Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Durables Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies85
  • 7D-3.1%
  • 3M4.6%
  • 1Y-1.7%
  • YTD4.7%

Over the last 7 days, the Consumer Durables industry has dropped 4.3%, driven by D.R. Horton declining 5.0%. As for the longer term, the industry's performance has been flat for the past year. 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
Fri, 30 Jan 2026US$290.9bUS$238.7bUS$17.5b11.8x16.6x1.2x
Sun, 28 Dec 2025US$282.1bUS$240.2bUS$18.2b10.8x15.5x1.2x
Tue, 25 Nov 2025US$280.1bUS$241.1bUS$18.9b11.8x14.8x1.2x
Thu, 23 Oct 2025US$304.9bUS$241.4bUS$19.6b10.4x15.6x1.3x
Sat, 20 Sep 2025US$318.2bUS$242.3bUS$20.6b11.5x15.4x1.3x
Mon, 18 Aug 2025US$311.3bUS$242.1bUS$20.7b12x15.1x1.3x
Wed, 16 Jul 2025US$282.1bUS$242.7bUS$20.9b9.6x13.5x1.2x
Fri, 13 Jun 2025US$262.1bUS$244.8bUS$21.9b8.2x12x1.1x
Sun, 11 May 2025US$256.4bUS$244.8bUS$21.8b8.5x11.8x1x
Tue, 08 Apr 2025US$255.3bUS$247.9bUS$22.1b8.3x11.5x1x
Thu, 06 Mar 2025US$274.6bUS$248.1bUS$22.2b10.7x12.4x1.1x
Sat, 01 Feb 2025US$309.7bUS$247.8bUS$22.0b11.3x14.1x1.2x
Mon, 30 Dec 2024US$297.3bUS$247.1bUS$22.7b10.9x13.1x1.2x
Wed, 27 Nov 2024US$354.3bUS$249.5bUS$22.9b11.9x15.5x1.4x
Fri, 25 Oct 2024US$335.8bUS$248.6bUS$22.1b11.6x15.2x1.4x
Sun, 22 Sep 2024US$355.0bUS$247.9bUS$21.9b12.5x16.2x1.4x
Tue, 20 Aug 2024US$326.7bUS$247.1bUS$21.8b11.7x15x1.3x
Thu, 18 Jul 2024US$327.9bUS$245.3bUS$21.8b12x15.1x1.3x
Sat, 15 Jun 2024US$301.1bUS$249.5bUS$21.9b10.5x13.8x1.2x
Mon, 13 May 2024US$312.2bUS$249.2bUS$21.8b11.3x14.3x1.3x
Wed, 10 Apr 2024US$318.4bUS$251.8bUS$21.7b12.6x14.7x1.3x
Fri, 08 Mar 2024US$313.6bUS$251.3bUS$21.7b11.8x14.5x1.2x
Sun, 04 Feb 2024US$282.5bUS$246.9bUS$21.2b11.5x13.3x1.1x
Tue, 02 Jan 2024US$286.2bUS$248.0bUS$19.4b11.7x14.7x1.2x
Thu, 30 Nov 2023US$240.7bUS$243.3bUS$19.2b9.4x12.5x1x
Sat, 28 Oct 2023US$201.2bUS$242.5bUS$19.1b7.8x10.6x0.8x
Mon, 25 Sep 2023US$222.5bUS$244.1bUS$19.9b7.9x11.2x0.9x
Wed, 23 Aug 2023US$233.2bUS$244.5bUS$20.2b8.4x11.5x1x
Fri, 21 Jul 2023US$241.6bUS$242.9bUS$20.5b9x11.8x1x
Sun, 18 Jun 2023US$229.6bUS$242.1bUS$20.9b8.3x11x0.9x
Tue, 16 May 2023US$216.7bUS$243.0bUS$21.4b7.9x10.1x0.9x
Thu, 13 Apr 2023US$204.5bUS$244.9bUS$23.4b7.4x8.7x0.8x
Sat, 11 Mar 2023US$193.9bUS$244.2bUS$23.4b7.2x8.3x0.8x
Mon, 06 Feb 2023US$210.4bUS$245.0bUS$23.9b7x8.8x0.9x
Price to Earnings Ratio

