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U.S. Consumer Durables Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies81
  • 7D4.4%
  • 3M16.3%
  • 1Y15.9%
  • YTD7.8%

Over the last 7 days, the Consumer Durables industry has risen 4.4%, driven by gains in D.R. Horton and PulteGroup of 5.4% and 8.4%, respectively. This takes the industry's 12 month performance to a gain of 16%. Earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Jun 2026US$293.9bUS$230.5bUS$15.7b14.4x18.7x1.3x
Mon, 25 May 2026US$260.7bUS$231.4bUS$15.9b11.4x16.4x1.1x
Wed, 22 Apr 2026US$296.5bUS$237.9bUS$16.8b12.5x17.6x1.2x
Fri, 20 Mar 2026US$266.0bUS$238.1bUS$16.9b11.5x15.7x1.1x
Sun, 15 Feb 2026US$318.7bUS$238.6bUS$17.3b13.8x18.5x1.3x
Tue, 13 Jan 2026US$302.7bUS$240.2bUS$18.0b11.9x16.8x1.3x
Thu, 11 Dec 2025US$289.5bUS$241.1bUS$18.8b11.2x15.4x1.2x
Sat, 08 Nov 2025US$279.1bUS$241.1bUS$19.0b10.2x14.7x1.2x
Mon, 06 Oct 2025US$317.5bUS$241.6bUS$20.0b11.7x15.9x1.3x
Wed, 03 Sep 2025US$317.2bUS$242.3bUS$20.6b11.3x15.4x1.3x
Fri, 01 Aug 2025US$280.3bUS$241.5bUS$20.0b9.8x14x1.2x
Sun, 29 Jun 2025US$265.9bUS$242.7bUS$21.4b8.6x12.4x1.1x
Tue, 27 May 2025US$252.9bUS$244.8bUS$21.9b8.5x11.6x1x
Thu, 24 Apr 2025US$251.9bUS$246.7bUS$21.5b8.8x11.7x1x
Sat, 22 Mar 2025US$273.9bUS$248.1bUS$22.2b10.1x12.3x1.1x
Mon, 17 Feb 2025US$290.0bUS$247.1bUS$22.3b11.1x13x1.2x
Wed, 15 Jan 2025US$302.6bUS$247.4bUS$22.7b11x13.3x1.2x
Fri, 13 Dec 2024US$329.0bUS$248.1bUS$22.9b11.7x14.3x1.3x
Sun, 10 Nov 2024US$345.7bUS$249.3bUS$23.0b11.6x15.1x1.4x
Tue, 08 Oct 2024US$348.9bUS$248.0bUS$21.9b12x15.9x1.4x
Thu, 05 Sep 2024US$338.7bUS$247.2bUS$21.8b11.8x15.5x1.4x
Sat, 03 Aug 2024US$336.0bUS$246.3bUS$21.6b11.7x15.6x1.4x
Mon, 01 Jul 2024US$291.2bUS$245.4bUS$21.8b10.5x13.4x1.2x
Wed, 29 May 2024US$301.3bUS$249.5bUS$21.9b11.1x13.8x1.2x
Fri, 26 Apr 2024US$294.3bUS$249.2bUS$21.8b11.8x13.5x1.2x
Sun, 24 Mar 2024US$322.3bUS$251.8bUS$21.7b11.9x14.9x1.3x
Tue, 20 Feb 2024US$290.0bUS$251.2bUS$21.4b11.3x13.6x1.2x
Thu, 18 Jan 2024US$279.6bUS$248.5bUS$19.5b11x14.3x1.1x
Sat, 16 Dec 2023US$282.4bUS$248.0bUS$19.4b11.1x14.5x1.1x
Mon, 13 Nov 2023US$230.7bUS$243.3bUS$19.3b8.9x12x0.9x
Wed, 11 Oct 2023US$220.0bUS$244.0bUS$19.9b8x11.1x0.9x
Fri, 08 Sep 2023US$236.1bUS$244.6bUS$20.4b8.4x11.6x1x
Sun, 06 Aug 2023US$248.6bUS$244.7bUS$20.3b9.4x12.2x1x
Tue, 04 Jul 2023US$236.9bUS$242.0bUS$20.8b8.6x11.4x1x
Price to Earnings Ratio

11.4x


Total Market Cap: US$236.9bTotal Earnings: US$20.8bTotal Revenue: US$242.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.2x202420252026
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 18.7x which is higher than its 3-year average PE of 14.2x.
  • 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 9.0% 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-2.65%
Consumer Discretionary-2.94%
Consumer Durables4.39%
Housewares and Specialties15.78%
Homebuilding5.81%
Home Furnishings4.94%
Household Appliances2.79%
Consumer Electronics-0.97%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 57.0x.
    • Analysts are expecting annual earnings growth of 19.9%, 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 48% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.5% 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$166.295.4%
+US$2.4b		29.2%PE14.9x
PHM PulteGroupUS$137.618.4%
+US$2.0b		30.4%PE12.8x
LEN LennarUS$93.524.2%
+US$933.5m		-15.1%PE14.4x
NVR NVRUS$6.83k5.2%
+US$911.5m		-7.4%PE14.9x
TOL Toll BrothersUS$164.145.4%
+US$791.7m		43.6%PE11.9x

