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U.S. Consumer Durables Industry Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies82
  • 7D0.5%
  • 3M-4.7%
  • 1Y10.2%
  • YTD-4.7%

In the last week, the Consumer Durables industry is flat overall, with Lennar standing out by going down 5.1%. The past year has been better, since the industry has gained 10% in that time. As for the next few years, earnings are expected to grow by 7.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026US$266.1bUS$237.8bUS$16.8b11.8x15.8x1.1x
Mon, 02 Mar 2026US$310.0bUS$239.3bUS$17.2b13.2x18x1.3x
Wed, 28 Jan 2026US$294.5bUS$239.5bUS$17.8b11.2x16.6x1.2x
Fri, 26 Dec 2025US$281.5bUS$240.2bUS$18.2b10.8x15.5x1.2x
Sun, 23 Nov 2025US$279.3bUS$241.1bUS$18.9b11.8x14.7x1.2x
Tue, 21 Oct 2025US$300.2bUS$241.5bUS$19.7b10.4x15.3x1.2x
Thu, 18 Sep 2025US$318.7bUS$242.3bUS$20.6b11.5x15.5x1.3x
Sat, 16 Aug 2025US$311.1bUS$242.1bUS$20.7b12x15.1x1.3x
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
Price to Earnings Ratio

8.6x


Total Market Cap: US$200.3bTotal Earnings: US$23.4bTotal Revenue: US$244.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.6x202420252026
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 15.8x which is higher than its 3-year average PE of 13.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 10% 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 Market1.90%
Consumer Discretionary1.56%
Consumer Durables0.48%
Consumer Electronics0.87%
Household Appliances0.64%
Homebuilding0.63%
Housewares and Specialties-0.76%
Home Furnishings-1.26%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 38.9x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings decline of 0.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 47% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 3.1% 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
DHI D.R. HortonUS$139.692.7%
+US$1.1b		14.2%PE12.1x
NVR NVRUS$6.66k2.0%
+US$369.3m		-6.3%PE13.8x
GRMN GarminUS$237.650.7%
+US$304.1m		28.2%PE27.5x
BLD TopBuildUS$356.912.6%
+US$256.1m		25.6%PE19.3x
TOL Toll BrothersUS$135.832.0%
+US$246.3m		38.1%PE9.3x

Latest News

KBH
US$50.85
KB Home
7D
-2.0%
1Y
-8.6%
TOL
US$135.83
Toll Brothers
7D
2.0%
1Y
38.1%
MHK
US$96.80
Mohawk Industries
7D
-1.8%
1Y
-10.2%
BLD
US$356.91
TopBuild
7D
2.6%
1Y
25.6%
GRBK
US$65.35
Green Brick Partners
7D
3.7%
1Y
16.9%
MTH
US$62.16
Meritage Homes
7D
2.7%
1Y
-6.7%

MTH: Spec Model And Dividend Yield Will Frame Future Margin Trade Off

Analysts have adjusted their average price targets on Meritage Homes toward the $90 range. This reflects mixed views that balance concerns about margin pressure with interest in the company's 100% spec strategy and current dividend yield.
NWL
US$3.39
Newell Brands
7D
-2.3%
1Y
-38.0%

NWL: Mixed Street Outlook And Lower Future P/E Will Shape Returns

The analyst price target on Newell Brands has been revised to $3.00 from $4.50, as analysts factor in updated views on fair value, revenue growth, profit margins and future P/E expectations, reflected in recent mixed target changes across major firms. Analyst Commentary Recent Street research around Newell Brands has been mixed, with some firms lifting targets by modest amounts while at least one bearish move has pulled the average lower.
LEN
US$86.49
Lennar
7D
-5.1%
1Y
-20.2%

LEN: Supply Efficiencies And Incentive Rollback Will Support Margins Despite Antitrust Overhang

Analysts have reduced Lennar's fair value estimate from $108.62 to $101.57. This reflects updated price targets that balance expectations for slightly higher revenue growth and a higher future P/E with softer profit margin assumptions, ongoing concerns around land banking costs, and a series of reduced Street targets across banks.
GRMN
US$237.65
Garmin
7D
0.7%
1Y
28.2%
SGI
US$72.90
Somnigroup International
7D
-1.2%
1Y
25.2%
LEG
US$9.69
Leggett & Platt
7D
-2.1%
1Y
30.4%

LEG: Cancelled Deal And 2026 Outlook Will Support Attractive Upside Potential

Analysts have reaffirmed a $12.50 price target for Leggett & Platt, citing largely unchanged assumptions for discount rate, revenue growth, profit margin and future P/E, which together indicate a similar risk and return profile as before. What's in the News Somnigroup International cancelled its previously proposed $1.6b stock-for-stock acquisition of Leggett & Platt on January 21, 2026, after an initial offer announced on December 1, 2025, that valued each Leggett & Platt share at $12.00 in Somnigroup stock, subject to multiple approvals and due diligence (Key Developments).
DHI
US$139.69
D.R. Horton
7D
2.7%
1Y
14.2%
TMHC
US$58.02
Taylor Morrison Home
7D
-1.5%
1Y
0.7%
WHR
US$55.47
Whirlpool
7D
3.5%
1Y
-35.6%
LZB
US$31.60
La-Z-Boy
7D
-3.1%
1Y
-14.2%

LZB: Steady Fair Value And Q4 2026 Outlook May Support Upside

Analysts kept La Z Boy's fair value estimate steady at $44.50 while nudging the assumed discount rate slightly higher and the forward P/E input from about 14.9x to 15.7x. This reflects updated views on risk and valuation in line with recent sector wide reassessments seen across other research coverage.
NVR
US$6,663.14
NVR
7D
2.0%
1Y
-6.3%