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U.S. Trade Distributors Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies61
  • 7D1.5%
  • 3M8.7%
  • 1Y15.7%
  • YTD10.3%

FTAI Aviation is up 7.2%, leading the way for the Trade Distributors industry, which has gained 1.5%. This takes the industry's 12 month performance to a gain of 16%. 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
Fri, 23 Jan 2026US$360.6bUS$181.8bUS$15.4b23.9x23.5x2x
Sun, 21 Dec 2025US$334.5bUS$183.1bUS$15.2b20.2x22.1x1.8x
Tue, 18 Nov 2025US$321.1bUS$182.9bUS$15.0b19.1x21.3x1.8x
Thu, 16 Oct 2025US$340.3bUS$179.9bUS$14.9b22.1x22.9x1.9x
Sat, 13 Sep 2025US$348.3bUS$179.1bUS$14.6b21.7x23.9x1.9x
Mon, 11 Aug 2025US$337.0bUS$182.6bUS$14.7b21.1x22.9x1.8x
Wed, 09 Jul 2025US$333.5bUS$181.3bUS$13.8b20.6x24.2x1.8x
Fri, 06 Jun 2025US$314.9bUS$181.1bUS$13.8b20x22.8x1.7x
Sun, 04 May 2025US$299.8bUS$181.9bUS$13.7b20.3x21.8x1.6x
Tue, 01 Apr 2025US$289.8bUS$191.1bUS$14.3b18.8x20.3x1.5x
Thu, 27 Feb 2025US$297.9bUS$190.6bUS$14.5b18.5x20.5x1.6x
Sat, 25 Jan 2025US$323.6bUS$189.6bUS$15.2b19.6x21.2x1.7x
Mon, 23 Dec 2024US$308.5bUS$189.5bUS$15.2b16.6x20.2x1.6x
Wed, 20 Nov 2024US$334.2bUS$189.4bUS$15.3b17x21.8x1.8x
Fri, 18 Oct 2024US$324.8bUS$190.8bUS$15.7b15.3x20.7x1.7x
Sun, 15 Sep 2024US$295.2bUS$190.7bUS$15.8b13.7x18.7x1.5x
Tue, 13 Aug 2024US$290.8bUS$190.6bUS$15.8b15.3x18.4x1.5x
Thu, 11 Jul 2024US$277.6bUS$189.9bUS$15.9b15.6x17.4x1.5x
Sat, 08 Jun 2024US$284.6bUS$189.9bUS$16.0b16.2x17.8x1.5x
Mon, 06 May 2024US$300.1bUS$189.5bUS$15.9b17x18.9x1.6x
Wed, 03 Apr 2024US$317.2bUS$188.7bUS$15.8b18.9x20.1x1.7x
Fri, 01 Mar 2024US$302.6bUS$189.1bUS$16.1b17.7x18.8x1.6x
Sun, 28 Jan 2024US$297.2bUS$207.0bUS$16.7b15x17.8x1.4x
Tue, 26 Dec 2023US$289.1bUS$205.3bUS$16.8b14.9x17.2x1.4x
Thu, 23 Nov 2023US$260.7bUS$205.5bUS$16.9b13x15.4x1.3x
Sat, 21 Oct 2023US$238.1bUS$203.8bUS$16.6b12.8x14.3x1.2x
Mon, 18 Sep 2023US$246.4bUS$203.9bUS$16.6b13.2x14.8x1.2x
Wed, 16 Aug 2023US$254.8bUS$203.6bUS$16.6b14x15.3x1.3x
Fri, 14 Jul 2023US$259.0bUS$202.6bUS$16.5b14.3x15.7x1.3x
Sun, 11 Jun 2023US$237.5bUS$202.0bUS$16.6b12.7x14.3x1.2x
Tue, 09 May 2023US$223.4bUS$202.1bUS$16.9b12.1x13.2x1.1x
Thu, 06 Apr 2023US$213.6bUS$200.0bUS$14.0b12.2x15.3x1.1x
Sat, 04 Mar 2023US$242.6bUS$196.2bUS$14.0b13.5x17.3x1.2x
Mon, 30 Jan 2023US$224.7bUS$193.4bUS$13.5b13.3x16.6x1.2x
Price to Earnings Ratio

