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U.S. Consumer Durables Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies83
  • 7D5.5%
  • 3M20.3%
  • 1Y14.8%
  • YTD14.7%

Over the last 7 days, the Consumer Durables industry has risen 5.5%, driven by gains from D.R. Horton of 9.3%. In the last 12 months, the industry was up 15%. As for the next few years, earnings are expected to grow by 7.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026US$318.7bUS$238.6bUS$17.3b13.8x18.5x1.3x
Thu, 15 Jan 2026US$308.7bUS$240.2bUS$18.0b11.7x17.1x1.3x
Sat, 13 Dec 2025US$296.3bUS$241.1bUS$18.8b10.8x15.7x1.2x
Mon, 10 Nov 2025US$280.7bUS$241.1bUS$18.9b11x14.8x1.2x
Wed, 08 Oct 2025US$311.8bUS$241.6bUS$20.0b11.1x15.6x1.3x
Fri, 05 Sep 2025US$318.0bUS$242.3bUS$20.6b11.5x15.4x1.3x
Sun, 03 Aug 2025US$283.2bUS$241.4bUS$20.6b9.7x13.7x1.2x
Tue, 01 Jul 2025US$266.7bUS$242.7bUS$21.4b8.6x12.5x1.1x
Thu, 29 May 2025US$258.4bUS$244.8bUS$21.9b8.4x11.8x1.1x
Sat, 26 Apr 2025US$257.0bUS$245.4bUS$21.7b8.8x11.8x1x
Mon, 24 Mar 2025US$269.4bUS$248.1bUS$22.2b10.1x12.1x1.1x
Wed, 19 Feb 2025US$290.0bUS$247.1bUS$22.3b11.2x13x1.2x
Fri, 17 Jan 2025US$308.8bUS$247.4bUS$22.7b11x13.6x1.2x
Sun, 15 Dec 2024US$319.7bUS$248.1bUS$22.9b11.6x13.9x1.3x
Tue, 12 Nov 2024US$345.7bUS$249.3bUS$23.0b11.8x15.1x1.4x
Thu, 10 Oct 2024US$347.7bUS$248.0bUS$21.9b12x15.9x1.4x
Sat, 07 Sep 2024US$338.0bUS$247.2bUS$21.8b12x15.5x1.4x
Mon, 05 Aug 2024US$330.2bUS$246.3bUS$21.6b11.7x15.3x1.3x
Wed, 03 Jul 2024US$284.9bUS$245.3bUS$21.8b10.2x13.1x1.2x
Fri, 31 May 2024US$301.9bUS$249.5bUS$21.9b11.4x13.8x1.2x
Sun, 28 Apr 2024US$298.1bUS$248.9bUS$21.9b12x13.6x1.2x
Tue, 26 Mar 2024US$322.1bUS$251.9bUS$21.7b12.7x14.9x1.3x
Thu, 22 Feb 2024US$291.4bUS$251.1bUS$21.4b11.3x13.6x1.2x
Sat, 20 Jan 2024US$284.4bUS$248.5bUS$19.5b11.5x14.6x1.1x
Mon, 18 Dec 2023US$282.3bUS$248.0bUS$19.4b11.1x14.5x1.1x
Wed, 15 Nov 2023US$229.6bUS$243.5bUS$19.2b9.5x11.9x0.9x
Fri, 13 Oct 2023US$221.9bUS$244.0bUS$19.9b7.7x11.2x0.9x
Sun, 10 Sep 2023US$235.2bUS$244.6bUS$20.4b8.4x11.6x1x
Tue, 08 Aug 2023US$251.2bUS$244.7bUS$20.3b9.3x12.3x1x
Thu, 06 Jul 2023US$234.5bUS$242.0bUS$20.8b8.5x11.3x1x
Sat, 03 Jun 2023US$217.9bUS$242.5bUS$21.3b7.3x10.2x0.9x
Mon, 01 May 2023US$218.3bUS$243.8bUS$21.7b7.1x10x0.9x
Wed, 29 Mar 2023US$198.7bUS$244.4bUS$23.4b7.3x8.5x0.8x
Fri, 24 Feb 2023US$199.4bUS$244.3bUS$23.4b7.7x8.5x0.8x
Price to Earnings Ratio

8.5x


Total Market Cap: US$199.4bTotal Earnings: US$23.4bTotal Revenue: US$244.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.3x202420252026
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 18.5x which is higher than its 3-year average PE of 13.3x.
  • 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 9.6% 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 Market-1.93%
Consumer Discretionary-2.39%
Consumer Durables5.46%
Household Appliances7.04%
Homebuilding6.76%
Consumer Electronics3.47%
Housewares and Specialties3.37%
Home Furnishings-0.84%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 34.9x.
    • Analysts are expecting annual earnings growth of 15.4%, which is lower than the prior year's growth of 25.6% 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 grow by 3.2% 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
SN SharkNinjaUS$131.0610.5%
+US$1.8b		19.1%PE26.4x
DHI D.R. HortonUS$167.783.4%
+US$1.6b		29.3%PE14.6x
GRMN GarminUS$214.743.0%
+US$1.2b		-0.02%PE26.3x
PHM PulteGroupUS$142.563.8%
+US$1.0b		35.0%PE12.3x
TPH Tri Pointe HomesUS$46.3726.9%
+US$776.6m		43.6%PE12.6x

