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U.S. Consumer Durables Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies80
  • 7D6.4%
  • 3M-16.6%
  • 1Y8.4%
  • YTD-4.7%

Over the last 7 days, the Consumer Durables industry has risen 3.0%, driven by gains from Garmin of 6.6%. In the same time, Newell Brands was down 5.2%. This means that the industry has gained 7.9% over the past year. Looking forward, earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 May 2026US$260.6bUS$231.4bUS$15.9b11.4x16.4x1.1x
Mon, 20 Apr 2026US$291.1bUS$238.1bUS$17.0b12.3x17.2x1.2x
Wed, 18 Mar 2026US$277.0bUS$238.1bUS$16.9b11.5x16.3x1.2x
Fri, 13 Feb 2026US$313.5bUS$238.5bUS$17.3b13.6x18.1x1.3x
Sun, 11 Jan 2026US$302.6bUS$240.2bUS$18.0b11.7x16.8x1.3x
Tue, 09 Dec 2025US$293.1bUS$241.0bUS$18.9b11x15.5x1.2x
Thu, 06 Nov 2025US$276.6bUS$240.1bUS$18.9b10.9x14.6x1.2x
Sat, 04 Oct 2025US$315.5bUS$241.6bUS$20.0b11.7x15.8x1.3x
Mon, 01 Sep 2025US$317.2bUS$242.3bUS$20.6b11.9x15.4x1.3x
Wed, 30 Jul 2025US$290.7bUS$241.2bUS$19.9b9.9x14.6x1.2x
Fri, 27 Jun 2025US$261.6bUS$242.7bUS$21.4b8.6x12.2x1.1x
Sun, 25 May 2025US$252.9bUS$244.8bUS$21.9b8.5x11.6x1x
Tue, 22 Apr 2025US$246.8bUS$246.5bUS$21.8b7.9x11.3x1x
Thu, 20 Mar 2025US$270.3bUS$248.1bUS$22.2b10x12.1x1.1x
Sat, 15 Feb 2025US$288.8bUS$247.1bUS$22.3b11.1x13x1.2x
Mon, 13 Jan 2025US$291.2bUS$245.9bUS$22.6b10x12.9x1.2x
Wed, 11 Dec 2024US$339.1bUS$248.1bUS$22.9b11.9x14.8x1.4x
Fri, 08 Nov 2024US$338.0bUS$249.2bUS$23.1b11.5x14.6x1.4x
Sun, 06 Oct 2024US$348.9bUS$248.0bUS$21.9b12.1x15.9x1.4x
Tue, 03 Sep 2024US$347.2bUS$247.2bUS$21.8b12.1x15.9x1.4x
Thu, 01 Aug 2024US$342.6bUS$245.9bUS$22.2b11.9x15.4x1.4x
Sat, 29 Jun 2024US$290.1bUS$245.4bUS$21.8b10.5x13.3x1.2x
Mon, 27 May 2024US$301.3bUS$249.5bUS$21.9b11.2x13.8x1.2x
Wed, 24 Apr 2024US$299.6bUS$248.8bUS$21.7b12.1x13.8x1.2x
Fri, 22 Mar 2024US$318.0bUS$251.8bUS$21.7b11.8x14.7x1.3x
Sun, 18 Feb 2024US$290.0bUS$251.2bUS$21.4b11.3x13.6x1.2x
Tue, 16 Jan 2024US$284.4bUS$248.5bUS$19.5b11.2x14.6x1.1x
Thu, 14 Dec 2023US$263.6bUS$247.2bUS$19.3b10.9x13.6x1.1x
Sat, 11 Nov 2023US$226.0bUS$243.3bUS$19.3b8.9x11.7x0.9x
Mon, 09 Oct 2023US$215.1bUS$244.0bUS$19.9b7.9x10.8x0.9x
Wed, 06 Sep 2023US$232.6bUS$244.6bUS$20.4b8.2x11.4x1x
Fri, 04 Aug 2023US$244.3bUS$244.8bUS$20.4b9x12x1x
Sun, 02 Jul 2023US$238.4bUS$242.0bUS$20.8b8.6x11.5x1x
Tue, 30 May 2023US$209.9bUS$242.6bUS$21.4b7.1x9.8x0.9x
Price to Earnings Ratio

9.8x


Total Market Cap: US$209.9bTotal Earnings: US$21.4bTotal Revenue: US$242.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.9x202420252026
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 16.1x which is higher than its 3-year average PE of 13.9x.
  • 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 9.3% 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 Market1.01%
Consumer Discretionary1.66%
Consumer Durables6.40%
Consumer Electronics6.54%
Homebuilding6.49%
Home Furnishings6.45%
Household Appliances6.15%
Housewares and Specialties-2.79%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 46.0x.
    • Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings growth of 9.0% per year.
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 5.1% 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
GRMN GarminUS$240.716.6%
+US$2.9b		20.0%PE26.7x
DHI D.R. HortonUS$143.736.2%
+US$2.4b		21.1%PE12.8x
LEN LennarUS$88.868.0%
+US$1.6b		-15.5%PE12.4x
NVR NVRUS$6.04k8.5%
+US$1.3b		-14.6%PE13.2x
PHM PulteGroupUS$116.435.7%
+US$1.2b		18.6%PE10.9x

Latest News

GPRO
US$1.00
GoPro
7D
-9.9%
1Y
73.4%
TOL
US$134.33
Toll Brothers
7D
6.4%
1Y
28.8%
PHM
US$116.43
PulteGroup
7D
5.7%
1Y
18.6%
SN
US$112.03
SharkNinja
7D
6.1%
1Y
18.7%
GRMN
US$240.71
Garmin
7D
6.6%
1Y
20.0%
Narrative Update • May 21

GRMN: AI Services And Product Cycle Upside Will Eventually Meet Premium Limits

Narrative Update on Garmin The analyst price target for Garmin has been updated to $220, reflecting a modest adjustment to assumptions such as discount rate and future P/E, as analysts weigh upbeat commentary around new product launches, fitness and automotive opportunities, and AI-enabled services against differing views on how much further the stock can run. Analyst Commentary Recent Street research paints a mixed picture for Garmin, with some firms lifting price targets on the back of new product launches, AI enabled services, and perceived strength in fitness and automotive.
NWL
US$3.64
Newell Brands
7D
-5.2%
1Y
-33.6%
NTZ
US$2.54
Natuzzi
7D
-8.0%
1Y
-21.8%
SGI
US$66.89
Somnigroup International
7D
6.7%
1Y
4.8%
LEN
US$88.86
Lennar
7D
8.0%
1Y
-15.5%
NVR
US$6,036.99
NVR
7D
8.5%
1Y
-14.6%
PRPL
US$0.40
Purple Innovation
7D
-5.1%
1Y
-50.7%
DHI
US$143.73
D.R. Horton
7D
6.2%
1Y
21.1%
Narrative Update • May 05

DHI: Margin Trough Risk And Antitrust Overhang Will Pressure Future Returns

Analyst price targets for D.R. Horton have been raised by $6 to $123, with the shift supported by updated assumptions for revenue growth, profit margins and a lower future P/E multiple, as reflected in the latest round of Street research. Analyst Commentary Recent research on D.R. Horton shows a mix of higher price targets and more cautious moves, with analysts weighing valuation, execution and growth risks against the stock's current setup.
SPHL
US$2.52
Springview Holdings
7D
-13.0%
1Y
-40.5%
FEBO
US$1.00
Fenbo Holdings
7D
-12.3%
1Y
-26.7%
VIOT
US$0.90
Viomi Technology
7D
-8.3%
1Y
-29.1%