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U.S. Consumer Durables Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies82
  • 7D5.3%
  • 3M12.7%
  • 1Y10.8%
  • YTD7.2%

Over the last 7 days, the Consumer Durables industry has risen 5.3%, driven by gains from SharkNinja of 13%. During this same period, the TopBuild underperformed, falling 13%. This means that the industry has gained 11% over the past year. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Jul 2026US$291.3bUS$230.5bUS$15.7b14.5x18.6x1.3x
Fri, 29 May 2026US$266.7bUS$232.1bUS$15.8b12x16.8x1.1x
Sun, 26 Apr 2026US$290.1bUS$236.0bUS$16.2b12.2x17.9x1.2x
Tue, 24 Mar 2026US$258.2bUS$238.1bUS$16.9b11.6x15.2x1.1x
Thu, 19 Feb 2026US$315.1bUS$239.5bUS$17.3b13.9x18.2x1.3x
Sat, 17 Jan 2026US$308.5bUS$240.2bUS$18.0b11.5x17.1x1.3x
Mon, 15 Dec 2025US$294.8bUS$241.1bUS$18.8b10.8x15.7x1.2x
Wed, 12 Nov 2025US$283.0bUS$241.2bUS$18.9b10.2x14.9x1.2x
Fri, 10 Oct 2025US$302.2bUS$241.5bUS$19.7b10.7x15.4x1.3x
Sun, 07 Sep 2025US$326.2bUS$242.3bUS$20.6b11.8x15.8x1.3x
Tue, 05 Aug 2025US$283.2bUS$241.4bUS$20.6b9.8x13.7x1.2x
Thu, 03 Jul 2025US$276.8bUS$242.7bUS$21.4b8.9x13x1.1x
Sat, 31 May 2025US$253.3bUS$244.8bUS$21.9b8.4x11.6x1x
Mon, 28 Apr 2025US$253.7bUS$245.4bUS$21.7b8.8x11.7x1x
Wed, 26 Mar 2025US$276.6bUS$248.0bUS$22.2b10x12.4x1.1x
Fri, 21 Feb 2025US$286.7bUS$247.4bUS$22.1b11.3x13x1.2x
Sun, 19 Jan 2025US$312.2bUS$247.4bUS$22.7b11.1x13.7x1.3x
Tue, 17 Dec 2024US$319.7bUS$248.1bUS$22.9b11.5x13.9x1.3x
Thu, 14 Nov 2024US$336.8bUS$249.4bUS$22.9b11.7x14.7x1.4x
Sat, 12 Oct 2024US$344.1bUS$247.9bUS$21.9b11.9x15.7x1.4x
Mon, 09 Sep 2024US$338.0bUS$247.2bUS$21.8b12x15.5x1.4x
Wed, 07 Aug 2024US$319.9bUS$246.3bUS$21.6b11.5x14.8x1.3x
Fri, 05 Jul 2024US$283.1bUS$245.3bUS$21.8b10.2x13x1.2x
Sun, 02 Jun 2024US$306.3bUS$249.5bUS$21.9b11.5x14x1.2x
Tue, 30 Apr 2024US$298.1bUS$248.9bUS$21.9b12.1x13.6x1.2x
Thu, 28 Mar 2024US$325.5bUS$251.9bUS$21.7b12.9x15x1.3x
Sat, 24 Feb 2024US$301.0bUS$251.4bUS$21.6b11.3x13.9x1.2x
Mon, 22 Jan 2024US$285.9bUS$248.5bUS$19.5b11.5x14.7x1.2x
Wed, 20 Dec 2023US$284.7bUS$248.0bUS$19.4b11.8x14.7x1.1x
Fri, 17 Nov 2023US$241.2bUS$243.4bUS$19.3b9.2x12.5x1x
Sun, 15 Oct 2023US$213.1bUS$244.0bUS$19.9b7.8x10.7x0.9x
Tue, 12 Sep 2023US$237.5bUS$244.5bUS$20.3b8.4x11.7x1x
Thu, 10 Aug 2023US$248.3bUS$244.6bUS$20.3b9.2x12.2x1x
Sat, 08 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 18.6x 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 9.0% 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 Market1.92%
Consumer Discretionary3.17%
Consumer Durables5.25%
Housewares and Specialties17.80%
Household Appliances11.64%
Home Furnishings7.21%
Homebuilding5.24%
Consumer Electronics0.31%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 58.4x.
    • Analysts are expecting annual earnings growth of 19.9%, 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 4.7% 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$152.2712.9%
+US$2.5b		53.4%PE30.6x
PHM PulteGroupUS$137.218.4%
+US$2.0b		24.8%PE12.8x
DHI D.R. HortonUS$162.884.4%
+US$1.9b		21.6%PE14.6x
TOL Toll BrothersUS$164.759.1%
+US$1.3b		39.6%PE12x
NVR NVRUS$6.81k6.6%
+US$1.1b		-11.1%PE14.8x

