Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Trade Distributors Industry Analysis

UpdatedDec 10, 2025
DataAggregated Company Financials
Companies61
  • 7D-2.3%
  • 3M-6.2%
  • 1Y-0.6%
  • YTD9.8%

Over the last 7 days, the Trade Distributors industry has risen 1.0%, driven by gains from FTAI Aviation of 7.8%. During this same period, the Ferguson Enterprises underperformed, falling 10%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the U.S. Trade Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Dec 2025US$322.2bUS$183.2bUS$15.2b19.5x21.2x1.8x
Fri, 07 Nov 2025US$328.0bUS$180.1bUS$15.2b19.8x21.6x1.8x
Sun, 05 Oct 2025US$346.9bUS$179.7bUS$14.8b22.7x23.4x1.9x
Tue, 02 Sep 2025US$357.7bUS$184.5bUS$14.7b23.6x24.4x1.9x
Thu, 31 Jul 2025US$348.1bUS$181.8bUS$13.7b21.4x25.4x1.9x
Sat, 28 Jun 2025US$323.3bUS$181.2bUS$13.8b20.4x23.5x1.8x
Mon, 26 May 2025US$307.5bUS$182.0bUS$13.9b20x22.2x1.7x
Wed, 23 Apr 2025US$286.5bUS$191.3bUS$14.1b19x20.3x1.5x
Fri, 21 Mar 2025US$293.1bUS$190.9bUS$14.3b19.5x20.6x1.5x
Sun, 16 Feb 2025US$315.8bUS$190.4bUS$14.9b20.7x21.2x1.7x
Tue, 14 Jan 2025US$296.4bUS$189.4bUS$15.2b17.5x19.5x1.6x
Thu, 12 Dec 2024US$331.7bUS$189.5bUS$15.2b18x21.8x1.8x
Sat, 09 Nov 2024US$342.6bUS$191.3bUS$15.3b17.1x22.4x1.8x
Mon, 07 Oct 2024US$305.2bUS$190.9bUS$15.7b14.5x19.4x1.6x
Wed, 04 Sep 2024US$302.0bUS$190.6bUS$15.8b15.6x19.1x1.6x
Fri, 02 Aug 2024US$313.8bUS$190.4bUS$15.9b17.4x19.7x1.6x
Sun, 30 Jun 2024US$281.5bUS$189.9bUS$15.9b16.9x17.7x1.5x
Tue, 28 May 2024US$302.9bUS$189.6bUS$15.8b17.2x19.2x1.6x
Thu, 25 Apr 2024US$299.0bUS$188.8bUS$15.7b17.8x19x1.6x
Sat, 23 Mar 2024US$320.5bUS$188.7bUS$15.8b17.6x20.3x1.7x
Mon, 19 Feb 2024US$294.5bUS$188.8bUS$15.5b17.1x19x1.6x
Wed, 17 Jan 2024US$285.7bUS$206.5bUS$16.7b14.6x17.1x1.4x
Fri, 15 Dec 2023US$277.6bUS$205.3bUS$16.8b14.5x16.5x1.4x
Sun, 12 Nov 2023US$250.9bUS$205.5bUS$16.9b12.2x14.8x1.2x
Tue, 10 Oct 2023US$250.7bUS$203.6bUS$16.6b11.7x15.1x1.2x
Thu, 07 Sep 2023US$250.6bUS$203.8bUS$16.6b12.5x15.1x1.2x
Sat, 05 Aug 2023US$252.8bUS$203.7bUS$16.6b14.6x15.2x1.2x
Mon, 03 Jul 2023US$257.8bUS$202.4bUS$16.5b14x15.6x1.3x
Wed, 31 May 2023US$226.3bUS$202.1bUS$16.8b12x13.5x1.1x
Fri, 28 Apr 2023US$226.7bUS$201.7bUS$14.1b13x16.1x1.1x
Sun, 26 Mar 2023US$215.8bUS$199.8bUS$14.0b12.3x15.5x1.1x
Tue, 21 Feb 2023US$236.0bUS$196.0bUS$13.8b13.2x17.1x1.2x
Thu, 19 Jan 2023US$215.2bUS$192.5bUS$13.4b12.6x16.1x1.1x
Sat, 17 Dec 2022US$203.9bUS$192.4bUS$13.3b11.5x15.3x1.1x
Price to Earnings Ratio

15.3x


Total Market Cap: US$203.9bTotal Earnings: US$13.3bTotal Revenue: US$192.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.8x202320242025
Current Industry PE
  • Investors are optimistic on the American Trade Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.8x which is higher than its 3-year average PE of 18.8x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 4.1% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market0.071%
Industrials-0.34%
Trade Distributors-2.32%
Trade Companies and Distributors-2.32%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FTAI FTAI AviationUS$181.276.0%
+US$1.1b		21.1%PE41.1x
AER AerCap HoldingsUS$139.703.0%
+US$666.3m		45.1%PE6.1x
QXO QXOUS$20.954.8%
+US$640.7m		27.7%PS3x
CNM Core & MainUS$51.565.3%
+US$492.0m		-1.8%PE22.6x
XMTR XometryUS$61.258.7%
+US$250.1m		76.2%PS4.9x

