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

U.S. Consumer Durables Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies80
  • 7D1.9%
  • 3M7.7%
  • 1Y15.5%
  • YTD3.3%

Over the last 7 days, the Consumer Durables industry has risen 1.9%, driven by gains in D.R. Horton and SharkNinja of 2.4% and 5.3%, respectively. In the last 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 7.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Jun 2026US$282.2bUS$231.0bUS$15.8b13.4x17.9x1.2x
Wed, 20 May 2026US$247.9bUS$231.6bUS$16.0b11.5x15.5x1.1x
Fri, 17 Apr 2026US$280.5bUS$237.8bUS$16.9b11.7x16.6x1.2x
Sun, 15 Mar 2026US$269.5bUS$238.1bUS$16.9b11.6x15.9x1.1x
Tue, 10 Feb 2026US$302.7bUS$238.6bUS$17.3b13.3x17.5x1.3x
Thu, 08 Jan 2026US$283.7bUS$240.2bUS$18.2b10.6x15.6x1.2x
Sat, 06 Dec 2025US$295.1bUS$241.0bUS$18.9b11.5x15.6x1.2x
Mon, 03 Nov 2025US$281.7bUS$240.4bUS$19.0b10.6x14.8x1.2x
Wed, 01 Oct 2025US$311.8bUS$241.6bUS$20.0b11.9x15.6x1.3x
Fri, 29 Aug 2025US$315.9bUS$242.3bUS$20.6b11.9x15.3x1.3x
Sun, 27 Jul 2025US$290.1bUS$241.4bUS$20.1b10x14.4x1.2x
Tue, 24 Jun 2025US$263.5bUS$244.5bUS$21.4b9.1x12.3x1.1x
Thu, 22 May 2025US$261.9bUS$244.8bUS$22.0b8.6x11.9x1.1x
Sat, 19 Apr 2025US$246.8bUS$246.5bUS$21.8b8x11.3x1x
Mon, 17 Mar 2025US$269.3bUS$248.1bUS$22.2b10.2x12.1x1.1x
Wed, 12 Feb 2025US$288.8bUS$246.4bUS$21.8b11x13.2x1.2x
Fri, 10 Jan 2025US$295.7bUS$247.1bUS$22.7b10.7x13x1.2x
Sun, 08 Dec 2024US$333.9bUS$247.8bUS$22.9b11.5x14.6x1.3x
Tue, 05 Nov 2024US$331.2bUS$249.1bUS$23.0b11.4x14.4x1.3x
Thu, 03 Oct 2024US$360.3bUS$248.0bUS$21.9b12.5x16.5x1.5x
Sat, 31 Aug 2024US$343.5bUS$247.2bUS$21.8b12.1x15.7x1.4x
Mon, 29 Jul 2024US$340.9bUS$245.6bUS$22.2b11.8x15.4x1.4x
Wed, 26 Jun 2024US$295.6bUS$248.9bUS$22.0b10.1x13.4x1.2x
Fri, 24 May 2024US$300.5bUS$249.6bUS$21.9b11.3x13.7x1.2x
Sun, 21 Apr 2024US$288.3bUS$248.3bUS$21.5b11.7x13.4x1.2x
Tue, 19 Mar 2024US$306.6bUS$251.7bUS$21.7b11.7x14.1x1.2x
Thu, 15 Feb 2024US$288.7bUS$251.5bUS$21.5b11.5x13.4x1.1x
Sat, 13 Jan 2024US$284.5bUS$248.5bUS$19.5b11.2x14.6x1.1x
Mon, 11 Dec 2023US$263.9bUS$247.2bUS$19.3b10.5x13.6x1.1x
Wed, 08 Nov 2023US$227.6bUS$242.2bUS$18.9b8.9x12x0.9x
Fri, 06 Oct 2023US$214.2bUS$244.0bUS$19.9b7.8x10.8x0.9x
Sun, 03 Sep 2023US$243.9bUS$244.6bUS$20.3b8.7x12x1x
Tue, 01 Aug 2023US$245.4bUS$241.4bUS$20.2b9x12.1x1x
Thu, 29 Jun 2023US$237.0bUS$242.0bUS$20.8b8.6x11.4x1x
Price to Earnings Ratio

11.4x


Total Market Cap: US$237.0bTotal 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 14.1x202420252026
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 17.9x 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 8.8% 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 Market1.40%
Consumer Discretionary0.55%
Consumer Durables1.93%
Home Furnishings3.61%
Household Appliances2.64%
Homebuilding2.60%
Housewares and Specialties-0.45%
Consumer Electronics-1.74%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 55.3x.
    • Analysts are expecting annual earnings growth of 19.8%, 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 4.3% 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$140.845.8%
+US$1.1b		53.5%PE28.3x
PHM PulteGroupUS$126.963.4%
+US$784.8m		21.1%PE11.8x
DHI D.R. HortonUS$157.811.8%
+US$771.3m		22.7%PE14.1x
TOL Toll BrothersUS$155.674.7%
+US$650.6m		38.4%PE11.3x
SGI Somnigroup InternationalUS$75.103.9%
+US$599.5m		15.0%PE30.3x

Latest News

LEN
US$89.73
Lennar
7D
-0.6%
1Y
-15.7%
Analysis Article • 4h

Lennar (LEN) Stock Could Be 1.9% Undervalued After Weaker Earnings

Lennar (LEN) is in focus after its latest quarterly earnings showed lower sales, revenue, and net income compared with a year earlier, which is shaping how investors assess the homebuilder’s stock. See our latest analysis for Lennar. Despite the earnings weakness, Lennar’s 1 day share price return of 3.76% to about $89.73 contrasts with a year to date share price decline of 13.9% and a 1 year total shareholder return that is down 14.12%. This suggests recent momentum is improving from a...
BLD
US$426.51
TopBuild
7D
3.8%
1Y
35.0%
Analysis Article • 6h