16.6x


Total Market Cap: US$224.7bTotal 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 23.5x 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-0.28%
Industrials-0.052%
Trade Distributors1.47%
Trade Companies and Distributors1.47%
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$293.497.2%
+US$2.0b		222.6%PE66.6x
URI United RentalsUS$956.013.2%
+US$1.9b		21.2%PE24x
FAST FastenalUS$44.782.9%
+US$1.4b		18.7%PE40.9x
FERG Ferguson EnterprisesUS$251.770.8%
+US$373.5m		38.6%PE25.2x
HRI Herc HoldingsUS$169.396.7%
+US$352.0m		-18.9%PS1.4x

Latest News

FAST
US$44.78
Fastenal
7D
2.9%
1Y
18.7%

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
SITE
US$148.45
SiteOne Landscape Supply
7D
-0.9%
1Y
1.2%
FTAI
US$293.49
FTAI Aviation
7D
7.2%
1Y
222.6%

Revenues Tell The Story For FTAI Aviation Ltd. (NASDAQ:FTAI) As Its Stock Soars 66%

Jan 21
Revenues Tell The Story For FTAI Aviation Ltd. (NASDAQ:FTAI) As Its Stock Soars 66%
GATX
US$185.63
GATX
7D
4.9%
1Y
15.0%
XMTR
US$62.40
Xometry
7D
-1.8%
1Y
87.7%

XMTR: Marketplace Execution And New Tools Will Support Measured Upside Potential

Narrative Update The analyst price target for Xometry has moved higher into a US$60 to US$75 range, as analysts point to stronger than expected Q3 results, record marketplace metrics, and ongoing product improvements such as broader instant-quote coverage and the new Workcenter mobile app as key supports for the revised outlook. Analyst Commentary Recent research updates show a generally constructive tone on Xometry, with higher price targets tied to Q3 execution and product improvements.
URI
US$956.01
United Rentals
7D
3.2%
1Y
21.2%

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.
FERG
US$251.77
Ferguson Enterprises
7D
0.8%
1Y
38.6%

FERG: Buybacks And Dividends Will Offset Housing And Nonresidential Market Uncertainty

Analysts have inched their price targets on Ferguson higher, with recent US$11 and £800 increases supported by updated views on fair value, modestly adjusted discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on Ferguson Enterprises highlights a mix of optimism on execution and valuation, balanced against caution on housing and broader macro risks.
WSO
US$388.18
Watsco
7D
2.1%
1Y
-22.1%
HRI
US$169.39
Herc Holdings
7D
6.7%
1Y
-18.9%

Does Herc Holdings (NYSE:HRI) Have A Healthy Balance Sheet?

Jan 13
Does Herc Holdings (NYSE:HRI) Have A Healthy Balance Sheet?
BCC
US$85.51
Boise Cascade
7D
-0.9%
1Y
-33.4%

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.
BXC
US$75.16
BlueLinx Holdings
7D
-4.8%
1Y
-30.5%

BXC: Future Returns Will Rely On Expansion And Ongoing Share Repurchases

Analysts have reset their price target for BlueLinx Holdings to reflect an unchanged fair value estimate of $68.00, along with updated assumptions for discount rate, revenue growth, profit margin and future P/E. This signals a refined view of the stock's risk and earnings profile rather than a fundamental shift in valuation.
WCC
US$290.14
WESCO International
7D
2.2%
1Y
47.3%

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

Jan 03
Estimating The Intrinsic Value Of WESCO International, Inc. (NYSE:WCC)
GIC
US$31.39
Global Industrial
7D
-0.8%
1Y
23.5%

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$29.85
Distribution Solutions Group
7D
-0.5%
1Y
-13.2%
ZKH
US$3.48
ZKH Group
7D
-1.1%
1Y
-4.4%
NPT
US$6.09
Texxon Holding
7D
-4.2%
1Y
n/a