Q2 FY2026 EarningsQ2 FY2026 results showed a top-line beat with revenue of $386.6M vs. $377.4M expected, alongside robust average daily sales growth of 9.3%. GAAP metrics were significantly inflated by a one-time $26.2M IEEPA tariff refund; excluding this, non-GAAP EPS of $0.54 was exactly in-line with consensus, while non-GAAP gross margin of 34.7% slightly missed the 35.2% target. Despite the core margin pressure, strong organic volume and price gains continue to drive steady performance.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Global Industrial(GIC) the Revenue is 386.6 M (+7.72%), Beat estimate;the EBIT is 28.2 M (-15.82%), Beat estimate;the EPS is 0.96 (+47.69%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.39B7.72%
0.38B5.15%
+0.01B2.57%
EBITExceed expectations
0.03B15.82%
0.03B17.26%
+0.00B1.44%
EPSExceed expectations
0.9647.69%
0.5318.46%
+0.430066.15%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf