Global Industrial Co. reported solid year-over-year growth in the fourth quarter and steady gains for the full year as it reshaped how it sells, expanded its product lineup, and leaned further into repeat, long-term customer relationships.
For the fourth quarter ending Dec. 31, sales increased 14.3% to $345.6 million, up from $302.3 million a year earlier. Adjusted by the number of selling days, average daily sales rose 7.4%.
Operating income from continuing operations increased 35.2% to $19.6 million, compared with $14.5 million in the fourth quarter of 2024.
For the full year, Global Industrial reported sales of $1.38 billion, an increase of 4.8% from $1.32 billion in 2024. Average daily sales for the year increased 3.2%.
Operating income from continuing operations for 2025 totaled $97.6 million, up 21.2% from $80.5 million the prior year.
The fourth quarter of 2025 included 14 weeks, compared with 13 weeks in the prior-year quarter. The full year included 53 weeks, compared with 52 weeks in 2024.
CEO Anesa Chaibi said the results reflected a year of organizational change aimed at positioning the company for more consistent growth.
“2025 was a year of solid execution and significant progress for Global Industrial,” Chaibi said. “We ended the year with good momentum across the business, highlighted by a 7.4% increase in average daily sales in the fourth quarter, driven by both volume and price improvements.”
Chaibi said the company deliberately shifted its focus away from one-time, transactional purchases and toward longer-term relationships with enterprise customers and group purchasing organizations. Those customers tend to place larger, repeat orders and represent more durable growth over time, she said.
During the year, Global Industrial realigned its sales organization around defined industry verticals, including industrial, commercial, retail, public sector, health care, hospitality, and multifamily housing. Inside sales teams were reorganized by vertical, and the company began building a resolute outside sales team in the second half of the year to deepen relationships with existing customers and pursue new accounts.
The company also expanded its product range, particularly in maintenance, repair and operations supplies and consumable products, to capture a greater share of customer spending.
“These changes create a significant opportunity to grow our share of wallet and capture greater market share,” Chaibi said, adding that early pilot programs have shown encouraging results.
Technology investments were another focus in 2025. Global Industrial completed the rollout of a companywide customer relationship management system, giving sales, marketing, and service teams a single view of customer activity. Executives said the system is already helping teams respond faster and better tailor their outreach.
Operational improvements also contributed to the quarter’s performance. Company leaders pointed to progress in reducing shipping damage, improving order accuracy, and optimizing distribution, all aimed at maintaining strong service levels.
During the fourth quarter, Global Industrial generated about $20 million in cash from ongoing operations.
As of Dec. 31, the company reported $67.5 million in cash and approximately $120.5 million available under its credit facility. Working capital totaled $218.0 million.
“We are entering 2026 from a position of strength,” Chaibi said. “The progress we made in 2025 gives us a clearer strategy, a more focused sales model and stronger alignment around our customers’ needs as we look to build the business over the long term.
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