Latest News

FERG
US$226.02
Ferguson Enterprises
7D
-10.6%
1Y
16.7%
GWW
US$958.68
W.W. Grainger
7D
-1.3%
1Y
-17.0%
CNM
US$51.56
Core & Main
7D
5.3%
1Y
-1.8%
WCC
US$265.79
WESCO International
7D
-1.8%
1Y
35.6%
RUSH.A
US$54.91
Rush Enterprises
7D
1.5%
1Y
-10.6%

RUSH.A: Share Repurchases And Stable Margins Will Support Future Returns

Analysts have modestly raised their price target on Rush Enterprises to approximately $57.50 per share from about $57.00, citing slightly lower discount-rate assumptions and sustained expectations for steady revenue growth, stable profit margins, and a consistent future price to earnings multiple. What's in the News Shareholders approved the second amended and restated articles of incorporation at the December 1, 2025 annual general meeting, signaling updated corporate governance and capital structure provisions (company filing).
BCC
US$72.00
Boise Cascade
7D
-4.2%
1Y
-49.4%
SITE
US$125.59
SiteOne Landscape Supply
7D
-6.3%
1Y
-14.6%

Investors Met With Slowing Returns on Capital At SiteOne Landscape Supply (NYSE:SITE)

Dec 05
Investors Met With Slowing Returns on Capital At SiteOne Landscape Supply (NYSE:SITE)
DXPE
US$102.12
DXP Enterprises
7D
3.1%
1Y
26.4%
XMTR
US$61.25
Xometry
7D
8.7%
1Y
76.2%

XMTR: Expanding Marketplace Network Will Drive Future Share Gains

Analysts modestly raised their price targets on Xometry into a roughly $60 to $75 range, citing stronger than expected Q3 results, accelerating marketplace revenue growth, and growing evidence that the platform is capturing share as it scales its buyer and supplier network. Analyst Commentary Bullish analysts highlighted that Xometry's record Q3 performance across revenue, gross profit, Marketplace gross margin, and adjusted EBITDA supports a higher fundamental valuation framework.
AER
US$139.70
AerCap Holdings
7D
3.0%
1Y
45.1%

AER: Supply Constraints And Capital Deployment Will Continue To Drive Future Value

AerCap Holdings' analyst price target has been raised meaningfully toward the mid 150 dollar range, as analysts point to an exceptional recent quarter, a sustained supply-demand imbalance in aircraft markets, and the potential for robust capital deployment to drive further value. Analyst Commentary Bullish analysts highlight that the step up in price targets reflects a combination of stronger than expected execution, attractive capital return potential, and a still favorable supply demand backdrop in both narrowbody and widebody markets.
URI
US$789.90
United Rentals
7D
-2.9%
1Y
-0.9%

URI: Secular Demand Tailwinds And Policy Support Will Fuel Market Upside

United Rentals' analyst price target saw a modest decrease of $1.67 to $1,025.47. Analysts noted broadly positive secular demand trends, but cited mixed views on near-term growth and profitability following the latest forecast updates.
NPKI
US$12.94
NPK International
7D
3.5%
1Y
59.8%

NPKI: Share Buybacks And Higher Margins Will Likely Boost Stock Performance

Analysts have raised their price target for NPK International from $16.50 to $16.75. This change is based on improved forecasts for both revenue growth and profit margins, despite a slightly higher discount rate.
FTAI
US$181.27
FTAI Aviation
7D
6.0%
1Y
21.1%

FTAI: Continued Market Momentum Will Benefit From 2026 Guidance And Upcoming Catalysts

Analysts have raised their price target on FTAI Aviation by $5 to $200, citing the company's continued operational momentum, stronger 2026 guidance, and increased free cash flow expectations. Analyst Commentary Recent Street research on FTAI Aviation highlights a wave of optimism from analysts, with several raising their price targets and underscoring ongoing operational momentum.
WSO
US$338.98
Watsco
7D
-4.7%
1Y
-34.1%

WSO: Long-Term Fundamentals Will Offset Near-Term Demand Weakness In South

Analysts have lowered their fair value price target for Watsco from $415.60 to $408.90. This change is attributed to ongoing demand risks and softer earnings projections reflected in recent research updates.
FAST
US$40.34
Fastenal
7D
-2.1%
1Y
1.8%

FAST: Future Returns Will Depend On Margin Defense Amid Inflationary Pressures

Analysts have slightly reduced their fair value estimate for Fastenal to approximately $43.46 per share from $43.58. They cite pressures on revenue growth and profit margins, as recent research highlights slowing sales, margin headwinds, and a more challenging valuation environment.
QXO
US$20.95
QXO
7D
4.8%
1Y
27.7%