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DNOW says MRC Global’s troubled U.S. ERP system has “stabilized” but remains unoptimized, as the distributor details operational improvements, lingering financial impacts and signs of recovery following months of disruption tied to the Oracle rollout....

Grainger delivered its strongest quarter in three years with accelerating sales growth, expanding margins and broad-based customer demand. This deep dive breaks down the distributor’s key 1Q26 metrics, pricing and tariff actions, earnings call commentary,...

Deals involving industrial distributors were less frequent than the robust pace we saw in January-March, though it included another landmark pending transaction in building materials via QXO.

Economic Trends

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MDM Forecast: April Update

Our latest update shows another major upgrade for the U.S. wholesale distribution industry’s 2026 annual revenues – skewed by oil & gas price assumptions as well as other inflationary impacts. Get your much more valuable...

Mergers & Acquisitions

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March M&A Roundup: Major Deals Aplenty

After 2 straight years of $100 million-plus deals that were few and far between, 2026 has already seen plenty either completed or announced, including a handful in March.