Slide 1: Q1 2026 Financial Results
NASDAQ: DSGR Q1 2026 Financial Results April 30, 2026
Slide 2: Safe Harbor Statement
Safe Harbor Statement Cautionary Note Regarding Forward-Looking Statements This presentation contains certain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the “safe-harbor
Slide 3: Key Takeaways for the Quarter
Key Takeaways for the Quarter Solid Operational Performance Macro & Demand Outlook • Total sales growth of $18.0 million or 3.8% with organic sales up 3.6%, $0.8 • Macro environment improving, momentum continues in key end markets, million partial quarter additional revenue from the acquisition clos
Slide 4: Leading Specialty Industrial Distribution Platform
Leading Specialty Industrial Distribution Platform MRO Focus OEM Focus Industrial Technologies Focus VMI Focus Canadian Branch Focus Leading vendor managed Leading wholesale distributor of Leading global supply chain services Leading supplier of electronic and inventory provider of C-parts to MRO su
Slide 5: 2026 Consolidated Financial Highlights
2026 Consolidated Financial Highlights • Q1 revenue of $496.0M; up $18.0M or 3.8% over a year ago primarily driven by organic sales growth of 3.6% and $0.8 million of partial quarter incremental revenue from the acquisition closed in the first quarter of 2026. Sequentially, organic sales grew 2.8% w
Slide 6: Lawson Products – MRO Focus
Lawson Products – MRO Focus Q1 2026 Highlights: Revenue (in millions) • Organic average daily sales (ADS) growth of 2.7% across majority of $120.5 $123.7 $114.8 customer segments over prior year quarter; up sequentially 4.4% • Q1 adjusted EBITDA of $11.6M or 9.3% of revenue; sales mix shift, continu
Slide 7: Canada Branch Business – Canadian MRO Focus
Canada Branch Business – Canadian MRO Focus Q1 2026 Highlights: Revenue (in millions) • Although improving, continued market softness for projects and $55.1 manufacturing end market amid tariff-related uncertainties, in $50.5 $51.0 particular in Eastern Canada • Organic average daily sales (ADS) dow
Slide 8: Gexpro Services – OEM Focus
Gexpro Services – OEM Focus Q1 2026 Highlights: Revenue (in millions) • Organic average daily sales (ADS) growth of 0.6% over prior $118.9 $119.4 $117.6 year quarter; up sequentially 6.7% on improvements in the technology, renewables, aerospace & defense and consumer & industrial vertical markets •
Slide 9: TestEquity – Industrial Technologies Focus
TestEquity – Industrial Technologies Focus Q1 2026 Highlights: Revenue (in millions) • Organic average daily sales (ADS) growth of 9.9% from year-ago quarter on higher test and measurement, rental revenue and $188.8 $192.9 $204.2 electronic production supplies; up 5.8% sequentially. • Q1 adjusted EB
Slide 10: Capital Allocation Strategy
Capital Allocation Strategy Focus on Deleveraging via Return Capital to Organic Growth M&A Robust Net Working Capital Earnings Growth and Free Cash Flow Shareholders Investment Generation • Adding scale, $512.3M 3.6x • Market share footprint, product • Authorized $67.5M growth adjacencies & Leverage
Slide 11: Appendix
5SG DISTRIBUTION 2 SOLUTIONS GROUP_/“ Appendix 11
Slide 12: 2026 Consolidated Financial Highlights
2026 Consolidated Financial Highlights Results Inclusive of Pre-Acquisition Results • Adjusted Revenue and adjusted EBITDA below include the reported GAAP results and the pre-acquisition results of other businesses that were acquired at any time during the Q1 2025-Q1 2026 period. Adjusted EBITDA (in
Slide 13: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Q1 Revenue and Adjusted EBITDA Reconciliation ($000s) (Unaudited) Canada Branch Lawson Products Gexpro Services TestEquity Division All Other Eliminations Consolidated DSG Quarter Ended Q1 2026 Q1 2025 Q1 2026 Q1 2025 Q1 2026 Q1 2025 Q1 2026 Q1 2025 Q1 2026 Q1 2025 Q
Slide 14: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Adjusted Revenue and Adjusted EBITDA Reconciliation ($000s) Results Inclusive of Acquisitions – Pre-Acquisition Date (Unaudited) Consolidated DSG Quarter Ended Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Revenue $ 478,029 $ 502,437 $ 517,958 $ 481,599 $ 495,995 Pre-acqui
Slide 15: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Adjusted Revenue and EBITDA Reconciliation – Table Footnotes (1) Represents additional revenue and operating income of acquisitions prior to their acquisition dates not in reported GAAP results. (2) Transaction and integration costs related to acquisitions. (3) Expen
Slide 16: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations GAAP Net Income (Loss) and GAAP Diluted EPS to Non-GAAP Adjusted Net Income and Non-GAAP Adjusted Diluted EPS Reconciliation ($000s, except per share data) (Unaudited) Consolidated DSG Q1 2026 Q1 2025 Q4 2025 Diluted Diluted Diluted Amount EPS(2) Amount EPS(2) Amount