Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Durables Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies80
  • 7D4.1%
  • 3M16.0%
  • 1Y16.9%
  • YTD7.5%

The Consumer Durables industry is up 4.1% in the last week, with D.R. Horton up 5.8%. During this same period, the Sonos underperformed, falling 6.3%. This takes the industry's 12 month performance to a gain of 17%. Looking forward, earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$292.6bUS$230.5bUS$15.7b14.2x18.6x1.3x
Sun, 24 May 2026US$260.7bUS$231.4bUS$15.9b11.4x16.4x1.1x
Tue, 21 Apr 2026US$291.1bUS$238.1bUS$17.0b12.5x17.2x1.2x
Thu, 19 Mar 2026US$273.4bUS$238.1bUS$16.9b11.5x16.1x1.1x
Sat, 14 Feb 2026US$311.9bUS$238.6bUS$17.3b13.8x18.1x1.3x
Mon, 12 Jan 2026US$302.6bUS$240.2bUS$18.0b11.7x16.8x1.3x
Wed, 10 Dec 2025US$286.2bUS$241.1bUS$18.8b11x15.2x1.2x
Fri, 07 Nov 2025US$277.4bUS$241.2bUS$19.0b10x14.6x1.1x
Sun, 05 Oct 2025US$317.5bUS$241.6bUS$20.0b11.7x15.9x1.3x
Tue, 02 Sep 2025US$317.2bUS$242.3bUS$20.6b11.9x15.4x1.3x
Thu, 31 Jul 2025US$289.7bUS$241.2bUS$19.9b9.8x14.5x1.2x
Sat, 28 Jun 2025US$263.5bUS$242.7bUS$21.4b8.6x12.3x1.1x
Mon, 26 May 2025US$252.9bUS$244.8bUS$21.9b8.5x11.6x1x
Wed, 23 Apr 2025US$242.7bUS$246.5bUS$21.5b8.4x11.3x1x
Fri, 21 Mar 2025US$273.5bUS$248.1bUS$22.2b10.2x12.3x1.1x
Sun, 16 Feb 2025US$290.0bUS$247.1bUS$22.3b11.1x13x1.2x
Tue, 14 Jan 2025US$291.0bUS$247.1bUS$22.7b10.3x12.8x1.2x
Thu, 12 Dec 2024US$332.0bUS$248.1bUS$22.9b11.8x14.5x1.3x
Sat, 09 Nov 2024US$341.4bUS$249.3bUS$23.1b11.6x14.8x1.4x
Mon, 07 Oct 2024US$348.9bUS$248.0bUS$21.9b12.1x15.9x1.4x
Wed, 04 Sep 2024US$347.2bUS$247.2bUS$21.8b11.8x15.9x1.4x
Fri, 02 Aug 2024US$342.6bUS$246.0bUS$22.3b11.9x15.4x1.4x
Sun, 30 Jun 2024US$291.2bUS$245.4bUS$21.8b10.5x13.4x1.2x
Tue, 28 May 2024US$301.3bUS$249.5bUS$21.9b11.2x13.8x1.2x
Thu, 25 Apr 2024US$299.3bUS$248.8bUS$21.8b11.9x13.7x1.2x
Sat, 23 Mar 2024US$322.3bUS$251.8bUS$21.7b11.9x14.9x1.3x
Mon, 19 Feb 2024US$290.0bUS$251.2bUS$21.4b11.3x13.6x1.2x
Wed, 17 Jan 2024US$284.4bUS$248.5bUS$19.5b11.1x14.6x1.1x
Fri, 15 Dec 2023US$271.7bUS$247.3bUS$19.3b11.4x14.1x1.1x
Sun, 12 Nov 2023US$230.4bUS$243.3bUS$19.3b8.9x12x0.9x
Tue, 10 Oct 2023US$217.5bUS$244.0bUS$19.9b8x10.9x0.9x
Thu, 07 Sep 2023US$234.8bUS$244.6bUS$20.4b8.3x11.5x1x
Sat, 05 Aug 2023US$248.6bUS$244.7bUS$20.3b9.4x12.2x1x
Mon, 03 Jul 2023US$238.4bUS$242.0bUS$20.8b8.6x11.5x1x
Price to Earnings Ratio

