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U.S. Consumer Durables Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies82
  • 7D-1.7%
  • 3M-4.5%
  • 1Y1.3%
  • YTD-5.2%

Over the last 7 days, the Consumer Durables industry has dropped 4.9%, driven by Garmin declining 3.8%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 7.0% 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 Apr 2026US$255.3bUS$237.8bUS$16.8b11.6x15.2x1.1x
Fri, 27 Feb 2026US$307.3bUS$239.1bUS$17.3b13.4x17.8x1.3x
Sun, 25 Jan 2026US$295.5bUS$239.5bUS$17.8b11.3x16.6x1.2x
Tue, 23 Dec 2025US$282.5bUS$240.2bUS$18.2b10.4x15.5x1.2x
Thu, 20 Nov 2025US$267.7bUS$241.2bUS$18.9b11.1x14.1x1.1x
Sat, 18 Oct 2025US$297.7bUS$241.5bUS$19.7b10.2x15.1x1.2x
Mon, 15 Sep 2025US$323.6bUS$242.3bUS$20.6b11.8x15.7x1.3x
Wed, 13 Aug 2025US$293.8bUS$242.1bUS$20.7b11.5x14.2x1.2x
Fri, 11 Jul 2025US$285.1bUS$242.7bUS$21.4b9.8x13.3x1.2x
Sun, 08 Jun 2025US$256.1bUS$244.8bUS$21.9b8.4x11.7x1x
Tue, 06 May 2025US$258.5bUS$245.3bUS$21.7b8.8x11.9x1.1x
Thu, 03 Apr 2025US$270.4bUS$247.6bUS$22.3b9.3x12.1x1.1x
Sat, 01 Mar 2025US$277.9bUS$248.1bUS$22.2b10.9x12.5x1.1x
Mon, 27 Jan 2025US$305.1bUS$247.3bUS$22.6b11.4x13.5x1.2x
Wed, 25 Dec 2024US$300.1bUS$247.1bUS$22.7b10.9x13.2x1.2x
Fri, 22 Nov 2024US$332.2bUS$249.5bUS$22.9b11.3x14.5x1.3x
Sun, 20 Oct 2024US$362.1bUS$247.9bUS$21.9b12.4x16.5x1.5x
Tue, 17 Sep 2024US$353.4bUS$247.1bUS$21.8b12.4x16.2x1.4x
Thu, 15 Aug 2024US$324.1bUS$247.1bUS$21.9b11.4x14.8x1.3x
Sat, 13 Jul 2024US$304.1bUS$245.3bUS$21.8b10.7x14x1.2x
Mon, 10 Jun 2024US$295.6bUS$249.5bUS$21.9b10.8x13.5x1.2x
Wed, 08 May 2024US$310.5bUS$249.1bUS$22.0b11.8x14.1x1.2x
Fri, 05 Apr 2024US$319.6bUS$251.8bUS$21.7b12.4x14.7x1.3x
Sun, 03 Mar 2024US$310.8bUS$251.4bUS$21.7b11.8x14.3x1.2x
Tue, 30 Jan 2024US$278.1bUS$248.9bUS$19.5b11.4x14.3x1.1x
Thu, 28 Dec 2023US$288.0bUS$248.0bUS$19.4b11.9x14.8x1.2x
Sat, 25 Nov 2023US$242.8bUS$243.4bUS$19.2b9.3x12.6x1x
Mon, 23 Oct 2023US$205.2bUS$244.0bUS$19.9b7.7x10.3x0.8x
Wed, 20 Sep 2023US$230.6bUS$244.3bUS$20.0b8.2x11.5x0.9x
Fri, 18 Aug 2023US$241.6bUS$244.6bUS$20.2b8.8x11.9x1x
Sun, 16 Jul 2023US$249.5bUS$242.0bUS$20.8b8.7x12x1x
Tue, 13 Jun 2023US$226.8bUS$242.4bUS$21.3b7.6x10.6x0.9x
Thu, 11 May 2023US$217.4bUS$243.1bUS$21.4b7.7x10.1x0.9x
Sat, 08 Apr 2023US$198.9bUS$244.9bUS$23.4b7.5x8.5x0.8x
Price to Earnings Ratio

8.5x


Total Market Cap: US$198.9bTotal 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 15.4x 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 Market-0.61%
Consumer Discretionary-1.38%
Consumer Durables-1.65%
Homebuilding-0.97%
Home Furnishings-2.03%
Household Appliances-2.11%
Housewares and Specialties-2.30%
Consumer Electronics-3.64%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 38.7x.
    • 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
NVR NVRUS$6.59k1.4%
+US$249.8m		-8.6%PE13.7x
MTH Meritage HomesUS$61.841.5%
+US$59.5m		-13.0%PE9.1x
GRBK Green Brick PartnersUS$64.451.9%
+US$52.7m		9.7%PE9x
LOVE LovesacUS$14.7728.7%
+US$48.1m		-16.4%PE53.1x
HBB Hamilton Beach Brands HoldingUS$18.959.2%
+US$24.4m		-4.6%PE9.7x

Latest News

KBH
US$51.75
KB Home
7D
-2.2%
1Y
-11.3%
GRBK
US$64.45
Green Brick Partners
7D
1.9%
1Y
9.7%
SN
US$105.90
SharkNinja
7D
-2.4%
1Y
25.8%
LEN
US$86.84
Lennar
7D
-6.0%
1Y
-24.2%

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.
MTH
US$61.84
Meritage Homes
7D
1.5%
1Y
-13.0%
MHK
US$98.46
Mohawk Industries
7D
-3.4%
1Y
-14.4%

MHK: Future Rerating Will Rely On Share Repurchases After Multiple Compression

The updated analyst price target for Mohawk Industries now stands at $144, reflecting a modest uplift driven by broadly higher Street targets after mixed Q4 results, ongoing weak demand with relatively firmer remove and replace activity, expectations for earnings and sales focus ahead, slightly higher outer year EPS estimates, and a view from several analysts that prior multiple compression and potential share repurchases could support some rerating in the stock. Analyst Commentary Street research on Mohawk Industries reflects a split view, with several firms raising price targets after Q4 while others highlight ongoing demand challenges and execution risk around volume recovery.
GRMN
US$232.01
Garmin
7D
-3.8%
1Y
6.6%
LOVE
US$14.77
Lovesac
7D
28.7%
1Y
-16.4%
SGI
US$73.92
Somnigroup International
7D
-2.0%
1Y
18.7%
HBB
US$18.95
Hamilton Beach Brands Holding
7D
9.2%
1Y
-4.6%
DHI
US$137.22
D.R. Horton
7D
-0.8%
1Y
7.7%
GPRO
US$0.77
GoPro
7D
13.2%
1Y
23.5%
LCUT
US$5.74
Lifetime Brands
7D
11.5%
1Y
17.9%
NVR
US$6,589.83
NVR
7D
1.4%
1Y
-8.6%
PHM
US$117.61
PulteGroup
7D
-0.4%
1Y
14.1%

PHM: Constrained Supply And Buybacks Will Support Multi Year Profitability Repricing

The analyst price target for PulteGroup is maintained at $170, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These changes reflect analysts' view that the market is still underappreciating the company's multi year profitability potential, even though they expect weaker industry margins and demand in 2026.
HOFT
US$12.88
Hooker Furnishings
7D
9.4%
1Y
26.8%