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Sales growth accelerated and operating profit jumped, even as pricing contributed less. But September missed street forecast and Fastenal’s seasonal benchmark. Here, we break down the quarterly results, monthly metrics and implications for industrial distributors.
October 14, 2026
Daily sales growth again topped street expectations and the company’s own signalled guidance as both major manufacturing end markets and all three geographies accelerated. Get our full breakdown of the company’s August sales report.
The Home Depot’s 2Q26 sales were up 5.7%, with Pro segment comps outperforming DIY and SRS performing above the company average in the quarter.
Two longtime HD executives will oversee Decker’s CEO duties during his absence, with the news coming two weeks after the company reorganized leadership to accelerate contractor market share gains.
The company posted its 13th straight month of double-digit daily sales growth as its three largest end markets all improved from June. Get our detailed breakdown and analysis of the figures.
Home Depot created an “Office of Pro Acceleration” to coordinate its expanding contractor-focused businesses, technology and fulfillment capabilities as it pursues a larger share of a $700 billion Pro market.
The company pointed to share gains alongside a modestly improving industrial backdrop. Here, we break down all the key figures and executive commentary from Fastenal’s 2Q26 and June financial reports.
Gross margin held steady sequentially despite pricing moderation as Fastenal pointed to continued improvement in end market demand.
Our highly anticipated annual feature is here for you to peruse via web listings and our downloadable report. Explore our 20 different lists to see distribution’s biggest movers and shakers.
Do it Best Group is relocating True Value’s headquarters from Chicago to Fort Wayne, IN, bringing the retail-owned hardware chain’s corporate base to the home of its new parent company.
The funding for the rapidly scaling residential home service platform reportedly values Apex at $10 billion, and signals continued appetite for such platforms that are reshaping contractor buying power across key distribution end markets.
Home Depot posted modest 1Q26 sales growth but lower profit as large remodeling projects remained pressured, while its Pro business stayed resilient and the SRS acquisition continued to bolster contractor-focused demand. Here’s the key figures.
It follows a pilot of SIMPL’s technology at a Georgia HD distribution center.