8.8x


Total Market Cap: US$210.4bTotal Earnings: US$23.9bTotal Revenue: US$245.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.1x202420252026
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 16.4x which is higher than its 3-year average PE of 13.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 9.6% 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 Market0.25%
Consumer Discretionary-1.29%
Consumer Durables-3.11%
Consumer Electronics-1.06%
Homebuilding-2.93%
Housewares and Specialties-4.20%
Home Furnishings-4.85%
Household Appliances-5.57%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry even though it's trading below its 3-year average PE ratio of 35.9x.
    • Analysts are expecting annual earnings growth of 11.9%, which is higher than its past year's earnings growth of 3.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 51% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
UHG United Homes GroupUS$2.1421.6%
+US$22.3m		-52.0%PS0.3x
MHO M/I HomesUS$136.370.5%
+US$16.2m		4.9%PE8.8x
CRCT CricutUS$4.411.6%
+US$14.8m		-19.5%PE11.6x
BZH Beazer Homes USAUS$24.211.1%
+US$7.6m		-12.6%PE15.4x
HOFT Hooker FurnishingsUS$13.271.5%
+US$2.1m		1.0%PS0.4x

Latest News

MHO
US$136.37
M/I Homes
7D
0.5%
1Y
4.9%
LEN
US$111.23
Lennar
7D
-3.0%
1Y
-17.8%
WHR
US$76.96
Whirlpool
7D
-14.2%
1Y
-29.0%
NVR
US$7,623.76
NVR
7D
-1.8%
1Y
-6.3%
CVCO
US$617.50
Cavco Industries
7D
-9.7%
1Y
29.5%
LIVE
US$20.74
Live Ventures
7D
0.2%
1Y
119.7%

Investors Still Aren't Entirely Convinced By Live Ventures Incorporated's (NASDAQ:LIVE) Revenues Despite 30% Price Jump

Jan 26
Investors Still Aren't Entirely Convinced By Live Ventures Incorporated's (NASDAQ:LIVE) Revenues Despite 30% Price Jump
DHI
US$150.42
D.R. Horton
7D
-3.4%
1Y
3.1%

DHI: Higher Revenue Outlook And Margins Will Offset Rising Discount Rate

Our D.R. Horton analyst price target has been adjusted from US$199 to US$193 as analysts balance expectations for stronger revenue growth and slightly higher profit margins against a higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research on D.R. Horton shows a mix of optimism and caution, with several bullish analysts increasing their price targets while others trim expectations or downgrade ratings.
SGI
US$90.12
Somnigroup International
7D
-4.8%
1Y
40.0%

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Prospects

Analysts have raised their price target on Somnigroup International to $92 from $83, citing recovering mattress demand, ongoing Mattress Firm integration, brand refresh efforts, and steady international expansion as key reasons for the updated view. Analyst Commentary Recent commentary around Somnigroup International highlights a mix of optimism on the setup for the business and caution on the near term trading backdrop, which helps explain the updated US$92 price target.
SKY
US$84.46
Champion Homes
7D
-9.7%
1Y
-7.8%

SKY: Leadership Shift And Buybacks Will Guide Balanced Future Risk And Returns

Analysts have raised their price target on Champion Homes to US$95.80 from US$91.60, citing updated assumptions on revenue, profit margins and future P/E levels in their models. What's in the News Champion Homes held a grand opening for two energy efficient Innovation Cottages in Parksley, Virginia, showcasing offsite-built, ENERGY STAR Certified modular and manufactured homes developed with iUnit Communities and supported in part by the Virginia Housing Innovation Grant Program (company announcement).
SN
US$119.35
SharkNinja
7D
-3.7%
1Y
5.0%

SN: AI Lab And New Products Will Support Future Upside

Analysts have raised their price target for SharkNinja from about US$160.39 to roughly US$168.02, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors behind this change. What's in the News Launch of the Shark TurboBlade Cool + Heat 2-in-1 Fan + Heater, a bladeless system aimed at year round personalized temperature control with multiple cooling and heating modes, smart remote, and a limited time price of US$249.99 at SharkNinja.com (Key Developments, Product Related Announcements).
BZH
US$24.21
Beazer Homes USA
7D
1.1%
1Y
-12.6%

BZH: NOL Protection Measures And Completed Buyback Will Support Future Upside

Analysts have kept their price target for Beazer Homes USA steady at about US$26.00. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
LRE
US$1.41
Lead Real Estate
7D
1.1%
1Y
-12.2%
FEBO
US$1.14
Fenbo Holdings
7D
2.7%
1Y
-21.4%
HOFT
US$13.27
Hooker Furnishings
7D
1.5%
1Y
1.0%
CRCT
US$4.41
Cricut
7D
1.6%
1Y
-19.5%
UHG
US$2.14
United Homes Group
7D
21.6%
1Y
-52.0%

United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues

Dec 22
United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues