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U.S. Trade Distributors Industry Analysis

UpdatedFeb 22, 2026
DataAggregated Company Financials
Companies61
  • 7D-0.7%
  • 3M16.9%
  • 1Y26.3%
  • YTD11.8%

Over the last 7 days, the Trade Distributors industry has remained flat, although notably United Rentals gained 4.5%. The past year has been better, since the industry has gained 26% in that time. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Feb 2026US$377.2bUS$187.7bUS$15.3b23.7x24.7x2x
Tue, 20 Jan 2026US$357.8bUS$181.6bUS$15.3b22.7x23.3x2x
Thu, 18 Dec 2025US$330.9bUS$183.2bUS$15.2b19.9x21.8x1.8x
Sat, 15 Nov 2025US$323.0bUS$182.9bUS$15.0b19.8x21.5x1.8x
Mon, 13 Oct 2025US$334.2bUS$179.6bUS$14.8b21.4x22.6x1.9x
Wed, 10 Sep 2025US$346.4bUS$179.0bUS$14.6b22x23.8x1.9x
Fri, 08 Aug 2025US$337.4bUS$182.6bUS$14.8b21.1x22.9x1.8x
Sun, 06 Jul 2025US$336.7bUS$181.2bUS$13.8b20.4x24.5x1.9x
Tue, 03 Jun 2025US$309.3bUS$180.8bUS$13.8b19.5x22.4x1.7x
Thu, 01 May 2025US$292.3bUS$181.7bUS$13.7b19.5x21.3x1.6x
Sat, 29 Mar 2025US$295.7bUS$191.1bUS$14.3b19.1x20.7x1.5x
Mon, 24 Feb 2025US$301.3bUS$190.5bUS$15.0b19.1x20.1x1.6x
Wed, 22 Jan 2025US$319.6bUS$189.5bUS$15.2b19.6x21x1.7x
Fri, 20 Dec 2024US$307.8bUS$189.4bUS$15.2b16.7x20.2x1.6x
Sun, 17 Nov 2024US$333.5bUS$189.3bUS$15.3b16.5x21.8x1.8x
Tue, 15 Oct 2024US$316.9bUS$190.9bUS$15.7b14.7x20.2x1.7x
Thu, 12 Sep 2024US$287.6bUS$190.7bUS$15.8b13.2x18.2x1.5x
Sat, 10 Aug 2024US$289.7bUS$190.6bUS$15.8b15.6x18.3x1.5x
Mon, 08 Jul 2024US$279.4bUS$189.8bUS$15.9b16.2x17.6x1.5x
Wed, 05 Jun 2024US$290.6bUS$189.5bUS$15.8b16.2x18.3x1.5x
Fri, 03 May 2024US$293.5bUS$189.3bUS$15.9b17.1x18.4x1.6x
Sun, 31 Mar 2024US$319.4bUS$188.7bUS$15.8b19.4x20.2x1.7x
Tue, 27 Feb 2024US$300.1bUS$188.7bUS$16.0b17.3x18.7x1.6x
Thu, 25 Jan 2024US$294.8bUS$206.6bUS$16.7b14.8x17.7x1.4x
Sat, 23 Dec 2023US$289.1bUS$205.3bUS$16.8b14.9x17.2x1.4x
Mon, 20 Nov 2023US$260.9bUS$205.5bUS$16.9b13.2x15.4x1.3x
Wed, 18 Oct 2023US$254.8bUS$203.7bUS$16.6b13.2x15.3x1.3x
Fri, 15 Sep 2023US$244.7bUS$203.9bUS$16.6b12.9x14.7x1.2x
Sun, 13 Aug 2023US$256.0bUS$203.7bUS$16.6b14.5x15.4x1.3x
Tue, 11 Jul 2023US$257.9bUS$202.4bUS$16.5b13.9x15.6x1.3x
Thu, 08 Jun 2023US$233.4bUS$202.0bUS$16.6b12.8x14.1x1.2x
Sat, 06 May 2023US$223.1bUS$202.2bUS$16.9b12x13.2x1.1x
Mon, 03 Apr 2023US$227.0bUS$200.0bUS$14.0b13.1x16.3x1.1x
Wed, 01 Mar 2023US$237.0bUS$195.7bUS$13.6b13.3x17.4x1.2x
Price to Earnings Ratio

