Distribution Solutions Group Inc (STU:LW2)
€ 24.6 +0.60 (+2.5%) Market Cap: 1.18 Bil Enterprise Value: 1.86 Bil PE Ratio: 1,429.00 PB Ratio: 2.09 GF Score: 83/100

Q1 2025 Distribution Solutions Group Inc Earnings Call Transcript

May 1, 2025 / 01:00 PM GMT

Key Points

Positve
  • Distribution Solutions Group Inc (DSGR) reported a 14.9% increase in revenue for Q1 2025, driven by acquisitions and organic growth.
  • Adjusted EBITDA grew by 18.6% year-over-year, indicating improved profitability.
  • The company successfully integrated five acquisitions from 2024, contributing to revenue and margin improvements.
  • DSGR's strategic investments in salesforce transformation and e-commerce enhancements are expected to drive future growth.
  • The company has a strong M&A pipeline and continues to explore strategic acquisitions to enhance its market position.
Negative
  • Revenue was slightly softer than budgeted, indicating potential challenges in meeting growth expectations.
  • The Canadian division faced sales softness due to market disruptions and currency exchange headwinds.
  • Military sales and salesforce transformation efforts led to a decline in organic sales for Lawson Products.
  • Test Equity's margins remain below expectations due to market demand headwinds.
  • The company faces uncertainties related to trade policy changes and tariff impacts, which could affect future profitability.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DSGR.OQ - Distribution Solutions Group Inc
Q1 2025 Distribution Solutions Group Inc Earnings Call
May 01, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Distribution Solutions Group. First quarter 2025 earnings conference call.

At this time, all participants are on a listen-only mode, and a question and answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

Please note this conference is being recorded.

I will now turn the conference over to your host, Mr. Stephen Hoosier of Investor Relations. Sir, you may begin.

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Unidentified_2 [2]
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