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U.S. Consumer Durables Industry Analysis

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies85
  • 7D0.9%
  • 3M11.8%
  • 1Y-9.2%
  • YTD10.3%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably Garmin gained 3.7%. Unfortunately though, the industry is down 9.2% over the past 12 months. As for the next few years, earnings are expected to grow by 5.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 22 Mar 2023US$199.6bUS$244.5bUS$23.4b7.6x8.5x0.8x
Fri, 17 Feb 2023US$204.1bUS$244.1bUS$23.2b7x8.8x0.8x
Sun, 15 Jan 2023US$197.0bUS$243.7bUS$25.9b6.7x7.6x0.8x
Tue, 13 Dec 2022US$180.3bUS$241.8bUS$25.7b6.5x7x0.7x
Thu, 10 Nov 2022US$160.9bUS$239.6bUS$25.2b6.5x6.4x0.7x
Sat, 08 Oct 2022US$163.7bUS$237.7bUS$26.3b5.8x6.2x0.7x
Price to Earnings Ratio

6.2x


Total Market Cap: US$163.7bTotal Earnings: US$26.3bTotal Revenue: US$237.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12.2x202320242025
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 15.6x which is higher than its 3-year average PE of 12.2x.
  • 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 8.7% 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 Market0.22%
Consumer Discretionary0.81%
Consumer Durables0.87%
Consumer Electronics3.39%
Homebuilding1.06%
Home Furnishings0.022%
Housewares and Specialties-2.68%
Household Appliances-4.50%
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 33.1%, 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 2.0% 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$246.223.7%
+US$1.7b		42.5%PE30.2x
DHI D.R. HortonUS$169.471.9%
+US$954.0m		-12.1%PE12.7x
LEN LennarUS$126.042.3%
+US$722.6m		-33.1%PE12.3x
PHM PulteGroupUS$132.131.6%
+US$410.4m		-8.6%PE9.5x
GRBK Green Brick PartnersUS$73.865.7%
+US$173.8m		-10.9%PE9.3x

Latest News

TOL
US$138.14
Toll Brothers
7D
1.1%
1Y
-10.7%
GRMN
US$246.22
Garmin
7D
3.7%
1Y
42.5%
SN
US$103.15
SharkNinja
7D
-5.9%
1Y
-4.4%
LEN
US$126.04
Lennar
7D
2.3%
1Y
-33.1%
GRBK
US$73.86
Green Brick Partners
7D
5.7%
1Y
-10.9%
PHM
US$132.13
PulteGroup
7D
1.6%
1Y
-8.6%

PulteGroup, Inc. (NYSE:PHM) Shares Could Be 48% Below Their Intrinsic Value Estimate

Sep 27
PulteGroup, Inc. (NYSE:PHM) Shares Could Be 48% Below Their Intrinsic Value Estimate
DHI
US$169.47
D.R. Horton
7D
1.9%
1Y
-12.1%
KBH
US$63.64
KB Home
7D
2.0%
1Y
-25.3%

Faster Homes And Vegas Land Buys Will Yield Mixed Results

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GPRO
US$2.12
GoPro
7D
-19.1%
1Y
58.2%
SKY
US$76.37
Champion Homes
7D
2.3%
1Y
-20.7%

Some Shareholders Feeling Restless Over Champion Homes, Inc.'s (NYSE:SKY) P/E Ratio

Sep 24
Some Shareholders Feeling Restless Over Champion Homes, Inc.'s (NYSE:SKY) P/E Ratio
DFH
US$25.92
Dream Finders Homes
7D
-3.6%
1Y
-28.1%
NVR
US$8,034.66
NVR
7D
0.7%
1Y
-18.8%
BLD
US$390.86
TopBuild
7D
-1.8%
1Y
-3.9%

A Look At The Intrinsic Value Of TopBuild Corp. (NYSE:BLD)

Sep 09
A Look At The Intrinsic Value Of TopBuild Corp. (NYSE:BLD)
IBP
US$246.66
Installed Building Products
7D
-4.1%
1Y
-0.05%
WHR
US$78.60
Whirlpool
7D
-1.7%
1Y
-26.5%

Whirlpool (NYSE:WHR) Will Pay A Smaller Dividend Than Last Year

Aug 22
Whirlpool (NYSE:WHR) Will Pay A Smaller Dividend Than Last Year
CRCT
US$6.29
Cricut
7D
-7.5%
1Y
-3.5%