Distribution Solutions Group, Inc. (DSGR) Stock Price & Analysis
Distribution Solutions Group, Inc. (DSGR) closed at USD 34.98 on Wednesday, October 28, 2026, down 0.11% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 35.02; the Oct 28, 2026 session ranged USD 34.94–35.05 on volume of 558,382 shares. Market capitalization is $1.62B, with a 52-week range of USD 19.02–35.3 (NMS). Source: Nexqual, retrieved October 29, 2026 at 06:48 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DSGR.md
Key facts (DSGR)
- Last four reported quarters (through Jun 30, 2026): revenue $2.05B, net income $9.0M (0.4% margin), free cash flow $37.3M (SEC filings).
- Valuation: P/E 180.6x (avg 154.8x at the last 1 fiscal year-ends), EV/EBITDA 14.9x, net debt $663M.
- Analysts: Hold (mean 3.00 on a 1–5 scale) (2 analysts), mean target USD 35 (range 35–35).
- Total return with dividends: 1Y +17.5% vs S&P 500 +13.6%; 5Y +38.0% vs S&P 500 +79.8%.
- Next earnings: 2026-11-05, EPS estimate USD 0.5, revenue estimate $559M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DSGR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $520M | $1.15B | $1.57B | $1.80B | $1.98B | $2.05B |
| Gross profit | $130M | $391M | $552M | $614M | $662M | — |
| Operating income | $11.4M | $41.8M | $43.0M | $56.0M | $78.3M | $72.8M |
| Net income | -$5.1M | $7.4M | -$9.0M | -$7.3M | $8.3M | $9.0M |
| EPS (diluted) | -$0.24 | $0.21 | -$0.20 | -$0.16 | $0.18 | — |
| Free cash flow | $7.3M | -$19.3M | $86.9M | $42.8M | $62.8M | $37.3M |
| Gross margin | 25.0% | 33.9% | 35.1% | 34.0% | 33.4% | — |
| Operating margin | 2.2% | 3.6% | 2.7% | 3.1% | 4.0% | 3.5% |
| Net margin | -1.0% | 0.6% | -0.6% | -0.4% | 0.4% | 0.4% |
| Revenue growth | +48.0% | +121.3% | +36.4% | +14.9% | +9.8% | — |
| Cash + short-term investments | $14.7M | $24.6M | $83.9M | $66.5M | $61.8M | — |
| Total debt | $228M | $412M | $568M | $734M | $700M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (DSGR)
P/E 180.6x · P/S 0.8x · EV/EBITDA 14.9x · EV/Sales 1.1x · P/FCF 43.4x · P/B 2.5x · FCF yield 2.31% · Earnings yield 0.55% · Net debt $663M · EV $2.28B
P/E at fiscal year-ends: Dec 2025 154.8x.
Analysts (DSGR)
Consensus Hold (mean 3.00 on a 1–5 scale), 2 analysts; mean target USD 35 (low 35, high 35).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-17 | Barrington Research | Downgrade | Outperform → Market Perform | $33 → $35 |
Total return (dividends reinvested) (DSGR)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +17.5% | +38.0% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +17.6% | +6.6% |
| Volatility (annualized) | 53.6% | 45.2% |
| Max drawdown | -38.0% (Feb 2026→Mar 2026) | -53.1% (Nov 2021→Oct 2022) |
DSGR major shareholder filing: Schedule 13D/A, Jul 16, 2026
LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC, LKCM Investment Partnership, L.P., LKCM Micro-Cap Partnership, L.P. filed a Schedule 13D/A with the SEC on Jul 16, 2026, reporting up to 78.70% of the class. A Schedule 13D is filed by an owner of more than 5% who may seek to influence the company. Item 4 (Purpose of Transaction), quoted from the filing:
On July 15, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") by and among Eclipse Parent Acquisitions, LLC, a Delaware limited liability company and a wholly owned subsidiary of HW4 ("Parent"), Eclipse Intermediate Acquisitions, LLC, a Delaware limited liability company and a wholly owned subsidiary of Parent ("Intermediate"), and Eclipse Acquisitions Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Intermediate ("Merger Sub"). The Merger Agreement provides that, upon the terms and subject to the conditions set forth therein, and in accordance with applicable law, Merger Sub will merge with and into the Issuer (the "Merger" and, together with the other transactions contemplated by the Merger Agreement, collectively, the "Transactions"), with the Issuer continuing as the surviving corporation, becoming a wholly owned subsidiary of Intermediate and an indirect wholly owned subsidiary of Parent. The Merger Agreement is attached hereto as Exhibit 1 and incorporated by reference herein. …
Source: SEC EDGAR, Schedule 13D/A filed Jul 16, 2026. Quoted word for word; Nexqual adds no interpretation.
