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U.S. Trade Distributors Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies61
  • 7D6.1%
  • 3M0.6%
  • 1Y26.3%
  • YTD6.8%

The Trade Distributors industry is up 6.1% in the last week, with Ferguson Enterprises up 9.7%. This means that the industry has gained 26% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$383.8bUS$197.7bUS$15.4b23.4x24.9x1.9x
Sat, 14 Mar 2026US$361.4bUS$200.6bUS$16.4b21.3x22x1.8x
Mon, 09 Feb 2026US$383.8bUS$186.7bUS$15.3b24.7x25.1x2.1x
Wed, 07 Jan 2026US$340.3bUS$183.2bUS$15.2b21.7x22.4x1.9x
Fri, 05 Dec 2025US$330.3bUS$182.8bUS$15.1b19.7x21.9x1.8x
Sun, 02 Nov 2025US$332.1bUS$182.9bUS$15.3b21.8x21.7x1.8x
Tue, 30 Sep 2025US$343.0bUS$179.7bUS$14.8b22.6x23.2x1.9x
Thu, 28 Aug 2025US$359.7bUS$184.6bUS$14.7b23.4x24.5x1.9x
Sat, 26 Jul 2025US$349.0bUS$181.6bUS$13.8b21.2x25.3x1.9x
Mon, 23 Jun 2025US$316.9bUS$181.2bUS$13.8b19.6x23x1.7x
Wed, 21 May 2025US$316.2bUS$181.7bUS$14.1b19.8x22.4x1.7x
Fri, 18 Apr 2025US$290.4bUS$191.2bUS$14.2b18.7x20.4x1.5x
Sun, 16 Mar 2025US$287.9bUS$190.9bUS$14.3b19x20.1x1.5x
Tue, 11 Feb 2025US$311.1bUS$190.2bUS$15.3b19.1x20.3x1.6x
Thu, 09 Jan 2025US$300.8bUS$189.4bUS$15.3b17.1x19.7x1.6x
Sat, 07 Dec 2024US$344.4bUS$189.4bUS$15.3b18.5x22.5x1.8x
Mon, 04 Nov 2024US$316.8bUS$191.3bUS$15.4b15.5x20.6x1.7x
Wed, 02 Oct 2024US$310.1bUS$190.9bUS$15.7b14.2x19.8x1.6x
Fri, 30 Aug 2024US$298.1bUS$190.6bUS$15.9b15.8x18.8x1.6x
Sun, 28 Jul 2024US$312.4bUS$190.1bUS$15.9b18.2x19.6x1.6x
Tue, 25 Jun 2024US$285.2bUS$189.9bUS$15.9b15.7x17.9x1.5x
Thu, 23 May 2024US$305.5bUS$189.5bUS$15.8b17.8x19.3x1.6x
Sat, 20 Apr 2024US$292.7bUS$188.6bUS$15.8b17.5x18.5x1.6x
Mon, 18 Mar 2024US$305.0bUS$188.4bUS$15.8b16.4x19.3x1.6x
Wed, 14 Feb 2024US$287.6bUS$188.5bUS$15.4b16.5x18.7x1.5x
Fri, 12 Jan 2024US$284.9bUS$206.5bUS$16.7b14.6x17.1x1.4x
Sun, 10 Dec 2023US$268.4bUS$205.3bUS$16.8b13.6x16x1.3x
Tue, 07 Nov 2023US$250.8bUS$205.3bUS$16.9b11.7x14.8x1.2x
Thu, 05 Oct 2023US$246.0bUS$203.7bUS$16.6b11.8x14.8x1.2x
Sat, 02 Sep 2023US$257.8bUS$203.8bUS$16.6b11.6x15.5x1.3x
Mon, 31 Jul 2023US$256.6bUS$204.2bUS$16.8b13.7x15.3x1.3x
Wed, 28 Jun 2023US$252.6bUS$202.3bUS$16.5b13.7x15.3x1.2x
Fri, 26 May 2023US$222.6bUS$202.1bUS$16.8b12.1x13.2x1.1x
Sun, 23 Apr 2023US$226.8bUS$200.6bUS$14.0b12.8x16.2x1.1x
Price to Earnings Ratio

