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TickerGIC
SectorIndustrial - Distribution
Mkt cap$1.1B
EV / EBITDA10.9×
PostureHigh Velocity
Composite62/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 945114

Global Industrial Company

GICHIGH VELOCITYFILING INTENSITY

Global Industrial Company reads as an High Velocity (composite 62/100); Consistent Strategic Buyer deploying $149M across 3 disclosed transactions, newly disclosed vs the prior cycle · primary market Industrial Services.

Lens

Disclosed M&A capital (2023–2025)

$149M

new

vs N/A in 2020–2022

Disclosed transactions

3

new

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

62

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$1.4B
EBITDA$106M
Enterprise value$1.2B
EV / Revenue0.8×
EV / EBITDA10.9×
P/EN/A
Cash$62M
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

16/100

Companies actively deploying disclosed capital into M&A

  • $232M disclosed buyer spend

Buyer Cadence

4/100

Buyer-side companies with recent filing activity

  • 216 8-Ks

Target Probability

6/100

Issuers showing target-side patterns from filings

  • 1 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 1 activism filings

Pressure Watch

12/100

Issuers facing activism, governance, or control pressure

  • 1 activism filings
  • Latest activism 26y ago; heavily discounted

Distress Watch

5/100

Issuers showing financial-distress filing patterns

  • 1 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
62/100

Issuers with the highest filing-activity intensity

  • 216 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $1.2B
  • 10-Q 67d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $73M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20251$4M$4MN/A
20241$73M$73MN/A
20231$72M$72MN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Horizontal Consolidation
    33%
  • Geographic Expansion
    33%
  • Bolt On
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • horizontal_consolidation
  • geographic_expansion
  • bolt_on
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

the maintenance, repair and operations ("MRO") and industrial equipment industry are consolidating as customers are increasingly aware of the total costs of fulfillment and the need to have consistent sources of supply at multiple locations.

10-KFY2025

This consolidation has and will continue to cause the industry to become more competitive as greater economies of scale are achieved by competitors, or as competitors with new lower cost business models are able to operate with lower prices.

10-KFY2023

Our industry is evolving and consolidating, which could adversely affect our business and financial results.

10-KFY2025
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Industrial Services

Market spend (2023–2025)
$65.5B
Market spend (2020–2022)
$39.6B
Recent vs prior
+65%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

10.9×EV / EBITDA

GIC trades at a -0.5-turn discount to the Industrial Services peer median of 11.4×.

EV / Revenue
0.8×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
11.4×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
15.1×1.0×-0.4×$24.2B$444M
13.1×5.8×1.1×$6.3B$3.2B
11.4×0.9×7.8×$2.5B$3.9B
11.3×4.5×0.2×$16.4B$931M
Global Industrial CompanyGIC
10.9×0.8×N/A$1.4B$149M
8.7×3.0×0.8×$1.7B$1.3B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Industrial Services. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)322026-02-27
  • 10-Q (quarterly)962026-05-05
  • 8-K (event)2162026-05-05
  • Proxy / DEF 14A522026-04-22
  • Activism (13D / DFAN / PREC)12000-05-22

Signals on file

  • elevated

    Activism on file

    2000-05-22

    1 activist filing on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Global Industrial Company: Issuer Brief | SE-Cluster