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U.S. Trade Distributors Industry Analysis

UpdatedOct 25, 2025
DataAggregated Company Financials
Companies62
  • 7D0.4%
  • 3M-2.9%
  • 1Y8.1%
  • YTD13.6%

The Trade Distributors is pretty flat in the last 7 days, but Ferguson Enterprises has stood out, gaining 5.2%. The past year has been better, since the industry has gained 8.1% in that time. 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
Sun, 26 Oct 2025US$334.8bUS$181.1bUS$14.7b22.9x22.7x1.8x
Tue, 23 Sep 2025US$343.5bUS$179.7bUS$14.8b22.3x23.2x1.9x
Thu, 21 Aug 2025US$352.1bUS$184.6bUS$14.7b22.1x24x1.9x
Sat, 19 Jul 2025US$339.2bUS$181.4bUS$13.8b20.6x24.6x1.9x
Mon, 16 Jun 2025US$315.0bUS$181.3bUS$13.8b19.6x22.8x1.7x
Wed, 14 May 2025US$307.0bUS$182.0bUS$13.9b20.4x22x1.7x
Fri, 11 Apr 2025US$291.1bUS$191.1bUS$14.2b18.2x20.5x1.5x
Sun, 09 Mar 2025US$295.7bUS$190.9bUS$14.4b18.3x20.5x1.5x
Tue, 04 Feb 2025US$315.2bUS$190.2bUS$15.3b18.8x20.6x1.7x
Thu, 02 Jan 2025US$302.5bUS$189.4bUS$15.3b16.1x19.8x1.6x
Sat, 30 Nov 2024US$349.0bUS$189.2bUS$15.3b18.6x22.8x1.8x
Mon, 28 Oct 2024US$316.3bUS$191.1bUS$15.8b14.3x20x1.7x
Wed, 25 Sep 2024US$310.4bUS$190.7bUS$15.8b14.4x19.6x1.6x
Fri, 23 Aug 2024US$301.0bUS$190.5bUS$15.8b15.7x19x1.6x
Sun, 21 Jul 2024US$301.0bUS$189.8bUS$15.9b17.2x18.9x1.6x
Tue, 18 Jun 2024US$281.7bUS$189.8bUS$16.0b14.1x17.7x1.5x
Thu, 16 May 2024US$306.0bUS$189.5bUS$15.8b18.9x19.3x1.6x
Sat, 13 Apr 2024US$307.2bUS$188.7bUS$15.8b18.1x19.4x1.6x
Mon, 11 Mar 2024US$302.9bUS$189.1bUS$16.0b17.2x19x1.6x
Wed, 07 Feb 2024US$292.7bUS$188.6bUS$15.5b15.9x18.9x1.6x
Fri, 05 Jan 2024US$281.3bUS$206.5bUS$16.7b14.8x16.9x1.4x
Sun, 03 Dec 2023US$266.7bUS$205.5bUS$16.9b13.8x15.8x1.3x
Tue, 31 Oct 2023US$239.0bUS$205.5bUS$17.5b11.8x13.7x1.2x
Thu, 28 Sep 2023US$248.7bUS$203.7bUS$16.6b12.6x14.9x1.2x
Sat, 26 Aug 2023US$249.9bUS$203.7bUS$16.6b11.3x15x1.2x
Mon, 24 Jul 2023US$257.8bUS$202.6bUS$16.5b14.1x15.6x1.3x
Wed, 21 Jun 2023US$245.5bUS$202.3bUS$16.5b13.1x14.9x1.2x
Fri, 19 May 2023US$229.6bUS$202.0bUS$16.8b12.2x13.7x1.1x
Sun, 16 Apr 2023US$222.7bUS$200.3bUS$14.0b12.7x15.9x1.1x
Tue, 14 Mar 2023US$221.7bUS$199.1bUS$14.0b12.5x15.8x1.1x
Thu, 09 Feb 2023US$236.6bUS$194.0bUS$13.6b13.8x17.3x1.2x
Sat, 07 Jan 2023US$211.7bUS$192.5bUS$13.4b12.5x15.9x1.1x
Mon, 05 Dec 2022US$211.4bUS$190.6bUS$13.2b11.6x16x1.1x
Wed, 02 Nov 2022US$201.0bUS$186.9bUS$12.8b11.4x15.8x1.1x
Price to Earnings Ratio