DSGR earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.47 | $0.41 | Beat +14.6% | — |
| — | Quarter ended Mar 31, 2026 | $0.24 | $0.28 | Miss −14.3% | — |
| — | Quarter ended Dec 31, 2025 | $0.18 | $0.32 | Miss −43.8% | — |
| — | Quarter ended Sep 30, 2025 | $0.40 | $0.40 | In line | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
DSGR recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 27, 2026 | DEFA14A | Additional proxy material |
| Oct 27, 2026 | 8-K | Other material event “As previously disclosed, on October 12, 2026, Lawson Products, Inc. ("Lawson" ) , an Illinois corporation and wholly owned subsidiary of Distribution Solutions Group, Inc., a Delaware corporation ("DSG" or the "Company"), entered into an Agreement and Plan of Merger (the "Grade Eight Merger Agreement") with GradeEight Holdings, LLC, a Delaware limited liability company ("GradeEight"), 301 Grade Eight Merger Sub, LLC, a Delaware limited liability company and wholly owned subsidiary of Lawson (the "Grade Eight…” |
| Oct 14, 2026 | DEFA14A | Additional proxy material |
| Oct 14, 2026 | 8-K | Other material event “On October 12, 2026, Lawson Products, Inc. ("Lawson" ) , an Illinois corporation and wholly owned subsidiary of Distribution Solutions Group, Inc., a Delaware corporation ("DSG" or the "Company"), entered into an Agreement and Plan of Merger (the "Grade Eight Merger Agreement") with GradeEight Holdings, LLC, a Delaware limited liability company ("GradeEight"), 301 Grade Eight Merger Sub, LLC, a Delaware limited liability company and wholly owned subsidiary of Lawson (the "Grade Eight Merger Sub"), and SV-WD, LLC,…” |
| Oct 8, 2026 | DEFA14A | Additional proxy material |
| Oct 8, 2026 | 8-K | Regulation FD disclosure |
| Oct 5, 2026 | DEFA14A | Additional proxy material |
| Oct 5, 2026 | 8-K | Regulation FD disclosure |
| Sep 10, 2026 | Schedule 13D/A | LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC, LKCM Investment Partnership, L.P.: 78.7% of shares, 5%+ holder that may seek to influence the company (amended) |
| Sep 10, 2026 | DEFA14A | Additional proxy material |
| Sep 10, 2026 | 8-K | Regulation FD disclosure |
| Aug 6, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 6, 2026 | 8-K | Quarterly results |
| Jul 16, 2026 | Schedule 13D/A | LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC, LKCM Investment Partnership, L.P.: 78.7% of shares, 5%+ holder that may seek to influence the company (amended) “On July 15, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") by and among Eclipse Parent Acquisitions, LLC, a Delaware limited liability company and a wholly owned subsidiary of HW4 ("Parent"), Eclipse Intermediate Acquisitions, LLC, a…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
DSGR revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| TestEquity | $229.0M | 41.1% | +17.4% |
| Gexpro Services | $140.1M | 25.1% | +9.7% |
| Lawson | $125.5M | 22.5% | +1.0% |
| Canada Branch Division | $63.7M | 11.4% | +14.1% |
| Total revenue | $557.7M | 100% | — |
DSGR revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $405.0M | 72.6% | +9.1% |
| Canada | $83.6M | 15.0% | +12.4% |
| Latin America | $34.1M | 6.1% | +14.3% |
| Europe | $19.6M | 3.5% | +21.7% |
| Pacific Rim | $12.2M | 2.2% | +60.4% |
| Other | $3.8M | 0.7% | -3.4% |
| Total revenue | $557.7M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
DSGR suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | TestEquity Acquisition | “We believe that continued investments in e-commerce, rising demand from high-growth sectors like aerospace and telecommunications, and TestEquity's strong positioning as a preferred vendor amid supplier consolidation will contribute to sustained momentum and long-term value creation.” |
| Customer | Lawson Products | “Lawson's quality control department tests its product offerings to help ensure they meet our customers' specifications.” |
Quoted from the company's 10-K filed Mar 5, 2026.
DSGR company outlook (results filed Aug 6, 2026)
- “(5) Other non-recurring costs consist of certain non-recurring strategic projects, costs related to the proposed Merger and other non-recurring items. 10 Distribution Solutions Group, Inc.”
- “(5) Other non-recurring costs consist of certain non-recurring strategic projects, costs related to the proposed Merger and other non-recurring items. 12 Distribution Solutions Group, Inc.”
- “(5) Other non-recurring costs consist of certain non-recurring strategic projects, costs related to the proposed Merger and other non-recurring items.”
Quoted word-for-word from the SEC 8-K results press release.