Latest News

PHM
US$137.61
PulteGroup
7D
8.4%
1Y
30.4%
LEN
US$93.52
Lennar
7D
4.2%
1Y
-15.1%
TOL
US$164.14
Toll Brothers
7D
5.4%
1Y
43.6%
NVR
US$6,828.62
NVR
7D
5.2%
1Y
-7.4%
Seeking Alpha • 22h

NVR Is A Diamond In The Rough

Summary NVR earns a Buy rating due to its conservative capitalization and capital-light land strategy amid industry headwinds. NVR’s Q1 saw a 22% revenue drop and 34% net income decline, but new orders rose 7% and backlog remained stable. Recent housing legislation, including restrictions on institutional buyers and incentives for supply, presents both near-term demand risks and long-term tailwinds for NVR. Despite margin compression and affordability pressures, NVR’s net cash position and aggressive share repurchases position it well for long-term value creation. Read the full article on Seeking Alpha
MTH
US$85.18
Meritage Homes
7D
12.5%
1Y
27.6%
LCUT
US$7.62
Lifetime Brands
7D
-9.8%
1Y
75.1%
Narrative Update • Jun 26

LCUT: Future Profit Margin Shortfalls Will Likely Undermine Recent Optimism

Analysts have raised the Lifetime Brands fair value estimate from $4.00 to $6.00 per share, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that align with recent price target increases of $3 and $1 from Street research. Analyst Commentary on Lifetime Brands Recent Street research on Lifetime Brands has referenced higher price targets, but the supporting commentary still points to several areas where analysts see meaningful risk around valuation, execution, and growth assumptions.
DHI
US$166.29
D.R. Horton
7D
5.4%
1Y
29.2%
GPRO
US$0.75
GoPro
7D
-5.2%
1Y
-0.3%
GRMN
US$232.51
Garmin
7D
-0.7%
1Y
11.6%
Seeking Alpha • Jun 25

Garmin: U.S. Sales Weakness Is A Red Flag

Summary Garmin remains a clear "Sell" as its ~20% YTD rally is unjustified by fundamentals and faces mounting headwinds. GRMN's valuation is stretched at 25.7x FY26 P/E for ~10% EPS growth, with cheaper, higher-growth alternatives available. Q1 results were mixed: Fitness segment excelled, but Outdoor sales declined 5% y/y and U.S. growth slowed sharply. Margin risks from tariffs and memory costs, plus elongated replacement cycles and deep competition, undermine the investment case. Read the full article on Seeking Alpha
SN
US$145.10
SharkNinja
7D
3.0%
1Y
50.4%
Seeking Alpha • Jun 24

SharkNinja: Exceptional Business, Fairly Valued After The Rally (Downgrade)

Summary SharkNinja (SN) is downgraded to Hold after a ~40% rally over the past month, as valuation now reflects its strong fundamentals and growth prospects. SN continues double-digit sales and earnings growth for a 12th consecutive quarter, robust international expansion, and brand momentum, even as peers struggle. Guidance was raised across all key metrics, citing tariff relief, cost mitigation, and aggressive category and geographic expansion. Despite a healthy balance sheet and recent buyback program, macro risks and consumer uncertainty warrant caution at current valuation levels. Read the full article on Seeking Alpha
SONO
US$13.57
Sonos
7D
-7.6%
1Y
26.5%
SGI
US$77.94
Somnigroup International
7D
3.8%
1Y
15.4%
Narrative Update • Jun 23

SGI: Cost Discipline And Margin Strength Are Expected To Drive Future Upside

Analysts have nudged their average price target on Somnigroup International slightly higher to $99. This reflects recent coverage initiations and revised assumptions for discount rates and long term P/E multiples.
BLD
US$425.52
TopBuild
7D
-0.2%
1Y
31.0%
PRPL
US$0.39
Purple Innovation
7D
-8.7%
1Y
-44.7%
Narrative Update • Jun 22

PRPL: Future Margin Stability Will Drive Upside From Compressed Earnings Multiple

Analysts have trimmed their price targets on Purple Innovation, with fair value estimates moving from about $5.00 to roughly $1.00 as they factor in slightly higher discount rates, more modest revenue growth and profit margin expectations, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Purple Innovation has centered on reassessing fair value and risk, with reports highlighting changes to price targets and ratings as analysts update their models for discounted cash flow, margin outlooks, and assumed P/E multiples.
NTZ
US$1.92
Natuzzi
7D
-9.4%
1Y
-47.3%
VIOT
US$0.80
Viomi Technology
7D
-7.1%
1Y
-39.4%