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

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 16.7x which is higher than its 3-year average PE of 14.0x. The industry is trading close to its 3-year average PS ratio of 1.2x.

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

Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 49.0x. Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings growth of 9.0% per year.

U.S. Consumer Durables Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 03 Jun 2026	US$265.2b	US$232.1b	US$15.8b	11.9x	16.7x	1.1x
Fri, 01 May 2026	US$278.2b	US$235.9b	US$16.2b	12x	17.2x	1.2x
Sun, 29 Mar 2026	US$259.2b	US$237.7b	US$16.8b	11.7x	15.4x	1.1x
Tue, 24 Feb 2026	US$318.0b	US$239.4b	US$17.4b	13.5x	18.3x	1.3x
Thu, 22 Jan 2026	US$296.6b	US$239.4b	US$17.8b	11.4x	16.7x	1.2x
Sat, 20 Dec 2025	US$286.1b	US$240.2b	US$18.2b	10.7x	15.7x	1.2x
Mon, 17 Nov 2025	US$276.3b	US$241.2b	US$18.9b	11.6x	14.6x	1.1x
Wed, 15 Oct 2025	US$292.2b	US$241.5b	US$19.7b	10.7x	14.9x	1.2x
Fri, 12 Sep 2025	US$322.1b	US$242.3b	US$20.6b	11.9x	15.6x	1.3x
Sun, 10 Aug 2025	US$296.3b	US$242.1b	US$20.6b	11x	14.4x	1.2x
Tue, 08 Jul 2025	US$277.4b	US$242.7b	US$21.4b	8.9x	13x	1.1x
Thu, 05 Jun 2025	US$253.6b	US$244.8b	US$21.9b	8.4x	11.6x	1x
Sat, 03 May 2025	US$253.1b	US$245.3b	US$21.7b	8.5x	11.7x	1x
Mon, 31 Mar 2025	US$267.7b	US$248.0b	US$22.2b	9.2x	12x	1.1x
Wed, 26 Feb 2025	US$276.4b	US$247.9b	US$22.2b	11x	12.5x	1.1x
Fri, 24 Jan 2025	US$311.7b	US$247.3b	US$22.6b	11.3x	13.8x	1.3x
Sun, 22 Dec 2024	US$298.2b	US$247.1b	US$22.7b	10.9x	13.1x	1.2x
Tue, 19 Nov 2024	US$334.4b	US$249.5b	US$22.9b	11.2x	14.6x	1.3x
Thu, 17 Oct 2024	US$357.6b	US$247.9b	US$21.9b	12.5x	16.3x	1.4x
Sat, 14 Sep 2024	US$347.8b	US$247.2b	US$21.8b	12.5x	15.9x	1.4x
Mon, 12 Aug 2024	US$321.0b	US$247.1b	US$21.9b	11.4x	14.7x	1.3x
Wed, 10 Jul 2024	US$282.8b	US$245.3b	US$21.8b	9.7x	13x	1.2x
Fri, 07 Jun 2024	US$304.5b	US$249.5b	US$21.9b	10.8x	13.9x	1.2x
Sun, 05 May 2024	US$306.2b	US$249.1b	US$22.0b	12x	13.9x	1.2x
Tue, 02 Apr 2024	US$330.1b	US$251.8b	US$21.7b	13.1x	15.2x	1.3x
Thu, 29 Feb 2024	US$300.9b	US$251.3b	US$21.7b	11.3x	13.9x	1.2x
Sat, 27 Jan 2024	US$278.8b	US$248.9b	US$19.5b	11.1x	14.3x	1.1x
Mon, 25 Dec 2023	US$284.6b	US$248.0b	US$19.4b	12x	14.7x	1.1x
Wed, 22 Nov 2023	US$242.7b	US$243.3b	US$19.2b	9.3x	12.6x	1x
Fri, 20 Oct 2023	US$206.6b	US$244.0b	US$19.9b	7.7x	10.4x	0.8x
Sun, 17 Sep 2023	US$228.9b	US$244.3b	US$20.0b	8.4x	11.5x	0.9x
Tue, 15 Aug 2023	US$244.7b	US$244.6b	US$20.2b	9x	12.1x	1x
Thu, 13 Jul 2023	US$244.3b	US$242.0b	US$20.8b	8.6x	11.7x	1x
Sat, 10 Jun 2023	US$223.9b	US$242.4b	US$21.3b	7.5x	10.5x	0.9x


