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U.S. Consumer Durables Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies82
  • 7D-0.8%
  • 3M22.0%
  • 1Y0.3%
  • YTD10.4%

Over the last 7 days, the Consumer Durables industry has remained flat. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 10.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026US$283.6bUS$216.5bUS$14.8b14.5x19.1x1.3x
Thu, 16 Jul 2026US$267.1bUS$224.9bUS$15.7b13.6x17x1.2x
Sat, 13 Jun 2026US$279.2bUS$231.0bUS$15.8b13.2x17.7x1.2x
Mon, 11 May 2026US$268.3bUS$235.5bUS$16.2b12.5x16.6x1.1x
Wed, 08 Apr 2026US$270.0bUS$237.8bUS$16.9b11.4x16x1.1x
Fri, 06 Mar 2026US$298.4bUS$239.2bUS$17.2b12.4x17.3x1.2x
Sun, 01 Feb 2026US$286.8bUS$238.6bUS$17.5b11.7x16.4x1.2x
Tue, 30 Dec 2025US$281.0bUS$240.2bUS$18.2b10.5x15.5x1.2x
Thu, 27 Nov 2025US$290.9bUS$241.1bUS$18.9b11.9x15.4x1.2x
Sat, 25 Oct 2025US$303.2bUS$240.9bUS$19.2b11.1x15.8x1.3x
Mon, 22 Sep 2025US$313.2bUS$241.7bUS$20.0b11.6x15.6x1.3x
Wed, 20 Aug 2025US$311.0bUS$242.1bUS$20.7b11.1x15x1.3x
Fri, 18 Jul 2025US$275.6bUS$242.7bUS$20.9b9.6x13.2x1.1x
Sun, 15 Jun 2025US$255.1bUS$244.8bUS$21.9b8.2x11.6x1x
Tue, 13 May 2025US$256.4bUS$244.8bUS$21.8b8.6x11.8x1x
Thu, 10 Apr 2025US$235.5bUS$247.9bUS$22.1b8.1x10.7x1x
Sat, 08 Mar 2025US$283.6bUS$248.1bUS$22.2b10.9x12.8x1.1x
Mon, 03 Feb 2025US$300.1bUS$246.6bUS$21.9b11x13.7x1.2x
Wed, 01 Jan 2025US$295.9bUS$247.1bUS$22.7b10.8x13x1.2x
Fri, 29 Nov 2024US$348.2bUS$249.5bUS$22.9b11.9x15.2x1.4x
Sun, 27 Oct 2024US$334.6bUS$248.5bUS$23.0b11.7x14.5x1.3x
Tue, 24 Sep 2024US$355.0bUS$247.9bUS$21.9b12.5x16.2x1.4x
Thu, 22 Aug 2024US$330.2bUS$247.2bUS$21.8b11.9x15.1x1.3x
Sat, 20 Jul 2024US$327.7bUS$245.5bUS$21.8b11.6x15x1.3x
Mon, 17 Jun 2024US$297.7bUS$249.3bUS$21.9b10.5x13.6x1.2x
Wed, 15 May 2024US$309.7bUS$249.2bUS$21.8b11.3x14.2x1.2x
Fri, 12 Apr 2024US$306.1bUS$251.8bUS$21.7b12.6x14.1x1.2x
Sun, 10 Mar 2024US$312.2bUS$251.4bUS$21.7b11.8x14.4x1.2x
Tue, 06 Feb 2024US$280.1bUS$246.9bUS$21.2b11.1x13.2x1.1x
Thu, 04 Jan 2024US$276.8bUS$248.0bUS$19.4b11.2x14.3x1.1x
Sat, 02 Dec 2023US$243.2bUS$243.2bUS$19.2b9.7x12.7x1x
Mon, 30 Oct 2023US$201.2bUS$242.5bUS$19.1b8.3x10.6x0.8x
Wed, 27 Sep 2023US$219.1bUS$244.1bUS$19.9b7.8x11x0.9x
Fri, 25 Aug 2023US$232.5bUS$244.6bUS$20.4b8.4x11.4x1x
Price to Earnings Ratio

11.4x


Total Market Cap: US$232.5bTotal Earnings: US$20.4bTotal Revenue: US$244.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.5x202420252026
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 19.1x which is higher than its 3-year average PE of 14.5x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 10% per year over the last three years,
  • Revenues have also declined 4.0% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

