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Industrial Supply Trends

Industrial Supply Trends

In Collaboration with ISA

Industry Outlook

ISA Member Earnings – Kennametal Q4 2025 Results

August 11, 2025 by John Gunderson Leave a Comment

Kennametal Q4 earnings 2025

Kennametal launched their fourth-quarter earnings report in August and the industrial waters have been choppy this year, but the size of the overall North American market creates opportunities for growth. Kennametal – Kennametal, headquartered in Pittsburgh, PA, delivers productivity to customers through materials science, tooling and wear-resistant solutions for the … [Read more...] about ISA Member Earnings – Kennametal Q4 2025 Results

ISA Member Earnings – MSC Industrial Q3 2025

August 6, 2025 by John Gunderson Leave a Comment

MSC Q3 Earnings 2025

MSC Industrial launched their third-quarter earnings report in July and the industrial waters have ben choppy this year, but the size of the overall North American market creates opportunities for growth. MSC Industrial – a distributor of a broad range of metalworking and MRO products and services, reported third quarter financial results on July 1, showing a 0.8% … [Read more...] about ISA Member Earnings – MSC Industrial Q3 2025

Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Industrial Distribution

August 6, 2025 by John Gunderson Leave a Comment

CMG Trends Pentagon Pricing Series

As a former pricing leader for three billion-dollar distributors in North America, I can share from experience that a major pricing reset is simultaneously a dangerous activity, yet when done right, the best driver of top-line sales growth in this industry. Earlier this year, I wrote a Case Study for Modern Distribution Management (MDM) on the pricing reset MSC Industrial … [Read more...] about Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Industrial Distribution

Durable Goods & CAPEX Issues + Tarriff and Policy Volatility = Uncertainty – IST

July 29, 2025 by Kevin Coleman Leave a Comment

IST Durable Goods Report Analysis and Economic Forecast

As an analyst for the past 20 years, I have relied on key economic indicators as foundational to prepare forecasts for leadership to make informed business decisions. Two of those key foundational indicators were Durable Goods Purchases and Business Capital Investment, but those indicators have had much change the past 5 years. The once bellwether and predictable indicator … [Read more...] about Durable Goods & CAPEX Issues + Tarriff and Policy Volatility = Uncertainty – IST

AI Update: How do you keep your Industrial teams in the loop

June 25, 2025 by Kevin Coleman Leave a Comment

The news is full of how rapidly AI is evolving, with a spate of recent articles predicting mass layoffs and massive disruptions. Advances are certainly breathtaking – when OpenAI launched ChatGPT in November 2022, it added a million users in 5 days; in April 2025, it achieved this in one hour; and reportedly one-third of companies are using AI agents to automate and improve … [Read more...] about AI Update: How do you keep your Industrial teams in the loop

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