undamentalytics Newsletter

Trading Companies & Distributors stocks

39 US-listed companies in trading companies & distributors, with $175.4bn of combined revenue in their latest fiscal years. Ferguson Enterprises is the largest ($30.8bn). The fastest grower with at least $100m of revenue in both years is FTAI Aviation Ltd., up 44.5%. The median company grew 6.4% with a net margin of 4.8%.

Companies39
Combined revenue$175.4bn
Median revenue growth6.4%
Median net margin4.8%
Median return on equity12.5%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Ferguson EnterprisesFERG $30.8bn 3.8% 6.0% 32.4% 2025
2 Wesco International IncWCC $23.5bn 7.8% 2.7% 12.8% 2025
3 United RentalsURI $16.1bn 4.9% 15.5% 28.4% 2025
4 Sunbelt Rentals Holdings, Inc.SUNB $11.2bn 3.4% 11.9% 17.4% 2026
5 Aercap Holdings N.V.AER $8.5bn 6.5% 44.0% 21.1% 2025
6 FastenalFAST $8.2bn 8.7% 15.3% 33.3% 2025
7 Core & Main, Inc.CNM $7.6bn 2.8% 5.8% 23.9% 2026
8 Rush Enterprises Inc \tx\RUSHA $7.4bn −4.7% 3.5% 12.1% 2025
9 Watsco IncWSO $7.2bn −5.0% 6.9% 18.3% 2025
10 QXO, Inc.QXO $6.8bn 11925.0% −4.1% −3.8% 2025
11 Applied Industrial Technologies IncAIT $5.0bn 8.8% 8.3% 22.4% 2026
12 Siteone Landscape Supply, Inc.SITE $4.7bn 3.6% 3.2% 9.4% 2025
13 Equipmentshare.com IncEQPT $4.4bn 16.3% 0.9% 7.4% 2025
14 Herc Holdings IncHRI $4.4bn 22.6% 0.0% 0.1% 2025
15 MSC Industrial Direct Co IncMSM $4.0bn 6.4% 5.6% 15.8% 2026
16 Bluelinx Holdings Inc.BXC $3.0bn 0.1% 0.0% 0.0% 2025
17 Dnow Inc.DNOW $2.8bn 18.8% −3.2% −5.3% 2025
18 FTAI Aviation Ltd.FTAI $2.5bn 44.5% 19.0% — 2025
19 Titan Machinery Inc.TITN $2.4bn −10.2% −2.2% −9.1% 2026
20 DXP Enterprises IncDXPE $2.0bn 11.9% 4.4% 19.3% 2025
21 Distribution Solutions Group, Inc.DSGR $2.0bn 9.8% 0.4% 1.3% 2025
22 Custom Truck One Source, Inc.CTOS $1.9bn 7.9% −1.6% −3.7% 2025
23 Alta Equipment Group Inc.ALTG $1.8bn −2.2% −4.4% — 2025
24 Gatx CorpGATX $1.7bn 9.8% 19.2% 12.8% 2025
25 Global Industrial CoGIC $1.4bn 4.8% 5.2% 24.3% 2025
26 VSE CorpVSEC $1.1bn 41.5% 1.1% 1.0% 2025
27 Mcgrath RentcorpMGRC $944m 3.7% 16.6% 13.2% 2025
28 Willis Lease Finance CorpWLFC $730m 28.3% 15.6% 18.8% 2025
29 Aersale CorpASLE $335m −2.8% 2.6% 1.9% 2025
30 NPK International Inc.NPKI $277m 27.4% 14.1% 11.5% 2025
31 Hudson Technologies IncHDSN $247m 4.0% 6.8% 6.8% 2025
32 Hyperscale Data, Inc.GPUS $102m −4.3% −65.0% −103.4% 2025
33 Redcloud Holdings plcRCT $49m 4.3% −95.3% — 2025
34 Capstone Holding Corp.CAPS $47m 4.5% −45.3% — 2025
35 Greenwave Technology Solutions, Inc.GWAV $47m 40.1% −46.3% −68.7% 2025
36 Euro Tech Holdings Co LTDCLWT $13m −13.8% 1.3% 1.1% 2025
37 Jbdi Holdings LtdJBDI $9m 0.9% 1.4% 3.1% 2026
38 Addentax Group Corp.ATXG $5m 28.5% −83.2% −20.5% 2026
39 Olenox Industries Inc.OLOX $3m −40.7% −637.4% — 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other industrials industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.