US Market	1.58%
Consumer Discretionary	1.58%
Consumer Durables	1.69%
Household Appliances	7.03%
Home Furnishings	4.85%
Homebuilding	1.86%
Consumer Electronics	-2.54%
Housewares and Specialties	-6.68%

Company	Last Price	7D	1Y	Valuation
TMHC Taylor Morrison Home	US$71.50	22.0% +US$1.2b	26.4%	PE10x
SN SharkNinja	US$122.28	5.2% +US$859.0m	32.5%	PE24.5x
DHI D.R. Horton	US$147.91	1.6% +US$655.1m	25.0%	PE13.2x
GRMN Garmin	US$241.03	1.0% +US$482.1m	17.9%	PE26.8x
NVR NVR	US$6.18k	2.5% +US$399.9m	-12.6%	PE13.5x

Announcement • 2h

Berkshire Hathaway Inc. (NYSE:BRK.A) reached a definitive agreement to acquire Taylor Morrison Home Corporation (NYSE:TMHC) for $6.8 billion.

Berkshire Hathaway Inc. (NYSE:BRK.A) reached a definitive agreement to acquire Taylor Morrison Home Corporation (NYSE:TMHC) for $6.8 billion on May 31, 2026. Under the terms of the transaction, Berkshire Hathaway will acquire Taylor Morrison for $72.50 per common share in cash, representing a total equity value for Taylor Morrison of approximately $6.8 billion and enterprise value of approximately $8.5 billion. The acquisition price represents a 24% premium to Taylor Morrison’s latest closing price of $58.50 on May 29, 2026. Upon termination of the Merger Agreement under certain specified circumstances, including termination by Taylor to accept and enter into a definitive agreement with respect to a superior proposal or by Berkshire upon a change of recommendation by the Board, the Taylor will be required to pay Berkshire a termination fee of $221.6 million. Upon completion of the acquisition, Taylor Morrison will continue to be led by Taylor Morrison’s existing management team, including Chief Executive Officer Sheryl Palmer. Taylor Morrison Home Corporation will become a private company, and its common stock will no longer be listed and traded on the NYSE. The transaction is expected to close in the second half of 2026, subject to customary closing conditions, including approval by Taylor Morrison stockholders and receipt of required regulatory approvals. The transaction is unanimously approved by the boards. Goldman Sachs & Co. LLC and Moelis & Company LLC acted as financial advisors and fairness opinion providers while the team of Simpson Thacher & Bartlett LLP led by Eric Swedenburg, Alison Preiss, Fred de Albuquerque, Julie Siegel, Jamin Koslowe, Charles Mathes, Josh Teitler, James Talbot, Kelly Karapetyan, Karen Kazmerzak, Alec Jarvis, Marisa Stavenas, Catherine Ciriello, Christopher Brown, Krista McManus, Jared Wilner and Steven DeLott and the team of Mayer Brown LLP led by Holly Spencer Bunting and Krista Cooley acted as legal advisors for Taylor Morrison Home Corporation. The team of Gibson, Dunn & Crutcher LLP led by Andrew Kaplan, Christopher Lang, Eric Sloan, James Jennings, Ekaterina Napalkova and John Curran acted as legal advisor for Berkshire Hathaway Inc.

