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U.S. Consumer Durables Industry Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies81
  • 7D-1.1%
  • 3M11.9%
  • 1Y9.2%
  • YTD6.8%

Over the last 7 days, the Consumer Durables industry has dropped 1.1%, driven by a pullback from D.R. Horton of 5.0%. In contrast, SharkNinja has gained 6.0%. This takes the industry's 12 month performance to a gain of 9.2%. Looking forward, earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026US$276.4bUS$224.9bUS$15.2b14x18.2x1.2x
Sun, 31 May 2026US$265.3bUS$232.1bUS$15.8b11.9x16.8x1.1x
Tue, 28 Apr 2026US$290.1bUS$236.0bUS$16.2b12.2x17.9x1.2x
Thu, 26 Mar 2026US$268.1bUS$237.8bUS$16.9b11.5x15.9x1.1x
Sat, 21 Feb 2026US$314.4bUS$239.8bUS$17.4b13.6x18x1.3x
Mon, 19 Jan 2026US$304.4bUS$240.2bUS$18.0b11.5x16.9x1.3x
Wed, 17 Dec 2025US$294.3bUS$241.1bUS$18.8b10.7x15.6x1.2x
Fri, 14 Nov 2025US$283.2bUS$241.2bUS$18.9b10.5x14.9x1.2x
Sun, 12 Oct 2025US$290.3bUS$241.5bUS$19.7b10.2x14.8x1.2x
Tue, 09 Sep 2025US$331.0bUS$242.3bUS$20.6b11.8x16.1x1.4x
Thu, 07 Aug 2025US$293.9bUS$241.3bUS$20.6b10.1x14.3x1.2x
Sat, 05 Jul 2025US$277.4bUS$242.7bUS$21.4b8.8x13x1.1x
Mon, 02 Jun 2025US$252.3bUS$244.8bUS$21.9b8.4x11.5x1x
Wed, 30 Apr 2025US$255.4bUS$245.3bUS$21.7b8.9x11.8x1x
Fri, 28 Mar 2025US$274.9bUS$248.0bUS$22.2b9.5x12.4x1.1x
Sun, 23 Feb 2025US$278.3bUS$247.4bUS$22.1b11.2x12.6x1.1x
Tue, 21 Jan 2025US$312.2bUS$247.4bUS$22.7b11.1x13.7x1.3x
Thu, 19 Dec 2024US$313.8bUS$248.1bUS$23.0b10.6x13.7x1.3x
Sat, 16 Nov 2024US$338.1bUS$249.5bUS$22.9b11.5x14.8x1.4x
Mon, 14 Oct 2024US$345.1bUS$247.9bUS$21.9b11.9x15.8x1.4x
Wed, 11 Sep 2024US$339.5bUS$247.2bUS$21.8b12x15.6x1.4x
Fri, 09 Aug 2024US$311.8bUS$246.4bUS$21.7b11.5x14.4x1.3x
Sun, 07 Jul 2024US$280.6bUS$245.3bUS$21.8b9.9x12.9x1.1x
Tue, 04 Jun 2024US$306.3bUS$249.5bUS$21.9b11.3x14x1.2x
Thu, 02 May 2024US$294.2bUS$249.0bUS$22.0b11.7x13.4x1.2x
Sat, 30 Mar 2024US$330.2bUS$251.9bUS$21.7b13x15.2x1.3x
Mon, 26 Feb 2024US$301.0bUS$251.4bUS$21.6b11.3x13.9x1.2x
Wed, 24 Jan 2024US$291.9bUS$248.5bUS$19.5b11.1x15x1.2x
Fri, 22 Dec 2023US$281.3bUS$248.0bUS$19.4b11.6x14.5x1.1x
Sun, 19 Nov 2023US$241.2bUS$243.4bUS$19.2b9.3x12.5x1x
Tue, 17 Oct 2023US$214.6bUS$244.0bUS$19.9b7.8x10.8x0.9x
Thu, 14 Sep 2023US$230.9bUS$244.5bUS$20.3b8.1x11.3x0.9x
Sat, 12 Aug 2023US$244.1bUS$244.6bUS$20.2b9x12.1x1x
Mon, 10 Jul 2023US$229.5bUS$242.0bUS$20.8b8.2x11x0.9x
Price to Earnings Ratio

