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U.S. Trade Distributors Industry Analysis

UpdatedOct 05, 2025
DataAggregated Company Financials
Companies60
  • 7D1.1%
  • 3M5.7%
  • 1Y15.8%
  • YTD17.1%

Over the last 7 days, the Trade Distributors industry has risen 1.1%, driven by gains from United Rentals of 3.5%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Oct 2025US$346.9bUS$179.7bUS$14.8b22.7x23.4x1.9x
Wed, 03 Sep 2025US$357.7bUS$184.4bUS$14.7b23.7x24.4x1.9x
Fri, 01 Aug 2025US$345.0bUS$181.7bUS$14.5b22.4x23.7x1.9x
Sun, 29 Jun 2025US$325.2bUS$181.2bUS$13.8b20.4x23.6x1.8x
Tue, 27 May 2025US$307.5bUS$182.0bUS$13.9b20x22.2x1.7x
Thu, 24 Apr 2025US$290.2bUS$191.3bUS$14.1b19.2x20.5x1.5x
Sat, 22 Mar 2025US$291.7bUS$190.8bUS$14.3b19.3x20.5x1.5x
Mon, 17 Feb 2025US$315.8bUS$190.4bUS$14.9b20.7x21.2x1.7x
Wed, 15 Jan 2025US$311.5bUS$189.4bUS$15.2b18.7x20.5x1.6x
Fri, 13 Dec 2024US$331.2bUS$189.5bUS$15.2b17.9x21.7x1.7x
Sun, 10 Nov 2024US$343.2bUS$191.3bUS$15.3b17.1x22.4x1.8x
Tue, 08 Oct 2024US$305.2bUS$190.8bUS$15.7b14.5x19.4x1.6x
Thu, 05 Sep 2024US$291.4bUS$190.6bUS$15.8b14.1x18.4x1.5x
Sat, 03 Aug 2024US$301.7bUS$190.5bUS$15.8b16.1x19x1.6x
Mon, 01 Jul 2024US$281.5bUS$189.9bUS$15.9b16.9x17.7x1.5x
Wed, 29 May 2024US$302.9bUS$189.6bUS$15.8b16.9x19.2x1.6x
Fri, 26 Apr 2024US$301.2bUS$189.1bUS$15.8b18.1x19x1.6x
Sun, 24 Mar 2024US$320.5bUS$188.8bUS$15.8b17.6x20.3x1.7x
Tue, 20 Feb 2024US$294.5bUS$188.8bUS$15.5b17.1x19x1.6x
Thu, 18 Jan 2024US$283.0bUS$206.5bUS$16.7b14.6x17x1.4x
Sat, 16 Dec 2023US$285.1bUS$205.3bUS$16.8b14.7x17x1.4x
Mon, 13 Nov 2023US$252.8bUS$205.5bUS$16.9b12.2x14.9x1.2x
Wed, 11 Oct 2023US$251.4bUS$203.7bUS$16.6b11.9x15.1x1.2x
Fri, 08 Sep 2023US$248.4bUS$203.8bUS$16.6b11.8x14.9x1.2x
Sun, 06 Aug 2023US$252.8bUS$203.7bUS$16.6b14.6x15.2x1.2x
Tue, 04 Jul 2023US$257.5bUS$202.4bUS$16.5b14.1x15.6x1.3x
Thu, 01 Jun 2023US$222.8bUS$202.1bUS$16.8b12.1x13.3x1.1x
Sat, 29 Apr 2023US$228.0bUS$202.4bUS$14.3b13x16x1.1x
Mon, 27 Mar 2023US$215.8bUS$199.8bUS$14.0b12.3x15.5x1.1x
Wed, 22 Feb 2023US$231.3bUS$196.0bUS$13.8b12.8x16.8x1.2x
Fri, 20 Jan 2023US$210.0bUS$192.5bUS$13.4b12.5x15.7x1.1x
Sun, 18 Dec 2022US$203.9bUS$192.4bUS$13.3b11.5x15.3x1.1x
Tue, 15 Nov 2022US$209.3bUS$190.4bUS$13.2b11.5x15.9x1.1x
Thu, 13 Oct 2022US$161.3bUS$155.9bUS$9.7b11.2x16.6x1x
Price to Earnings Ratio

