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U.S. Trade Distributors Industry Analysis

UpdatedAug 24, 2026
DataAggregated Company Financials
Companies58
  • 7D-3.1%
  • 3M4.9%
  • 1Y8.8%
  • YTD15.2%

Over the last 7 days, the Trade Distributors industry has dropped 3.1%, driven by United Rentals declining 5.7%. On the other hand Titan Machinery is actually up 11%. Over the past 12 months, the industry was up 8.8%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Aug 2026US$415.9bUS$208.9bUS$15.4b26.3x27.1x2x
Wed, 22 Jul 2026US$402.3bUS$203.1bUS$15.5b24.1x25.9x2x
Fri, 19 Jun 2026US$405.7bUS$202.7bUS$15.5b25.6x26.2x2x
Sun, 17 May 2026US$390.8bUS$202.7bUS$15.5b24x25.2x1.9x
Tue, 14 Apr 2026US$384.6bUS$197.4bUS$15.4b22.9x25x1.9x
Thu, 12 Mar 2026US$375.1bUS$200.5bUS$16.4b21x22.8x1.9x
Sat, 07 Feb 2026US$374.2bUS$186.7bUS$15.3b24.7x24.5x2x
Mon, 05 Jan 2026US$330.0bUS$183.2bUS$15.2b20.5x21.8x1.8x
Wed, 03 Dec 2025US$324.2bUS$182.8bUS$15.1b19.4x21.5x1.8x
Fri, 31 Oct 2025US$332.4bUS$181.8bUS$15.5b21.9x21.5x1.8x
Sun, 28 Sep 2025US$343.3bUS$179.7bUS$14.8b22.7x23.2x1.9x
Tue, 26 Aug 2025US$358.1bUS$184.6bUS$14.7b23.6x24.4x1.9x
Thu, 24 Jul 2025US$341.2bUS$181.4bUS$13.8b20.4x24.7x1.9x
Sat, 21 Jun 2025US$315.3bUS$181.2bUS$13.8b19.6x22.9x1.7x
Mon, 19 May 2025US$316.4bUS$181.6bUS$14.1b20.2x22.4x1.7x
Wed, 16 Apr 2025US$295.0bUS$191.2bUS$14.2b18.4x20.7x1.5x
Fri, 14 Mar 2025US$285.1bUS$191.1bUS$14.4b17.8x19.9x1.5x
Sun, 09 Feb 2025US$311.1bUS$190.2bUS$15.3b19x20.3x1.6x
Tue, 07 Jan 2025US$302.8bUS$189.4bUS$15.3b16.9x19.9x1.6x
Thu, 05 Dec 2024US$349.4bUS$189.4bUS$15.3b18.1x22.8x1.8x
Sat, 02 Nov 2024US$317.7bUS$191.3bUS$15.4b15.5x20.6x1.7x
Mon, 30 Sep 2024US$311.9bUS$190.9bUS$15.7b14.5x19.9x1.6x
Wed, 28 Aug 2024US$305.4bUS$190.6bUS$15.9b17.1x19.2x1.6x
Fri, 26 Jul 2024US$298.9bUS$190.1bUS$15.9b17.8x18.8x1.6x
Sun, 23 Jun 2024US$285.2bUS$189.9bUS$15.9b15.6x17.9x1.5x
Tue, 21 May 2024US$303.1bUS$189.5bUS$15.8b17.4x19.2x1.6x
Thu, 18 Apr 2024US$294.9bUS$188.6bUS$15.8b17.6x18.7x1.6x
Sat, 16 Mar 2024US$303.0bUS$188.4bUS$15.8b16.4x19.2x1.6x
Mon, 12 Feb 2024US$298.4bUS$188.6bUS$15.5b16.8x19.2x1.6x
Wed, 10 Jan 2024US$283.5bUS$206.5bUS$16.7b14.6x17x1.4x
Fri, 08 Dec 2023US$265.2bUS$205.3bUS$16.8b13.5x15.8x1.3x
Sun, 05 Nov 2023US$250.8bUS$205.2bUS$16.8b12x14.9x1.2x
Tue, 03 Oct 2023US$247.9bUS$203.7bUS$16.6b11.9x14.9x1.2x
Thu, 31 Aug 2023US$256.8bUS$203.7bUS$16.6b13x15.4x1.3x
Price to Earnings Ratio

15.4x


Total Market Cap: US$256.8bTotal Earnings: US$16.6bTotal Revenue: US$203.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 21x202420252026
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 27.1x which is higher than its 3-year average PE of 21.0x.
  • The 3-year average PS ratio of 1.7x 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 declined 2.6% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market-1.19%
Industrials-3.77%
Trade Distributors-3.12%
Trade Companies and Distributors-3.12%
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
TITN Titan MachineryUS$20.1811.4%
+US$47.0m		-1.2%PS0.2x
FAST FastenalUS$51.260.06%
+US$34.4m		2.0%PE43.5x
GIC Global IndustrialUS$39.452.2%
+US$32.0m		6.3%PE17.7x
BCC Boise CascadeUS$82.470.6%
+US$18.5m		-8.3%PE27.2x
SITE SiteOne Landscape SupplyUS$95.940.3%
+US$12.7m		-33.6%PE25.7x

