Management also provided monthly sales-per-day figures for the quarter in response to a question from Stephens analyst Zach Marriott:DXP’s fourth-quarter sales increased 11.9% year-over-year to a record $527.4 million . Yee attributed the quarterly increase to higher average daily sales and acquisition contributions. Average sales per business day rose to $8.51 million in Q4 (62 business days), up from $8.03 million in Q3 (64 business days).Operating income rose 21.7% year-over-year to $176.9 million , whil ...

Global Industrial Company Q4 2025 Earnings Call Summary - Moby Strategic Transformation and Performance Drivers Transitioned from a transactional web-based model toward a customer-centric, vertical-integrated approach to capture higher lifetime value and share of wallet. Realigned the inside sales organization into specialized industry verticals, including industrial, healthcare, and public sector, to deepen subject matter expertise. Expanded product assortment into maintenance, repair, and operatio ...

Global Industrial Company (NYSE:GIC) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAnesa Chaibi - CEOMike Smargiassi - Founding PartnerTex Clark - SVP and CFOConference Call ParticipantsAnthony Lebiedzinski - Senior Equity Research AnalystMichael Francis - Research AnalystOperatorGood afternoon, ladies and gentlemen, and welcome to Global Industrial's Q4 2025 Earnings Call. At this time, I would like to turn the call over to Mike Smargiassi of The Plunkett Group. Please go ahead.Mi ...

Global Industrial Company (NYSE:GIC) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker4Good afternoon, ladies and gentlemen, and welcome to Global Industrial's fourth quarter 2025 earnings call. At this time, I would like to turn the call over to Mike Smargiassi of The Plunkett Group. Please go ahead.Speaker3Thank you. Welcome to the Global Industrial 4th quarter 2025 earnings call. Today's call will include formal remarks from Anesa Chaibi, Chief Executive Officer, and Tex Clark, Senior Vice Pres ...

Global Industrial Reports Fourth Quarter and Full Year 2025 Financial Results ELEMENT--[Back to the Newsroom]# Global Industrial Reports Fourth Quarter and Full Year 2025 Financial ResultsFourth Quarter Sales Increased 14.3%; Operating Income Improved 35.2%; EPS Grew 40.7%Full Year Sales of $1.38 Billion, Increased 4.8%; Operating Income Improved 21.2%Quarterly Dividend Increased by 7.7% to $0.28PORT WASHINGTON, NY / [ACCESS Newswire]/ February 24, 2026 / [Global Industrial Company](NYSE:GIC),a value-added ...

Core Viewpoint - Fastenal's recent earnings report indicates steady growth in revenues and earnings, supported by strong customer demand and operational improvements, despite a challenging industrial environment [3][11]. Financial Performance - Fastenal reported Q4 2025 earnings per share (EPS) of 26 cents, matching expectations and reflecting a 12.2% increase from 23 cents in the prior year [4]. - Net income rose to $294.1 million from $262.1 million year-over-year [4]. - Quarterly net sales reached $2.03 billion, meeting estimates and showing an 11.1% year-over-year increase [5]. Sales and Growth Drivers - Average daily sales increased by 11.1% year-over-year to $32.2 million, driven by higher unit volumes and growth in customer spending [5]. - Direct products, including fasteners and cutting tools, saw daily sales growth of 13.1%, accounting for 38.4% of net sales [8]. - Manufacturing remained the primary growth driver, with heavy manufacturing sales up 12.6% year-over-year [9]. Margin and Expense Trends - Gross profit increased by 9.8% year-over-year to $898.7 million, while gross margin slightly declined to 44.3% [6]. - Selling, general and administrative expenses improved to 25.4% of sales, leading to an operating profit of $384.3 million and an operating margin of 19% [7]. Digital and Technological Growth - Fastenal's digital sales channels grew significantly, with sales through FMI technology up 16.6% year-over-year, representing 46.1% of net sales [10]. - Overall digital footprint sales accounted for 62.1% of net sales, indicating a continued shift towards technology-enabled distribution [10]. Balance Sheet and Capital Allocation - Fastenal ended 2025 with $276.8 million in cash and cash equivalents, and long-term debt decreased to $100 million [12]. - The company returned $252.6 million to shareholders via dividends during the quarter, with no share repurchases made in 2025 [13]. Future Outlook - Management expressed confidence in long-term growth drivers, including contract customer wins and digital expansion, with expectations for increased capital spending in 2026 [14]. - Estimates for Fastenal have been trending upward, indicating a positive outlook for the stock [15][17].

