Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Durables Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies86
  • 7D6.0%
  • 3M18.1%
  • 1Y0.8%
  • YTD10.3%

D.R. Horton is up 6.5%, leading the way for the Consumer Durables industry, which has gained 6.0%. Meanwhile, Universal Electronics actually underperformed within the industry, shrinking 25% in the last week. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 3.8% annually.

Industry Valuation and Performance

Has the U.S. Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 Aug 2025US$314.9bUS$242.1bUS$20.7b12x15.2x1.3x
Mon, 14 Jul 2025US$283.3bUS$242.7bUS$20.9b9.8x13.5x1.2x
Wed, 11 Jun 2025US$259.4bUS$244.8bUS$21.9b8.3x11.8x1.1x
Fri, 09 May 2025US$251.7bUS$244.2bUS$21.9b8.5x11.5x1x
Sun, 06 Apr 2025US$255.3bUS$247.9bUS$22.1b8.7x11.5x1x
Tue, 04 Mar 2025US$279.6bUS$248.1bUS$22.2b10.7x12.6x1.1x
Thu, 30 Jan 2025US$307.4bUS$247.9bUS$22.7b11.3x13.6x1.2x
Sat, 28 Dec 2024US$300.2bUS$247.1bUS$22.7b10.9x13.2x1.2x
Mon, 25 Nov 2024US$339.0bUS$249.5bUS$22.9b11.4x14.8x1.4x
Wed, 23 Oct 2024US$350.0bUS$248.6bUS$21.9b11.6x16x1.4x
Fri, 20 Sep 2024US$356.1bUS$247.2bUS$21.8b12.9x16.3x1.4x
Sun, 18 Aug 2024US$326.7bUS$247.1bUS$21.8b11.6x15x1.3x
Tue, 16 Jul 2024US$309.9bUS$245.3bUS$21.8b11.4x14.2x1.3x
Thu, 13 Jun 2024US$293.2bUS$249.5bUS$21.9b10.8x13.4x1.2x
Sat, 11 May 2024US$311.5bUS$249.2bUS$21.8b11.3x14.3x1.2x
Mon, 08 Apr 2024US$319.9bUS$251.8bUS$21.7b12.7x14.7x1.3x
Wed, 06 Mar 2024US$309.5bUS$251.4bUS$21.7b11.8x14.3x1.2x
Fri, 02 Feb 2024US$283.2bUS$247.0bUS$21.3b11.6x13.3x1.1x
Sun, 31 Dec 2023US$286.4bUS$248.0bUS$19.4b11.7x14.8x1.2x
Tue, 28 Nov 2023US$242.8bUS$243.3bUS$19.2b9.3x12.6x1x
Thu, 26 Oct 2023US$202.9bUS$243.9bUS$19.9b7.6x10.2x0.8x
Sat, 23 Sep 2023US$222.5bUS$244.1bUS$19.9b7.9x11.2x0.9x
Mon, 21 Aug 2023US$233.6bUS$244.5bUS$20.2b8.8x11.5x1x
Wed, 19 Jul 2023US$249.1bUS$241.9bUS$20.8b9x12x1x
Fri, 16 Jun 2023US$225.4bUS$242.1bUS$20.9b8.2x10.8x0.9x
Sun, 14 May 2023US$215.4bUS$243.0bUS$21.4b7.8x10.1x0.9x
Tue, 11 Apr 2023US$200.3bUS$244.9bUS$23.4b7.5x8.6x0.8x
Thu, 09 Mar 2023US$199.5bUS$244.3bUS$23.4b7.6x8.5x0.8x
Sat, 04 Feb 2023US$210.4bUS$245.0bUS$24.0b7x8.8x0.9x
Mon, 02 Jan 2023US$179.0bUS$243.6bUS$25.8b6.1x6.9x0.7x
Wed, 30 Nov 2022US$174.9bUS$241.0bUS$25.4b6.7x6.9x0.7x
Fri, 28 Oct 2022US$167.1bUS$238.7bUS$26.4b6.3x6.3x0.7x
Sun, 25 Sep 2022US$161.5bUS$237.6bUS$26.3b6.3x6.1x0.7x
Tue, 23 Aug 2022US$179.9bUS$234.9bUS$26.1b7.7x6.9x0.8x
Price to Earnings Ratio

6.9x


Total Market Cap: US$179.9bTotal Earnings: US$26.1bTotal Revenue: US$234.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 11.8x202320242025
Current Industry PE
  • Investors are optimistic on the American Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 15.2x which is higher than its 3-year average PE of 11.8x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 7.4% 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. Consumer Discretionary industry?

US Market1.65%
Consumer Discretionary2.60%
Consumer Durables5.99%
Housewares and Specialties8.69%
Home Furnishings7.04%
Homebuilding6.79%
Household Appliances3.76%
Consumer Electronics3.00%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 28.3x.
    • Analysts are expecting annual earnings growth of 32.6%, which is higher than its past year's earnings growth of 25.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 48% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings decline by 3.7% 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
LEN LennarUS$131.959.2%
+US$2.9b		-23.2%PE10.6x
DHI D.R. HortonUS$165.625.8%
+US$2.7b		-7.0%PE12.5x
PHM PulteGroupUS$128.695.8%
+US$1.4b		5.0%PE9.3x
NVR NVRUS$8.24k4.8%
+US$1.1b		-5.0%PE15.6x
SGI Somnigroup InternationalUS$80.086.8%
+US$1.1b		57.3%PE62.8x

Latest News

UEIC
US$4.51
Universal Electronics
7D
-9.8%
1Y
-49.5%
PHM
US$128.69
PulteGroup
7D
5.8%
1Y
5.0%
SGI
US$80.08
Somnigroup International
7D
6.8%
1Y
57.3%
TOL
US$130.50
Toll Brothers
7D
3.8%
1Y
0.9%
COOK
US$1.32
Traeger
7D
-6.4%
1Y
-56.7%
CRCT
US$5.52
Cricut
7D
-2.8%
1Y
-7.5%
GPRO
US$1.35
GoPro
7D
-4.3%
1Y
8.9%
NVR
US$8,235.00
NVR
7D
4.8%
1Y
-5.0%
BLD
US$432.10
TopBuild
7D
4.0%
1Y
16.1%
IRBT
US$3.39
iRobot
7D
-9.6%
1Y
-57.3%
UHG
US$3.87
United Homes Group
7D
-2.8%
1Y
-37.6%

United Homes Group Presents Poor Value Even After Extensive Decline In Share Price

Aug 05
LEN
US$131.95
Lennar
7D
9.2%
1Y
-23.2%
HBB
US$13.04
Hamilton Beach Brands Holding
7D
-7.1%
1Y
-52.3%
GRMN
US$232.34
Garmin
7D
-0.02%
1Y
35.0%
MHK
US$128.08
Mohawk Industries
7D
6.2%
1Y
-12.5%
DHI
US$165.62
D.R. Horton
7D
5.8%
1Y
-7.0%