AD (Affiliated Distributors), a member-owned buying group for independent distributors,  reported a strong start to 2026, with member sales rising 16 percent to nearly $28 billion in the first quarter. Same-store sales increased 10 percent, indicating solid organic demand across core markets. The U.S. Electrical and U.S. PVF (pipe, valves and fittings) divisions led performance, each posting 13 percent growth.

Purchasing activity accelerated, with member buys from AD suppliers up 28 percent, signaling increased project volume and inventory movement. Membership also expanded, with a net gain of 74 companies, largely driven by the integration of The Commonwealth Group. Existing members remained active on the acquisition front, completing nine intra-network deals and 14 external acquisitions.

For contractors and suppliers tied to interior finishes and M/E/P scopes, the gains point to sustained backlog and steady material flow. Continued consolidation and supplier engagement may influence pricing, availability and competitive positioning through 2026.

For wall and ceiling contractors, the data points to sustained interior build-out activity, particularly in commercial and institutional segments where MEP rough-in drives schedule sequencing. Increased supplier purchases may tighten lead times on gypsum board, framing, and ceiling systems if demand outpaces distribution capacity.

For roofing contractors, elevated PVF and electrical growth suggest strong upstream project starts, supporting near-term reroofing and new construction demand, but also potential cost pressure from broader material competition.