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U.S. Trade Distributors Industry Analysis

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies61
  • 7D0.5%
  • 3M7.5%
  • 1Y14.2%
  • YTD8.8%

Last week, the Trade Distributors industry hasn't moved much but FTAI Aviation is up 6.7% in that time. The past year has been better, since the industry has gained 14% in that time. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 Jan 2026US$359.4bUS$181.8bUS$15.4b23.1x23.4x2x
Tue, 23 Dec 2025US$334.5bUS$183.1bUS$15.2b20.6x22.1x1.8x
Thu, 20 Nov 2025US$313.1bUS$182.8bUS$15.0b18.6x20.8x1.7x
Sat, 18 Oct 2025US$336.6bUS$179.9bUS$14.9b21x22.7x1.9x
Mon, 15 Sep 2025US$341.0bUS$179.1bUS$14.6b21.7x23.4x1.9x
Wed, 13 Aug 2025US$341.2bUS$182.6bUS$14.7b22.7x23.1x1.9x
Fri, 11 Jul 2025US$338.0bUS$181.2bUS$13.8b20.9x24.6x1.9x
Sun, 08 Jun 2025US$319.3bUS$181.1bUS$13.8b20.2x23.1x1.8x
Tue, 06 May 2025US$300.3bUS$181.9bUS$13.7b20.2x21.9x1.7x
Thu, 03 Apr 2025US$292.5bUS$191.1bUS$14.3b19.5x20.5x1.5x
Sat, 01 Mar 2025US$298.2bUS$190.7bUS$14.5b19.4x20.6x1.6x
Mon, 27 Jan 2025US$323.2bUS$189.6bUS$15.2b19.6x21.2x1.7x
Wed, 25 Dec 2024US$310.0bUS$189.4bUS$15.3b16.6x20.3x1.6x
Fri, 22 Nov 2024US$333.8bUS$189.3bUS$15.3b17.2x21.8x1.8x
Sun, 20 Oct 2024US$325.2bUS$190.8bUS$15.7b15.6x20.7x1.7x
Tue, 17 Sep 2024US$295.2bUS$190.7bUS$15.8b14.2x18.7x1.5x
Thu, 15 Aug 2024US$292.5bUS$190.6bUS$15.8b13x18.5x1.5x
Sat, 13 Jul 2024US$287.8bUS$189.8bUS$15.9b16.6x18.1x1.5x
Mon, 10 Jun 2024US$285.2bUS$189.8bUS$16.0b15.3x17.9x1.5x
Wed, 08 May 2024US$301.6bUS$189.6bUS$15.9b17.6x19x1.6x
Fri, 05 Apr 2024US$317.2bUS$188.7bUS$15.8b18.4x20.1x1.7x
Sun, 03 Mar 2024US$305.5bUS$189.2bUS$16.1b17.8x19x1.6x
Tue, 30 Jan 2024US$297.2bUS$207.0bUS$16.7b15.1x17.8x1.4x
Thu, 28 Dec 2023US$291.2bUS$205.3bUS$16.8b15.2x17.3x1.4x
Sat, 25 Nov 2023US$261.7bUS$205.5bUS$16.9b13.2x15.5x1.3x
Mon, 23 Oct 2023US$238.0bUS$203.8bUS$16.6b12.8x14.3x1.2x
Wed, 20 Sep 2023US$241.6bUS$203.9bUS$16.6b12.5x14.5x1.2x
Fri, 18 Aug 2023US$251.6bUS$203.6bUS$16.6b13x15.1x1.2x
Sun, 16 Jul 2023US$257.3bUS$202.5bUS$16.5b14.2x15.5x1.3x
Tue, 13 Jun 2023US$240.4bUS$202.0bUS$16.6b13.1x14.5x1.2x
Thu, 11 May 2023US$224.7bUS$202.2bUS$16.8b12.4x13.4x1.1x
Sat, 08 Apr 2023US$213.3bUS$200.1bUS$14.0b12.2x15.3x1.1x
Mon, 06 Mar 2023US$242.5bUS$196.2bUS$14.0b13.5x17.3x1.2x
Wed, 01 Feb 2023US$228.3bUS$193.4bUS$13.5b13.6x16.9x1.2x
Price to Earnings Ratio

16.9x


Total Market Cap: US$228.3bTotal Earnings: US$13.5bTotal Revenue: US$193.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 19.1x202420252026
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 23.4x which is higher than its 3-year average PE of 19.1x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 4.3% per year over the last three years.
  • Meanwhile revenues for these companies have declined 2.0% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

US Market-0.36%
Industrials-1.53%
Trade Distributors0.46%
Trade Companies and Distributors0.46%
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$292.106.7%
+US$1.9b		221.1%PE66.2x
FERG Ferguson EnterprisesUS$254.022.0%
+US$981.6m		40.6%PE25.4x
AER AerCap HoldingsUS$144.901.5%
+US$347.3m		52.5%PE6.4x
WCC WESCO InternationalUS$286.411.7%
+US$232.5m		44.7%PE22.1x
FAST FastenalUS$43.890.3%
+US$173.2m		16.2%PE40x

Latest News

BXC
US$73.31
BlueLinx Holdings
7D
-3.9%
1Y
-33.0%

BXC: Future Returns Will Rely On Expanded Distribution And Continued Share Repurchases

