Every material Form 8-K GLOBAL INDUSTRIAL Co has filed with the SEC since July 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Global Industrial reported third-quarter 2026 net sales of $389.5 million, up 10.2% from a year earlier, and diluted EPS from continuing operations of $0.64, up from $0.48. Management said tariff refunds added about $0.04 to EPS in the quarter. The board also declared a $0.28 regular dividend and a $1.00 special dividend per share, payable to shareholders of record on November 16, 2026.
Q3 net sales were $389.5 million versus $353.6 million; average daily sales rose 8.5%.
Diluted EPS from continuing operations was $0.64 versus $0.48; tariff refunds benefited EPS by about $0.04.
Dividends: $0.28 regular and $1.00 special per share, record date November 16, 2026, payable November 23, 2026.
Nine-month net sales were $1,126.5 million and diluted EPS from continuing operations was $2.00, versus $1.48; tariff refunds benefited nine-month EPS by about $0.46.
Global Industrial reported second-quarter 2026 net sales of $386.6 million, up 7.7% from a year earlier, and GAAP diluted EPS of $0.96 versus $0.65. Results include about $26.2 million of one-time refunds of IEEPA tariffs; excluding that benefit, diluted EPS was $0.54 and operating income was $28.2 million versus $33.5 million last year. The board also declared a $0.28 per share cash dividend.
Net sales rose 7.7% to $386.6 million; average daily sales rose 9.3%.
GAAP diluted EPS was $0.96 versus $0.65, including about $26.2 million of IEEPA tariff refunds.
Excluding the refunds, diluted EPS was $0.54 and operating income was $28.2 million, compared with $33.5 million a year earlier.
Quarterly dividend of $0.28 per share: record date August 17, 2026; payable August 24, 2026.
Global Industrial Company and its subsidiaries signed Amendment No. 4 to their credit agreement with JPMorgan Chase Bank, N.A. on June 30, 2026. The amendment extends the facility's maturity date from October 19, 2026 to June 30, 2031, pushing the repayment deadline out about five years.
Amendment No. 4 dated June 30, 2026, amends the Third Amended and Restated Credit Agreement from October 28, 2016.
Maturity date moves from October 19, 2026 to June 30, 2031.
JPMorgan Chase Bank, N.A. is administrative agent, sole bookrunner and sole lead arranger.
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