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U.S. Consumer Durables Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies83
  • 7D-4.2%
  • 3M-8.3%
  • 1Y-0.2%
  • YTD-7.2%

Over the last 7 days, the Consumer Durables industry has dropped 4.2%, driven by a pullback from D.R. Horton of 5.2%. On the other hand Nova LifeStyle is actually up 13%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 6.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Mar 2026US$258.2bUS$238.1bUS$16.9b11.1x15.2x1.1x
Tue, 17 Feb 2026US$318.7bUS$238.6bUS$17.3b13.8x18.5x1.3x
Thu, 15 Jan 2026US$308.7bUS$240.2bUS$18.0b11.7x17.1x1.3x
Sat, 13 Dec 2025US$296.3bUS$241.1bUS$18.8b10.8x15.7x1.2x
Mon, 10 Nov 2025US$280.7bUS$241.1bUS$18.9b11x14.8x1.2x
Wed, 08 Oct 2025US$311.8bUS$241.6bUS$20.0b11.1x15.6x1.3x
Fri, 05 Sep 2025US$318.0bUS$242.3bUS$20.6b11.5x15.4x1.3x
Sun, 03 Aug 2025US$283.2bUS$241.4bUS$20.6b9.7x13.7x1.2x
Tue, 01 Jul 2025US$266.7bUS$242.7bUS$21.4b8.6x12.5x1.1x
Thu, 29 May 2025US$258.4bUS$244.8bUS$21.9b8.4x11.8x1.1x
Sat, 26 Apr 2025US$257.0bUS$245.4bUS$21.7b8.8x11.8x1x
Mon, 24 Mar 2025US$269.4bUS$248.1bUS$22.2b10.1x12.1x1.1x
Wed, 19 Feb 2025US$290.0bUS$247.1bUS$22.3b11.2x13x1.2x
Fri, 17 Jan 2025US$308.8bUS$247.4bUS$22.7b11x13.6x1.2x
Sun, 15 Dec 2024US$319.7bUS$248.1bUS$22.9b11.6x13.9x1.3x
Tue, 12 Nov 2024US$345.7bUS$249.3bUS$23.0b11.8x15.1x1.4x
Thu, 10 Oct 2024US$347.7bUS$248.0bUS$21.9b12x15.9x1.4x
Sat, 07 Sep 2024US$338.0bUS$247.2bUS$21.8b12x15.5x1.4x
Mon, 05 Aug 2024US$330.2bUS$246.3bUS$21.6b11.7x15.3x1.3x
Wed, 03 Jul 2024US$284.9bUS$245.3bUS$21.8b10.2x13.1x1.2x
Fri, 31 May 2024US$301.9bUS$249.5bUS$21.9b11.4x13.8x1.2x
Sun, 28 Apr 2024US$298.1bUS$248.9bUS$21.9b12x13.6x1.2x
Tue, 26 Mar 2024US$322.1bUS$251.9bUS$21.7b12.7x14.9x1.3x
Thu, 22 Feb 2024US$291.4bUS$251.1bUS$21.4b11.3x13.6x1.2x
Sat, 20 Jan 2024US$284.4bUS$248.5bUS$19.5b11.5x14.6x1.1x
Mon, 18 Dec 2023US$282.3bUS$248.0bUS$19.4b11.1x14.5x1.1x
Wed, 15 Nov 2023US$229.6bUS$243.5bUS$19.2b9.5x11.9x0.9x
Fri, 13 Oct 2023US$221.9bUS$244.0bUS$19.9b7.7x11.2x0.9x
Sun, 10 Sep 2023US$235.2bUS$244.6bUS$20.4b8.4x11.6x1x
Tue, 08 Aug 2023US$251.2bUS$244.7bUS$20.3b9.3x12.3x1x
Thu, 06 Jul 2023US$234.5bUS$242.0bUS$20.8b8.5x11.3x1x
Sat, 03 Jun 2023US$217.9bUS$242.5bUS$21.3b7.3x10.2x0.9x
Mon, 01 May 2023US$218.3bUS$243.8bUS$21.7b7.1x10x0.9x
Wed, 29 Mar 2023US$198.7bUS$244.4bUS$23.4b7.3x8.5x0.8x
Price to Earnings Ratio

