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Executive Operating System

Meridian Holdings · FY26 Q3 · 14 entities live

Ask Genius

Business performance — revenue and gross margin

Dual axis · left: Rev $M · right: GM %

Revenue ($M) Gross margin %

May · week 2

Revenue$127.4M

Gross margin38.2%

vs prior period+6.2% · +0.4pp

Revenue

$0.00B

+6.4% vs prior quarter
Ahead of plan

EBITDA

$0M

+1.2pp vs prior quarter
Ahead of plan

Gross margin

0.0%

+0.8pp vs prior quarter
On track

Free cash flow

$0.0M

−$4.2M vs prior quarter
Attention required

Executive Briefing

Today · 06:12

The quarter is ahead of plan. Revenue is 6.4% above budget and EBITDA is up 1.2 points, carried by North and EMEA.

The one real risk is cash: Southeast inventory is tying up working capital as demand slows, leaving free cash flow $4.2M behind plan. A Tier-1 supplier is also showing delivery slippage across three plants.

Opportunity: pricing discipline in Retail could add 120bp of margin. Overnight I reconciled four entities and completed 327 workflows.

My recommendation: approve the inventory release first, then review pricing before the board pack goes out Thursday.

Recommended actions

  • Release $1.4M of Southeast inventoryCash flow +$1.4M · closes the gap to planReview
  • Hold price floor on 1,284 SKUsMargin +120bp · $8.6M annualisedReview
  • Dual-source Tier-1 supplier — 3 plantsProtects $22.6M of at-risk revenueExecute

Performance by business unit

Business unitRevenueEBITDA
Industrial — North$482.6M$104M
Industrial — Southeast$311.4M$58M
Distribution — EMEA$268.9M$61M
Retail — Direct$214.7M$47M
Services — Global$142.1M$14M
Healthy Attention Critical

Complexity Is the Cost of Growth.

Systems, teams, and processes expand. What once worked starts to strain, and people become the glue holding everything together. Leadership loses visibility, execution slows down, and the business pays the price.

When information becomes fragmented, replacing systems can feel like the natural next step.

Solve the Right Problem.

Sometimes replacement is necessary. But often, the problem can be solved without the cost, operational load, and disruption risk of a system transition. Building on what already works reduces complexity, expands capabilities, and unlocks more value from your systems and people.

Value compounds when systems, data, processes, and people work together.

What Genius Lab Is

One managed layer. Every part of the business working together.

A coherent operating environment across the systems, information, decisions, and actions that run your business.

01One layer across your business

One intelligence and execution layer across your business.

Visibility
Decisions
Execution

Genius Lab

Intelligence + Execution Layer

Entity A

ERP
CRM
MES

Entity B

ERP
WMS
TMS

Entity C

ERP
CRM
Other

Existing systems remain in place

02Build on what you already use

Keep the technology that already runs the business.

ERP
CRM
MES
WMS
HRIS
Spreadsheets
APIs
Connected, not replaced
03Understand the business, not just the data

Organizational context becomes part of the intelligence.

EmailCallsTeamsSlackDecisionsDefinitions

Context missing

Why did lead time increase?

Ask Operations →

04Intelligence you can act on
Executive Operating System

Gross margin

36.8%

−1.4 pts vs plan

Gross margin declined

Freight and overtime increased across two distribution sites.

Review carrier mix and approve revised overtime thresholds.

Trusted informationUnderstandingDecision
05From intelligence to execution

Genius Lab doesn't stop at telling the business what should happen. It helps make it happen.

Signal identifiedLive
Decision preparedAI
Approval governedHuman
Action written backERP · WMS

Automation · approvals · agents · cross-system workflows · write-back

06Fully managed

Fully managed by Genius Lab.

One partner responsible for connecting, governing, evolving, and operating the intelligence and execution layer across your business.

Integrations
Data
Intelligence
Automation
AI