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Side-by-side financial comparison of GLOBAL INDUSTRIAL Co (GIC) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
GLOBAL INDUSTRIAL Co is the larger business by last-quarter revenue ($345.6M vs $340.0M, roughly 1.0× Walker & Dunlop, Inc.). GLOBAL INDUSTRIAL Co runs the higher net margin — 4.2% vs -12.9%, a 17.1% gap on every dollar of revenue. On growth, GLOBAL INDUSTRIAL Co posted the faster year-over-year revenue change (14.3% vs -0.4%). GLOBAL INDUSTRIAL Co produced more free cash flow last quarter ($19.2M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 3.4%).
Global Industrial Company is a Port Washington, New York–based company providing industrial and MRO products through a system of branded e-Commerce websites and relationship marketers in North America. The primary brand is Global Industrial.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
GIC vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $345.6M | $340.0M |
| Net Profit | $14.6M | $-13.9M |
| Gross Margin | 34.5% | — |
| Operating Margin | 5.7% | -17.2% |
| Net Margin | 4.2% | -12.9% |
| Revenue YoY | 14.3% | -0.4% |
| Net Profit YoY | 36.4% | -131.0% |
| EPS (diluted) | $0.37 | $-0.41 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $345.6M | $340.0M | ||
| Q3 25 | $353.6M | $337.7M | ||
| Q2 25 | $358.9M | $319.2M | ||
| Q1 25 | $321.0M | $237.4M | ||
| Q4 24 | $302.3M | $341.5M | ||
| Q3 24 | $342.4M | $292.3M | ||
| Q2 24 | $347.8M | $270.7M | ||
| Q1 24 | $323.4M | $228.1M |
| Q4 25 | $14.6M | $-13.9M | ||
| Q3 25 | $18.8M | $33.5M | ||
| Q2 25 | $25.1M | $34.0M | ||
| Q1 25 | $13.6M | $2.8M | ||
| Q4 24 | $10.7M | $44.8M | ||
| Q3 24 | $16.8M | $28.8M | ||
| Q2 24 | $20.3M | $22.7M | ||
| Q1 24 | $13.2M | $11.9M |
| Q4 25 | 34.5% | — | ||
| Q3 25 | 35.6% | — | ||
| Q2 25 | 37.1% | — | ||
| Q1 25 | 34.9% | — | ||
| Q4 24 | 33.8% | — | ||
| Q3 24 | 34.0% | — | ||
| Q2 24 | 35.2% | — | ||
| Q1 24 | 34.3% | — |
| Q4 25 | 5.7% | -17.2% | ||
| Q3 25 | 7.4% | 13.6% | ||
| Q2 25 | 9.3% | 14.5% | ||
| Q1 25 | 5.7% | 2.2% | ||
| Q4 24 | 4.8% | 15.3% | ||
| Q3 24 | 6.5% | 12.8% | ||
| Q2 24 | 7.6% | 10.4% | ||
| Q1 24 | 5.4% | 6.0% |
| Q4 25 | 4.2% | -12.9% | ||
| Q3 25 | 5.3% | 9.9% | ||
| Q2 25 | 7.0% | 10.6% | ||
| Q1 25 | 4.2% | 1.2% | ||
| Q4 24 | 3.5% | 13.1% | ||
| Q3 24 | 4.9% | 9.9% | ||
| Q2 24 | 5.8% | 8.4% | ||
| Q1 24 | 4.1% | 5.2% |
| Q4 25 | $0.37 | $-0.41 | ||
| Q3 25 | $0.48 | $0.98 | ||
| Q2 25 | $0.65 | $0.99 | ||
| Q1 25 | $0.35 | $0.08 | ||
| Q4 24 | $0.28 | $1.32 | ||
| Q3 24 | $0.44 | $0.85 | ||