Latest News

TOL
US$164.75
Toll Brothers
7D
9.1%
1Y
39.6%
SN
US$152.27
SharkNinja
7D
12.9%
1Y
53.4%
KBH
US$62.59
KB Home
7D
18.7%
1Y
13.1%
MHK
US$121.33
Mohawk Industries
7D
11.7%
1Y
10.9%
Narrative Update • Jun 30

MHK: Leadership Transition And Margin Pressures Will Weigh On Future Returns

Analysts have reduced the Mohawk Industries fair value estimate from $104.58 to $96.00, reflecting slightly lower assumptions for revenue growth and profit margins, while keeping the long-term P/E expectation broadly unchanged. Analyst Commentary Recent Street research around Mohawk Industries points to a more cautious stance, with several bearish analysts trimming price targets and reassessing the company’s risk profile.
PHM
US$137.21
PulteGroup
7D
8.4%
1Y
24.8%
LZB
US$40.12
La-Z-Boy
7D
-0.4%
1Y
3.8%
BLD
US$354.53
TopBuild
7D
-13.0%
1Y
3.3%
Narrative Update • Jun 26

BLD: Merger Progress And Higher Future P/E Shape Balanced Outlook

The analyst price target for TopBuild has been updated from $390 to $433, with analysts citing revised assumptions around discount rate, revenue growth, profit margin, and a higher future P/E multiple as key drivers of the change. What’s in the News for TopBuild QXO, Inc.
NVR
US$6,813.40
NVR
7D
6.6%
1Y
-11.1%
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$162.88
D.R. Horton
7D
4.4%
1Y
21.6%
SONO
US$13.53
Sonos
7D
-4.4%
1Y
21.7%
SGI
US$78.40
Somnigroup International
7D
6.2%
1Y
12.5%
Narrative Update • Jun 23

SGI: Cost Discipline And Margin Strength Are Expected To Drive Future Upside

Analysts have nudged their average price target on Somnigroup International slightly higher to $99. This reflects recent coverage initiations and revised assumptions for discount rates and long term P/E multiples.
PRPL
US$0.36
Purple Innovation
7D
-15.0%
1Y
-51.5%
Narrative Update • Jun 22

PRPL: Future Margin Stability Will Drive Upside From Compressed Earnings Multiple

Analysts have trimmed their price targets on Purple Innovation, with fair value estimates moving from about $5.00 to roughly $1.00 as they factor in slightly higher discount rates, more modest revenue growth and profit margin expectations, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Purple Innovation has centered on reassessing fair value and risk, with reports highlighting changes to price targets and ratings as analysts update their models for discounted cash flow, margin outlooks, and assumed P/E multiples.
LIVE
US$10.00
Live Ventures
7D
-3.5%
1Y
-46.3%
RIME
US$0.57
Algorhythm Holdings
7D
-13.3%
1Y
-76.0%
NTZ
US$1.85
Natuzzi
7D
-7.0%
1Y
-51.1%
VIOT
US$0.78
Viomi Technology
7D
-4.9%
1Y
-41.6%