Industry top-down
Industrial Distribution
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The Industrial Distribution sector reported mixed results in its latest earnings. Some companies delivered robust performance, achieving double-digit revenue growth and strong EPS increases. Conversely, a majority of companies either experienced revenue declines or achieved only low single-digit growth, and faced profitability pressures due to significant EPS drops. This indicates an uneven business environment across the sector.
- Slowdown or decline in sales growth for many companies (e.g., FERG, QXO)
- Deterioration in profitability: Many companies experienced a significant drop in EPS (e.g., BXC, FAST)
- Robust sales and EPS growth for some companies (e.g., DXPE, EVI)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| GWWW.W. GRAINGER, INC. | FY2026 Q1 | $4.31B | +1.7% | $9.86 | +2.5% | — |
| FASTFASTENAL CO | FY2026 Q1 | $1.96B | +3.4% | $0.26 | -50.0% | — |
| FERGFerguson Enterprises Inc. /DE/ | FY2026 Q1 | $7.21B | -6.4% | $1.73 | -31.9% | — |
| QXOQXO, Inc. | FY2026 Q1 | $13.5M | -6.5% | $-0.03 | — | — |
| AITAPPLIED INDUSTRIAL TECHNOLOGIES INC | FY2026 Q3 | $3.34B | +0.6% | $7.33 | +2.1% | — |
| CNMCore & Main, Inc. | FY2025 Q3 | $5.74B | +9.1% | $1.79 | -0.6% | — |
| POOLPOOL CORP | FY2026 Q1 | $1.07B | -4.4% | $1.42 | -30.4% | — |
| MSMMSC INDUSTRIAL DIRECT CO INC | FY2026 Q2 | $1.82B | -3.7% | $1.54 | -33.6% | — |
| DNOWDNOW Inc. | FY2026 Q1 | $599M | +6.4% | $0.19 | 0.0% | — |
| DXPEDXP ENTERPRISES INC | FY2026 Q1 | $476.57M | +15.5% | $1.25 | +86.6% | — |
| DSGRDistribution Solutions Group, Inc. | FY2026 Q1 | $478.03M | +14.9% | $0.07 | — | — |
| GICGLOBAL INDUSTRIAL Co | FY2026 Q1 | $321M | -0.7% | $0.35 | +2.9% | — |
| BXCBlueLinx Holdings Inc. | FY2026 Q1 | $709.23M | -2.3% | $0.33 | -83.5% | — |
| EVIEVI INDUSTRIES, INC. | FY2026 Q1 | $93.63M | +6.3% | $0.21 | +133.3% | — |
| 001250GS Global Corp. | FY2026 Q2 | ₩1.13T | +5.7% | ₩117.00 | -19.3% | — |
| 090410DUKSHINEPC CO., LTD. | FY2026 Q2 | ₩32.5B | +11.6% | ₩-2.00 | — | — |
| 262260APRO Co., LTD | FY2026 Q2 | ₩16.05B | -52.6% | ₩-471.00 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).