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DSDSGR

Distribution Solutions Group, Inc.

$DSGR·$1.6B·Industrial - Distribution·Industrials
$34.52+0.0%YTD+25.8%1Y+22.0%
Mentions · last 7 days
2026-07-13: 1 posts2026-07-14: 0 posts2026-07-15: 0 posts2026-07-16: 64 posts2026-07-17: 40 posts2026-07-18: 0 posts2026-07-19: 3 posts1080%
Price updated 4m ago·X counts updated 2d ago
DSDSGR
$DSGRDistribution Solutions Group, Inc.
$34.52+0.04%108 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DSGR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-20

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Distribution Solutions Group is being taken private at $35 cash by controller LKCM Headwater — deal signed, HSR + minority vote pending.

Distribution Solutions Group is a specialty industrial distributor that has just agreed to be taken private by its 79%-holder LKCM Headwater at $35 per share in cash, up from the initial $29.50 proposal four months ago. The equity closed +32% over the four-month window and now sits at 98% of its 52-week range, with the deal expected to close in Q3 2026 at roughly $1.3B market cap / $2.1B enterprise value.

  • Q1 revenue of $496M grew 3.8% year on year, but Q1 EPS of $0.008 missed by 96% and Q4 EPS missed by 44% — the operating business is soft, and the LKCM offer is effectively the market-clearing price for a controller-held company.
  • Free cash yield is only 2.1% and P/E is 291x on TTM earnings — the offer is not a fundamentals-blowout price, it is a fair-value liquidity event, which is why shareholder litigation firms Schall Law and Kaskela have launched fairness investigations.
  • Float of 8.7M shares (tiny bucket) is 30-day volume running 3x normal — normal deal-arb behavior as arbs build positions and litigants sniff for a bump.

July 30 Q2 earnings is functionally a deal-context print. Watch for updated HSR timing, definitive-agreement-vote schedule, and any statement from litigating law firms that might extract a small deal bump.

Agrees with X sentimentX reads DSGR as a controller-led privatization playing out — the definitive agreement confirms that framing; the only open question is whether litigation forces a small bump.

What to watch: HSR clearance, majority-of-minority vote schedule, and any deal-bump activity from shareholder-litigation firms.

On the calendar: 2026-07-30

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-20

Single event: Distribution Solutions Group agreed to go private with LKCM Headwater affiliates at $35 cash per share, up from the initial $29.50 proposal four months ago, valuing equity at ~$1.3B (EV ~$2.1B). Terms include no financing condition, HSR clearance, a majority-of-minority vote, and a targeted Q3 close. Commentary is uniformly positive, framing it as a 32% controller-led privatization win.

Read the AI verdict + X sentiment for $DSGR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Lawson Products, Inc. specializes in supplying distinctive products to a diverse clientele spanning industrial, commercial, institutional, and governmental sectors, specifically catering to their maintenance, repair, and operations (MRO) requirements. Its market presence extends across the United States, Puerto Rico, Canada, Mexico, and the Caribbean region. Established in 1952, the company maintains its headquarters in Chicago, Illinois.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Distribution sits in its cycle right now — and what that implies for $DSGR.

Industrial - Distribution · Industrials

No material change from last week — water and wastewater infrastructure replacement and upgrade cycles, supported by federal infrastructure spending, drive sustained demand for water, storm, and..

What this means for $DSGR

Neutral — Lawson Products, Inc. specializes in supplying distinctive products to a diverse clientele spanning industrial, commercial, institutional, and governmental sectors, specifically catering to their m; limited read-through from industrial - distribution macro dynamics to this specific revenue mix.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+14.8%YTD
+18.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
291.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.01$0.26-96.2%
Q4 2025Mar 5, 2026$0.18$0.32-43.8%
Q3 2025Oct 30, 2025$0.40$0.42-4.8%
Q2 2025Jul 31, 2025$0.35$0.36-2.8%
Next earningsThu, Jul 30·consensus EPS $0.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$496.0M+3.8%32.9%2.7%$0.01$-23.7M
Q4 FY25$481.6M+0.2%32.7%1.6%$-0.14$5.1M
Q3 FY25$518.0M+10.7%32.9%4.6%$0.14$27.2M
Q2 FY25$502.4M+14.3%31.5%5.3%$0.11$24.3M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.1B – $2.1B$0.79$0.79 – $0.792
FY27$2.1B$2.1B – $2.1B$1.13$1.13 – $1.132

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+24.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 10Robert ZamarripaDirector14.0K sh$297K
+ 9 other (8 awards · 1 return) in window

See when $DSGR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJul 16SC 13D/A
AI summary

LKCM-affiliated entities (associated with DSGR CEO J. Bryan King) filed Amendment No. 31 to their SC 13D on Distribution Solutions Group (DSGR) on July 15, 2026, coinciding with the go-private merger announcement. The LKCM group collectively holds approximately 79%+ of outstanding shares across multiple funds: PDLP Lawson LLC (7.7%), LKCM Investment Partnership (1.2%), Micro-Cap Partnership (0.1%), and Core Discipline (minor). This update reflects the controlling group's position in advance of the related-party go-private transaction.

8-KMaterial agreementJul 168-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Distribution Solutions Group (DSGR) signed a go-private merger agreement on July 15, 2026 with entities formed by LKCM Headwater Investments and CEO/Chairman J. Bryan King, who controls approximately 79% of outstanding shares. Upon closing, DSGR would become a privately held subsidiary and be delisted from Nasdaq; the specific per-share merger price was not captured in the available excerpt. This is a transformative related-party go-private transaction where the controlling shareholder is on both sides of the deal.

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
SC 13D/AActivist amendmentMar 16SC 13D/A
+ 8 other (2 proxys · 2 earnings 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Distribution Solutions Group Announces Controller Buyout; Julie & Holleman Investigating Whether Minority Shareholders Are Receiving Fair Valueglobenewswire.com·1d agoDistribution Solutions Group Announces Controller Buyout; Julie & Holleman Investigating Whether Minority Shareholders Are Receiving Fair Valueglobenewswire.com·1d agoDSGR Investors Have the Opportunity to Join Investigation of Distribution Solutions Group, Inc. with the Schall Law Firmgurufocus.com·4d agoDSGR Investors Have the Opportunity to Join Investigation of Distribution Solutions Group, Inc. with the Schall Law Firmbusinesswire.com·4d agoShareholder Investigation Launched by Kaskela Law Firm into Fairness of Distribution Solutions Group, Inc. (NASDAQ: DSGR) Buyout Price; DSGR Investors Encouraged to Contact the Firmbusinesswire.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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