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U.S. Consumer Durables Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies82
  • 7D-1.2%
  • 3M-3.8%
  • 1Y1.0%
  • YTD-4.5%

Over the last 7 days, the Consumer Durables industry has dropped 1.2%, driven by Lennar declining 7.3%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 7.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$263.9bUS$237.8bUS$16.8b11.8x15.7x1.1x
Sat, 28 Feb 2026US$310.5bUS$239.3bUS$17.2b13.2x18x1.3x
Mon, 26 Jan 2026US$295.5bUS$239.5bUS$17.8b11.3x16.6x1.2x
Wed, 24 Dec 2025US$282.0bUS$240.2bUS$18.2b9.8x15.5x1.2x
Fri, 21 Nov 2025US$267.6bUS$241.2bUS$18.9b11.2x14.1x1.1x
Sun, 19 Oct 2025US$299.9bUS$241.5bUS$19.7b10.2x15.2x1.2x
Tue, 16 Sep 2025US$323.6bUS$242.3bUS$20.6b11.5x15.7x1.3x
Thu, 14 Aug 2025US$302.3bUS$242.1bUS$20.7b12x14.6x1.2x
Sat, 12 Jul 2025US$285.1bUS$242.7bUS$21.4b9.8x13.3x1.2x
Mon, 09 Jun 2025US$256.1bUS$244.8bUS$21.9b8.4x11.7x1x
Wed, 07 May 2025US$255.8bUS$245.4bUS$21.6b8.7x11.8x1x
Fri, 04 Apr 2025US$273.5bUS$247.6bUS$22.3b8.7x12.3x1.1x
Sun, 02 Mar 2025US$279.7bUS$248.1bUS$22.2b10.9x12.6x1.1x
Tue, 28 Jan 2025US$306.2bUS$247.3bUS$22.6b11.4x13.6x1.2x
Thu, 26 Dec 2024US$300.1bUS$247.1bUS$22.7b10.9x13.2x1.2x
Sat, 23 Nov 2024US$335.0bUS$249.5bUS$22.9b11.4x14.6x1.3x
Mon, 21 Oct 2024US$362.1bUS$247.9bUS$21.9b12.4x16.5x1.5x
Wed, 18 Sep 2024US$354.5bUS$247.1bUS$21.8b12.7x16.3x1.4x
Fri, 16 Aug 2024US$321.6bUS$247.1bUS$21.9b11.6x14.7x1.3x
Sun, 14 Jul 2024US$309.9bUS$245.3bUS$21.8b10.7x14.2x1.3x
Tue, 11 Jun 2024US$297.8bUS$249.5bUS$21.9b10.8x13.6x1.2x
Thu, 09 May 2024US$310.2bUS$249.0bUS$21.8b11.8x14.2x1.2x
Sat, 06 Apr 2024US$315.3bUS$251.8bUS$21.7b12.7x14.5x1.3x
Mon, 04 Mar 2024US$310.8bUS$251.4bUS$21.7b11.8x14.3x1.2x
Wed, 31 Jan 2024US$280.8bUS$247.6bUS$21.3b11.5x13.2x1.1x
Fri, 29 Dec 2023US$288.0bUS$248.0bUS$19.4b12x14.8x1.2x
Sun, 26 Nov 2023US$242.8bUS$243.3bUS$19.2b9.3x12.6x1x
Tue, 24 Oct 2023US$206.1bUS$244.0bUS$19.9b7.8x10.4x0.8x
Thu, 21 Sep 2023US$229.1bUS$244.3bUS$20.0b8.2x11.5x0.9x
Sat, 19 Aug 2023US$232.7bUS$244.6bUS$20.2b8.8x11.5x1x
Mon, 17 Jul 2023US$249.5bUS$242.0bUS$20.8b8.7x12x1x
Wed, 14 Jun 2023US$228.6bUS$242.4bUS$21.3b7.7x10.7x0.9x
Fri, 12 May 2023US$217.0bUS$242.9bUS$21.4b7.2x10.1x0.9x
Sun, 09 Apr 2023US$198.9bUS$244.9bUS$23.4b7.5x8.5x0.8x
Price to Earnings Ratio

