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U.S. Trade Distributors Industry Analysis

UpdatedNov 10, 2025
DataAggregated Company Financials
Companies59
  • 7D-1.3%
  • 3M-1.0%
  • 1Y-2.8%
  • YTD11.1%

Over the last 7 days, the Trade Distributors industry has dropped 1.3%, driven by a pullback from FTAI Aviation of 5.0%. In contrast, Xometry has gained 33%. Over the last year, the industry has been flat overall. 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
Tue, 11 Nov 2025US$326.5bUS$182.9bUS$15.0b19.7x21.7x1.8x
Thu, 09 Oct 2025US$343.5bUS$179.7bUS$14.8b22.4x23.2x1.9x
Sat, 06 Sep 2025US$358.2bUS$179.0bUS$14.6b23.9x24.6x2x
Mon, 04 Aug 2025US$332.8bUS$182.4bUS$14.5b21.7x22.9x1.8x
Wed, 02 Jul 2025US$325.6bUS$181.2bUS$13.8b19.8x23.7x1.8x
Fri, 30 May 2025US$312.0bUS$182.0bUS$13.9b20.6x22.5x1.7x
Sun, 27 Apr 2025US$299.2bUS$191.5bUS$14.1b19.3x21.2x1.6x
Tue, 25 Mar 2025US$289.5bUS$190.8bUS$14.3b19.9x20.3x1.5x
Thu, 20 Feb 2025US$315.8bUS$190.6bUS$15.0b20.9x21.1x1.7x
Sat, 18 Jan 2025US$316.8bUS$189.5bUS$15.2b19.4x20.8x1.7x
Mon, 16 Dec 2024US$325.0bUS$189.5bUS$15.2b17.6x21.3x1.7x
Wed, 13 Nov 2024US$346.2bUS$191.3bUS$15.3b16.9x22.6x1.8x
Fri, 11 Oct 2024US$309.1bUS$190.8bUS$15.7b14.5x19.7x1.6x
Sun, 08 Sep 2024US$281.7bUS$190.7bUS$15.8b13.2x17.8x1.5x
Tue, 06 Aug 2024US$289.6bUS$190.5bUS$15.8b15.7x18.3x1.5x
Thu, 04 Jul 2024US$281.6bUS$189.8bUS$15.9b15.9x17.7x1.5x
Sat, 01 Jun 2024US$294.4bUS$189.5bUS$15.8b16.7x18.6x1.6x
Mon, 29 Apr 2024US$300.5bUS$189.2bUS$15.8b18.2x19x1.6x
Wed, 27 Mar 2024US$316.6bUS$188.8bUS$15.8b17.3x20x1.7x
Fri, 23 Feb 2024US$293.4bUS$188.6bUS$15.5b17.2x19x1.6x
Sun, 21 Jan 2024US$291.8bUS$206.5bUS$16.7b14.8x17.5x1.4x
Tue, 19 Dec 2023US$285.1bUS$205.3bUS$16.8b14.4x17x1.4x
Thu, 16 Nov 2023US$260.4bUS$205.5bUS$16.9b13.2x15.4x1.3x
Sat, 14 Oct 2023US$250.9bUS$203.7bUS$16.7b11.9x15.1x1.2x
Mon, 11 Sep 2023US$245.4bUS$203.8bUS$16.6b11.7x14.7x1.2x
Wed, 09 Aug 2023US$255.3bUS$203.4bUS$16.6b14.7x15.4x1.3x
Fri, 07 Jul 2023US$251.7bUS$202.4bUS$16.5b13.8x15.2x1.2x
Sun, 04 Jun 2023US$231.5bUS$202.2bUS$16.8b12.3x13.8x1.1x
Tue, 02 May 2023US$228.8bUS$202.4bUS$14.3b13x16x1.1x
Thu, 30 Mar 2023US$222.1bUS$200.0bUS$14.0b12.7x15.9x1.1x
Sat, 25 Feb 2023US$233.3bUS$195.9bUS$13.7b13.2x17.1x1.2x
Mon, 23 Jan 2023US$215.1bUS$192.6bUS$13.4b13x16.1x1.1x
Wed, 21 Dec 2022US$203.5bUS$192.4bUS$13.3b11.4x15.3x1.1x
Fri, 18 Nov 2022US$206.6bUS$190.3bUS$13.2b11.4x15.6x1.1x
Price to Earnings Ratio

15.6x


Total Market Cap: US$206.6bTotal Earnings: US$13.2bTotal Revenue: US$190.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.7x202320242025
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 21.7x which is higher than its 3-year average PE of 18.7x.
  • 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 4.4% 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 Market-1.96%
Industrials-1.73%
Trade Distributors-1.26%
Trade Companies and Distributors-1.26%
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
AER AerCap HoldingsUS$136.274.0%
+US$875.7m		39.6%PE6x
XMTR XometryUS$64.8133.4%
+US$854.2m		101.4%PS5.2x
FERG Ferguson EnterprisesUS$251.591.6%
+US$789.8m		20.6%PE26.6x
QXO QXOUS$18.406.4%
+US$763.0m		14.0%PS2.7x
AIT Applied Industrial TechnologiesUS$259.742.5%
+US$241.8m		-5.6%PE24.4x

Latest News

CNM
US$50.86
Core & Main
7D
-2.3%
1Y
19.0%

Is There Now An Opportunity In Core & Main, Inc. (NYSE:CNM)?

