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Distribution Solutions Group (DSGR) investor relations material
Distribution Solutions Group Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary4 Sep, 2025
Business Overview and Strategy
Operates three verticals: MRO (Lawson Products), OEM distribution (Jexpro Services), and industrial technology (Test Equity Group), serving over 200,000 customers and working with 10,000 suppliers.
Focuses on high-touch, value-added distribution with technical sales support, vendor managed inventory, kitting, and customized supply chain solutions.
Maintains high customer stickiness with 92% revenue retention and no single customer or vendor concentration above 5%.
Asset-light model with only 1% of revenue as CapEx, supporting strong free cash flow generation.
Significant end-market diversification and resilience, serving industries like aerospace, automotive, technology, and renewables.
Financial Performance and Growth
Achieved $2B in revenue and $195M in trailing 12-month EBITDA, with adjusted EBITDA margin around 9.7% and a target of 13.5%.
Q2 2025 revenue reached $502M, up 14.3% year-over-year, with 3.3% organic sales growth and five acquisitions in 2024.
Diluted EPS for Q2 was $0.11, with non-GAAP adjusted diluted EPS at $0.35; TTM free cash flow conversion was approximately 93%.
$20M in share buybacks in the first half of the year, with leverage at 3.5x and ongoing capacity for further buybacks.
Net working capital investment stood at $350.3M in inventory and $283.5M in accounts receivable as of June 30, 2025.
Growth Strategy, M&A, and Value Creation
Dual-pronged growth strategy combining organic initiatives and strategic M&A, with 11 acquisitions since 2022 and $550M in capital deployed.
M&A focus includes expanding product offerings, geographic reach, and end-market penetration, with recent deals in safety, automotive, and renewables.
Recent acquisitions include Source Atlantic and Hisco, adding scale, technical capabilities, and new customer segments.
Capital allocation prioritizes reinvestment, debt reduction, and opportunistic buybacks, aiming for long-term EBITDA margin expansion and high ROIC.
Platform built for sustainable value creation, with a proven acquisition track record and robust integration capabilities.
Detail Test Equity's path to 10%+ EBITDA
Explain the strategy for M&A margin compression
Elaborate on commercial protection vs. cross-selling
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Next Distribution Solutions Group earnings date
Q3 202530 Oct, 2025
Next Distribution Solutions Group earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Distribution Solutions Group, Inc. is an industrial distribution company that provides a wide range of products and services to various sectors, including maintenance, repair, and operations (MRO), industrial, and safety markets. The company offers products such as fasteners, cutting tools, safety supplies, and electrical components. In addition to product distribution, Distribution Solutions Group provides value-added services like inventory management, technical support, and procurement solutions to help clients optimize their operations. The company is headquartered in Chicago, United States, and its shares are listed on the NASDAQ.
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