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U.S. Consumer Durables Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies81
  • 7D3.9%
  • 3M6.0%
  • 1Y11.8%
  • YTD2.2%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably D.R. Horton gained 5.5%. The past year has been better, since the industry has gained 7.1% in that time. Looking forward, earnings are forecast to grow by 7.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026US$266.9bUS$231.4bUS$15.9b13.2x16.8x1.2x
Sun, 10 May 2026US$268.2bUS$235.5bUS$16.2b12.5x16.6x1.1x
Tue, 07 Apr 2026US$265.5bUS$237.7bUS$16.9b11.8x15.8x1.1x
Thu, 05 Mar 2026US$299.1bUS$239.2bUS$17.2b12.8x17.4x1.3x
Sat, 31 Jan 2026US$291.7bUS$238.6bUS$17.5b11.8x16.7x1.2x
Mon, 29 Dec 2025US$282.1bUS$240.2bUS$18.2b10.8x15.5x1.2x
Wed, 26 Nov 2025US$281.9bUS$241.1bUS$18.9b11.6x14.9x1.2x
Fri, 24 Oct 2025US$300.4bUS$241.1bUS$19.3b10.6x15.5x1.2x
Sun, 21 Sep 2025US$313.2bUS$241.7bUS$20.0b11.6x15.6x1.3x
Tue, 19 Aug 2025US$311.3bUS$242.1bUS$20.7b11.9x15.1x1.3x
Thu, 17 Jul 2025US$273.0bUS$242.7bUS$20.9b9.6x13.1x1.1x
Sat, 14 Jun 2025US$262.7bUS$244.8bUS$21.9b8.2x12x1.1x
Mon, 12 May 2025US$256.4bUS$244.8bUS$21.8b8.5x11.8x1x
Wed, 09 Apr 2025US$246.5bUS$247.9bUS$22.1b7.6x11.2x1x
Fri, 07 Mar 2025US$281.2bUS$248.1bUS$22.2b10.6x12.7x1.1x
Sun, 02 Feb 2025US$302.2bUS$247.8bUS$22.0b11.3x13.8x1.2x
Tue, 31 Dec 2024US$297.3bUS$247.1bUS$22.7b10.7x13.1x1.2x
Thu, 28 Nov 2024US$347.8bUS$249.5bUS$22.9b11.9x15.2x1.4x
Sat, 26 Oct 2024US$338.0bUS$248.5bUS$23.0b11.7x14.7x1.4x
Mon, 23 Sep 2024US$355.0bUS$247.9bUS$21.9b12.5x16.2x1.4x
Wed, 21 Aug 2024US$332.9bUS$247.1bUS$21.8b11.7x15.2x1.3x
Fri, 19 Jul 2024US$321.8bUS$245.3bUS$21.8b11.5x14.8x1.3x
Sun, 16 Jun 2024US$297.7bUS$249.3bUS$21.9b10.5x13.6x1.2x
Tue, 14 May 2024US$309.7bUS$249.2bUS$21.8b11.2x14.2x1.2x
Thu, 11 Apr 2024US$320.2bUS$251.8bUS$21.7b12.3x14.8x1.3x
Sat, 09 Mar 2024US$312.2bUS$251.4bUS$21.7b11.8x14.4x1.2x
Mon, 05 Feb 2024US$282.6bUS$246.9bUS$21.2b11.5x13.3x1.1x
Wed, 03 Jan 2024US$283.1bUS$248.0bUS$19.4b11.4x14.6x1.1x
Fri, 01 Dec 2023US$242.3bUS$243.2bUS$19.2b9.4x12.6x1x
Sun, 29 Oct 2023US$201.2bUS$242.5bUS$19.1b7.8x10.6x0.8x
Tue, 26 Sep 2023US$222.1bUS$244.1bUS$19.9b7.9x11.2x0.9x
Thu, 24 Aug 2023US$235.2bUS$244.6bUS$20.4b8.6x11.5x1x
Sat, 22 Jul 2023US$242.0bUS$242.9bUS$20.5b8.8x11.8x1x
Mon, 19 Jun 2023US$229.6bUS$242.1bUS$20.9b8.3x11x0.9x
Price to Earnings Ratio