Latest News

TPH
US$46.37
Tri Pointe Homes
7D
26.9%
1Y
43.6%
WHR
US$88.69
Whirlpool
7D
-2.7%
1Y
-15.7%
LEN
US$122.28
Lennar
7D
2.4%
1Y
-0.2%

LEN: Incentive Driven Margin Pressure And Antitrust Risks Will Constrain Future Returns

Analysts have adjusted Lennar's price targets in a relatively tight range, with recent moves from $88 to $125 reflecting mixed views around near term housing demand, incentives and margins, as well as potential impacts from inventory clearance and management changes. Analyst Commentary Recent research points to a more cautious stance on Lennar, with several bearish analysts flagging risks around margins, inventory clearance, and housing affordability, even as Goldman Sachs lifted its price target slightly to $125 and kept a Neutral rating.
SN
US$131.06
SharkNinja
7D
10.5%
1Y
19.1%
MHK
US$132.60
Mohawk Industries
7D
-3.1%
1Y
11.0%

MHK: Fair Value Outlook Balances Index Reclassification With Execution And Demand Risks

Narrative Update The analyst price target for Mohawk Industries has shifted modestly higher to approximately $138.33. Analysts attribute this change to updated assumptions for revenue growth, discount rate, profit margin and future P/E.
TOL
US$166.12
Toll Brothers
7D
3.0%
1Y
36.1%
SKY
US$96.14
Champion Homes
7D
6.7%
1Y
-8.4%
LEG
US$11.73
Leggett & Platt
7D
-7.0%
1Y
15.7%
NVR
US$7,507.43
NVR
7D
-7.3%
1Y
3.4%
SGI
US$96.04
Somnigroup International
7D
-2.0%
1Y
38.9%

SGI: Neutral Housing Outlook And Execution Will Shape Balanced Future Prospects

Analysts kept Somnigroup International's fair value estimate broadly unchanged at about US$102.29, making only small tweaks to the discount rate and assumed future P/E. This followed neutral initiation research that highlights an uncertain housing outlook as a key rationale for holding a more cautious stance on the shares.
SONO
US$15.51
Sonos
7D
-11.1%
1Y
20.0%

SONO: Higher Earnings Power And Buybacks Will Offset Weaker Volumes By 2026

Analysts have raised their price target on Sonos from $17.85 to $19.38, reflecting updated assumptions on revenue growth, margins, and future P/E expectations following recent research commentary. Analyst Commentary Bullish and bearish analysts are looking at very different factors as they update their views on Sonos, even as price targets move higher on updated assumptions for revenue, margins, and future P/E levels.
PHM
US$142.56
PulteGroup
7D
3.8%
1Y
35.0%
ETD
US$23.85
Ethan Allen Interiors
7D
-3.6%
1Y
-18.5%

ETD: Refined Fair Value And Margins Will Shape Future Shareholder Upside

The analyst price target for Ethan Allen Interiors has been reduced by $1 to $27 as analysts incorporate updated assumptions for fair value, revenue growth, profit margins and future P/E following recent research commentary. Analyst Commentary Bullish Takeaways Bullish analysts view the modest US$1 reduction in the price target to US$27 as a fine tuning of their fair value work rather than a shift in the overall thesis, keeping the stock within a similar valuation range on updated P/E assumptions.
DHI
US$167.78
D.R. Horton
7D
3.4%
1Y
29.3%

DHI: Housing Demand And Regulatory Risks Will Shape Returns Through 2026

Analysts have trimmed their average price target for D.R. Horton by about $5 to roughly $160, reflecting a mix of reduced targets from several firms and offsetting increases from others as they incorporate updated views on margins, growth, and valuation multiples. Analyst Commentary Bullish and bearish analysts are fairly split on D.R. Horton, with some focusing on long term housing fundamentals and others highlighting nearer term margin and affordability pressures.
GPRO
US$0.86
GoPro
7D
-17.3%
1Y
-3.4%
GRMN
US$214.74
Garmin
7D
3.0%
1Y
-0.02%

GRMN: Higher Margin Framework Will Drive Strong Future Upside Potential

Analysts have raised their fair value estimate for Garmin from US$305 to US$310, citing recent research that supports slightly higher long term profit margins and a modestly higher future P/E multiple, even as revenue growth expectations are tempered and the discount rate is adjusted. Analyst Commentary Recent bullish analysts are highlighting the move in fair value to US$310 as a signal that the market could be underestimating Garmin's ability to support slightly higher long term margins and a modestly richer P/E multiple, even with more cautious revenue growth assumptions and a recalibrated discount rate.