8.5x


Total Market Cap: US$198.7bTotal Earnings: US$23.4bTotal Revenue: US$244.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.5x202420252026
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 15.2x which is higher than its 3-year average PE of 13.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 10% 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-1.83%
Consumer Discretionary-3.02%
Consumer Durables-4.16%
Consumer Electronics-0.53%
Household Appliances-3.17%
Homebuilding-4.84%
Home Furnishings-6.07%
Housewares and Specialties-14.80%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 37.8x.
    • Analysts are expecting annual earnings growth of 15.5%, which is higher than its past year's earnings growth of 10.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 47% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 2.9% 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
XWIN Nova LifeStyleUS$7.0013.1%
+US$41.8m		987.0%PS21.3x
TPH Tri Pointe HomesUS$46.620.7%
+US$27.3m		48.4%PE16.5x
LCUT Lifetime BrandsUS$4.6020.7%
+US$17.9m		-14.8%PS0.2x
HBB Hamilton Beach Brands HoldingUS$16.423.6%
+US$7.7m		-16.6%PE8.3x
LEGH Legacy HousingUS$18.950.9%
+US$3.8m		-26.4%PE10.8x

Latest News

DHI
US$133.12
D.R. Horton
7D
-5.2%
1Y
3.3%
TOL
US$132.00
Toll Brothers
7D
-3.4%
1Y
24.4%
MHK
US$96.21
Mohawk Industries
7D
-6.2%
1Y
-14.0%
BLD
US$335.44
TopBuild
7D
-8.7%
1Y
12.4%

BLD: Higher Future P/E And Completed Buybacks Will Support Upside Potential

Analysts have modestly trimmed their average price target on TopBuild to about $498 from roughly $499, reflecting slightly lower profit margin assumptions, along with a somewhat higher future P/E multiple and discount rate. What's in the News Issued earnings guidance for the year ending December 31, 2026, with expected sales between $5,925.0m and $6,225.0m and estimated net income between $446.0m and $507.0m (company guidance).
SGI
US$71.87
Somnigroup International
7D
-6.6%
1Y
28.6%
PHM
US$114.55
PulteGroup
7D
-3.9%
1Y
11.5%

PHM: Constrained Supply And Buybacks Will Support Multi Year Profitability Repricing

The analyst price target for PulteGroup is maintained at $170, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These changes reflect analysts' view that the market is still underappreciating the company's multi year profitability potential, even though they expect weaker industry margins and demand in 2026.
LEN
US$90.55
Lennar
7D
-4.6%
1Y
-21.4%

LEN: Costly Land Banking And Incentive Needs Will Pressure Future Returns

Analyst price targets for Lennar have generally moved lower, with cuts ranging from about $1 to $15 to reflect updated models after Q1 results, softer expected deliveries and financial services income, ongoing concerns about land banking costs, and persistent demand and affordability headwinds. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts trimming price targets after the Q1 update and related guidance.
LCUT
US$4.60
Lifetime Brands
7D
20.7%
1Y
-14.8%
BSET
US$14.41
Bassett Furniture Industries
7D
2.9%
1Y
-9.6%
LEGH
US$18.95
Legacy Housing
7D
0.9%
1Y
-26.4%
TPH
US$46.62
Tri Pointe Homes
7D
0.7%
1Y
48.4%

TPH: $47 Cash Acquisition Will Balance Deal Certainty Against Housing Cycle Risks

Analysts have raised their price target on Tri Pointe Homes to $47 per share, aligning it with the announced all cash $47 per share acquisition by Sumitomo Forestry and reflecting the view that this deal has a high likelihood of closing. Analyst Commentary Recent research around Tri Pointe Homes has shifted quickly toward the implications of the proposed all cash acquisition at US$47 per share, with most commentary now focused on deal completion rather than long term standalone growth.
IBP
US$258.79
Installed Building Products
7D
-9.1%
1Y
50.2%
XWIN
US$7.00
Nova LifeStyle
7D
13.1%
1Y
987.0%
CRCT
US$4.08
Cricut
7D
0.2%
1Y
-23.9%
HBB
US$16.42
Hamilton Beach Brands Holding
7D
3.6%
1Y
-16.6%
LIVE
US$11.74
Live Ventures
7D
4.8%
1Y
69.9%