11x


Total Market Cap: US$229.6bTotal Earnings: US$20.9bTotal Revenue: US$242.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.1x202420252026
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 17.2x which is higher than its 3-year average PE of 14.1x.
  • 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 8.6% 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 Market-2.36%
Consumer Discretionary-1.23%
Consumer Durables3.91%
Housewares and Specialties16.95%
Household Appliances9.12%
Homebuilding4.62%
Home Furnishings4.19%
Consumer Electronics-1.54%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 51.7x.
    • Analysts are expecting annual earnings growth of 20.1%, 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 49% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.2% 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$154.435.5%
+US$2.3b		22.3%PE13.8x
SN SharkNinjaUS$135.599.8%
+US$1.7b		54.2%PE27.2x
PHM PulteGroupUS$124.004.9%
+US$1.1b		19.1%PE11.6x
NVR NVRUS$6.48k4.9%
+US$816.3m		-12.3%PE14.1x
LEN LennarUS$94.953.3%
+US$756.1m		-15.3%PE13.2x

Latest News

PHM
US$124.00
PulteGroup
7D
4.9%
1Y
19.1%
Seeking Alpha • 10h

PulteGroup: A Year Later, You're Paying More For A Dimmer Forecast

Summary I rate PulteGroup, Inc. stock a Sell, as the share price has risen amid a deteriorating earnings outlook and negative estimate revisions. Q1 2026 results showed revenue down 12%, net income down 34%, and gross margin compressed by 310 bps due to heavy incentives. Management expects margin recovery in late 2026 via a build-to-order shift, but timing and backlog shrinkage raise doubts about near-term upside. At ~$120, PHM trades at 1.7x book with no valuation discount, while sector-wide headwinds and lack of rate relief limit catalysts. Read the full article on Seeking Alpha
TOL
US$147.21
Toll Brothers
7D
5.3%
1Y
33.2%
GRMN
US$238.58
Garmin
7D
-1.4%
1Y
14.5%
DHI
US$154.43
D.R. Horton
7D
5.5%
1Y
22.3%
Narrative Update • Jun 09

DHI: 2026 Housing Recovery And Buybacks Will Drive Shareholder Returns

Analysts have lifted their average price targets on D.R. Horton by a series of increases, including moves of $6 to $23, supported by updated views on the stock's valuation multiples and risk profile, reflected in a slightly lower discount rate and marginally adjusted future P/E assumptions. Analyst Commentary Recent Street research on D.R. Horton reflects a mix of optimism and caution, with several firms adjusting price targets both higher and lower.
SN
US$135.59
SharkNinja
7D
9.8%
1Y
54.2%
CVCO
US$598.95
Cavco Industries
7D
8.8%
1Y
44.0%
Narrative Update • Jun 07

CVCO: Housing Undersupply And Zoning Reforms Will Support Future Upside

Analysts have lifted the Cavco Industries price target from $587.50 to $625.00, reflecting updated assumptions around fair value, discount rate, growth, margins and future P/E. This revision is supported by recent research that sees the company as a potential beneficiary of an affordability challenged and underbuilt U.S. housing market heading into 2026.
LEN
US$94.95
Lennar
7D
3.3%
1Y
-15.3%
Narrative Update • Jun 07

LEN: Supply Efficiencies And Land Light Shift Will Shape Margins And Risk

Lennar's analyst price target has been revised lower to $91.50 from $101.57 as analysts temper fair value, growth, and margin assumptions in response to a wave of reduced targets and cautious commentary on demand, earnings, and relative valuation. Analyst Commentary Recent research on Lennar clusters around a cautious reset of expectations, with analysts revising models after the latest quarterly results and guidance.
SGI
US$72.32
Somnigroup International
7D
3.9%
1Y
12.1%
UEIC
US$3.93
Universal Electronics
7D
-3.0%
1Y
-45.8%
SONO
US$15.44
Sonos
7D
-5.0%
1Y
51.8%
Narrative Update • Jun 03

SONO: execution On New COO And Buybacks Will Drive Future Repricing

Analysts have kept the Sonos fair value estimate at $21.00, with slight tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions reflected in the updated price target rationale. Analyst Commentary Recent Street research activity has focused on Sonoco, rather than Sonos, with a series of price target revisions and one new bullish initiation.
GPRO
US$0.78
GoPro
7D
-22.0%
1Y
-7.6%
NTZ
US$2.22
Natuzzi
7D
-7.5%
1Y
-43.2%
NVR
US$6,479.70
NVR
7D
4.9%
1Y
-12.3%
RIME
US$0.68
Algorhythm Holdings
7D
-7.9%
1Y
-78.4%
LCUT
US$9.06
Lifetime Brands
7D
-3.3%
1Y
129.4%
Analysis Article • May 11

Lifetime Brands, Inc. (NASDAQ:LCUT) Just Reported And Analysts Have Been Lifting Their Price Targets

A week ago, Lifetime Brands, Inc. ( NASDAQ:LCUT ) came out with a strong set of quarterly numbers that could...
VIOT
US$0.93
Viomi Technology
7D
-7.9%
1Y
-33.1%