Analysts have reaffirmed their price target for BlueLinx Holdings at US$68.00, supported by refreshed assumptions around a US$68.00 fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and profit margin inputs, and a small tweak to the assumed future P/E multiple. What's in the News BlueLinx Holdings announced a major expansion of its distribution partnership with Oldcastle APG, doubling the RDI Railing distribution footprint from eight to sixteen locations and adding MoistureShield Decking to the Long Island, NY and Portland, OR markets (Key Developments).
FTAI
US$292.10
FTAI Aviation
7D
6.7%
1Y
221.1%

FTAI: Power Platform And Free Cash Flow Targets Will Redefine Earnings Profile

Narrative Update Analysts have lifted their blended price target on FTAI Aviation from about US$294 to roughly US$335, citing refreshed assumptions around revenue, margins and future P/E multiples, supported by recent target increases from multiple firms. Analyst Commentary Recent research updates on FTAI Aviation show a cluster of higher price targets and constructive commentary from bullish analysts.
NPKI
US$13.72
NPK International
7D
-1.5%
1Y
78.9%

NPKI: Share Repurchases And 2025 Guidance Will Support Future Upside

Analysts have kept their price target for NPK International steady at $16.75, citing only minor model updates to the discount rate, revenue growth, profit margin and forward P/E assumptions, rather than any shift in their overall view of the company. What's in the News NPK International raised its earnings guidance for the full year 2025 and now expects revenues in a range of $268 million to $272 million (company guidance).
MGRC
US$113.80
McGrath RentCorp
7D
3.3%
1Y
-7.2%

MGRC: Stable Assumptions And Steady Metrics Will Underpin Future Upside Potential

Analysts have maintained their price target for McGrath RentCorp at $147, citing largely unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Unchanged at $147.0 per share, indicating no adjustment to the core valuation estimate.
FERG
US$254.02
Ferguson Enterprises
7D
2.0%
1Y
40.6%

Does Ferguson Enterprises (NYSE:FERG) Have A Healthy Balance Sheet?

Jan 23
Does Ferguson Enterprises (NYSE:FERG) Have A Healthy Balance Sheet?
AER
US$144.90
AerCap Holdings
7D
1.5%
1Y
52.5%

AER: Tight Supply And Capital Deployment Will Shape Balanced Future Returns

Narrative Update: AerCap Holdings The analyst price target for AerCap Holdings has been lifted from about US$151.22 to roughly US$152.33. Analysts attribute this change to updated estimates that reflect expectations for a supportive aircraft leasing backdrop, resilient aircraft asset values, and continued opportunities for capital deployment over the coming years.
FAST
US$43.89
Fastenal
7D
0.3%
1Y
16.2%

Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual Report

Jan 22
Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual Report
RUSH.A
US$63.01
Rush Enterprises
7D
2.4%
1Y
3.1%

RUSH.A: Buybacks And Revised P E Assumptions Will Shape Future Returns

Analysts have lifted their price target on Rush Enterprises by US$5 to US$62.50, citing updated assumptions around revenue growth, margins and future P/E levels as key drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$62.50 target as better aligned with their updated assumptions on revenue growth, reflecting confidence that the current P/E multiple still leaves room for upside if execution matches their forecasts.
GATX
US$183.35
GATX
7D
2.2%
1Y
9.5%
URI
US$919.03
United Rentals
7D
-0.2%
1Y
16.4%

URI: Secular Project Demand Will Support Unit Profitability Compounding

Analysts have raised their fair value estimate for United Rentals to about US$1,349 from US$1,075. This reflects updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples, even as some recent price targets on the Street have seen modest reductions alongside several upward revisions.
AIT
US$280.14
Applied Industrial Technologies
7D
-0.4%
1Y
7.5%

Here's Why We Think Applied Industrial Technologies (NYSE:AIT) Is Well Worth Watching

Jan 12
Here's Why We Think Applied Industrial Technologies (NYSE:AIT) Is Well Worth Watching
BCC
US$84.33
Boise Cascade
7D
-1.4%
1Y
-33.7%

BCC: Future Returns Will Balance Mid Cycle EBITDA Power And Wood Pricing Risks

Analysts now see fair value for Boise Cascade at about $90.50 per share, a small rise supported by a mix of higher Street targets such as Truist at $92, a lower view from BofA at $81, and BMO's more constructive stance with a $100 target tied to the company's balance sheet and mid cycle valuation. Analyst Commentary Street research on Boise Cascade is split, with some bullish analysts highlighting valuation support and balance sheet strength, while more cautious voices focus on earnings pressure tied to wood pricing and construction activity into 2026.
GWW
US$1,057.86
W.W. Grainger
7D
-1.0%
1Y
-5.7%

GWW: Future Returns Will Reflect Pricing Discipline And Lingering Cost Headwinds

Analysts have inched their average price target on W.W. Grainger up by about $44 to roughly $1,050, citing a modest Q3 operating beat, better than expected price and cost trends, and clarity around a roughly 1% revenue impact from the federal government shutdown. Analyst Commentary Analysts are focusing on how W.W. Grainger is handling pricing, costs, and temporary headwinds like the federal government shutdown when thinking about valuation and execution quality.
WCC
US$286.41
WESCO International
7D
1.7%
1Y
44.7%

Estimating The Intrinsic Value Of WESCO International, Inc. (NYSE:WCC)

Jan 03
Estimating The Intrinsic Value Of WESCO International, Inc. (NYSE:WCC)
GIC
US$30.60
Global Industrial
7D
-2.5%
1Y
20.9%

What Global Industrial Company's (NYSE:GIC) P/E Is Not Telling You

Dec 12
What Global Industrial Company's (NYSE:GIC) P/E Is Not Telling You
DSGR
US$29.14
Distribution Solutions Group
7D
-3.1%
1Y
-14.0%