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U.S. Consumer Durables Industry Analysis

UpdatedMay 19, 2026
DataAggregated Company Financials
Companies80
  • 7D-4.6%
  • 3M-19.9%
  • 1Y-1.7%
  • YTD-9.4%

Over the last 7 days, the Consumer Durables industry has dropped 4.6%, driven by Garmin declining 6.4%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 7.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 May 2026US$245.2bUS$231.6bUS$16.0b11.3x15.3x1.1x
Fri, 17 Apr 2026US$280.5bUS$237.8bUS$16.9b11.7x16.6x1.2x
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
Price to Earnings Ratio

9.8x


Total Market Cap: US$209.9bTotal Earnings: US$21.4bTotal Revenue: US$242.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 13.9x.
  • 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 9.1% 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-0.67%
Consumer Discretionary-3.17%
Consumer Durables-4.63%
Household Appliances-1.54%
Homebuilding-4.39%
Home Furnishings-5.31%
Consumer Electronics-6.25%
Housewares and Specialties-7.72%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 45.0x.
    • Analysts are expecting annual earnings growth of 20.2%, which is higher than its past year's earnings growth of 9.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 49% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.3% 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
IBP Installed Building ProductsUS$204.480.9%
+US$49.0m		26.9%PE21.5x
COOK TraegerUS$54.5031.8%
+US$36.6m		-25.3%PS0.3x
LCUT Lifetime BrandsUS$7.6110.0%
+US$15.8m		135.6%PS0.3x
HELE Helen of TroyUS$24.361.6%
+US$9.1m		-22.1%PS0.3x
SONO SonosUS$14.750.3%
+US$4.8m		40.7%PE74.2x

Latest News

COOK
US$54.50
Traeger
7D
31.8%
1Y
-25.3%
ATER
US$1.22
Aterian
7D
8.0%
1Y
-26.5%
SGI
US$61.49
Somnigroup International
7D
-6.2%
1Y
-7.2%
SN
US$101.99
SharkNinja
7D
-5.9%
1Y
1.4%
Seeking Alpha • May 17

SharkNinja's Q1 Earnings Should Help Drive The Stock Higher

Summary SharkNinja delivered strong Q1 2026 results, with net sales up 15.6% to $1.4B and adjusted net income up 25.1%. SN's 3-pillar growth strategy—category expansion, innovation, and international growth—continues to drive robust top- and bottom-line performance. The valuation remains attractive, with a PEG ratio of 1.33, supporting further upside as earnings are expected to grow 13% annually over the next several years. Despite slight Q1 margin compression, SN's innovation focus and global expansion position it for continued outperformance and justify a bullish outlook. Read the full article on Seeking Alpha
LEGH
US$22.38
Legacy Housing
7D
0.7%
1Y
-4.3%
Narrative Update • May 16

LEGH: Margin Recovery And Workforce Housing Shipments Will Support Future Upside

Legacy Housing's analyst price target has moved from $25.67 to $26.67, with analysts pointing to expectations for gross margin levels near 30% and potential earnings support from workforce housing unit shipments in the FY26 to FY27 period. Analyst Commentary Bullish analysts point to the recent price target reset as reflecting a view that Legacy Housing’s earnings profile could be supported by a combination of gross margin trends and expected demand for workforce housing units through FY26 to FY27.
TOL
US$124.14
Toll Brothers
7D
-7.6%
1Y
18.8%
Narrative Update • May 16

TOL: Luxury Demand And Capital Returns Will Support Future Upside Potential

The analyst price target for Toll Brothers has been trimmed by $4.38 to $168.38, as analysts weigh expectations for stronger revenue growth and slightly higher profit margins against a higher discount rate and a lower future P/E multiple, following recent mixed rating and target changes across the Street. Analyst Commentary Recent Street research on Toll Brothers reflects a mix of optimism on earnings power and concerns about where the stock is currently trading, which helps explain the modest trim to the blended price target.
SONO
US$14.75
Sonos
7D
0.3%
1Y
40.7%
Narrative Update • May 16

SONO: AI Workflow Adoption And Cost Discipline Will Drive Future Repricing

Analysts have maintained the Sonos fair value estimate at $21.00, while making slight adjustments to underlying assumptions such as the discount rate, revenue growth, profit margin, and future P/E. These changes reflect recent shifts in price targets and updated views on earnings power following the latest research updates.
LEN
US$83.00
Lennar
7D
-3.3%
1Y
-24.2%
YHGJ
US$3.22
Yunhong Green CTI
7D
7.7%
1Y
-61.3%
IBP
US$204.48
Installed Building Products
7D
0.9%
1Y
26.9%
GRMN
US$228.69
Garmin
7D
-3.5%
1Y
12.2%
LCUT
US$7.61
Lifetime Brands
7D
10.0%
1Y
135.6%
Analysis Article • May 11

Lifetime Brands, Inc. (NASDAQ:LCUT) Just Reported And Analysts Have Been Lifting Their Price Targets

A week ago, Lifetime Brands, Inc. ( NASDAQ:LCUT ) came out with a strong set of quarterly numbers that could...
HELE
US$24.36
Helen of Troy
7D
1.6%
1Y
-22.1%
BLD
US$398.26
TopBuild
7D
-4.4%
1Y
36.8%
DHI
US$134.72
D.R. Horton
7D
-6.0%
1Y
9.8%
Narrative Update • May 05

DHI: Margin Trough Risk And Antitrust Overhang Will Pressure Future Returns

Analyst price targets for D.R. Horton have been raised by $6 to $123, with the shift supported by updated assumptions for revenue growth, profit margins and a lower future P/E multiple, as reflected in the latest round of Street research. Analyst Commentary Recent research on D.R. Horton shows a mix of higher price targets and more cautious moves, with analysts weighing valuation, execution and growth risks against the stock's current setup.
PHM
US$111.05
PulteGroup
7D
-3.1%
1Y
9.6%
Narrative Update • May 02

PHM: Antitrust Probe And Housing Cycle Pressures Will Weigh On Margins

Analysts have adjusted the PulteGroup fair value estimate from $115.00 to about $104.11, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are also reflected in recent mixed price target changes across firms such as UBS, Evercore ISI, Wells Fargo, BofA, Truist and Raymond James. Analyst Commentary Recent Street research on PulteGroup shows a split view, with some firms lifting price targets while others cut targets or shifted to a more cautious stance.