Core Viewpoint - Grainger has announced a slate of 12 nominees for its Board of Directors to be voted on at the 2026 Annual Meeting, emphasizing the Board's commitment to creating sustainable, long-term value for stakeholders [1]. Group 1: Board of Directors - The 12 candidates nominated for the Board are all current members, including Rodney C. Adkins, George S. Davis, and D.G. Macpherson among others [1]. - D.G. Macpherson, Grainger's Chairman and CEO, highlighted the Board's diverse leadership and unified commitment to the company's purpose of ensuring operational continuity [1]. Group 2: Company Overview - Grainger is a leading broad line distributor primarily operating in North America and Japan, serving over 4.6 million customers with maintenance, repair, and operating (MRO) products [1]. - The company reported a revenue of $17.9 billion for the year 2025, showcasing its strong market position and commitment to service [1].

Core Viewpoint - Genuine Parts Company plans to separate its automotive and industrial operations into two publicly listed companies by early 2027, aiming to enhance operational focus and financial flexibility [1][5]. Group 1: Company Structure and Operations - The proposed separation will create two standalone businesses: Global Automotive, focusing on aftermarket automotive parts and repair networks, and Global Industrial, which will handle industrial distribution and services [1][2]. - Global Automotive reported over $15 billion in revenue and $1.2 billion in EBITDA for 2025, operating over 10,000 locations and supporting more than 20,000 NAPA Auto Care repair centers [2][3]. - Global Industrial generated approximately $9 billion in sales and over $1.1 billion in EBITDA in 2025, providing maintenance, repair, and automation products across more than 14 manufacturing sectors [3][4]. Group 2: Market Context and Strategic Intent - The automotive aftermarket served by Global Automotive is estimated at $200 billion, with the division focusing on technology and supply-chain initiatives to improve growth and margins [3]. - Global Industrial targets a fragmented $150 billion industrial distribution market, leveraging trends such as re-shoring, automation, and AI-related infrastructure investments [4]. - The separation follows a strategic review aimed at providing each division with dedicated leadership and customized capital structures [5]. Group 3: Financial Performance - Genuine Parts reported fourth-quarter 2025 sales of $6 billion, reflecting a year-on-year increase of 4.1% [5]. - The company experienced a net loss of $609 million in the fourth quarter, compared to a net income of $133 million in the prior-year period, largely due to $825 million in non-recurring charges [6].

Core Insights - The company plans to separate into two independent publicly traded entities: a global automotive aftermarket business and a standalone industrial distribution business, aiming to unlock value and improve focus [5][4][3] Financial Performance - Total company sales for 2025 reached $24.3 billion, reflecting a year-over-year increase of 3.5% [1] - The industrial segment (Motion) reported sales of $8.9 billion, up approximately 2%, with EBITDA of about $1.1 billion, representing 12.9% of sales [8] - North America Automotive sales increased by about 3%, with segment EBITDA of $672 million, or 7.1% of sales, down 70 basis points year over year [9] - International Automotive sales rose about 5%, with segment EBITDA of $544 million, or 9.3% of sales, down 90 basis points [10] - The company generated approximately $890 million in operating cash flow and $421 million in free cash flow for 2025 [14] Strategic Initiatives - Management emphasized that the separation is intended to provide tailored capital allocation strategies for each business, as both operations already function largely independently [4][5] - The company invested about $470 million in supply chain and technology during the year and returned over $560 million to shareholders via dividends, marking the 70th consecutive year of dividend increases [6] Future Outlook - For 2026, the company projects sales growth of 3% to 5.5% and adjusted EPS of $7.50 to $8.00, which would represent a 5% increase at the midpoint compared to 2025 adjusted EPS of $7.37 [15] - Segment EBITDA outlooks for 2026 include $700 million to $730 million for North America Automotive, $560 million to $600 million for International Automotive, and $1.2 billion to $1.3 billion for Industrial [19] - Management noted that January 2026 sales trends were strong, particularly in the Motion segment, although European market conditions remain a concern [20]

Genuine Parts Company (NYSE:GPC) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsBert Nappier - EVP and CFOTim Walsh - VP of Investor RelationsWill Stengel - President and CEOConference Call ParticipantsBret Jordan - Managing Director and Senior Equity Research AnalystChris Dankert - Senior Equity AnalystChris Horvers - Managing Director and Senior Equity Research AnalystGreg Melich - Equity Research AnalystKate McShane - Managing Director and Senior Equity AnalystMichael Lasser - Ma ...