue (up ~14% YoY), with gross profit, operating income and net income all improving year-over-year — the operational strength is the primary driver of the rally. Press Release
• Positive Sentiment: Dividend increase: the board raised the quarterly dividend 7.7% to $0.28/share (annualized yield ~3.4%), signaling confidence in cash flow and returning capital to shareholders. Dividend Article
• Positive Sentiment: Strategic realignment announced: management outlined a customer-centric growth plan and targets for 2026 intended to drive higher recurring sales and margin expansion — this provides a directional growth roadmap that investors typically view favorably. Strategy Article
• Neutral Sentiment: Earnings call color: the Q4 2025 earnings call transcript offers management commentary on margin drivers, working capital and investments in growth platforms — useful detail for modeling but no material change to near-term guidance was highlighted in headlines. Earnings Transcript
• Neutral Sentiment: Balance sheet and cash flow notes: operating cash flow improved (~$20M) and cash on hand rose to ~$67.5M, while liabilities increased modestly — overall liquidity looks stronger, but investors will watch free cash conversion going forward. Institutional holdings shifts were mixed in the latest quarter. Quiver Article
• Negative Sentiment: Insider selling: a company insider sold ~9,255 shares in the past six months; while the single sale may be routine, investors sometimes view insider sales as a mild negative signal to monitor. Insider Activity

About Global Industrial

Global Industrial Company (NYSE: GIC) is a leading business-to-business distributor of industrial products and equipment. Headquartered in Port Washington, New York, the company provides a comprehensive range of products to support manufacturing, warehousing, and facility maintenance operations across North America. Through a digital-first platform, Global Industrial combines e-commerce, direct sales and catalog-based ordering channels to serve a diverse commercial customer base.

The company’s product portfolio encompasses material handling solutions (including conveyors, pallet racks and hoists), storage and shelving systems, janitorial and sanitation supplies, packaging and shipping materials, and office furniture.