NYSE$GIC

Global Industrial Company · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported record sales and increased operating income.

Global Industrial Company reported record second-quarter sales of $318.5 million, a 17% increase year-over-year. Operating income also increased by 23.5% to $30.5 million, with an operating margin of 9.6%. The company's ACE strategy and strong execution drove these results.

  • Consolidated sales increased 16.8% to $318.5 million compared to $272.6 million last year.
  • Consolidated gross margin decreased to 35.5% compared to 36.0% last year.
  • Consolidated operating income from continuing operations increased 23.5% to $30.5 million compared to $24.7 million last year.
  • Net income per diluted share from continuing operations increased 7.3% to $0.59 compared to $0.55 last year.

Headline financials

Total Revenue

$319M

Previous: $273M+16.8%
EPS (adj)

$0.59

Previous: $0.55+7.3%
Capital Expenditures

-$2.1M

Previous: -$2.1M+0.0%
Free Cash Flow

$20.7M

Previous: $19.9M+4.0%
Net Income

$22.8M

Previous: $22M+3.6%
Operating Income

$30.5M

Previous: $24.7M+23.5%
Gross Profit

$113M

Previous: $98M+15.3%
Cash & Equivalents

$23.5M

Previous: $41.6M-43.5%
Total Assets

$505M

Previous: $403M+25.5%
Stock-Based Comp

$1.4M

Previous: $1M+40.0%

Revenue & EPS history

Global Industrial · Revenue · Quarterly

$319M

Q2 2022+16.8%vs Q2 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company continues to make progress on key digital innovation, sales, marketing, customer, and logistics initiatives. They are well positioned to drive bottom line performance and value for all stakeholders over the long-term.

Tailwinds

  • Investments in key digital innovation.
  • Investments in sales initiatives.
  • Investments in marketing initiatives.
  • Investments in customer initiatives.
  • Investments in logistics initiatives.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+1.4%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.7%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+32.5%

Q2 2015

Best reaction

-27.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%-10.9%-6.9%
Q4 2025+7.6%+8.9%+0.5%
Q3 2025-18.2%-19.8%-18.4%
Q1 2025+15.7%+15.4%+17.4%
Q4 2024-0.4%-4.2%-7.2%
Q3 2024-21.2%-19.8%-14.4%
Q2 2024-0.9%-5.5%-5.7%
Q1 2024-12.4%-11.7%-13.3%
Q4 2023-3.7%+1.6%+2.2%
Q3 2023+10.4%+8.5%+11.7%
Q2 2023+4.0%+11.7%+18.7%
Q1 2023-14.3%-12.6%-4.4%
Q4 2022-0.8%-3.8%-12.0%
Q3 2022-27.5%-25.2%-21.1%
Q2 2022-12.4%-10.0%-17.7%
Q1 2022+17.6%+9.3%+15.2%
Q4 2021-1.2%-7.6%+0.7%
Q3 2021-4.2%-1.2%-5.7%
Q2 2021+2.0%-0.2%+0.6%
Q1 2021-23.1%-19.8%-20.9%
Q4 2020-15.8%-18.2%-10.9%
Q3 2020+23.9%+21.2%+33.7%
Q2 2020+17.7%+14.8%+11.6%
Q1 2020+3.7%+1.0%+5.5%
Q4 2019-4.3%-8.2%-17.0%
Q3 2019-10.0%-12.9%-5.9%
Q2 2019+14.5%+6.8%+5.4%
Q1 2019+4.2%+3.0%-10.2%
Q4 2018-15.7%-13.6%-10.6%
Q3 2018+25.1%+19.7%+8.6%
Q2 2018+5.1%-12.9%-16.5%
Q1 2018-2.4%-2.4%+5.1%
Q4 2017-7.1%-6.0%-7.2%
Q3 2017+13.8%+9.4%+9.5%
Q2 2017+29.5%+43.2%+34.9%
Q1 2017+29.3%+29.7%+31.0%
Q4 2016+12.9%+13.8%+38.7%
Q3 2016-5.3%-4.1%+11.2%
Q2 2016+2.2%+0.6%-7.1%
Q1 2016-1.5%
Q4 2015+5.3%
Q3 2015-5.6%
Q2 2015+32.5%
Q1 2015-3.6%
Q4 2014+3.3%
Q3 2014+0.2%
Q2 2014+9.2%
Q1 2014-3.1%
Q4 2013+6.5%
Q3 2013+0.4%
Q2 2013+1.4%
Q1 2013-3.7%
Q4 2012-0.8%
Q3 2012-4.3%
Q4 2011+2.5%
Q2 2012+2.5%
Q1 2011-3.7%
Q1 2012+2.3%
Q4 2009+1.9%
Q3 2010+4.0%
Q3 2011+4.0%
Q2 2011+2.7%
Q2 2010+2.7%
Q4 2010+2.7%
Q1 2010-2.8%

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