ASA’s Monthly Sales Report: Momentum Builds - June Sales Deliver Another Strong Performance

By primary business emphasis the industrial PVF distributors said June sales 31.9% year-over-year (y/y). Year-to-date (YTD) sales +10.5% and trailing twelve months (TTM) sales +13.1%.

All respondents overall reported a Median June sales increased +13.5% year-over-year and +12.8% compared with May 2026. YTD sales +8.5%; TTM sales +6.9%. Inventory: +6.2% versus June 2025. Cash cycle: Median three-month average Days Sales Outstanding (DSO) remained steady at 42.5 days.

Economic Indicators:
Recent economic data suggest the U.S. economy remained resilient through the first half of 2026, although underlying conditions continue to vary considerably by sector. Final estimates show real GDP expanded at a 2.1% annualized rate in the first quarter, improving from the much softer fourth quarter of 2025.

The labor market also remained relatively stable, with unemployment declining slightly to 4.2%, though slower payroll growth and lower labor-force participation indicate some moderation in hiring conditions. Inflation improved during June as temporarily lower energy and gasoline prices helped reduce headline CPI, while core inflation also eased; however, renewed conflict in the Middle East and the collapse of the interim agreement to reopen the Strait of Hormuz have reintroduced risks to energy prices, transportation costs, and global supply chains.

Producer prices remain elevated on a year-over-year basis, creating continued potential for input-cost pressures to pass through the supply chain, despite a decline during June itself.

Manufacturing indicators remain mixed but generally constructive, with consumer-goods orders continuing to rise, manufacturing hours holding steady, and AI and data-center related investment supporting areas of industrial activity.

Housing starts rebounded in June, but weaker permits and essentially flat single-family starts indicate that elevated borrowing costs continue to constrain residential investment. While the yield curve remains in positive territory, higher long-term rates and persistent inflation uncertainty are likely to continue weighing on housing and other interest-ratesensitive investment.

What ASA members are saying:

“In June, we posted the best sales and gross profit results for a month in our history!!!”

“June was another record month of sales and gross profit; although, margin took a slight hit with continued pressure resulting from cost increases and competitor pricing.”

“June was modestly better than expected - the extra selling day + higher prices gave us a good start but some larger multi-family and commercial projects began to ship after some delays.”