16.6x


Total Market Cap: US$161.3bTotal Earnings: US$9.7bTotal Revenue: US$155.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.4x202320242025
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 18.4x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 4.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market1.20%
Industrials2.01%
Trade Distributors1.13%
Trade Companies and Distributors1.13%
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
URI United RentalsUS$980.803.5%
+US$2.2b		24.2%PE24.9x
FERG Ferguson EnterprisesUS$231.632.5%
+US$1.1b		18.8%PE24.5x
QXO QXOUS$20.237.7%
+US$969.9m		44.7%PS7x
WSO WatscoUS$414.904.2%
+US$640.5m		-13.7%PE31.7x
FTAI FTAI AviationUS$169.682.9%
+US$493.4m		21.1%PE41.8x

Latest News

URI
US$980.80
United Rentals
7D
3.5%
1Y
24.2%

Operational Excellence And Specialty Cold Starts Will Define Future Success

United Rentals’ analyst price target has been raised from approximately $925 to $960. Analysts cite industry stabilization, accelerating growth prospects, and increasing earnings visibility for the company.
WSO
US$414.90
Watsco
7D
4.2%
1Y
-13.7%
XMTR
US$51.52
Xometry
7D
-7.8%
1Y
196.3%
AER
US$125.50
AerCap Holdings
7D
1.9%
1Y
33.2%
FTAI
US$169.68
FTAI Aviation
7D
2.9%
1Y
21.1%

Aging Fleets And MRE Programs Will Sustain Service Demand

Analysts have raised their average price target for FTAI Aviation from $183.22 to $191.00, citing strong execution, resilient growth in legacy engine markets, and improving projections for revenue and profit margins. Analyst Commentary Recent street research highlights a strong sense of optimism among analysts, with multiple upward revisions to FTAI Aviation's price targets and continued support for its growth strategy.
RUSH.A
US$51.70
Rush Enterprises
7D
-8.2%
1Y
2.5%
HRI
US$128.19
Herc Holdings
7D
7.8%
1Y
-19.9%
WCC
US$215.87
WESCO International
7D
1.0%
1Y
31.0%
FERG
US$231.63
Ferguson Enterprises
7D
2.5%
1Y
18.8%

HVAC And Waterworks Expansions Will Fuel Future Market Success

Analysts have raised Ferguson Enterprises’ price target from $237.53 to $249.89, citing strong non-residential growth, consistent market share gains, and robust Q4 results that boost confidence in forward estimates and margin recovery despite ongoing residential sector headwinds. Analyst Commentary Strong organic growth led by robust performance in non-residential segments and positive pricing/inflation tailwinds, offsetting muted residential sector activity.
CNM
US$52.53
Core & Main
7D
-0.5%
1Y
22.1%

New Locations And Acquisitions Will Extend Geographic Reach

Despite modest improvements in both revenue growth and net profit margin forecasts, the consensus analyst price target for Core & Main remained effectively unchanged, dipping slightly from $59.64 to $59.00. What's in the News Core & Main lowered its fiscal 2025 earnings guidance, revising net sales expectations to $7.6–$7.7 billion, with net sales growth of 2%–3% and average daily sales growth of 4%–5%.
MGRC
US$115.28
McGrath RentCorp
7D
-2.7%
1Y
8.6%
GWW
US$956.59
W.W. Grainger
7D
-0.3%
1Y
-7.4%

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Sep 25
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AIT
US$258.41
Applied Industrial Technologies
7D
-1.2%
1Y
16.5%

Applied Industrial Technologies, Inc.'s (NYSE:AIT) Share Price Could Signal Some Risk

Sep 22
Applied Industrial Technologies, Inc.'s (NYSE:AIT) Share Price Could Signal Some Risk
SITE
US$127.48
SiteOne Landscape Supply
7D
-1.2%
1Y
-11.5%
FAST
US$47.88
Fastenal
7D
-1.7%
1Y
36.4%

Managed Inventory Expansion And Digital Footprint Will Transform Supply Chains

Fastenal’s consensus price target was raised to $44.05 on the back of strong Q2 results, improving sales trends, and continued margin outperformance, with analysts expecting double-digit sales growth and justifying a premium valuation despite an already elevated multiple. Analyst Commentary Strong Q2 performance, with Fastenal beating consensus on sales, gross margin, and operating margin.
QXO
US$20.23
QXO
7D
7.7%
1Y
44.7%