84% expect 2026 sales to increase at least 3%, up 7 percentage points from the previous quarterly survey. 45% expect growth of at least 8%.
Wholesale trade was among the industries reporting growth in new orders, providing a direct indication that demand strengthened across the distribution sector during the month.
Morgan Stanley Real Assets said the U.S. industrial market appears to be moving from a cyclical recovery toward another growth cycle, with demand accelerating while development remains constrained.
For distributors, the August report points to continued industrial demand but a less straightforward growth environment than the headline PMI suggests.
The agreement expands BlueLinx’s specialty products portfolio as the building products distributor looks to increase its exposure to higher-value product categories.
The combination of stronger sales and stable customer payment patterns provides some positive signals for distributors entering the second half of the year.
The combination gives TIPCO a broader product offering for refinery, petrochemical and other industrial customers by adding fasteners to its existing hose and gasket capabilities in the region.
The deal gives DSG a larger customer base in one of its core MRO markets while extending Lawson Products’ geographic reach.
Lowe’s recently committed $250 million to expand that work, with a goal of helping train and develop 250,000 tradespeople by 2035.
The deal adds to White Cap’s broader North American distribution network, which includes about 575 branches and more than 12,000 employees serving approximately 200,000 customers.