Global Industrial Company · NYSE:GIC
Global Industrial — Q1 2026 Earnings Presentation
23 slides from Global Industrial's earnings presentation, May 5, 2026
Slide 1: Global Industrial
GLOBAL INDUSTRIAL We can supply that. Q4 2025
Slide 2: Cautionary Statement Regarding Forward-Looking Statements
CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of that term in the Private Securities Litigation Reform Act of 1995 (Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934).
Slide 3: Leading Player in Industrial Distribution Market
LEADING PLAYER IN INDUSTRIAL DISTRIBUTION MARKET Sales 2025 $1.38B 7 Distribution centers in U.S. and Canada Storage Furniture Janitorial & Facility Carts & Trucks HVAC & Fans Safety & Security & Shelving & Decor Maintenance 1,900+ Experts in Br oad Of fering Big Bulky Employees (700+ Customer Facin
Slide 4: Strategic Foundation
STRATEGIC FOUNDATION 4 Our Guiding Principles
Slide 5: Leading Player in Industrial Distribution
LEADING PLAYER IN INDUSTRIAL DISTRIBUTION 1 2 3 4 Business Uniquely Powerful Customer Strong Financial Foundation Positioned Growth Model Profile 5
Slide 6: Customer Centric Strategy
CUSTOMER CENTRIC STRATEGY THE FOUNDATION FOR OUR GROWTH One Team Enabling Customer Success by Delivering Value Revenue & Industrial Operational Frictionless Digital Customer Growth Equipment Excellence & Customer Enablement Deliver personalized & Supplies Alignment Experience Drive E-procurement eng
Slide 7: Building on a Broad B2B Customer Base in Large Fragmented Market
BUILDING ON A BROAD B2B CUSTOMER BASE IN LARGE FRAGMENTED MARKET COMMERCIAL PUBLIC INDUSTRIAL SECTOR Wholesale, RETAIL HEALTHCARE Construction, Transportation, State, Local & HOSPITALITY & Manufacturing Warehouse Educational MULTIFAMILY No customer >2% of sales 7 Expanding the TAM We Pursue
Slide 8: Robust Product Offering & Expertise Provides Multiple Growth Opportunities
ROBUST PRODUCT OFFERING & EXPERTISE PROVIDES MULTIPLE GROWTH OPPORTUNITIES: 10 Top Categories • Enhancing Vendor Relationships 1. Storage & 2. Material Handling 3. Janitorial & Maintenance • Expanding MRO Shelving Pack & Ship and Consumable Recent product Offerings line expansion 4. Safety & Securit
Slide 9: Private Label Brand – Made to Exceed
PRIVATE LABEL BRAND – MADE TO EXCEEDTM +40% 15-20% Differentiated of Sales Premium margin vs. Value National Brands 9 Delivering Exceptional Value and Lowering Total Cost of Ownership
Slide 10: Helping Customers Solve Their Problems
Water-Cooled Portable Air Bolted Teardrop Electric Pallet Jack Conditioner Pallet Racking Recirculating Water Mobile Robot Stretch Floor Scrubber Plastic Guard Rail Wrap Machine 10 Helping Customers Solve Their Problems
Slide 11: Business Foundation Has Generated a Strong Track Record of Growth and Margin Performance
BUSINESS FOUNDATION HAS GENERATED A STRONG TRACK RECORD OF GROWTH AND MARGIN PERFORMANCE Revenue* 6.7% CAGR Operating Margin* ($M) (%) $1,316 $1,379 $1,274 9.0% $1,166 8.3% $1,063 7.6% 7.1% 6.1% 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 11 *2024 Reflects Full Year Impact of Indoff Acquisitio
Slide 12: Leading Player in Industrial Distribution
LEADING PLAYER IN INDUSTRIAL DISTRIBUTION 1 2 3 4 Business Uniquely Powerful Customer Strong Financial Foundation Positioned Growth Model Profile 12
