FY2026 EPS Estimates for Global Industrial Boosted by Sidoti

Global Industrial Company (NYSE:GIC) – Stock analysts at Sidoti increased their FY2026 earnings per share estimates for Global Industrial in a research note issued to investors on Wednesday, November 4th. Sidoti analyst A. Lebiedzinski now expects that the company will post earnings per share of $1.91 for the year, up from their previous forecast of $1.88. The consensus estimate for Global Industrial’s current full-year earnings is $1.87 per share. Sidoti also issued estimates for Global Industrial’s FY2028 earnings at $2.55 EPS.

GIC has been the topic of several other reports. Freedom Broker assumed coverage on Global Industrial in a report on Wednesday, October 14th. They set a “hold” rating and a $39.00 target price on the stock. Wall Street Zen upgraded Global Industrial from a “buy” rating to a “strong-buy” rating in a research note on Monday. Finally, Weiss Ratings downgraded shares of Global Industrial from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, September 25th. Three investment analysts have rated the stock with a Hold rating. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $39.00.

Global Industrial Price Performance

Shares of NYSE:GIC opened at $47.13 on Friday. The business has a 50-day moving average of $42.27 and a two-hundred day moving average of $35.24. Global Industrial has a 12 month low of $26.40 and a 12 month high of $51.63. The firm has a market capitalization of $1.80 billion, a PE ratio of 19.64, a P/E/G ratio of 1.59 and a beta of 0.75.

Global Industrial (NYSE:GIC) last released its earnings results on Tuesday, August 4th. The company reported $0.54 EPS for the quarter, meeting the consensus estimate of $0.54. Global Industrial had a return on equity of 22.06% and a net margin of 6.31%. The firm had revenue of $386.60 million during the quarter, compared to analyst estimates of $377.40 million.

Institutional Trading of Global Industrial

Several institutional investors have recently modified their holdings of the company. Signaturefd LLC boosted its stake in Global Industrial by 143.3% during the third quarter. Signaturefd LLC now owns 1,428 shares of the company’s stock valued at $60,000 after buying an additional 841 shares in the last quarter. Bard Associates Inc. acquired a new position in Global Industrial during the second quarter worth about $67,000. Empowered Funds LLC bought a new stake in Global Industrial in the second quarter worth about $211,000. Odyssean LLC bought a new stake in Global Industrial in the second quarter worth about $217,000. Finally, State of Wyoming bought a new stake in Global Industrial in the second quarter worth about $219,000. Institutional investors and hedge funds own 31.19% of the company’s stock.

Insider Activity at Global Industrial

In other news, SVP Claudia Hughes sold 4,753 shares of Global Industrial stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $39.78, for a total transaction of $189,074.34. Following the sale, the senior vice president owned 32,167 shares of the company’s stock, valued at approximately $1,279,603.26. The trade was a 12.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Thomas Axmacher sold 952 shares of Global Industrial stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $39.10, for a total value of $37,223.20. Following the sale, the vice president directly owned 6,414 shares in the company, valued at $250,787.40. The trade was a 12.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 7,439 shares of company stock worth $292,571 in the last 90 days. 64.51% of the stock is owned by company insiders.

Global Industrial Dividend Announcement

The company also recently disclosed a special dividend, which will be paid on Monday, November 23rd. Investors of record on Monday, November 16th will be issued a $1.00 dividend. The ex-dividend date of this dividend is Monday, November 16th. Global Industrial’s dividend payout ratio (DPR) is 46.67%.

Key Global Industrial News

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

• Positive Sentiment: Q3 coverage highlighted an EPS beat and sales above estimates, with the earnings-call discussion pointing to growth supported by vertical-market focus and digital gains. These results may reinforce confidence in the company’s operating momentum. Global Industrial Q3 2026: Big EPS Beat and a Surprise $1 Dividend
• Positive Sentiment: The company declared a one-time $1-per-share special dividend, payable November 23 to shareholders of record November 16. The sizable cash return may support investor interest, although it is not recurring income. Global Industrial Company Announces Quarterly Cash Dividend
• Neutral Sentiment: CFO Tex Clark is scheduled to attend two investor conferences on November 17 and 19. The events could offer investors more insight, but the announcement itself does not include new financial guidance. Global Industrial Company to Participate in Upcoming Investor Conferences
• Negative Sentiment: Sidoti lowered several forecasts, including FY2027 EPS to $2.30 from $2.35 and Q4 2026 EPS to $0.38 from $0.42. It also reduced Q2 and Q4 2027 estimates, though it slightly raised its Q3 2027 forecast. The revisions suggest some caution about near-term earnings growth.
• Negative Sentiment: Management expects Q4 gross margin to be around last year’s 34.5%, with transportation costs identified as a headwind—potentially limiting margin expansion. Global Industrial anticipates Q4 gross margin in line with last year

About Global Industrial

Global Industrial Company (NYSE:GIC) is a distributor of industrial, commercial and business products serving organizations across North America. The company sells products through its e-commerce platforms, catalogs and sales representatives, serving businesses, government agencies, educational institutions and other commercial customers.

Its product offerings include material-handling and storage equipment, shelving, cabinets, workbenches, safety supplies, janitorial and sanitation products, packaging materials, tools, lighting, HVAC equipment, office furniture and other facility-maintenance products.