DSGR 8-K SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

DSGR ▼ -0.22% at T+20d

SHORT call ✓ call won +0.22% · α vs SPY +5.45% · entry $27.06 → $27.00

Next anchor: T+60d in 6w

Last close $27.72 (close Jun 12) · -2.44% from $27.06 entry (call sign-flipped)

Entry anchored
Apr 30, 2026
via day open

T+1d

+1.77%

call -1.77% · α -1.55%

$27.54

settled 6w ago

T+5d

+1.59%

call -1.59% · α +0.14%

$27.49

settled 6w ago

T+20d

-0.22%

call +0.22% · α +5.45%

$27.00

settled 17d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

DSGR reported Q1 2026 revenue of $496.0M (+3.8% YoY), slightly above the $489.3M consensus, but GAAP EPS of $0.01 and non-GAAP adjusted diluted EPS of $0.24 both missed the $0.28 consensus estimate. Operating income fell 32.2% YoY to $13.6M and adjusted EBITDA margin contracted 140bps to 7.6%, with management citing tariff headwinds, sales mix shifts, and timing expenses as the primary drags.

Key Financial Metrics

Free Cash Flow

-$25.9M

Gross Margin

32.9%

Actionable Insight

The Q1 miss extends a pattern of declining profitability — adjusted EPS has missed consensus in 4 of the last 4 quarters. With operating cash flow turning negative, net leverage rising to 3.8x, and no guidance provided, the stock faces continued pressure. Watch for any pre-announcement or Q2 update on tariff impact mitigation.

Key Facts

Revenue of $495,995,000 (+3.8% YoY) vs $489.3M consensus — slight beat
GAAP diluted EPS of $0.01 vs $0.28 consensus — significant miss
Non-GAAP adjusted diluted EPS of $0.24 vs $0.31 YoY and $0.28 consensus
Operating income fell 32.2% YoY to $13.6M; adjusted operating income down 15.3%
Adjusted EBITDA margin contracted 140bps YoY to 7.6% (9.0% in Q1 2025)
Gross margin declined from 34.3% to 32.9% due to tariff costs and mix shifts
Cash used in operations was -$20.4M vs -$4.8M in Q1 2025
Net debt leverage increased to 3.8x from 3.5x at year-end 2025
Completed small acquisition of Eastern Valve Control Specialties for undisclosed amount

Financial Impact

GAAP EPS of $0.01 vs $0.28 consensus (-96.4% miss); adjusted EPS of $0.24 vs $0.28 consensus (-14.3% miss); revenue $496.0M vs $489.3M consensus (+1.4% beat)

epsoperatingIncomegrossMarginadjustedEbitdaMarginoperatingCashFlow

Risk Factors

Tariff costs on inbound shipments are compressing gross margins with no clear offset
Negative operating cash flow of -$20.4M in Q1 raises liquidity concerns at 3.8x leverage
Four consecutive quarters of consensus EPS misses erodes investor confidence
No formal guidance provided — uncertainty around full-year outlook

Market Snapshot

Exchange

Nasdaq

Sector

Wholesale-Machinery, Equipment & Supplies

Analyst Consensus

78% bullish (9 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0000703604-26-000023
Document: laws-20260430.htm	0000703604-26-000023
Document: 0000703604-26-000023-index-headers.html	0000703604-26-000023
Document: 0000703604-26-000023-index.html	0000703604-26-000023
Document: 0000703604-26-000023.txt	0000703604-26-000023
8-K Data (Synthetic)	0000703604-26-000023

3 reports for DSGR

T+1T+5T+20T+60

Filters

Reports for DSGR — sortable, filterable
	Type				Now
Jun 11, 2026 3d ago	Institutional Cluster NEUTRAL ★ 2/10	$27.48 awaiting T+20	awaiting T+20	—	$27.72 (+0.89%)
Apr 30, 2026 6w ago	8-K BEARISH ★ 6/10	$27.06 $27.00	▲ +0.22%	▲ +5.45%	$27.72 (−2.44%)
Mar 5, 2026 14w ago	8-K MIXED ★ 6/10	$21.90 $26.62	▲ +21.55%	▲ +25.34%	$27.72 (+26.58%)

US Market Status

Market Closed — Opens in 4h 2m

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