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U.S. Consumer Durables Industry Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies80
  • 7D1.9%
  • 3M11.9%
  • 1Y15.5%
  • YTD3.3%

Over the last 7 days, the Consumer Durables industry has risen 1.9%, driven by gains in D.R. Horton and SharkNinja of 2.4% and 5.3%, respectively. In the last 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 7.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Jun 2026US$282.2bUS$231.0bUS$15.8b13.4x17.9x1.2x
Mon, 18 May 2026US$245.2bUS$231.6bUS$16.0b11.3x15.3x1.1x
Wed, 15 Apr 2026US$281.5bUS$237.8bUS$16.9b11.9x16.7x1.2x
Fri, 13 Mar 2026US$276.0bUS$239.2bUS$17.2b11.4x16x1.2x
Sun, 08 Feb 2026US$302.8bUS$238.6bUS$17.3b13.6x17.5x1.3x
Tue, 06 Jan 2026US$281.3bUS$240.2bUS$18.2b10.2x15.5x1.2x
Thu, 04 Dec 2025US$295.2bUS$241.1bUS$18.9b12.1x15.6x1.2x
Sat, 01 Nov 2025US$282.8bUS$240.5bUS$18.8b10.6x15.1x1.2x
Mon, 29 Sep 2025US$308.7bUS$241.6bUS$20.0b11.7x15.4x1.3x
Wed, 27 Aug 2025US$316.2bUS$242.3bUS$20.6b11.9x15.3x1.3x
Fri, 25 Jul 2025US$294.0bUS$241.7bUS$20.2b10.4x14.6x1.2x
Sun, 22 Jun 2025US$251.9bUS$244.5bUS$21.4b8.7x11.8x1x
Tue, 20 May 2025US$267.9bUS$244.8bUS$22.1b8.5x12.1x1.1x
Thu, 17 Apr 2025US$247.5bUS$247.9bUS$22.1b8x11.2x1x
Sat, 15 Mar 2025US$265.7bUS$248.1bUS$22.2b10.2x11.9x1.1x
Mon, 10 Feb 2025US$289.9bUS$246.4bUS$21.8b10.8x13.3x1.2x
Wed, 08 Jan 2025US$295.8bUS$247.1bUS$22.7b10.3x13x1.2x
Fri, 06 Dec 2024US$338.8bUS$247.8bUS$22.9b11.5x14.8x1.4x
Sun, 03 Nov 2024US$331.2bUS$249.1bUS$23.0b11.4x14.4x1.3x
Tue, 01 Oct 2024US$359.0bUS$248.0bUS$21.9b12.4x16.4x1.4x
Thu, 29 Aug 2024US$345.4bUS$247.2bUS$21.8b12x15.8x1.4x
Sat, 27 Jul 2024US$328.6bUS$245.8bUS$22.2b11.8x14.8x1.3x
Mon, 24 Jun 2024US$293.6bUS$248.9bUS$22.0b10.3x13.3x1.2x
Wed, 22 May 2024US$313.2bUS$249.2bUS$21.8b11.7x14.4x1.3x
Fri, 19 Apr 2024US$295.3bUS$252.9bUS$21.9b11.8x13.5x1.2x
Sun, 17 Mar 2024US$307.7bUS$251.7bUS$21.7b11.7x14.2x1.2x
Tue, 13 Feb 2024US$299.6bUS$251.5bUS$21.5b11.5x13.9x1.2x
Thu, 11 Jan 2024US$281.4bUS$248.0bUS$19.4b11.4x14.5x1.1x
Sat, 09 Dec 2023US$260.7bUS$247.2bUS$19.3b10.5x13.5x1.1x
Mon, 06 Nov 2023US$229.8bUS$242.2bUS$18.9b9x12.2x0.9x
Wed, 04 Oct 2023US$220.1bUS$244.0bUS$19.9b7.7x11.1x0.9x
Fri, 01 Sep 2023US$240.7bUS$244.6bUS$20.3b8.5x11.8x1x
Sun, 30 Jul 2023US$242.4bUS$241.4bUS$20.2b8.9x12x1x
Tue, 27 Jun 2023US$231.0bUS$242.0bUS$20.8b8.3x11.1x1x
Price to Earnings Ratio

11.1x


Total Market Cap: US$231.0bTotal Earnings: US$20.8bTotal Revenue: US$242.0bTotal 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 17.9x 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 8.8% 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 Market1.40%
Consumer Discretionary0.55%
Consumer Durables1.93%
Home Furnishings3.61%
Household Appliances2.64%
Homebuilding2.60%
Housewares and Specialties-0.45%
Consumer Electronics-1.74%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 54.7x.
    • Analysts are expecting annual earnings growth of 19.8%, 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 4.3% 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$157.812.4%
+US$1.1b		27.1%PE14.1x
SN SharkNinjaUS$140.845.3%
+US$996.3m		55.1%PE28.3x
TOL Toll BrothersUS$155.675.8%
+US$801.0m		43.7%PE11.3x
PHM PulteGroupUS$126.963.1%
+US$721.9m		25.1%PE11.8x
SGI Somnigroup InternationalUS$75.103.9%
+US$599.5m		15.0%PE30.3x