Nov 10
Is There Now An Opportunity In Core & Main, Inc. (NYSE:CNM)?
WSO
US$350.88
Watsco
7D
-2.9%
1Y
-34.6%

WSO: Market Position And Efficiency Initiatives Will Support Long-Term Upside

Analysts have lowered their price target for Watsco from $437.80 to $415.60. They cite concerns over softer HVAC demand and increased earnings risk in the coming quarters.
RUSH.A
US$48.81
Rush Enterprises
7D
3.8%
1Y
-23.4%

RUSH.A: Share Buybacks And Rising Earnings Multiple Will Support Future Demand

Analysts have lowered their price target for Rush Enterprises from $60.00 to $57.50, citing a moderation in profit margin expectations. They also noted a slightly higher projected future price-to-earnings ratio, even though the outlook on revenue growth is more optimistic.
QXO
US$18.40
QXO
7D
6.4%
1Y
14.0%
WCC
US$255.43
WESCO International
7D
-2.2%
1Y
22.0%
FERG
US$251.59
Ferguson Enterprises
7D
1.6%
1Y
20.6%

FERG: Ongoing Share Gains And Sector Recovery Will Support Steady Performance

Ferguson Enterprises' analyst price target was modestly increased from $255.30 to $257.00, as analysts cited the company's strong organic growth, robust performance in non-residential markets, and continued share gains despite challenges in the residential and HVAC sectors. Analyst Commentary Following Ferguson Enterprises' latest quarterly results, a number of bullish analysts have raised their price targets, citing strong performance in key areas and ongoing share gains.
DXPE
US$101.02
DXP Enterprises
7D
-16.4%
1Y
42.8%
MSM
US$88.34
MSC Industrial Direct
7D
4.2%
1Y
-2.0%

MSM: Future Performance Will Reflect Balanced Risk Amid Cautious Short Cycle Demand

Analysts have slightly reduced their price target for MSC Industrial Direct from $88.50 to $87.50. This change reflects a more balanced risk/reward outlook amid cautious expectations for near-term U.S. demand.
AER
US$136.27
AerCap Holdings
7D
4.0%
1Y
39.6%

AER: High-Quality Portfolio And Supply Constraints Will Support Performance Into 2025

AerCap Holdings’ analyst price target has increased by $8, rising from $133.13 to $141.38. Analysts cite the company’s strong performance, persistent industry supply constraints, and portfolio quality in their revised outlook.
XMTR
US$64.81
Xometry
7D
33.4%
1Y
101.4%

XMTR: Elevated Multiples And Falling Profit Margins Will Pressure Shares Ahead

Analysts have raised their price target for Xometry from $50.11 to $51.67 per share, citing updated assessments of the company’s growth trajectory and financial metrics. What's in the News Xometry has launched auto-quotes for injection molding services in the U.S., expanding a feature first introduced in European markets (Key Developments).
FAST
US$40.85
Fastenal
7D
-0.5%
1Y
-3.1%
FTAI
US$164.00
FTAI Aviation
7D
-5.0%
1Y
-0.4%
GWW
US$949.96
W.W. Grainger
7D
-1.7%
1Y
-22.2%

GWW: Market Share Gains Will Offset Risks From Slower End Market Exposure

Analysts have slightly raised their price target for W.W. Grainger from $1,041.77 to $1,055.43. They cite robust profit margins but emphasize the company's limited earnings recovery potential because of its exposure to slower-growing end-markets.
URI
US$848.25
United Rentals
7D
-1.1%
1Y
-2.9%

URI: Unprecedented Infrastructure Investment Will Drive Outperformance Amid Mixed Margins

United Rentals' analyst price target has increased from $1,000.68 to $1,028.75. Analysts highlight resilient demand, solid profit margins, and ongoing infrastructure tailwinds despite mixed quarterly results.
HRI
US$140.50
Herc Holdings
7D
3.0%
1Y
-38.3%

Herc Holdings Inc. Just Missed EPS By 58%: Here's What Analysts Think Will Happen Next

Oct 31
Herc Holdings Inc. Just Missed EPS By 58%: Here's What Analysts Think Will Happen Next
AIT
US$259.74
Applied Industrial Technologies
7D
2.5%
1Y
-5.6%