15.8x


Total Market Cap: US$201.0bTotal Earnings: US$12.8bTotal Revenue: US$186.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.6x202320242025
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 22.7x which is higher than its 3-year average PE of 18.6x.
  • 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 4.9% 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 Market1.96%
Industrials2.28%
Trade Distributors0.42%
Trade Companies and Distributors0.42%
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
FERG Ferguson EnterprisesUS$249.175.2%
+US$2.4b		27.0%PE26.3x
FTAI FTAI AviationUS$181.969.2%
+US$1.6b		26.2%PE44.8x
GWW W.W. GraingerUS$968.411.4%
+US$641.9m		-11.2%PE24.1x
WCC WESCO InternationalUS$225.545.5%
+US$572.3m		28.1%PE17.3x
FAST FastenalUS$42.871.0%
+US$470.7m		13.0%PE40.1x

Latest News

URI
US$913.33
United Rentals
7D
-6.8%
1Y
12.4%
MGRC
US$114.50
McGrath RentCorp
7D
-3.7%
1Y
0.3%
FERG
US$249.17
Ferguson Enterprises
7D
5.2%
1Y
27.0%

Organic Share Gains And Non-Residential Strength Will Support Upside Momentum

Ferguson Enterprises' analyst price target has risen from $252.16 to $255.30, reflecting analysts' positive outlook on the company's strong Q4 performance, ongoing share gains, and resilience across end markets despite near-term industry headwinds. Analyst Commentary Recent research updates reflect a generally optimistic stance on Ferguson Enterprises, as analysts raise their price targets in response to the company’s strong quarterly results and proven ability to gain market share.
AER
US$121.90
AerCap Holdings
7D
1.2%
1Y
27.8%

Analysts Boost AerCap Price Target as Profit Margins Improve and Valuation Outlook Strengthens

Analysts have raised their price target for AerCap Holdings from $132 to $133.13 per share, citing improved profit margins and a slightly lower projected price-to-earnings ratio as key factors supporting the positive revision. What's in the News AerCap Holdings signed a seven-year agreement with GE Aerospace to manage lease pools for the GE9X engine and to continue support for several other GE engine models.
FAST
US$42.87
Fastenal
7D
1.0%
1Y
13.0%
GATX
US$161.21
GATX
7D
-6.3%
1Y
17.0%
EVI
US$26.88
EVI Industries
7D
-2.3%
1Y
38.1%

Acquisitions And Digital Platforms Will Expand Geographic Reach

Analysts have maintained their price target for EVI Industries at $40.00. This reflects steady expectations for the company, as only minor changes in key assumptions were observed.
FTAI
US$181.96
FTAI Aviation
7D
9.2%
1Y
26.2%

Aging Fleets And MRE Programs Will Sustain Service Demand

The analyst price target for FTAI Aviation has been raised from $191 to $214.20. This change reflects analyst confidence supported by recent upward revisions following robust earnings, improved profit margins, and the company's strengthened position in the legacy engine market.
CNM
US$54.63
Core & Main
7D
4.7%
1Y
20.9%

New Locations And Acquisitions Will Extend Geographic Reach

Analysts have slightly raised their price target for Core & Main from $59.00 to $59.75. This reflects minor adjustments in growth, profitability, and valuation expectations.
WSO
US$362.29
Watsco
7D
-2.3%
1Y
-23.9%
WCC
US$225.54
WESCO International
7D
5.5%
1Y
28.1%

Data Center Demand And Electrification Will Drive Enduring Expansion

Analysts have raised their price target on WESCO International from $236.45 to $241.00, citing ongoing market strength, advances in digitalization, and positive trends in key end-markets such as data centers and industrial automation. Analyst Commentary Recent analyst reports highlight a broadly positive outlook for WESCO International, underpinned by ongoing digital transformation and favorable market dynamics.
AIT
US$260.29
Applied Industrial Technologies
7D
5.0%
1Y
12.5%
AL
US$63.58
Air Lease
7D
-0.1%
1Y
42.6%
RUSH.A
US$50.61
Rush Enterprises
7D
-0.6%
1Y
-5.4%
GWW
US$968.41
W.W. Grainger
7D
1.4%
1Y
-11.2%

Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)

Sep 25
Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)
QXO
US$18.39
QXO
7D
-3.2%
1Y
21.9%