The topline figure snapped three straight months of decline, though nonresidential spending saw a sharp decline.
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The subindex for final demand services drove the increase, largely traced to a spike in margins for wholesalers of professional and commercial equipment.
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SRS Distribution gained roofing share in a historically weak market as Home Depot’s Pro business outperformed DIY in Q4. From HD’s earnings call, we extract executive details shared on pricing strategy, GMS integration and cross-selling momentum across the company’s expanding contractor-focused offering.
We break down the latest key industry figures for both December and the full year, including a look at year-to-date and year-over-year wholesale sales by NAICS product category.
We break down the latest key figures out of the Census Bureau’s December report that showed a year-end dip in total orders hampered by volatile aircraft, while capital goods posted a solid increase.
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PMA's latest business conditions report showed a modest monthly decline in economic outlook from metalforming manufacturers despite them reporting higher shipping levels during January and expected orders.
After a solid month-to-month and robust year-over-year December gain, market commentary indicates prolonged strong activity through the first half of 2026.Â
GDP growth slowed to less than one-third of the rate it had in 3Q25, missing expectations as it was weighed down by the 43-day shutdown and slower consumer spending.
Always-volatile transportation orders drove the monthly decline, while core capital goods posted a solid increase to end the year.
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Economists had expected December's starts to be flat vs. November.
It topped consensus estimates by a healthy margin, though December’s gain was revised lower.
GPC announced the pending move alongside reporting 4Q25 and full-year financial results, which showed annual sales at Motion finish just shy of $9 billion.
The monthly CPI had its slowest acceleration since May, and core inflation had its smallest annual move since early 2021.
Total December sales had modest growth, but were helped by an additional selling day vs. a year earlier.
Over the month, commercial planning fell 7.2% and institutional planning momentum slowed by 4.4%, according to the Dodge Momentum Index.
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After a tariff-driven May-August slump, orders accelerated throughout the rest of 2025 and entered 2026 with underlying momentum.
