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U.S. Consumer Durables Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies81
  • 7D1.6%
  • 3M-9.0%
  • 1Y20.2%
  • YTD0.7%

Over the last 7 days, the Consumer Durables industry has risen 1.6%, driven by gains from Garmin of 5.2%. This means that the industry has gained 20% over the past year. As for the next few years, earnings are expected to grow by 6.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Apr 2026US$283.2bUS$237.8bUS$16.9b11.8x16.8x1.2x
Sun, 15 Mar 2026US$269.5bUS$238.1bUS$16.9b11.6x15.9x1.1x
Tue, 10 Feb 2026US$302.7bUS$238.6bUS$17.3b13.3x17.5x1.3x
Thu, 08 Jan 2026US$283.7bUS$240.2bUS$18.2b10.6x15.6x1.2x
Sat, 06 Dec 2025US$295.1bUS$241.0bUS$18.9b11.5x15.6x1.2x
Mon, 03 Nov 2025US$281.7bUS$240.4bUS$19.0b10.6x14.8x1.2x
Wed, 01 Oct 2025US$311.8bUS$241.6bUS$20.0b11.9x15.6x1.3x
Fri, 29 Aug 2025US$315.9bUS$242.3bUS$20.6b11.9x15.3x1.3x
Sun, 27 Jul 2025US$290.1bUS$241.4bUS$20.1b10x14.4x1.2x
Tue, 24 Jun 2025US$263.5bUS$244.5bUS$21.4b9.1x12.3x1.1x
Thu, 22 May 2025US$261.9bUS$244.8bUS$22.0b8.6x11.9x1.1x
Sat, 19 Apr 2025US$246.8bUS$246.5bUS$21.8b8x11.3x1x
Mon, 17 Mar 2025US$269.3bUS$248.1bUS$22.2b10.2x12.1x1.1x
Wed, 12 Feb 2025US$288.8bUS$246.4bUS$21.8b11x13.2x1.2x
Fri, 10 Jan 2025US$295.7bUS$247.1bUS$22.7b10.7x13x1.2x
Sun, 08 Dec 2024US$333.9bUS$247.8bUS$22.9b11.5x14.6x1.3x
Tue, 05 Nov 2024US$331.2bUS$249.1bUS$23.0b11.4x14.4x1.3x
Thu, 03 Oct 2024US$360.3bUS$248.0bUS$21.9b12.5x16.5x1.5x
Sat, 31 Aug 2024US$343.5bUS$247.2bUS$21.8b12.1x15.7x1.4x
Mon, 29 Jul 2024US$340.9bUS$245.6bUS$22.2b11.8x15.4x1.4x
Wed, 26 Jun 2024US$295.6bUS$248.9bUS$22.0b10.1x13.4x1.2x
Fri, 24 May 2024US$300.5bUS$249.6bUS$21.9b11.3x13.7x1.2x
Sun, 21 Apr 2024US$288.3bUS$248.3bUS$21.5b11.7x13.4x1.2x
Tue, 19 Mar 2024US$306.6bUS$251.7bUS$21.7b11.7x14.1x1.2x
Thu, 15 Feb 2024US$288.7bUS$251.5bUS$21.5b11.5x13.4x1.1x
Sat, 13 Jan 2024US$284.5bUS$248.5bUS$19.5b11.2x14.6x1.1x
Mon, 11 Dec 2023US$263.9bUS$247.2bUS$19.3b10.5x13.6x1.1x
Wed, 08 Nov 2023US$227.6bUS$242.2bUS$18.9b8.9x12x0.9x
Fri, 06 Oct 2023US$214.2bUS$244.0bUS$19.9b7.8x10.8x0.9x
Sun, 03 Sep 2023US$243.9bUS$244.6bUS$20.3b8.7x12x1x
Tue, 01 Aug 2023US$245.4bUS$241.4bUS$20.2b9x12.1x1x
Thu, 29 Jun 2023US$237.0bUS$242.0bUS$20.8b8.6x11.4x1x
Sat, 27 May 2023US$209.9bUS$242.6bUS$21.4b7.1x9.8x0.9x
Mon, 24 Apr 2023US$213.7bUS$244.9bUS$22.9b7.4x9.3x0.9x
Price to Earnings Ratio

