Distribution Solutions Group, Inc. (DSGR)

Several events have impacted Distribution Solutions Group's stock price in the past six months. DSG reported strong financial performance in Q2 2025 but noted challenges in the Canadian market and revenue drops in the TestEquity Group. The company held its third-quarter 2025 earnings call and participated in investor conferences in November 2025. Distribution Solutions Group announced a $30 million increase to its share repurchase program and appointed Sean Dwyer as Senior Vice President, Head of M&A and Strategy. The company amended and expanded its credit facility to support strategic growth and announced the timing for its Q4 and fiscal year 2025 results.

Demand for Distribution Solutions Group's products and services can exhibit seasonality. The company experienced a seasonal decrease in organic sales in the fourth quarter of 2024 compared to the third quarter of 2024. Additionally, in the fourth quarter of 2023, revenue headwinds were observed, particularly in the technology end-market and project-related verticals, which are more sensitive to high interest rates and capital spending.

Distribution Solutions Group (DSG) operates as a specialty distribution company, focusing on the MRO, OEM, and industrial technologies markets, delivering value-added distribution solutions. Its primary operating companies include Lawson Products, a leader in MRO and C-parts distribution; Gexpro Services, a global supply chain services provider to the OEM market; and TestEquity, a leading provider of electronic test and measurement solutions. The company's product portfolio encompasses a wide range of class C parts and test and measurement equipment.

Distribution Solutions Group serves over 120,000 customers globally, shipping from strategically located distribution and service centers to customers in North America, Europe, Asia, South America, and the Middle East. Gexpro Services serves customers in over 38 countries.

In the past year, Distribution Solutions Group has maintained a generally positive news sentiment score of 1.27, which is higher than the average for business services companies. There were no specific events identified in the provided information that negatively impacted Distribution Solutions Group's brand reputation in the past year.

Distribution Solutions Group has a mixed ownership structure, with a significant portion held by institutional investors, approximately 90.21% to 93.04%, while insiders hold about 1.07%. Major institutional owners include King Luther Capital Management Corp, Dimensional Fund Advisors Lp, Swedbank AB, BlackRock, Inc., Royce & Associates Lp, and Vanguard Group Inc. LKCM Headwater Investments, affiliated with Luther King Capital Management, is the largest shareholder and is actively involved with the company.