Slide 13: Evolving Industry Trends Play to Our Strengths
EVOLVING INDUSTRY TRENDS PLAY TO OUR STRENGTHS Trends Affecting Industrial Distributors Positioned to Meet Industry Challenges Strong supplier relationships, Sourcing and tariffs strategic pricing, sourcing diversification ~60% e-enabled transactions* E-procurement adoption Robust E-Procurement capa
Slide 14: Leading Player in Industrial Distribution
LEADING PLAYER IN INDUSTRIAL DISTRIBUTION 1 2 3 4 Business Uniquely Powerful Customer Strong Financial Foundation Positioned Growth Model Profile 14
Slide 15: Powerful Customer Acquisition, Growth, & Retention Model
POWERFUL CUSTOMER ACQUISITION, GROWTH, & RETENTION MODEL 1 2 Build Customer Multi-Channel Customer Focused Culture Acquisition Funnel The Customer 5 3 Result: Gain Share and Enhance Customer Relationships to Expand Margins Retain and Build Loyalty 4 Grow Share of Wallet and Category Expansion 15 Mov
Slide 16: Go to Market Strategy: Expanding Channels and Opportunities
GO TO MARKET STRATEGY: EXPANDING CHANNELS AND OPPORTUNITIES One to One • ~200 Inside Sales Representative • Subject Matter Expertise E-commerce • Full Account Management Tools • Primary Acquisition Funnel • Customer Vertical Alignment • EDI / Punchout / CXML Outside Sales Group Purchasing • Onsite E
Slide 17: Refining Our Go-to-Market Strategy
REFINING OUR GO-TO-MARKET STRATEGY THE RIGHT STRATEGIC INDUSTRY PRODUCTS AND ACCOUNT VERTICAL SOLUTIONS FOCUS REALIGNMENT • Expand & optimize • Higher AOV & • Targeted and intentional product assortment retention, greater sales, marketing & lifetime profitability merchandizing approach • Broaden nat
Slide 18: Leading Player in Industrial Distribution
LEADING PLAYER IN INDUSTRIAL DISTRIBUTION 1 2 3 4 Business Uniquely Powerful Customer Strong Financial Foundation Positioned Growth Model Profile 18
Slide 19: Capital Light, Strong Free Cash Flow Business
CAPITAL LIGHT, STRONG FREE CASH FLOW BUSINESS Strong Balance Sheet/ Cash From Operations ($M) High WC Utilization (Q4 2025) ($M) $125 Debt $0.0M $100 Cash and equivalents $67.5M $75 Inventory turns 5.1X $50 AR DSO ~39 $25 AP DPO ~46 $0 2021 2022 2023 2024 2025 19 2025 Cash Conversion Ratio 1.1x
Slide 20: Capital Allocation Priorities
CAPITAL ALLOCATION PRIORITIES 1 Invest for Growth 2 Strategic M&A 3 Return Capital to Shareholders • Refine go-to-market • Acquisitions that • Continued dividend • Elevate brand awareness fit growth strategy growth over time • Expand products & services • Synergistic: product • Repurchase shares and
Slide 21: Strong Return of Capital to Shareholders
STRONG RETURN OF CAPITAL TO SHAREHOLDERS Quarterly Dividends Per Share Dividends • 11-year track record of annual dividend $0.28 growth 12.9% CAGR $0.25 $0.26 • Current payout ratio ~55% $0.20 $0.18 $0.16 $0.14 $0.12 Share Repurchase • 326,000 shares repurchased 4Q25 • ~1M shares available under 2M
Slide 22: Financial Roadmap
FINANCIAL ROADMAP Revenue Growth Drive Optimize Profitability Performance Faster Growth Than Operating Income Maximize Total Market Annually Growth Shareholder Return 22 Scale the Company Through Organic Growth and Strategic M&A
Slide 23: Global Industrial
GLOBAL INDUSTRIAL We can supply that. Q4 2025
Global Industrial Company — Q1 2026 Earnings Presentation on 6ix