Announcement • May 29

Garmin Brings Revolutionary Smartcharts to Garmin Pilot Web

Garmin announced that SmartCharts, its dynamic aviation charting solution, is now available for Garmin Pilot Web. SmartCharts provides pilots with a simplified and intuitive experience by producing clear and relevant data to depict a chart tailored for their specific flight operation. Now available on Garmin Pilot Web, Garmin's flight planning website that complements the Garmin Pilot mobile app, SmartCharts serves as the primary charting tool and allows pilots to view simplified terminal procedures, including instrument approach procedures (IAP), departure procedures (DP), and standard terminal arrival routes (STAR). Integrated into the flight planning flow, SmartCharts allows pilots to seamlessly evaluate the impacts of weather and NOTAMs on each procedure and provides a straightforward presentation of the resultant adjustments to minima or equipment required before ever leaving the ground. SmartCharts airport diagrams are available in the Garmin Pilot mobile app on iOS devices and will come to Garmin Pilot Web in the future. SmartCharts uses digitized data from global sources to create a consistent, standardized, and scalable charting solution. Garmin utilized that data to build the clearest possible picture of information needed to successfully fly charted procedures via a new charting user interface, which is now available in Garmin Pilot Web. This interface, coupled with the digital data, allows SmartCharts procedures to automatically adjust and scale as the pilot zooms and pans within the chart, similar to Garmin's data-driven maps across its entire product line. This data also allows SmartCharts to highlight details and notes that could be easily overlooked and lost on traditional charts, or may only be available in a briefing from disparate sources. Integrated into the flight planning flow in Garmin Pilot Web, these highlights include adjustments to minima – such as minima height adjustments due to NOTAMs, alternate minimums, etc. – to be automatically calculated, providing a clear picture of impacts and allowing formation of a strategic plan for the upcoming flight. The SmartCharts user interface is consistent across both Garmin Pilot Web and the mobile app, creating a seamless experience for pilots, regardless of which tool they choose to flight plan with. When using Garmin Pilot Web, the user has the ability to view charts in a split screen or a full screen, to take advantage of the additional screen real estate of the computer. SmartCharts helps to optimize pilot workflow by providing only relevant data, important both in the cockpit and when flight planning. Users can make selections – such as aircraft type, arrival/departure/approach transition fix, runway, and more – to simplify the chart down to the information that they need to see, including information for their primary airport, or as they evaluate choosing a planned alternate. Starting with standard terminal arrival routes (STARs) and standard instrument departures (SIDs), the user selects their aircraft type, the route transition they are flying, and the runway of intended use. This reduces depicted information to only show the routing, fixes, and crossing restrictions pertinent to their expected procedure. Quick Access buttons also reveal pertinent procedure details like briefing information, communications frequencies, graphical missed approach icons, and more so pilots can easily find and decipher needed information as they build their preflight picture. When viewing an approach procedure, approach minima are updated and presented to the pilot via easy selection buttons for aircraft category, approach type (e.g. ILS, LOC, LPV, LNAV, etc.) and other adjustments like local or other altimeter settings, inoperative airport lighting, flight director or HUD use, and more. Those selections then present only one minima number to reference, allowing for easy evaluation of go/no-go decisions or the need for further contingency planning. The Approach Vertical Profile View is also available in SmartCharts on Garmin Pilot Web. Pilots can enhance the planning process by seeing terrain and obstacles below their approach path to the runway without ever leaving the ground. SmartCharts can be accessed via the Airports and Flights tabs, similar to Garmin Pilot mobile. Garmin Pilot Web was launched in Fiscal year 2025 to ensure Garmin Pilot users could use the flight planning tool on any device, including their computer. Flights planned on Garmin Pilot Web sync to mobile devices for seamless planning and flying. For users that prefer to plan their flights on a computer, adding SmartCharts to Garmin Pilot Web gives them the most consistent experience so they can plan with SmartCharts on their computer and fly with SmartCharts on their iOS mobile device. SmartCharts are available on Garmin Pilot Web and the Garmin Pilot mobile app with a Premium subscription in the United States and the Bahamas at launch.

U.S. Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Berkshire Hathaway Inc. (NYSE:BRK.A) reached a definitive agreement to acquire Taylor Morrison Home Corporation (NYSE:TMHC) for $6.8 billion.

Magnussen Home Furnishings, Inc. completed the acquisition of American Drew and Kincaid wholesale casegoods businesses from La-Z-Boy Incorporated (NYSE:LZB).

Whirlpool Announces Tender Offer and $1.5 Billion Secured Notes to Refinance Debt

M/I Homes Launches AI Land Platform to Accelerate Parcel Assessment and Project Pipeline

Now 21% undervalued after recent price drop

Lennar Corporation to Report Q2, 2026 Results on Jun 11, 2026

BLD: QXO All Cash And Stock Deal Will Drive Upside Potential

Garmin Brings Revolutionary Smartcharts to Garmin Pilot Web

Insider recently sold US$360k worth of stock

SharkNinja Announces Ninja AutoBarista Fully Automatic Espresso Machine With Barista-Inspired Taste, Precision, And Personalization

IBP: Future Returns Will Depend On Acquisitions Buybacks And Measured Expectations

DHI: 2026 Housing Demand Recovery And Buybacks Will Shape Future Returns

First quarter dividend of US$0.05 announced

First quarter dividend of US$0.48 announced

NVR Sees Q1 Earnings and Revenue Fall but New Home Orders Provide Buyer Interest

PulteGroup, Inc. to Report Q2, 2026 Results on Jul 22, 2026