From a review of SEC filings, I found 58 US Companies with stock markets caps of above $1 bil sometime in 2018 and which were included in one of the SEC Wholesale Standard Identification Classification Codes as shown below:
SIC
Code | Industry Title | ||||
5000
|
2
|
WHOLESALE-DURABLE GOODS
| |||
5010
|
5
|
WHOLESALE-MOTOR VEHICLES & MOTOR VEHICLE PARTS & SUPPLIES
| |||
5013
|
5
|
WHOLESALE-MOTOR VEHICLE SUPPLIES & NEW PARTS
| |||
5020
|
2
|
WHOLESALE-FURNITURE & HOME FURNISHINGS
| |||
5030
|
6
|
WHOLESALE-LUMBER & OTHER CONSTRUCTION MATERIALS
| |||
5031
|
6
|
WHOLESALE-LUMBER, PLYWOOD, MILLWORK & WOOD PANELS
| |||
5040
|
2
|
WHOLESALE-PROFESSIONAL & COMMERCIAL EQUIPMENT & SUPPLIES
| |||
5045
|
3
|
WHOLESALE-COMPUTERS & PERIPHERAL EQUIPMENT & SOFTWARE
| |||
5047
|
9
|
WHOLESALE-MEDICAL, DENTAL & HOSPITAL EQUIPMENT & SUPPLIES
| |||
5050
|
5
|
WHOLESALE-METALS & MINERALS (NO PETROLEUM)
| |||
5051
|
5
|
WHOLESALE-METALS SERVICE CENTERS & OFFICES
| |||
5063
|
10
|
WHOLESALE-ELECTRICAL APPARATUS & EQUIPMENT, WIRING SUPPLIES
| |||
5064
|
10
|
WHOLESALE-ELECTRICAL APPLIANCES, TV & RADIO SETS
| |||
5065
|
10
|
WHOLESALE-ELECTRONIC PARTS & EQUIPMENT, NEC
| |||
5070
|
6
|
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
| |||
5072
|
6
|
WHOLESALE-HARDWARE
| |||
5080
|
6
|
WHOLESALE-MACHINERY, EQUIPMENT & SUPPLIES
| |||
5082
|
6
|
WHOLESALE-CONSTRUCTION & MINING (NO PETRO) MACHINERY & EQUIP
| |||
5084
|
6
|
WHOLESALE-INDUSTRIAL MACHINERY & EQUIPMENT
| |||
5090
|
2
|
WHOLESALE-MISC DURABLE GOODS
| |||
5094
|
2
|
WHOLESALE-JEWELRY, WATCHES, PRECIOUS STONES & METALS
| |||
5099
|
2
|
WHOLESALE-DURABLE GOODS, NEC
| |||
5110
|
4
|
WHOLESALE-PAPER & PAPER PRODUCTS
| |||
5122
|
9
|
WHOLESALE-DRUGS, PROPRIETARIES & DRUGGISTS' SUNDRIES
| |||
5130
|
9
|
WHOLESALE-APPAREL, PIECE GOODS & NOTIONS
| |||
5140
|
2
|
WHOLESALE-GROCERIES & RELATED PRODUCTS
| |||
5141
|
2
|
WHOLESALE-GROCERIES, GENERAL LINE
| |||
5150
|
5
|
WHOLESALE-FARM PRODUCT RAW MATERIALS
| |||
5160
|
6
|
WHOLESALE-CHEMICALS & ALLIED PRODUCTS
| |||
5171
|
4
|
WHOLESALE-PETROLEUM BULK STATIONS & TERMINALS
| |||
5172
|
4
|
WHOLESALE-PETROLEUM & PETROLEUM PRODUCTS (NO BULK STATIONS)
| |||
5180
|
9
|
WHOLESALE-BEER, WINE & DISTILLED ALCOHOLIC BEVERAGES
| |||
5190
|
2
|
WHOLESALE-MISCELLANEOUS NONDURABLE GOODS
| |||
My Focus is on Pretax Income rather than on After-Tax Net Income because Corporate Income Taxes are simply a transfer of financial wealth between US Corporations and the US Federal, US State and Foreign Governments. It has nothing whatsoever to do with Company Operating Performance.
The chart below shows the Gold-Standard US GAAP Pretax Income (Loss) From Continuing Operations for the 4Q ( Jan, Dec or Nov) of both 2018 and 2017 and for the 3Q (Oct, Sept or Aug) for each of these 58 US Wholesaling Companies.
