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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Industrials sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Industrial - Distribution industry is 7.3/10 across 4 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 4-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
Sentiment across the four distributors strengthened, and the group average rose from 6.5 to 7.25. Grainger (GWW) drove the move, climbing from 7 to 9 on an earnings beat and a raised full-year outlook, and Pool Corporation (POOL) rose from 4 to 6 as a stronger-than-expected first quarter lifted it off the low band. Fastenal (FAST) held at 7. Ferguson (FERG) eased from 8 to 7, a revenue-band scoring artifact rather than a weaker quarter. Its themes stayed net-positive, with raised full-year guidance and broad non-residential strength, but 4.6% year-over-year revenue growth fell into a lower base band than the prior period. Cost-pressure flags across the group narrowed from 4 to 3, and pricing-pressure held at 1.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Inflation | 4 | 211 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.