DSGR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.49 | $0.45 | +10.8% | $558.6M | 2 |
| Next quarter (ends Dec 2026) | $0.32 | $0.34 | -5.9% | $520.1M | 2 |
| Current fiscal year (ends Dec 2026) | $1.53 | $1.45 | +5.5% | $2.13B | 2 |
| Next fiscal year (ends Dec 2027) | $1.75 | $1.66 | +5.9% | $2.23B | 2 |
Key Statistics (as of October 29, 2026 at 06:48 UTC)
| Price | USD 34.98 |
|---|---|
| Change | ▼ 0.11% (down) |
| Previous Close | USD 35.02 |
| Open | USD 35.05 |
| Day Range | USD 34.94 – 35.05 |
| 52-Week Range | USD 19.02 – 35.3 |
| Volume | 558,382 shares |
| Market Cap | $1.62B |
| Exchange | NMS |
Technical Analysis (DSGR)
Nexqual's technical model rates DSGR "BUY" based on 4 bullish and 2 bearish signals across 127 daily candles, as of October 29, 2026 at 06:48 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 51.49 (neutral) |
| vs SMA50 | Above (USD 34.91) |
| MACD | 0.05 (positive) |
Analyst Ratings (DSGR)
Wall Street analysts rate DSGR "Hold" based on 2 analysts, with a mean price target of USD 35 (range USD 35–35), per Nexqual as of October 29, 2026 at 06:48 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 2 |
| Mean Target | USD 35 |
| High Target | USD 35 |
| Low Target | USD 35 |
| Buy / Hold / Sell | 0 / 2 / 0 |
Earnings (DSGR)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.5 |
| Revenue Estimate | $558.60M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.47 vs est 0.41 ▲ beat |
| 2026-03-31 | USD 0.24 vs est 0.28 ▼ miss |
| 2025-12-31 | USD 0.18 vs est 0.32 ▼ miss |
| 2025-09-30 | USD 0.4 vs est 0.4 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:48 UTC.
Financials & Fundamentals (DSGR)
| Total Revenue | $2.05B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +11.00% |
| Gross Margin | +32.70% |
| Operating Margin | +5.45% |
| Profit Margin | +0.44% |
| ROE | +1.37% |
| Debt / Equity | 1.29 |
| Current Ratio | 2.55 |
| Total Cash | $66.94M |
| Total Debt | $845.47M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $37.31M (1.8% of revenue) |
Source: Nexqual, October 29, 2026 at 06:48 UTC.
Financial Health Score (DSGR)
Nexqual rates Distribution Solutions Group, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 06:48 UTC.
| Growth | Solid — Revenue +10% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 33%, operating 4% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Mixed — $67M cash and investments vs $729M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $37M (last 4 quarters to Jun 2026, SEC), slim 1.8% margin |
| Efficiency | Weak — ROE 1%, ROA 0.5% (last 4 quarters, SEC) |
Ownership (DSGR)
| Insider Ownership | +1.21% |
|---|---|
| Institutional Ownership | +93.17% |
| Shares Outstanding | 46.26M |
| Float | 42.22M |
| Short % of Float | +5.08% |
Source: Nexqual, October 29, 2026 at 06:48 UTC.
Leadership (DSGR)
Distribution Solutions Group, Inc. is led by John Bryan King C.F.A., President, CEO & Chairman, per Nexqual as of October 29, 2026 at 06:48 UTC.
| President, CEO & Chairman | John Bryan King C.F.A. |
|---|---|
| Executive VP, CFO & Treasurer | Ronald J. Knutson |
| President & CEO of Lawson Products | Cesar A. Lanuza |
| President & CEO of Gexpro Services | Robert H. Connors |
| Senior Vice President of Sales | Matthew J. Brown |
Major Backers & Investors (DSGR)
Notable institutional backers of Distribution Solutions Group, Inc. include Nantahala Capital Management, LLC, DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio, Royce & Associates LP, according to Nexqual as of October 29, 2026 at 06:48 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Nantahala Capital Management, LLC | 1.07% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 0.83% |
| Royce & Associates LP | 0.74% |
| Schwartz Investment Counsel, Inc. | 0.68% |
| Gamco Investors, Inc ET AL | 0.6% |
| Catawba River Capital | 0.54% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Dimensional Fund Advisors | 2.1% |
| BlackRock | 1.48% |
| Vanguard Group | 0.82% |
| Geode Capital | 0.53% |
Source: Nexqual, October 29, 2026 at 06:48 UTC.
From Distribution Solutions Group, Inc.'s Latest SEC 10-K Filing (filed 2026-03-05)
Key Strengths & Strategy (as disclosed to the SEC)
- Gexpro Services' end-to-end project management is designed to support OEMs with their engineered material specifications, fulfillment, and quality requirements to improve their total cost of ownership.
- Customers — Gexpro Services serves over 2,100 customers in over 52 countries through its 32 facilities.
- Gexpro Services has manufacturing and supply chain operations in over 35 service center sites across thirteen countries including key geographies in North America, South America, Asia, Europe, and the Middle East.
- Background and Operations — As a top distributor and service provider to the OEM market, Gexpro Services has approximately 3,300 suppliers offering approximately 53,000 products.
Legal & Regulatory Risks (Item 1A, quoted)
- Our results of operations could be affected by changes in taxation.
- The timing and resolution of any future tax examinations are subject to significant uncertainty and could result in us having to pay amounts to the applicable tax authority in order to resolve examination of its tax positions.
- Our ability to use our net operating losses and certain other tax attributes may be subject to limitations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:48 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt