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U.S. Trade Distributors Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies61
  • 7D-0.2%
  • 3M-2.2%
  • 1Y20.6%
  • YTD8.5%

The Trade Distributors is pretty flat in the last 7 days, but WESCO International has stood out, gaining 7.9%. As for the the longer term, the industry is up 21% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026US$387.6bUS$202.8bUS$15.5b23.5x25x1.9x
Thu, 23 Apr 2026US$388.7bUS$197.7bUS$15.4b23.7x25.2x2x
Sat, 21 Mar 2026US$356.0bUS$200.5bUS$16.4b19.8x21.7x1.8x
Mon, 16 Feb 2026US$380.2bUS$187.5bUS$15.4b24.2x24.7x2x
Wed, 14 Jan 2026US$352.3bUS$181.6bUS$15.3b22.1x23x1.9x
Fri, 12 Dec 2025US$331.3bUS$183.2bUS$15.2b20.3x21.9x1.8x
Sun, 09 Nov 2025US$326.5bUS$182.9bUS$15.0b19.7x21.7x1.8x
Tue, 07 Oct 2025US$346.9bUS$179.7bUS$14.8b22.4x23.4x1.9x
Thu, 04 Sep 2025US$357.9bUS$184.4bUS$14.7b23.3x24.4x1.9x
Sat, 02 Aug 2025US$343.0bUS$182.2bUS$14.5b21.7x23.7x1.9x
Mon, 30 Jun 2025US$325.2bUS$181.2bUS$13.8b20.4x23.6x1.8x
Wed, 28 May 2025US$307.5bUS$182.0bUS$13.9b20.8x22.2x1.7x
Fri, 25 Apr 2025US$290.2bUS$191.5bUS$14.1b19.9x20.6x1.5x
Sun, 23 Mar 2025US$289.5bUS$190.8bUS$14.3b19.3x20.3x1.5x
Tue, 18 Feb 2025US$315.8bUS$190.4bUS$14.9b20.7x21.2x1.7x
Thu, 16 Jan 2025US$313.5bUS$189.9bUS$15.3b19.2x20.5x1.7x
Sat, 14 Dec 2024US$327.9bUS$189.5bUS$15.2b17.6x21.5x1.7x
Mon, 11 Nov 2024US$343.2bUS$191.3bUS$15.3b17.1x22.4x1.8x
Wed, 09 Oct 2024US$306.1bUS$190.8bUS$15.7b14.6x19.5x1.6x
Fri, 06 Sep 2024US$286.7bUS$190.7bUS$15.8b13.3x18.1x1.5x
Sun, 04 Aug 2024US$289.6bUS$190.5bUS$15.8b16.1x18.3x1.5x
Tue, 02 Jul 2024US$281.5bUS$189.9bUS$15.9b15.8x17.7x1.5x
Thu, 30 May 2024US$297.7bUS$189.5bUS$15.8b16.9x18.8x1.6x
Sat, 27 Apr 2024US$300.5bUS$189.2bUS$15.8b18x19x1.6x
Mon, 25 Mar 2024US$320.5bUS$188.8bUS$15.8b17.6x20.3x1.7x
Wed, 21 Feb 2024US$293.4bUS$188.8bUS$15.5b16.8x18.9x1.6x
Fri, 19 Jan 2024US$290.6bUS$206.5bUS$16.7b14.8x17.4x1.4x
Sun, 17 Dec 2023US$285.1bUS$205.3bUS$16.8b14.7x17x1.4x
Tue, 14 Nov 2023US$252.9bUS$205.5bUS$16.9b12.9x14.9x1.2x
Thu, 12 Oct 2023US$253.5bUS$203.7bUS$16.6b11.9x15.2x1.2x
Sat, 09 Sep 2023US$248.3bUS$203.8bUS$16.6b11.7x14.9x1.2x
Mon, 07 Aug 2023US$252.7bUS$203.7bUS$16.6b14.6x15.2x1.2x
Wed, 05 Jul 2023US$257.5bUS$202.4bUS$16.5b14.1x15.6x1.3x
Fri, 02 Jun 2023US$223.5bUS$202.1bUS$16.8b12x13.3x1.1x
Price to Earnings Ratio