11.5x


Total Market Cap: US$238.4bTotal 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 18.6x 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 9.0% 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-2.68%
Consumer Discretionary-4.53%
Consumer Durables4.08%
Housewares and Specialties17.63%
Home Furnishings5.44%
Homebuilding5.17%
Household Appliances0.91%
Consumer Electronics0.26%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 56.7x.
    • Analysts are expecting annual earnings growth of 20.0%, 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 4.5% 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$166.955.8%
+US$2.6b		31.3%PE14.9x
PHM PulteGroupUS$135.817.0%
+US$1.7b		30.0%PE12.7x
LEN LennarUS$93.864.6%
+US$1.0b		-14.5%PE14.5x
NVR NVRUS$6.81k5.0%
+US$873.2m		-6.4%PE14.9x
SGI Somnigroup InternationalUS$78.594.6%
+US$734.1m		17.9%PE31.7x

Latest News

NVR
US$6,814.44
NVR
7D
5.0%
1Y
-6.4%
Seeking Alpha • 7h

NVR Is A Diamond In The Rough

Summary NVR earns a Buy rating due to its conservative capitalization and capital-light land strategy amid industry headwinds. NVR’s Q1 saw a 22% revenue drop and 34% net income decline, but new orders rose 7% and backlog remained stable. Recent housing legislation, including restrictions on institutional buyers and incentives for supply, presents both near-term demand risks and long-term tailwinds for NVR. Despite margin compression and affordability pressures, NVR’s net cash position and aggressive share repurchases position it well for long-term value creation. Read the full article on Seeking Alpha
MTH
US$83.34
Meritage Homes
7D
10.0%
1Y
25.8%
TOL
US$162.08
Toll Brothers
7D
4.1%
1Y
42.4%
DHI
US$166.95
D.R. Horton
7D
5.8%
1Y
31.3%
GPRO
US$0.77
GoPro
7D
-2.5%
1Y
-4.7%
PHM
US$135.81
PulteGroup
7D
7.0%
1Y
30.0%
Narrative Update • Jun 25

PHM: Margin Pressures And Earnings Headwinds Will Limit Future Upside Potential

Analysts have nudged their fair value estimate for PulteGroup slightly lower to about $103.70. They still support higher Street price targets that reflect updated views on revenue growth, margins and longer term P/E assumptions.
SONO
US$13.76
Sonos
7D
-6.3%
1Y
30.7%
LEN
US$93.86
Lennar
7D
4.6%
1Y
-14.5%
Narrative Update • Jun 23

LEN: Asset Light Land Shift And Margin Pressures Will Shape Future Risk

Analysts have trimmed their fair value estimate for Lennar to about $88.54 per share, down from $91.50, as a series of price target cuts, driven by concerns around land banking costs, margin pressure, and softer delivery expectations, have weighed more heavily than isolated target increases. Analyst Commentary Recent research on Lennar reflects a split view, with some on Wall Street focusing on balance sheet strength and long term housing demand, while others emphasize pressure on margins, land banking costs, and delivery guidance.
SGI
US$78.59
Somnigroup International
7D
4.6%
1Y
17.9%
Narrative Update • Jun 23

SGI: Cost Discipline And Margin Strength Are Expected To Drive Future Upside

Analysts have nudged their average price target on Somnigroup International slightly higher to $99. This reflects recent coverage initiations and revised assumptions for discount rates and long term P/E multiples.
PRPL
US$0.39
Purple Innovation
7D
-8.6%
1Y
-48.2%
Narrative Update • Jun 22

PRPL: Future Margin Stability Will Drive Upside From Compressed Earnings Multiple

Analysts have trimmed their price targets on Purple Innovation, with fair value estimates moving from about $5.00 to roughly $1.00 as they factor in slightly higher discount rates, more modest revenue growth and profit margin expectations, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Purple Innovation has centered on reassessing fair value and risk, with reports highlighting changes to price targets and ratings as analysts update their models for discounted cash flow, margin outlooks, and assumed P/E multiples.
WHR
US$37.74
Whirlpool
7D
-2.9%
1Y
-60.5%
Narrative Update • Jun 22

WHR: Higher Refinancing Costs Will Set Up Stronger Future Shareholder Returns

Analysts have trimmed their fair value estimate for Whirlpool slightly, with the price target moving from about $56.55 to $56.10. They factor in higher interest expense from recent debt refinancing, more cautious assumptions on price versus cost in the near term, and reduced free cash flow conversion.
MHK
US$121.00
Mohawk Industries
7D
7.7%
1Y
17.1%
RIME
US$0.58
Algorhythm Holdings
7D
-20.7%
1Y
-76.8%
HBB
US$19.82
Hamilton Beach Brands Holding
7D
-3.0%
1Y
10.6%
CRCT
US$4.42
Cricut
7D
-0.9%
1Y
-32.2%
VIOT
US$0.81
Viomi Technology
7D
-5.9%
1Y
-41.3%