16.2x


Total Market Cap: US$226.8bTotal Earnings: US$14.0bTotal Revenue: US$200.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 19.6x202420252026
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 24.9x which is higher than its 3-year average PE of 19.6x.
  • The 3-year average PS ratio of 1.6x 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 3.2% 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 Market4.44%
Industrials5.99%
Trade Distributors6.12%
Trade Companies and Distributors6.12%
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
QXO QXOUS$23.2213.2%
+US$2.0b		62.8%PS2.5x
FERG Ferguson EnterprisesUS$257.163.2%
+US$1.5b		58.4%PE26.5x
WSO WatscoUS$415.976.4%
+US$951.1m		-16.4%PE34x
WCC WESCO InternationalUS$305.934.6%
+US$652.6m		106.8%PE23.1x
AER AerCap HoldingsUS$147.242.1%
+US$489.9m		54.8%PE6.4x

Latest News

AER
US$147.24
AerCap Holdings
7D
2.1%
1Y
54.8%
FAST
US$44.40
Fastenal
7D
-7.8%
1Y
10.4%
WLFC
US$209.70
Willis Lease Finance
7D
7.8%
1Y
50.1%

Willis Lease Finance: Engine Leasing Strength Supports Strong Buy Rating (Rating Upgrade)

Apr 15
GATX
US$195.66
GATX
7D
5.6%
1Y
32.2%
HRI
US$100.35
Herc Holdings
7D
-1.2%
1Y
-13.3%
FERG
US$257.16
Ferguson Enterprises
7D
3.2%
1Y
58.4%

FERG: Large Project Exposure And Buybacks Will Support Balanced Medium Term Outlook

The updated analyst price target for Ferguson Enterprises edges lower to about $276 from roughly $277, as analysts fine-tune their models around slightly higher discount rates, modestly adjusted revenue growth assumptions, and ongoing support from recent Q4-driven target revisions across the Street. Analyst Commentary Recent research signals a mix of optimism and caution around Ferguson Enterprises, with most Street models adjusting to Q4 results, updated medium term targets, and evolving project pipelines.
GWW
US$1,143.35
W.W. Grainger
7D
-0.3%
1Y
16.0%

W.W. Grainger Proved Me Wrong. I Wish I Bought It Sooner

Apr 11
DNOW
US$11.98
DNOW
7D
-2.6%
1Y
-23.2%
WSO
US$415.97
Watsco
7D
6.4%
1Y
-16.4%
DSGR
US$26.75
Distribution Solutions Group
7D
-2.3%
1Y
2.8%

DSGR: Go Private Proposal Will Set Up Potential Repricing Upside

Narrative Update on Distribution Solutions Group Analysts have reset their 12 month price target for Distribution Solutions Group to $35, down from $41. This reflects recent earnings that came in below management expectations and the ongoing uncertainty around the proposed $29.50 per share go private offer from LKCM Headwater, which is still only at the proposal stage and subject to multiple approvals.
MSM
US$94.71
MSC Industrial Direct
7D
-0.9%
1Y
24.9%
QXO
US$23.22
QXO
7D
13.2%
1Y
62.8%
EQPT
US$20.01
EquipmentShare.com
7D
-2.4%
1Y
n/a

Mega Project Expansion And OWN Program Will Reshape Long Term Equipment Rental Demand

Catalysts About EquipmentShare.com EquipmentShare.com provides tech enabled equipment rental, job site services and a connected platform for contractors across the United States. What are the underlying business or industry changes driving this perspective?
CNM
US$53.36
Core & Main
7D
3.8%
1Y
9.7%

CNM: Share Repurchases And Higher Long Term Revenue Assumptions Will Support Upside

Analysts now see Core & Main's fair value price target at about $60.56, down slightly from roughly $61.06. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
NPT
US$5.85
Texxon Holding
7D
-35.0%
1Y
n/a
WCC
US$305.93
WESCO International
7D
4.6%
1Y
106.8%