Latest News

SONO
US$14.68
Sonos
7D
-4.4%
1Y
48.1%
Analysis Article • 14h

Sonos (SONO) Stock Could Be 24.2% Undervalued After Google Home Competition Fears

Sonos (SONO) drew fresh attention after Google launched its new Google Home Speaker, a move that sharpened competitive concerns and coincided with broader worries about potential tariffs on consumer technology products. See our latest analysis for Sonos. Against this backdrop, Sonos’s share price has been volatile. It recorded a 1-day share price return of 2.73% after the Google Home news, a 90-day share price return of 11.89%, and a 1-year total shareholder return of 48.13%. However,...
WHR
US$38.86
Whirlpool
7D
-9.4%
1Y
-58.2%
NVR
US$6,490.93
NVR
7D
1.8%
1Y
-9.3%
Analysis Article • 17h

NVR (NVR) Stock Could Be 37% Overvalued After Fed Driven Homebuilder Rally

NVR (NVR) drew attention after its shares gained 3.4% on above-average trading volume, as the Federal Reserve kept interest rates unchanged and easing mortgage rates supported sentiment across homebuilder stocks. See our latest analysis for NVR. That 3.4% 1 day share price return sits within a mixed picture for NVR, with a 12.4% 30 day share price return, but a share price return that is down 10.8% year to date and a 1 year total shareholder return that is down 7%, while the 5 year total...
GRMN
US$234.20
Garmin
7D
-1.6%
1Y
17.1%
TOL
US$155.67
Toll Brothers
7D
5.8%
1Y
43.7%
IBP
US$218.25
Installed Building Products
7D
5.4%
1Y
28.1%
Seeking Alpha • Jun 19

Installed Building Products: Better Valuation, But Residential Still Needs To Turn

Summary Installed Building Products remains hold-rated as residential recovery is lacking and valuation, while improved, is not compelling enough. Commercial segment strength, driven by data center and manufacturing projects, is offsetting residential weakness but remains a minority of total revenue. Residential indicators—same-branch sales, job volume, and macro housing data—show no signs of near-term recovery, limiting upside potential. IBP's forward P/E has de-rated to its 10-year average (~20x), but earnings growth is still needed for meaningful stock appreciation. Read the full article on Seeking Alpha
SN
US$140.84
SharkNinja
7D
5.3%
1Y
55.1%
Narrative Update • Jun 19

SN: Index Inclusion And Buybacks Will Support Premium Home Appliance Upside

Analysts have trimmed their price target on SharkNinja stock slightly to $183.22 from $184.41, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin assumptions, and future P/E expectations. What’s in the News for SharkNinja SharkNinja is set to join the S&P MidCap 400 index on May 18, 2026, with related index changes and passive flows drawing strong attention from investors.
PHM
US$126.96
PulteGroup
7D
3.1%
1Y
25.1%
LOVE
US$14.47
Lovesac
7D
-11.5%
1Y
-20.1%
HELE
US$26.47
Helen of Troy
7D
-11.4%
1Y
-1.0%
Narrative Update • Jun 17

HELE: Higher Margin Outlook Will Support Stock Recovery Case

Helen of Troy's updated analyst price target has moved higher by $9, as analysts point to adjustments in discount rate assumptions, a higher projected profit margin of 16.45%, and a lower future P/E multiple of 4.30 as key drivers of their revised view. Analyst Commentary Recent Street research on Helen of Troy points to a more constructive tone, with several bullish analysts lifting their price targets after revisiting key assumptions around discount rates, profit margins, and the future P/E multiple applied to the stock.
TMHC
US$71.58
Taylor Morrison Home
7D
-0.4%
1Y
21.9%
DHI
US$157.81
D.R. Horton
7D
2.4%
1Y
27.1%
Seeking Alpha • Jun 16

D.R. Horton: Too Expensive Given Lingering Macro Headwinds

Summary D.R. Horton, Inc. remains challenged by persistent affordability issues and higher-for-longer interest rates, particularly impacting its core sub-$400k home market. Despite a 17% increase in backlog units and ongoing inventory improvements, DHI faces margin pressure from shrinking home sizes and falling average selling prices. Fiscal 2026 earnings are now forecast at $10.75–$11.05, with shares trading at ~14x forward earnings—an unattractive valuation for a cyclical sector with weak fundamentals. I maintain a Sell rating on DHI, expecting shares to migrate back toward $140 as housing market recovery remains constrained by macro headwinds. Read the full article on Seeking Alpha
LEN
US$89.73
Lennar
7D
-0.6%
1Y
-15.7%
BLD
US$426.51
TopBuild
7D
3.8%
1Y
35.0%
Narrative Update • Jun 12

BLD: QXO Deal Structure And Debt Actions Will Drive Upside Potential

Analysts have maintained their average price target for TopBuild at $473.80. This suggests only minor adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, rather than any major change in their overall view.
SPHL
US$2.53
Springview Holdings
7D
-30.9%
1Y
-41.1%
SGI
US$75.10
Somnigroup International
7D
3.9%
1Y
15.0%