9.3x


Total Market Cap: US$213.7bTotal Earnings: US$22.9bTotal Revenue: US$244.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.7x202420252026
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 16.8x which is higher than its 3-year average PE of 13.7x.
  • 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 9.7% 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 Market3.42%
Consumer Discretionary5.81%
Consumer Durables1.62%
Consumer Electronics5.20%
Housewares and Specialties4.59%
Home Furnishings4.14%
Household Appliances2.46%
Homebuilding0.088%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 40.0x.
    • Analysts are expecting annual earnings growth of 15.4%, 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 2.3% 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
GRMN GarminUS$264.363.1%
+US$1.5b		38.7%PE30.6x
SGI Somnigroup InternationalUS$79.201.9%
+US$302.9m		32.3%PE43.4x
LEG Leggett & PlattUS$11.1610.8%
+US$148.6m		62.4%PE6.5x
SONO SonosUS$14.148.4%
+US$133.0m		75.2%PS1.2x
NWL Newell BrandsUS$4.257.3%
+US$123.2m		-9.6%PS0.3x

Latest News

SONO
US$14.14
Sonos
7D
8.4%
1Y
75.2%
SGI
US$79.20
Somnigroup International
7D
1.9%
1Y
32.3%
GPRO
US$1.20
GoPro
7D
62.2%
1Y
128.4%
LEG
US$11.16
Leggett & Platt
7D
10.8%
1Y
62.4%
NWL
US$4.25
Newell Brands
7D
7.3%
1Y
-9.6%
MHO
US$119.29
M/I Homes
7D
-4.7%
1Y
12.3%

MHO: Share Repurchases And Execution Discipline Will Support Future Upside

Analysts have kept their $165 price target for M/I Homes unchanged, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin, and future P/E assumptions following recent research that includes a downgrade at Seaport Research. Analyst Commentary Recent research signals a mixed but still constructive tone around M/I Homes, with the unchanged $165 target framed against tweaks to modeling inputs such as discount rate, revenue, margins, and future P/E assumptions.
CRCT
US$4.35
Cricut
7D
5.1%
1Y
5.6%
MTH
US$64.32
Meritage Homes
7D
-3.6%
1Y
-1.2%

MTH: Spec Model And Dividend Yield Will Shape Future Margin Resilience

Analysts have trimmed their average price targets on Meritage Homes by single-digit dollar amounts, with updates such as $8, $6, and $2 cuts. They continue to highlight efficiencies from the company's 100% spec approach as a key support for long-term volume potential and margins.
GRMN
US$264.36
Garmin
7D
3.1%
1Y
38.7%
TMHC
US$57.39
Taylor Morrison Home
7D
-4.8%
1Y
1.7%
PHM
US$120.47
PulteGroup
7D
-1.4%
1Y
26.9%

PulteGroup: Macro Challenges Limit Upside (Rating Downgrade)

Apr 12
CVCO
US$503.05
Cavco Industries
7D
-3.2%
1Y
5.3%

CVCO: Outperform Upgrade And Active Buybacks Will Support Future Upside

Analysts have maintained their $587.50 price target for Cavco Industries while slightly updating key inputs such as the discount rate and assumed future P/E. This reflects refreshed views following a recent upgrade to Outperform.
SKY
US$75.37
Champion Homes
7D
-4.9%
1Y
-7.9%

SKY: Share Repurchases Will Support Future Upside From Attainable Rental Communities

Analysts have slightly lowered their price target on Champion Homes, trimming fair value to about $97.60 as they fine tune assumptions around the discount rate, profit margin and future P/E. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for $49.99 million under its existing buyback program (Key Developments).
NVR
US$6,703.59
NVR
7D
-1.4%
1Y
-6.8%
BLD
US$388.11
TopBuild
7D
0.9%
1Y
36.0%
GRBK
US$65.69
Green Brick Partners
7D
-5.1%
1Y
17.9%