US Market0.63%
Consumer Discretionary-1.86%
Consumer Durables-0.83%
Housewares and Specialties4.16%
Home Furnishings1.34%
Consumer Electronics-0.078%
Household Appliances-0.54%
Homebuilding-1.64%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 63.7x.
    • Analysts expect its future annual earnings growth (20.6%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 38% over the next 5 years.
  • In contrast, the Consumer Electronics industry is expected to see its earnings grow by 7.3% 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
DHI D.R. HortonUS$148.811.5%
+US$601.4m		-9.9%PE13.6x
MHK Mohawk IndustriesUS$140.103.3%
+US$301.4m		10.2%PE20.4x
LEN LennarUS$86.831.4%
+US$296.3m		-33.9%PE13.1x
SGI Somnigroup InternationalUS$66.061.9%
+US$260.9m		-18.0%PE26.1x
CVCO Cavco IndustriesUS$605.053.8%
+US$168.2m		25.0%PE25.7x

Latest News

KBH
US$56.06
KB Home
7D
-0.8%
1Y
-9.9%
NWL
US$6.24
Newell Brands
7D
5.8%
1Y
6.3%
SN
US$185.10
SharkNinja
7D
-0.6%
1Y
55.1%
DHI
US$148.81
D.R. Horton
7D
1.5%
1Y
-9.9%
BXBL
US$4.71
Boxabl
7D
-1.7%
1Y
-52.9%
DFH
US$15.60
Dream Finders Homes
7D
13.1%
1Y
-44.4%
GRMN
US$310.20
Garmin
7D
-0.9%
1Y
33.4%
Narrative Update • Aug 14

GRMN: Expanding Fitness Ecosystem And Subscriptions Will Support Long Term Upside

Garmin's analyst fair value estimate has been raised to $370 from $320, supported by analysts who point to the company's expanding product ecosystem, recurring subscription revenue, and solid recent margin performance across key segments such as fitness and outdoor. Analyst Commentary Recent research on Garmin reflects a generally constructive tone, with multiple bullish analysts lifting price targets as they respond to product execution, recurring revenue traction, and margin performance across fitness and outdoor categories.
TOL
US$148.27
Toll Brothers
7D
-1.2%
1Y
13.0%
MHK
US$140.10
Mohawk Industries
7D
3.3%
1Y
10.2%
Seeking Alpha • Aug 13

Mohawk Industries: Good Q2 Execution, But Uncertain Path Ahead

Summary Mohawk Industries (MHK) delivered broad Q2 sales growth and stable clean margins, driven by new product placements and improved execution. Despite these positives, I maintain a Hold rating as the stock’s valuation has rerated above historical averages and clean margin gains were minimal. Future performance hinges on whether initial new product placements translate into sustainable reorders, with management yet to provide quantifiable sell-through data. Significant H2 uncertainty remains around reorders, inflation, pricing power, and housing demand, making current upside appear fully priced in. Read the full article on Seeking Alpha
GPRO
US$0.59
GoPro
7D
-15.0%
1Y
-58.1%
LEN
US$86.83
Lennar
7D
1.4%
1Y
-33.9%
WHR
US$41.37
Whirlpool
7D
-1.9%
1Y
-53.0%
IBP
US$240.23
Installed Building Products
7D
1.9%
1Y
-9.5%
Analysis Article • Aug 09

Installed Building Products, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Installed Building Products, Inc. ( NYSE:IBP ) just released its second-quarter report and things are looking bullish...
SGI
US$66.06
Somnigroup International
7D
1.9%
1Y
-18.0%
New Narrative • Aug 09

Vertical Integration And Premium Mix Will Transform This Bedding Leader Over The Next Decade

Catalysts About Somnigroup International Somnigroup International is a global bedding company that designs, manufactures and sells mattresses and sleep products through wholesale, direct-to-consumer and company-owned retail channels. What are the underlying business or industry changes driving this perspective?
CRCT
US$5.76
Cricut
7D
-2.4%
1Y
3.6%
CVCO
US$605.05
Cavco Industries
7D
3.8%
1Y
25.0%
Seeking Alpha • Aug 05

Cavco Industries: Manufactured Housing's Edge Endures

Summary Cavco Industries, Inc. reported a stable fiscal Q1 sales performance in a weak housing market. CVCO's margin performance did reflect housing market conditions, as the company's retail pricing power is limited. The newly effective housing bill helps CVCO significantly, especially as the bill includes separate provisions for manufactured housing. I estimate CVCO stock to have 18% upside to $645. Read the full article on Seeking Alpha