| Q2 24 | $0.52 | $0.67 | ||
| Q1 24 | $0.34 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $67.5M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $313.2M | $1.7B |
| Total Assets | $580.8M | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.5M | $299.3M | ||
| Q3 25 | $67.2M | $274.8M | ||
| Q2 25 | $55.1M | $233.7M | ||
| Q1 25 | $39.0M | $181.0M | ||
| Q4 24 | $44.6M | $279.3M | ||
| Q3 24 | $38.9M | $179.8M | ||
| Q2 24 | $38.8M | $208.1M | ||
| Q1 24 | $29.9M | $216.5M |
| Q4 25 | $313.2M | $1.7B | ||
| Q3 25 | $316.0M | $1.8B | ||
| Q2 25 | $305.2M | $1.8B | ||
| Q1 25 | $287.9M | $1.7B | ||
| Q4 24 | $281.1M | $1.7B | ||
| Q3 24 | $279.2M | $1.7B | ||
| Q2 24 | $270.4M | $1.7B | ||
| Q1 24 | $260.2M | $1.7B |
| Q4 25 | $580.8M | $5.1B | ||
| Q3 25 | $602.5M | $5.8B | ||
| Q2 25 | $586.5M | $4.7B | ||
| Q1 25 | $536.7M | $4.5B | ||
| Q4 24 | $520.7M | $4.4B | ||
| Q3 24 | $531.6M | $4.6B | ||
| Q2 24 | $542.5M | $4.2B | ||
| Q1 24 | $517.4M | $3.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $20.0M | $-664.3M |
| Free Cash FlowOCF − Capex | $19.2M | $-680.1M |
| FCF MarginFCF / Revenue | 5.6% | -200.0% |
| Capex IntensityCapex / Revenue | 0.2% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.37× | — |
| TTM Free Cash FlowTrailing 4 quarters | $74.7M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $20.0M | $-664.3M | ||
| Q3 25 | $22.7M | $-948.1M | ||
| Q2 25 | $31.7M | $-238.5M | ||
| Q1 25 | $3.4M | $-281.1M | ||
| Q4 24 | $15.9M | $129.4M | ||
| Q3 24 | $9.6M | $-202.0M | ||
| Q2 24 | $18.8M | $-237.8M | ||
| Q1 24 | $6.4M | $38.4M |
| Q4 25 | $19.2M | $-680.1M | ||
| Q3 25 | $22.0M | $-950.4M | ||
| Q2 25 | $30.3M | $-241.0M | ||
| Q1 25 | $3.2M | $-284.7M | ||
| Q4 24 | $15.2M | $116.4M | ||
| Q3 24 | $8.7M | $-204.0M | ||
| Q2 24 | $17.9M | $-241.7M | ||
| Q1 24 | $5.1M | $35.2M |
| Q4 25 | 5.6% | -200.0% | ||
| Q3 25 | 6.2% | -281.5% | ||
| Q2 25 | 8.4% | -75.5% | ||
| Q1 25 | 1.0% | -120.0% | ||
| Q4 24 | 5.0% | 34.1% | ||
| Q3 24 | 2.5% | -69.8% | ||
| Q2 24 | 5.1% | -89.3% | ||
| Q1 24 | 1.6% | 15.4% |
| Q4 25 | 0.2% | 4.6% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | 0.4% | 0.8% | ||
| Q1 25 | 0.1% | 1.5% | ||
| Q4 24 | 0.2% | 3.8% | ||
| Q3 24 | 0.3% | 0.7% | ||
| Q2 24 | 0.3% | 1.4% | ||
| Q1 24 | 0.4% | 1.4% |
| Q4 25 | 1.37× | — | ||
| Q3 25 | 1.21× | -28.34× | ||
| Q2 25 | 1.26× | -7.02× | ||
| Q1 25 | 0.25× | -102.07× | ||
| Q4 24 | 1.49× | 2.89× | ||
| Q3 24 | 0.57× | -7.01× | ||
| Q2 24 | 0.93× | -10.49× | ||
| Q1 24 | 0.48× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
