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U.S. Consumer Durables Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies81
  • 7D4.4%
  • 3M5.1%
  • 1Y14.1%
  • YTD1.2%

Over the last 7 days, the Consumer Durables industry has risen 3.9%, driven by gains from D.R. Horton of 5.8%. This takes the industry's 12 month performance to a gain of 12%. Earnings are forecast to grow by 7.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 23 Jul 2023US$242.0bUS$242.9bUS$20.5b8.8x11.8x1x
Tue, 20 Jun 2023US$229.6bUS$242.1bUS$20.9b8.3x11x0.9x
Price to Earnings Ratio

11x


Total Market Cap: US$229.6bTotal Earnings: US$20.9bTotal Revenue: US$242.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.1x202420252026
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 16.8x which is higher than its 3-year average PE of 14.1x.
  • 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 8.6% 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 Market0.81%
Consumer Discretionary0.67%
Consumer Durables4.37%
Housewares and Specialties27.52%
Household Appliances11.10%
Home Furnishings5.73%
Homebuilding4.08%
Consumer Electronics0.69%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 52.3x.
    • Analysts are expecting annual earnings growth of 20.2%, 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 4.0% 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
DHI D.R. HortonUS$154.095.8%
+US$2.4b		25.2%PE13.8x
SN SharkNinjaUS$133.8011.7%
+US$2.0b		62.9%PE26.9x
PHM PulteGroupUS$123.174.0%
+US$908.6m		21.2%PE11.5x
SGI Somnigroup InternationalUS$72.256.2%
+US$891.8m		13.7%PE29.1x
TOL Toll BrothersUS$147.106.7%
+US$859.0m		36.7%PE10.7x

Latest News

LEN
US$90.30
Lennar
7D
-0.2%
1Y
-16.9%
TOL
US$147.10
Toll Brothers
7D
6.7%
1Y
36.7%
DHI
US$154.09
D.R. Horton
7D
5.8%
1Y
25.2%
MTH
US$74.44
Meritage Homes
7D
8.9%
1Y
15.5%
PHM
US$123.17
PulteGroup
7D
4.0%
1Y
21.2%
Seeking Alpha • Jun 11

PulteGroup: A Year Later, You're Paying More For A Dimmer Forecast

Summary I rate PulteGroup, Inc. stock a Sell, as the share price has risen amid a deteriorating earnings outlook and negative estimate revisions. Q1 2026 results showed revenue down 12%, net income down 34%, and gross margin compressed by 310 bps due to heavy incentives. Management expects margin recovery in late 2026 via a build-to-order shift, but timing and backlog shrinkage raise doubts about near-term upside. At ~$120, PHM trades at 1.7x book with no valuation discount, while sector-wide headwinds and lack of rate relief limit catalysts. Read the full article on Seeking Alpha
SN
US$133.80
SharkNinja
7D
11.7%
1Y
62.9%
SPHL
US$3.66
Springview Holdings
7D
-31.6%
1Y
-7.6%
SGI
US$72.25
Somnigroup International
7D
6.2%
1Y
13.7%
NWL
US$4.92
Newell Brands
7D
32.3%
1Y
-6.1%
Narrative Update • Jun 03

NWL: Margin Discipline And Raised 2026 Outlook Will Support Future Re Rating

Analysts have adjusted the price target on Newell Brands slightly lower to reflect a modest trim to fair value assumptions to about $8.17 and a higher discount rate, while still incorporating their views on revenue growth, profit margins and future P/E based on mixed recent research that includes both target raises and cuts around $3.50 to $4.00. Analyst Commentary Recent Street research highlights a split view on Newell Brands, with some firms trimming targets and at least one major house taking a more cautious stance on cost and demand risk.
GPRO
US$0.77
GoPro
7D
-14.8%
1Y
-3.6%
NTZ
US$2.22
Natuzzi
7D
-7.5%
1Y
-43.2%
NVR
US$6,374.93
NVR
7D
3.1%
1Y
-11.8%
LCUT
US$8.89
Lifetime Brands
7D
-0.2%
1Y
139.6%
Analysis Article • May 11

Lifetime Brands, Inc. (NASDAQ:LCUT) Just Reported And Analysts Have Been Lifting Their Price Targets

A week ago, Lifetime Brands, Inc. ( NASDAQ:LCUT ) came out with a strong set of quarterly numbers that could...
KOSS
US$3.91
Koss
7D
-1.8%
1Y
-16.7%
VIOT
US$0.92
Viomi Technology
7D
-1.7%
1Y
-33.3%
XMAX
US$8.10
XMax
7D
-0.7%
1Y
509.0%