Inferra AI / Company / ADIG

ADI Global Distribution Inc.

ADIG · Industrials

Last earnings Aug 13, 2026

Key results

Revenuequarter

$1,286 million

revenue of $1,286 million Commercial security growth returns to mid-single digits Average daily sales growt h of 2% year-over-year

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Gross marginquarter

22.7%

Gross margin of 22.7% up 50 basis points year-over-year

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Growthquarter

up 1%

ADI second quarter 2026 net revenue was a record $1,286 million , up 1% year-over-year, and reflects average daily sales growth of 2% year-over-year and one fewer sales day in the current quarter.

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Gross margin was 22.7% in second quarter 2026, compared to 22.2% in second quarter 2025 and was favorably impacted by the receipt of tariff refunds of approximately $20 million, partially offset by unfavorable price and mix shift and higher fuel costs for freight.

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Selling, general, and administrativequarter

$206 million

Selling, general and administrative expenses 206 190 405 371

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Net incomequarter

$6 million

Net income (loss) $ 6 $ (283) $ 5 $ (298)

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

AI analysis

Q2 2026 · reported Aug 13, 2026

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q2 2026
$1,286M
EX-99 · Aug 13, 2026
Gross margin · Q2 2026
22.7%
EX-99 · Aug 13, 2026
Net income · Q2 2026
$6M
EX-99 · Aug 13, 2026
Selling, general, and administrative · Q2 2026
$206M
EX-99 · Aug 13, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Revenue$1,286 million——
Gross margin22.7%——
Growthup 1%——
Selling, general, and administrative$206 million——
Net income$6 million——

EX-99 · Aug 13, 2026

Guidance · company-stated

Direction: Initiated

Revenue

“4% of net revenue in the second quarter of 2025 Initiates ADI's standalone 2026 outlook MELVILLE, New York, August 13, 2026 ADI Global Distribution Inc.”

Company outlook — Initiated

“Outlook The Company is initiating its 2026 standalone outlook for the second half and full year, as follows .”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin22.7%

Capital allocation

Balance Sheet and Capital Allocation Upon completion of the Spin-Off, ADI's liquidity consists of approximately $150 million of cash and a $500 million undrawn revolving credit facility.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Management Remarks Our second quarter results, which included record quarterly revenue, reflect the strength of our business and our team's conti

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Initiated

Revenue: “4% of net revenue in the second quarter of 2025 Initiates ADI's standalone 2026 outlook MELVILLE, New York, August 13, 2026 ADI Global Distribution Inc.”

Revenue — Initiated (“Initiates”)
“4% of net revenue in the second quarter of 2025 Initiates ADI's standalone 2026 outlook MELVILLE, New York, August 13, 2026 ADI Global Distribution Inc.”

Company outlook — Initiated (“initiating”)
“Outlook The Company is initiating its 2026 standalone outlook for the second half and full year, as follows .”

Classified from the release's primary full-year outlook statement.

Capital allocation

Balance Sheet and Capital Allocation Upon completion of the Spin-Off, ADI's liquidity consists of approximately $150 million of cash and a $500 million undrawn revolving credit facility.

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Strategy & priorities

As we begin our next chapter as an independent public company, we are operating from a position of strength and focused on converting our recent investments into greater operating efficiency, expanding profitability and increased cash generation.

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

(3) Consists of non-recurring charges associated with restructuring initiatives.

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Risks & headwinds

Gross margin was 22.7% in second quarter 2026, compared to 22.2% in second quarter 2025 and was favorably impacted by the receipt of tariff refunds of approximately $20 million, partially offset by unfavorable price and mix shift and higher fuel costs for freight.

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

The Company defines Adjusted EBITDA as net income excluding income taxes, depreciation and amortization, interest income and expense, stock-based compensation expense, Indemnification Agreement expense, restructuring expense, transaction related expenses, and other expense and certain other items that are otherwise of an unusual or non-recurring nature (including but not limited to impairment charges, litigation and insurance settlements, and gains and losses on disposal of assets).

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Although we believe forward-looking statements are based upon reasonable assumptions, such statements involve known and unknown risks and uncertainties, which may cause the actual results or performance of ADI to differ materially from such forward-looking statements.

SEC original ↗ADI Global Distribution Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Documents

Earnings deck slides

0 decks with slide view

ADI Global Distribution Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

4 documents

Earnings releases

4 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for ADI Global Distribution Inc. are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention ADI Global Distribution Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.