13.3x


Total Market Cap: US$223.5bTotal Earnings: US$16.8bTotal Revenue: US$202.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20x202420252026
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 25.0x which is higher than its 3-year average PE of 20.0x.
  • 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 declined 2.7% 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 Market1.21%
Industrials1.14%
Trade Distributors-0.18%
Trade Companies and Distributors-0.18%
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
WCC WESCO InternationalUS$363.577.9%
+US$1.3b		115.2%PE25.5x
SUNB Sunbelt Rentals HoldingsUS$77.903.7%
+US$1.1b		31.0%PE23.1x
URI United RentalsUS$938.621.2%
+US$689.1m		30.8%PE23.5x
QXO QXOUS$16.674.5%
+US$522.1m		1.8%PS1.4x
CNM Core & MainUS$47.275.1%
+US$429.0m		-13.9%PE20.2x

Latest News

QXO
US$16.67
QXO
7D
4.5%
1Y
1.8%
CTOS
US$9.23
Custom Truck One Source
7D
-0.3%
1Y
107.9%
Narrative Update • May 25

CTOS: Future Margin Expansion Will Drive Stronger Earnings Power

Analysts have raised their fair value estimate for Custom Truck One Source from $9.00 to $13.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and a lower future P/E multiple as the primary drivers of this change. What's in the News Reaffirmed full year 2026 consolidated earnings guidance, with revenue expected in a range of $2,005 million to $2,120 million, implying 3% to 9% year over year growth (company guidance).
EQPT
US$20.73
EquipmentShare.com
7D
-7.4%
1Y
n/a
WCC
US$363.57
WESCO International
7D
7.9%
1Y
115.2%
URI
US$938.62
United Rentals
7D
1.2%
1Y
30.8%
WSO
US$375.17
Watsco
7D
-3.0%
1Y
-18.5%
Seeking Alpha • May 20

Watsco: A Great Business That's Still Priced Expensively

Summary Watsco remains the leading HVAC distributor with a debt-free balance sheet, a robust technology platform, and a strong market position. Q1'26 results showed stabilization, not recovery, as HVAC equipment volumes trended from double-digit declines to flat, with price increases offsetting volume weakness. The A2L refrigerant transition and e-commerce growth are genuine tailwinds, but the current valuation at 30x forward earnings already prices in significant improvement. I rate WSO a Hold, as the stock's premium reflects anticipated recovery not yet evident in underlying demand, with consensus targets implying modest upside. Read the full article on Seeking Alpha
TITN
US$18.68
Titan Machinery
7D
-1.9%
1Y
-8.4%
GATX
US$169.67
GATX
7D
-0.1%
1Y
14.8%
SUNB
US$77.90
Sunbelt Rentals Holdings
7D
3.7%
1Y
31.0%
AER
US$138.62
AerCap Holdings
7D
1.9%
1Y
21.2%
Narrative Update • May 11

AER: Refreshed Models Balance War Related Deal Risks With Buyback Support

AerCap Holdings' updated fair value estimate in this framework edges up to about $164 from $162 as analysts refine their models, balancing softer modeled revenue growth and profit margins with higher assumed future P/E multiples and a slightly higher discount rate following recent price target adjustments across the Street. Analyst Commentary Recent Street research on AerCap highlights both optimism and caution as analysts revise their models and price targets following Q4 results and management commentary.
CNM
US$47.27
Core & Main
7D
5.1%
1Y
-13.9%
KRT
US$26.55
Karat Packaging
7D
-1.7%
1Y
-18.1%
ALTG
US$5.44
Alta Equipment Group
7D
-1.8%
1Y
7.5%
FERG
US$223.31
Ferguson Enterprises
7D
0.8%
1Y
22.1%
ZKH
US$2.60
ZKH Group
7D
-11.0%
1Y
-16.9%
FAST
US$43.94
Fastenal
7D
0.8%
1Y
5.5%
Narrative Update • May 06

FAST: Future Returns Will Hinge On Execution Resilience And Carrollton Expansion

Analysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.