11x


Total Market Cap: US$229.5bTotal 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 18.2x 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 10% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.38%
Consumer Discretionary4.25%
Consumer Durables-1.09%
Household Appliances5.00%
Consumer Electronics1.86%
Housewares and Specialties-0.011%
Home Furnishings-0.21%
Homebuilding-2.94%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 59.1x.
    • Analysts are expecting annual earnings growth of 19.6%, 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
SN SharkNinjaUS$151.476.0%
+US$1.2b		41.2%PE30.4x
GRMN GarminUS$240.022.0%
+US$889.1m		11.8%PE26.7x
LEG Leggett & PlattUS$11.942.9%
+US$46.4m		20.7%PE7.2x
HBB Hamilton Beach Brands HoldingUS$22.7314.7%
+US$39.4m		20.8%PE10.9x
IBP Installed Building ProductsUS$228.260.5%
+US$33.2m		17.3%PE24x

Latest News

MHK
US$119.35
Mohawk Industries
7D
-1.4%
1Y
7.7%
BSET
US$20.23
Bassett Furniture Industries
7D
20.6%
1Y
25.7%
WHR
US$38.10
Whirlpool
7D
1.0%
1Y
-65.3%
TOL
US$157.14
Toll Brothers
7D
-3.0%
1Y
33.4%
SN
US$151.47
SharkNinja
7D
6.0%
1Y
41.2%
LEG
US$11.94
Leggett & Platt
7D
2.9%
1Y
20.7%
KBH
US$61.16
KB Home
7D
0.7%
1Y
12.9%
IBP
US$228.26
Installed Building Products
7D
0.5%
1Y
17.3%
Seeking Alpha • Jun 30

Installed Building Products: Waiting On A Residential Resurgence

Summary Installed Building Products (IBP) is a dominant national provider of insulation and building materials, with a resilient balance sheet and strong cash position. IBP’s growth strategy centers on acquisitions, expanding into commercial and multifamily segments to offset weakness in single-family home construction. Despite a 3% YoY revenue decline and margin compression, IBP maintains robust shareholder returns through special dividends and buybacks. I assign IBP a Buy rating, confident in its long-term prospects tied to homebuilding recovery and disciplined capital allocation. Read the full article on Seeking Alpha
MTH
US$81.86
Meritage Homes
7D
-1.8%
1Y
15.9%
Seeking Alpha • Jun 30

Meritage Homes: I Am Not Chasing The Stock After The Recent Run-Up

Summary Meritage Homes is rated Hold/Neutral after a strong run-up, with limited near-term upside due to margin headwinds and elevated valuation. MTH's focus on community growth and a 60-day home-closing guarantee supports sales but introduces margin pressure and operational risks. High-cost land acquired from 2022 to 2024 continues to weigh on margins, with relief not expected until late FY2027. Valuation has re-rated to a 1.12x P/BV, now above historical averages and peers on P/E and EV/EBITDA, reflecting sector enthusiasm post-TMHC acquisition. Read the full article on Seeking Alpha
PHM
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PulteGroup
7D
-1.6%
1Y
22.2%
LEN
US$88.21
Lennar
7D
-6.0%
1Y
-19.9%
CVCO
US$598.73
Cavco Industries
7D
-3.2%
1Y
30.9%
GRMN
US$240.02
Garmin
7D
2.0%
1Y
11.8%
NVR
US$6,750.79
NVR
7D
-0.9%
1Y
-11.4%
Seeking Alpha • Jun 26

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
DHI
US$158.57
D.R. Horton
7D
-5.0%
1Y
20.2%
HBB
US$22.73
Hamilton Beach Brands Holding
7D
14.7%
1Y
20.8%