TopBuild (BLD) Stock Could Be 10% Undervalued as Expansion Narrative Faces P E Doubts

TopBuild stock performance snapshot and business profile TopBuild (BLD) has drawn fresh attention after a recent move that left the stock up about 4% over the past month and roughly 23% over the past 3 months, prompting closer scrutiny from investors. The stock’s 1-day and 7-day moves of about 3.8% and 3.8% respectively, alongside a last close near US$426.51 and a market value of roughly US$11.95b, frame current sentiment around TopBuild’s insulation and building products business. See our...
IBP
US$218.25
Installed Building Products
7D
4.6%
1Y
21.5%
Analysis Article • 18h

Installed Building Products (IBP) Stock Could Be 6.2% Undervalued After Its Recent 3 Month Slide

Installed Building Products (IBP) has drawn investor attention after recent trading left the stock about 18% lower over the past 3 months, even as its 1-year total return stands near 30%. See our latest analysis for Installed Building Products. The recent 18% decline in the 3 month share price sits in contrast to Installed Building Products’ 30% 1 year total shareholder return, suggesting shorter term sentiment has cooled while longer term holders still sit on sizeable gains. If you want to...
TOL
US$155.67
Toll Brothers
7D
4.7%
1Y
38.4%
WHR
US$38.86
Whirlpool
7D
-7.2%
1Y
-58.6%
Analysis Article • Jun 20

Whirlpool (WHR) Stock Could Be 31.3% Undervalued After Weak Earnings And Dividend Cut

Whirlpool (WHR) is under pressure after a weak quarter, with revenue down year on year, full year earnings guidance missing analysts’ expectations, and a costly debt refinancing leading to credit downgrades and dividend cuts. See our latest analysis for Whirlpool. At a share price of $38.86, Whirlpool has seen its short term momentum weaken, with the share price return down 9.4% over the past week and 25.6% over 90 days. The 1 year total shareholder return has fallen 56.7%, reflecting...
DHI
US$157.81
D.R. Horton
7D
1.8%
1Y
22.7%
Analysis Article • Jun 20

D.R. Horton (DHI) Stock Could Be 4.5% Undervalued Despite Weak Backlog And Slowing Orders

Recent commentary around D.R. Horton (DHI) has focused on weakening backlog and slower orders, alongside expectations for lower EPS and slightly softer revenue in the upcoming July 21, 2026 earnings report. See our latest analysis for D.R. Horton. The recent concerns around D.R. Horton’s backlog and orders come against a backdrop of firm share price momentum, with a 30-day share price return of 9.48% and 90-day share price return of 18.55%, feeding into a 1-year total shareholder return of...
SONO
US$14.68
Sonos
7D
-4.4%
1Y
48.1%
Analysis Article • Jun 20

Sonos (SONO) Stock Could Be 24.2% Undervalued After Google Home Competition Fears

Sonos (SONO) drew fresh attention after Google launched its new Google Home Speaker, a move that sharpened competitive concerns and coincided with broader worries about potential tariffs on consumer technology products. See our latest analysis for Sonos. Against this backdrop, Sonos’s share price has been volatile. It recorded a 1-day share price return of 2.73% after the Google Home news, a 90-day share price return of 11.89%, and a 1-year total shareholder return of 48.13%. However,...
NVR
US$6,490.93
NVR
7D
2.5%
1Y
-11.6%
Analysis Article • Jun 19

NVR (NVR) Stock Could Be 37% Overvalued After Fed Driven Homebuilder Rally

NVR (NVR) drew attention after its shares gained 3.4% on above-average trading volume, as the Federal Reserve kept interest rates unchanged and easing mortgage rates supported sentiment across homebuilder stocks. See our latest analysis for NVR. That 3.4% 1 day share price return sits within a mixed picture for NVR, with a 12.4% 30 day share price return, but a share price return that is down 10.8% year to date and a 1 year total shareholder return that is down 7%, while the 5 year total...
GRMN
US$234.20
Garmin
7D
-1.7%
1Y
16.1%
SN
US$140.84
SharkNinja
7D
5.8%
1Y
53.5%
Narrative Update • Jun 19

SN: Index Inclusion And Buybacks Will Support Premium Home Appliance Upside

Analysts have trimmed their price target on SharkNinja stock slightly to $183.22 from $184.41, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin assumptions, and future P/E expectations. What’s in the News for SharkNinja SharkNinja is set to join the S&P MidCap 400 index on May 18, 2026, with related index changes and passive flows drawing strong attention from investors.
PHM
US$126.96
PulteGroup
7D
3.4%
1Y
21.1%
LOVE
US$14.47
Lovesac
7D
-11.5%
1Y
-20.1%
HELE
US$26.47
Helen of Troy
7D
-8.1%
1Y
-3.6%
Narrative Update • Jun 17

HELE: Higher Margin Outlook Will Support Stock Recovery Case

Helen of Troy's updated analyst price target has moved higher by $9, as analysts point to adjustments in discount rate assumptions, a higher projected profit margin of 16.45%, and a lower future P/E multiple of 4.30 as key drivers of their revised view. Analyst Commentary Recent Street research on Helen of Troy points to a more constructive tone, with several bullish analysts lifting their price targets after revisiting key assumptions around discount rates, profit margins, and the future P/E multiple applied to the stock.
TMHC
US$71.58
Taylor Morrison Home
7D
-0.4%
1Y
21.9%
SGI
US$75.10
Somnigroup International
7D
3.9%
1Y
15.0%
LCUT
US$8.44
Lifetime Brands
7D
-8.2%
1Y
116.4%
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...