ADI Global Distribution

ADIG

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus, with record revenue of $1,286M beating the $1,251M expected by 2.8%. However, significant operational headwinds led to an EBIT of $25M, missing the $64M consensus by over 60%. While gross margins expanded to 22.7% (aided by a $20M tariff refund), adjusted EBITDA fell 9% YoY. FY26 full-year revenue guidance of $4.95B-$5.00B is slightly ahead of annualized consensus, though profitability remains pressured by spin-off costs and employee expenses.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: ADI Global Distribution(ADIG) the Revenue is 1.286 B (--%), Beat estimate;the EBIT is 25 M (--%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.29B--
1.26B--
+0.03B--%
EBITMiss expectations
0.03B--
0.05B--
-0.03B--%
EPS
TBA--
0.277--
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Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
Quarterly

EPS

ActualEstimateUnit: USD
Quarterly