| US | US | US | US | |||||
| GAAP | GAAP | GAAP | GAAP | |||||
| Pretax | Pretax | Pretax | Pretax | |||||
| Income | Income | Income | Income | |||||
| (Loss) | (Loss) | (Loss) | (Loss) | |||||
| Qtr | Qtr | Qtr | Qtr | |||||
| Ended | Ended | Ended | Ended | |||||
| Nov 18 | Nov 17 | Aug 18 | Aug 17 | |||||
| US | Dec 18 | Dec 17 | Sept 18 | Sept 17 | ||||
| State | US Wholesaling Companies | or | or | % | or | or | % | |
| HQs | Stock Market Caps Above $1 Bil | Jan 19 | Jan 18 | Change | Oct 18 | Oct 17 | Change | |
| mils $ | mils $ | mils $ | mils $ | |||||
| January 2019 Quarter Ends | ||||||||
| FL | Tech Data | 133 | 125 | 117 | 55 | |||
| GA | HD Supply Holdings | 120 | 83 | 112 | 69 | |||
| MN | Patterson Cos | 38 | 40 | 38 | 61 | |||
| GA | GMS Inc | 7 | 15 | 33 | 28 | |||
| RI | United Natural Foods | (455) | 36 | (26) | 52 | |||
| December 2018 Quarter Ends | ||||||||
| CA | McKesson | 650 | 697 | 587 | 178 | |||
| PA | TE Connectivitity Ltd | 461 | 566 | 546 | 451 | |||
| PA | AmerisourceBergen | 433 | 359 | 112 | (172) | |||
| OH | Cardinal Health | 407 | 317 | 736 | 178 | |||
| TX | Sysco Corp | 355 | 452 | 538 | 546 | |||
| IL | WW Grainger | 279 | 208 | 171 | 250 | |||
| CO | Arrow Electronics | 265 | 227 | 235 | 181 | |||
| GA | Genuine Parts | 254 | 222 | 292 | 246 | |||
| NY | Henry Schein | 170 | 215 | 156 | 210 | |||
| MI | Domino's Pizza | 135 | 137 | 99 | 85 | |||
| IL | US Foods Holding | 132 | 137 | 141 | 147 | |||
| CA | Reliance Steel | 124 | 121 | 195 | 142 | |||
| CA | Herbalife Nutrition | 113 | 110 | 117 | 81 | |||
| OK | NGL Energy Partners LP | 111 | 32 | (53) | (164) | |||
| IL | LKQ Corp | 77 | 152 | 181 | 181 | |||
| PA | WESCO INTL | 74 | 64 | 80 | 72 | |||
| AZ | Avnet | 65 | 62 | 115 | 61 | |||
| IL | Anixter Intl | 60 | 62 | 69 | 62 | |||
| FL | Watsco | 58 | 60 | 121 | 112 | |||
| VA | Performance Food Group | 56 | 34 | 35 | 36 | |||
| OH | Applied Inmdustrial Technologies | 50 | 45 | 56 | 50 | |||
| PA | EnerSys | 43 | 63 | 58 | 55 | |||
| FL | World Fuel Services | 43 | (137) | 62 | 45 | |||
| VA | Universal Corp | 39 | 62 | 50 | 42 | |||
| NJ | Resideo Technologies | 38 | 22 | (18) | 58 | |||
| CT | Kaman | 33 | 37 | 5 | 26 | |||
| OH | Andersons | 30 | (1) | (4) | 5 | |||
| SC | ScanSource | 27 | 20 | 19 | 7 | |||
| VA | EPLUS | 21 | 16 | 25 | 29 | |||
| LA | Pool Corp | 20 | 14 | 87 | 78 | |||
| TX | Nexeo Solutions | 20 | 28 | (14) | 20 | |||
| TX | MRC Global | 16 | (14) | 24 | 5 | |||
| KS | MGP Ingredients | 16 | 10 | 12 | 22 | |||
| NY | Systemax | 15 | 11 | 19 | 12 | |||
| CA | Core-Mark Holding | 15 | (6) | 31 | 22 | |||
| UT | Nu Skin Enterprises | 14 | 99 | 74 | 63 | |||
| NY | Macquarie Infrastructure | 14 | 57 | 29 | 62 | |||
| CT | Chefs' Warehouse | 12 | 10 | 6 | 5 | |||
| CA | Wesco Aircraft Holdings | 9 | 13 | 10 | 10 | |||
| NY | Presidio | 8 | 10 | 20 | 31 | |||
| NJ | Innophos Holdings | 8 | 7 | 12 | 17 | |||
| CA | Central Garden & Pet | 2 | 12 | 5 | 6 | |||
| VA | Beacon Roofing Supply | (0) | 27 | 71 | 74 | |||
| IL | Univar | (7) | 61 | 70 | 45 | |||
| ID | PetIQ | (7) | 0 | 5 | 1 | |||
| TX | Genesis Energy LP | (28) | 11 | (1) | 6 | |||
| KY | Ashland Global Holdings | (47) | (22) | 10 | 3 | |||
| TX | Sunoco LP | (77) | 19 | 124 | 77 | |||
| ID | Boise Cascade | (93) | 17 | 13 | 50 | |||
| VA | Owens & Minor | (290) | (18) | (2) | 21 | |||
| November 2018 Quarter Ends | ||||||||
| CA | Synnex | 162 | 141 | 96 | 114 | |||
| NY | MSC Industrial | 99 | 96 | 104 | 98 | |||
| OR | Schnitzer Steel | 21 | 25 | 36 | 19 | |||
| Total all 58 Companies | 4,348 | 5,268 | -17% | 5,841 | 4,326 | 35% |