17.4x


Total Market Cap: US$237.0bTotal Earnings: US$13.6bTotal Revenue: US$195.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 19.3x202420252026
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 24.7x which is higher than its 3-year average PE of 19.3x.
  • The 3-year average PS ratio of 1.6x 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 3.9% 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 Market1.04%
Industrials1.66%
Trade Distributors-0.74%
Trade Companies and Distributors-0.74%
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$909.114.5%
+US$2.5b		38.3%PE23x
FTAI FTAI AviationUS$289.743.5%
+US$1.0b		124.1%PE65.7x
RUSH.A Rush EnterprisesUS$75.265.1%
+US$241.6m		35.1%PE21.8x
GATX GATXUS$198.523.4%
+US$195.0m		22.6%PE21.5x
AER AerCap HoldingsUS$151.370.6%
+US$153.0m		48.9%PE6.6x

Latest News

DNOW
US$13.23
DNOW
7D
-19.5%
1Y
-24.1%
GATX
US$198.52
GATX
7D
3.4%
1Y
22.6%
RUSH.A
US$75.26
Rush Enterprises
7D
5.1%
1Y
35.1%
HRI
US$153.46
Herc Holdings
7D
-11.4%
1Y
-6.4%

HRI: Margin Expansion From Integration Synergies Will Drive Future Equity Upside

Narrative Update The analyst price target for Herc Holdings has been trimmed slightly, with our fair value estimate moving from about $178.73 to $177.18 as analysts reset expectations following Q4 results, softer rental company multiples, and updated views on growth, margins, and future P/E. Analyst Commentary Recent Street research on Herc Holdings reflects a mixed but generally constructive stance, with several firms trimming price targets after Q4 while maintaining positive ratings on the stock.
FERG
US$255.00
Ferguson Enterprises
7D
-2.4%
1Y
44.9%
CNM
US$56.39
Core & Main
7D
-3.1%
1Y
10.6%

CNM: Expanded Buybacks And M&A Pipeline Will Support Future Upside

Analysts have nudged their price target on Core & Main to $75.00, citing updated assumptions that pair slightly lower revenue growth with a modestly higher profit margin outlook and a small adjustment to the projected P/E multiple. What's in the News Core & Main plans to continue pursuing M&A, with management highlighting a robust pipeline of acquisition and greenfield opportunities and pointing to recent expansion into the approximately US$5b Canadian market (earnings call).
EQPT
US$31.55
EquipmentShare.com
7D
-6.6%
1Y
n/a
XMTR
US$56.68
Xometry
7D
2.3%
1Y
75.6%

XMTR: Expanded Manufacturing Capabilities And Compliance Credentials Will Support Future Upside

Analysts are maintaining Xometry's fair value target at $65.44, with only minor adjustments to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations supporting the unchanged headline figure. What's in the News Xometry expanded its additive manufacturing capabilities in December 2025 with eight new materials across FDM and SLA processes, targeting advanced use cases in aerospace, defense, medical devices, and automotive sectors.
AER
US$151.37
AerCap Holdings
7D
0.6%
1Y
48.9%
WCC
US$296.99
WESCO International
7D
-3.3%
1Y
62.1%
CTOS
US$7.54
Custom Truck One Source
7D
3.9%
1Y
63.2%
URI
US$909.11
United Rentals
7D
4.5%
1Y
38.3%

URI: Secular Project Demand Will Support Future Margin And Buyback Compounding

Our updated analyst price target for United Rentals has been reduced by about $49 to $1,300. This reflects a wave of recent Street revisions as analysts factor in slightly softer revenue growth assumptions, a modestly higher discount rate, a lower future P/E, and a small improvement in expected profit margins.
FTAI
US$289.74
FTAI Aviation
7D
3.5%
1Y
124.1%
QXO
US$25.54
QXO
7D
-5.7%
1Y
104.2%
AIT
US$281.97
Applied Industrial Technologies
7D
0.8%
1Y
14.8%

Applied Industrial Technologies (NYSE:AIT) Has Announced That It Will Be Increasing Its Dividend To $0.51

Feb 10
Applied Industrial Technologies (NYSE:AIT) Has Announced That It Will Be Increasing Its Dividend To $0.51
GWW
US$1,127.07
W.W. Grainger
7D
-0.4%
1Y
11.8%

GWW: Future Returns Will Reflect Refreshed P E Assumptions And Execution Risks

Analysts have lifted their price expectations for W.W. Grainger, reflected in an updated fair value estimate of US$1,131 per share, up from about US$1,053, citing Street research that points to adjusted assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on W.W. Grainger has centered on higher price targets and an upgrade, with several firms revisiting their assumptions around revenue growth, margin durability and acceptable P/E levels.