Latest News

KRT
US$48.05
Karat Packaging
7D
0.5%
1Y
90.6%
AIT
US$341.62
Applied Industrial Technologies
7D
-4.8%
1Y
29.3%
WCC
US$349.14
WESCO International
7D
-6.4%
1Y
55.5%
ZKH
US$2.90
ZKH Group
7D
0.7%
1Y
-2.0%
HRI
US$161.90
Herc Holdings
7D
-6.5%
1Y
22.9%
EQPT
US$18.51
EquipmentShare.com
7D
-13.6%
1Y
n/a
Narrative Update • Aug 21

EQPT: Share Repurchase Program And Guidance Increase Will Drive Repricing Potential

Analysts now set a fair value estimate of $22.00 for EquipmentShare.com, up from $20.00 previously. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E, in line with recent price target moves from firms such as UBS, Citi, Wells Fargo, Truist and BNP Paribas.
BCC
US$82.47
Boise Cascade
7D
0.6%
1Y
-8.3%
Seeking Alpha • Aug 19

Boise Cascade: 2-Year Thesis Validation In 2026

Summary Boise Cascade remains a fundamentally strong, well-integrated wood products leader, but its valuation is unattractive given the ongoing US housing market weakness. BCC's earnings and margins are pressured by continued declines in single-family housing starts, with EBITDA and segment income notably down in recent quarters. Despite aggressive share buybacks and a robust balance sheet, BCC's cyclicality and low yield make it less appealing versus international peers like UPM. I reaffirm a 'Hold' rating with a $72 price target, requiring a substantial discount before considering BCC attractive due to forecastability and macro risks. Read the full article on Seeking Alpha
SUNB
US$76.88
Sunbelt Rentals Holdings
7D
-7.5%
1Y
4.2%
SITE
US$95.94
SiteOne Landscape Supply
7D
0.3%
1Y
-33.6%
GIC
US$39.45
Global Industrial
7D
2.2%
1Y
6.3%
FAST
US$51.26
Fastenal
7D
0.06%
1Y
2.0%
Narrative Update • Aug 16

FAST: Embedded Customer Solutions And Buybacks Will Support Future Earnings Power

Fastenal's updated analyst price target has moved from $55.00 to $59.00 as analysts factor in refreshed assumptions on revenue growth, profit margins, and future P/E, supported by recent research that highlights the company's onsite and vending transition and updated post Q2 estimates. Analyst Commentary Recent research on Fastenal points to a mixed but generally constructive tone, with several bullish analysts highlighting the company’s execution on onsite locations and vending, as well as solid sales trends around Q2.
WSO
US$311.94
Watsco
7D
0.03%
1Y
-23.5%
Narrative Update • Aug 14

WSO: Margin Pressures And Housing Headwinds Will Test Dividend And Volume Resilience

Analysts have reduced the fair value estimate for Watsco to $330 from $385, as recent research points to pressure on gross margins and a slightly higher assumed discount rate, partially offset by stable volumes and modestly higher recent sales trends. Analyst Commentary Recent Street research on Watsco points to a more cautious tone, with multiple bearish analysts trimming price targets and highlighting execution risks around margins.
FERG
US$242.24
Ferguson Enterprises
7D
-1.1%
1Y
4.2%
Narrative Update • Aug 14

FERG: Large Project Pipeline And Capital Investments Will Support Stronger Future Upside

Analysts have raised their aggregate price targets on Ferguson into a wide $256 to $325 range, citing Q2 earnings beats, steady share gains, and strong large project exposure that is helping offset softer residential demand. Analyst Commentary Recent Street research on Ferguson points to a broadly constructive tone following the Q2 earnings report.
AER
US$146.29
AerCap Holdings
7D
-2.8%
1Y
21.4%
URI
US$1,098.51
United Rentals
7D
-5.7%
1Y
16.9%
Narrative Update • Aug 11

URI: Elevated P/E Will Test Sustainability Of Current Rental Margin Assumptions

The analyst price target for United Rentals is updated higher. The model fair value rises from about $775.90 to about $964.25 as analysts factor in the recent Q2 beat and raise outcomes, higher long-term revenue and margin assumptions, and a richer future P/E multiple in line with a broad series of Street target increases through 2026.
TITN
US$20.18
Titan Machinery
7D
11.4%
1Y
-1.2%
Narrative Update • Jun 26

TITN: Fair Outlook Will Rely On Modest Revenue And Margin Assumptions

Analysts have raised their Titan Machinery price target from $17.00 to $20.00, citing updated assumptions that reflect a smaller projected revenue decline, slight adjustments to profit margin expectations, and a marginally higher future P/E multiple under a revised discount rate. What's in the News No recent Titan Machinery specific news items were provided in the available sources.