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Industry top-down

Industrial Distribution

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

17 companiesMedian revenue YoY: +1.7%EPS beat rate:

AI industry top-down

The Industrial Distribution sector showed mixed performance overall. The median revenue growth rate was a low 1.14%, with many companies reporting revenue declines or low single-digit growth. EPS also saw negative growth in a significant number of companies, indicating a slowdown in profitability. However, some companies like DXPE, DSGR, and EVI achieved double-digit revenue growth and strong EPS growth, demonstrating differentiated performance within the sector.

  • Many companies experiencing a slowdown or decrease in sales growth
  • A significant number of companies recorded negative EPS growth rates
  • Some companies show solid sales and EPS growth
Where companies diverge: Significant variation in revenue growth rates by company · Divergent trends in EPS growth rates by company

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
GWWW.W. GRAINGER, INC.FY2026 Q1$4.31B+1.7%$9.86+2.5%
FASTFASTENAL COFY2026 Q1$1.96B+3.4%$0.26-50.0%
FERGFerguson Enterprises Inc. /DE/FY2026 Q1$7.21B-6.4%$1.73-31.9%
QXOQXO, Inc.FY2026 Q1$13.5M-6.5%$-0.03
AITAPPLIED INDUSTRIAL TECHNOLOGIES INCFY2026 Q3$3.34B+0.6%$7.33+2.1%
CNMCore & Main, Inc.FY2025 Q3$5.74B+9.1%$1.79-0.6%
POOLPOOL CORPFY2026 Q1$1.07B-4.4%$1.42-30.4%
MSMMSC INDUSTRIAL DIRECT CO INCFY2026 Q2$1.82B-3.7%$1.54-33.6%
DNOWDNOW Inc.FY2026 Q1$599M+6.4%$0.190.0%
DXPEDXP ENTERPRISES INCFY2026 Q1$476.57M+15.5%$1.25+86.6%
DSGRDistribution Solutions Group, Inc.FY2026 Q1$478.03M+14.9%$0.07
GICGLOBAL INDUSTRIAL CoFY2026 Q1$321M-0.7%$0.35+2.9%
BXCBlueLinx Holdings Inc.FY2026 Q1$709.23M-2.3%$0.33-83.5%
EVIEVI INDUSTRIES, INC.FY2026 Q1$93.63M+6.3%$0.21+133.3%
090410DUKSHINEPC CO., LTD.FY2026 Q1₩25.67B+2.3%₩1.00-98.0%
262260APRO Co., LTDFY2026 Q1₩43.87B-35.6%₩69.00-65.3%
001250GS Global Corp.FY2026 Q1₩1.1T+7.6%₩64.00-32.6%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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