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Australian (ASX) Consumer Durables Industry Analysis

UpdatedOct 21, 2025
DataAggregated Company Financials
Companies7
  • 7D1.4%
  • 3M-4.0%
  • 1Y-13.4%
  • YTD-15.8%

Over the last 7 days, the Consumer Durables industry has dropped 2.1%, driven by Fleetwood declining 3.3%. The industry has fallen 15% in the last year. Earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

Has the Australian Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Oct 2025AU$4.6bAU$3.2bAU$158.2m18.7x29.2x1.4x
Thu, 18 Sep 2025AU$5.1bAU$3.2bAU$158.2m19.2x32.4x1.6x
Sat, 16 Aug 2025AU$6.1bAU$3.5bAU$154.8m18.2x39.3x1.8x
Mon, 14 Jul 2025AU$5.2bAU$3.5bAU$154.7m18.7x33.8x1.5x
Wed, 11 Jun 2025AU$5.1bAU$3.5bAU$154.7m18.4x32.9x1.5x
Fri, 09 May 2025AU$5.1bAU$3.5bAU$154.7m20.5x32.8x1.5x
Sun, 06 Apr 2025AU$4.6bAU$3.5bAU$154.7m20.6x30x1.3x
Tue, 04 Mar 2025AU$5.9bAU$3.5bAU$154.7m21.7x38.3x1.7x
Thu, 30 Jan 2025AU$6.4bAU$3.4bAU$114.8m32.8x55.5x1.9x
Sat, 28 Dec 2024AU$6.0bAU$3.4bAU$114.8m30.9x52.4x1.8x
Mon, 25 Nov 2024AU$5.4bAU$3.4bAU$114.8m29.1x46.7x1.6x
Wed, 23 Oct 2024AU$5.5bAU$3.4bAU$114.8m31.4x48.1x1.6x
Fri, 20 Sep 2024AU$5.7bAU$3.4bAU$114.8m31.9x49.3x1.7x
Sun, 18 Aug 2024AU$4.9bAU$3.3bAU$111.0m22.5x44.2x1.5x
Tue, 16 Jul 2024AU$4.6bAU$3.3bAU$111.0m22.9x41.1x1.4x
Thu, 13 Jun 2024AU$4.5bAU$3.3bAU$111.0m19.2x40.8x1.4x
Sat, 11 May 2024AU$4.4bAU$3.2bAU$131.3m22.4x33.3x1.4x
Mon, 08 Apr 2024AU$4.3bAU$3.2bAU$131.3m20.8x33.1x1.3x
Wed, 06 Mar 2024AU$4.5bAU$3.2bAU$131.3m21.1x34.5x1.4x
Fri, 02 Feb 2024AU$4.5bAU$3.3bAU$63.0m24.2x71x1.3x
Sun, 31 Dec 2023AU$4.6bAU$3.3bAU$63.0m24.6x72.4x1.4x
Tue, 28 Nov 2023AU$3.9bAU$3.3bAU$63.0m21.8x62.1x1.2x
Thu, 26 Oct 2023AU$3.7bAU$3.3bAU$63.0m21.4x58.1x1.1x
Sat, 23 Sep 2023AU$3.8bAU$3.3bAU$63.0m22.2x60.6x1.1x
Mon, 21 Aug 2023AU$4.0bAU$3.4bAU$54.9m8.5x72.3x1.2x
Wed, 19 Jul 2023AU$3.8bAU$3.4bAU$54.9m8x69.6x1.1x
Fri, 16 Jun 2023AU$3.4bAU$3.4bAU$54.9m8.2x61.4x1x
Sun, 14 May 2023AU$3.6bAU$3.4bAU$54.9m8.7x66x1.1x
Tue, 11 Apr 2023AU$3.4bAU$3.4bAU$103.5m9.4x32.7x1x
Thu, 09 Mar 2023AU$3.5bAU$3.4bAU$103.5m10.3x33.7x1x
Sat, 04 Feb 2023AU$3.9bAU$3.4bAU$66.2m13.3x58.7x1.2x
Mon, 02 Jan 2023AU$3.2bAU$3.4bAU$66.2m12.6x48.7x1x
Wed, 30 Nov 2022AU$3.5bAU$3.3bAU$70.4m12.7x49.5x1x
Fri, 28 Oct 2022AU$3.4bAU$3.3bAU$70.4m12.1x48.7x1x
Price to Earnings Ratio

48.7x


Total Market Cap: AU$3.4bTotal Earnings: AU$70.4mTotal Revenue: AU$3.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Durables Industry Price to Earnings3Y Average 47.8x202320242025
Current Industry PE
  • Investors are pessimistic on the Australian Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 29.2x which is lower than its 3-year average PE of 47.8x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 31% 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 Australian Consumer Discretionary industry?

AU Market1.51%
Consumer Discretionary-0.97%
Consumer Durables1.36%
Consumer Electronics20.83%
Household Appliances1.42%
Homebuilding0.74%
Home Furnishings-1.05%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 31.1x.
    • Analysts expect its future annual earnings growth (9.1%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 4.5% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 9.1% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BRG Breville GroupAU$28.671.3%
+AU$53.6m
-15.8%PE30.6x
SIO Simonds GroupAU$0.1722.2%
+AU$10.8m
-10.8%PE42.4x
SHM Shriro HoldingsAU$0.8011.1%
+AU$6.2m
11.1%PE8.3x
TWD TamawoodAU$2.751.9%
+AU$1.9m
-6.8%PE18.4x
AUA AudearaAU$0.02920.8%
+AU$899.7k
-31.0%PS1.4x

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