8.5x


Total Market Cap: US$198.9bTotal Earnings: US$23.4bTotal Revenue: US$244.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.6x202420252026
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 15.7x which is higher than its 3-year average PE of 13.6x.
  • 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 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-0.32%
Consumer Discretionary-0.98%
Consumer Durables-1.25%
Housewares and Specialties0.34%
Homebuilding-0.84%
Household Appliances-1.04%
Home Furnishings-1.46%
Consumer Electronics-2.72%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 38.8x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings decline of 0.8% 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 3.0% 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
NVR NVRUS$6.66k1.7%
+US$311.1m		-8.7%PE13.8x
DHI D.R. HortonUS$138.250.4%
+US$162.2m		8.0%PE12x
BLD TopBuildUS$369.161.3%
+US$134.8m		17.9%PE19.9x
GRBK Green Brick PartnersUS$65.372.1%
+US$58.7m		9.6%PE9.1x
SONO SonosUS$13.723.5%
+US$55.6m		27.4%PS1.2x

Latest News

GRBK
US$65.37
Green Brick Partners
7D
2.1%
1Y
9.6%
SN
US$106.49
SharkNinja
7D
-0.9%
1Y
20.4%
MTH
US$62.11
Meritage Homes
7D
0.8%
1Y
-13.1%

MTH: Spec Model And Dividend Yield Will Frame Future Margin Trade Off

Analysts have adjusted their average price targets on Meritage Homes toward the $90 range. This reflects mixed views that balance concerns about margin pressure with interest in the company's 100% spec strategy and current dividend yield.
LEN
US$85.44
Lennar
7D
-7.3%
1Y
-26.1%

LEN: Supply Efficiencies And Incentive Rollback Will Support Margins Despite Antitrust Overhang

Analysts have reduced Lennar's fair value estimate from $108.62 to $101.57. This reflects updated price targets that balance expectations for slightly higher revenue growth and a higher future P/E with softer profit margin assumptions, ongoing concerns around land banking costs, and a series of reduced Street targets across banks.
MHK
US$99.45
Mohawk Industries
7D
-2.5%
1Y
-15.1%

MHK: Future Rerating Will Rely On Share Repurchases After Multiple Compression

The updated analyst price target for Mohawk Industries now stands at $144, reflecting a modest uplift driven by broadly higher Street targets after mixed Q4 results, ongoing weak demand with relatively firmer remove and replace activity, expectations for earnings and sales focus ahead, slightly higher outer year EPS estimates, and a view from several analysts that prior multiple compression and potential share repurchases could support some rerating in the stock. Analyst Commentary Street research on Mohawk Industries reflects a split view, with several firms raising price targets after Q4 while others highlight ongoing demand challenges and execution risk around volume recovery.
GRMN
US$237.57
Garmin
7D
-2.9%
1Y
8.9%
LOVE
US$14.61
Lovesac
7D
29.4%
1Y
-20.0%
SGI
US$73.61
Somnigroup International
7D
-1.5%
1Y
17.8%
SKY
US$74.20
Champion Homes
7D
-1.9%
1Y
-21.8%

SKY: Share Repurchases Will Drive Future Upside From Attainable Rental Communities

Analysts have maintained their $98.60 price target for Champion Homes, citing stable fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their latest update. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for US$49.99 million as part of its ongoing share buyback program.
DHI
US$138.25
D.R. Horton
7D
0.4%
1Y
8.0%
TMHC
US$58.31
Taylor Morrison Home
7D
-2.0%
1Y
-4.9%
SONO
US$13.72
Sonos
7D
3.5%
1Y
27.4%

SONO: Future Upside Will Rely On Execution And Margin Discipline

Sonos' analyst price target has been adjusted by $1, with analysts pointing to slightly higher modeled revenue growth and profit margins, partly offset by a lower assumed future P/E multiple and a modest change in the discount rate. Analyst Commentary Recent research on Sonos has centered on how small changes in assumptions about growth, margins, P/E multiples, and discount rates translate into adjusted valuation targets.
IBP
US$273.19
Installed Building Products
7D
0.6%
1Y
55.2%

IBP: Future Returns Will Rely On Share Repurchases And Dividend Discipline

Analysts have nudged their price target for Installed Building Products by about $1.50, citing small adjustments to fair value, discount rate, profit margin assumptions, and a slightly higher future P/E. What's in the News The Board of Directors authorized a new share buyback plan on February 26, 2026, signaling an intention to repurchase stock over time (company announcement).
BLD
US$369.16
TopBuild
7D
1.3%
1Y
17.9%

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).
NVR
US$6,664.19
NVR
7D
1.7%
1Y
-8.7%
PHM
US$117.15
PulteGroup
7D
-0.9%
1Y
12.3%

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.