Slide 1: Q2 2026 Financial Results
NASDAQ: DSGR Q2 2026 Financial Results August 6, 2026
Slide 2: Safe Harbor Statement, No Offer and Subsequent Events
Safe Harbor Statement, No Offer and Subsequent Events 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,
Slide 3: Key Takeaways for the Quarter
Key Takeaways for the Quarter Operational Performance Macro & Demand Outlook • Total sales growth of $55.3 million or 11.0% with organic sales up 10.2%, $4.1 • Macro environment improving, momentum continues in key end markets, million of incremental revenue from the acquisition closed in Q1 2026 no
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 • Q2 revenue of $557.7M; up $55.3M or 11.0% over a year ago primarily driven by organic sales growth of 10.2% and $4.1 million of incremental revenue from the acquisition closed in the first quarter of 2026. Sequentially, organic sales grew 12.4% with organic a
Slide 6: Lawson Products – MRO Focus
Lawson Products – MRO Focus Q2 2026 Highlights: Revenue (in millions) • Organic average daily sales (ADS) growth of 1.0%. Growth continues $124.3 $123.7 $125.5 with strategic, Kent Automotive and government segments, partially offset by pressure in core business. ADS flat sequentially • Q2 adjusted
Slide 7: Canada Branch Business – Canadian MRO Focus
Canada Branch Business – Canadian MRO Focus Q2 2026 Highlights: Revenue (in millions) $63.7 • Backlogs improving. Organic average daily sales (ADS) up 6.7% $55.9 YoY and 16.8% sequentially. Eastern Valve contributed $4.1 $51.0 million in sales for the quarter. • Q2 adjusted EBITDA of $5.7M or 9.0% o
Slide 8: Gexpro Services – OEM Focus
Gexpro Services – OEM Focus Q2 2026 Highlights: Revenue (in millions) $140.1 • Organic average daily sales (ADS) growth of 9.7% over prior $127.8 $117.6 year quarter on improvements in the industrial power, technology, transportation and consumer & industrial vertical markets; up sequentially 11.7%
Slide 9: TestEquity – Industrial Technologies Focus
TestEquity – Industrial Technologies Focus Q2 2026 Highlights: Revenue (in millions) • Organic average daily sales (ADS) growth of 17.4% from year- $229.0 ago quarter on primarily from higher test and measurement and $195.0 $204.2 electronic production supplies; up 8.6% sequentially on continued end
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 • Pipeline building $522.3M 3.6x • Market share • Authorized $67.5M growth • Disciplined Leverage(1) at April 1,
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 Q2 2025-Q2 2026 period. Adjusted EBITDA (in
Slide 13: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Q2 Revenue and Adjusted EBITDA Reconciliation ($000s) (Unaudited) Canada Branch Lawson Products Gexpro Services TestEquity Division All Other Eliminations Consolidated DSG Quarter Ended Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 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 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Revenue $ 502,437 $ 517,958 $ 481,599 $ 495,995 $ 557,734 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 Q2 2026 Q2 2025 Q1 2026 Diluted Diluted Diluted Amount EPS(2) Amount EPS(2) Amount