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U.S. Consumer Durables Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies80
  • 7D2.3%
  • 3M1.5%
  • 1Y8.3%
  • YTD0.3%

In the last week, the Consumer Durables industry is up 2.3%, with PulteGroup leading the way with a 4.3% gain. In the last 12 months, the industry was up 8.3%. As for the next few years, earnings are expected to grow by 7.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$264.4bUS$231.4bUS$15.9b12.9x16.6x1.1x
Fri, 08 May 2026US$270.0bUS$235.8bUS$16.2b12.4x16.7x1.1x
Sun, 05 Apr 2026US$265.5bUS$237.7bUS$16.9b11.8x15.8x1.1x
Tue, 03 Mar 2026US$310.0bUS$239.3bUS$17.2b13.2x18x1.3x
Thu, 29 Jan 2026US$290.8bUS$239.3bUS$17.7b11.2x16.4x1.2x
Sat, 27 Dec 2025US$281.5bUS$240.2bUS$18.2b10.8x15.5x1.2x
Mon, 24 Nov 2025US$280.0bUS$241.1bUS$18.9b11.8x14.8x1.2x
Wed, 22 Oct 2025US$300.6bUS$241.6bUS$19.6b10.5x15.4x1.2x
Fri, 19 Sep 2025US$316.1bUS$242.3bUS$20.6b11.5x15.3x1.3x
Sun, 17 Aug 2025US$311.3bUS$242.1bUS$20.7b12x15.1x1.3x
Tue, 15 Jul 2025US$283.3bUS$242.7bUS$20.9b9.9x13.5x1.2x
Thu, 12 Jun 2025US$266.1bUS$244.8bUS$21.9b8.4x12.1x1.1x
Sat, 10 May 2025US$257.4bUS$244.8bUS$21.8b8.5x11.8x1.1x
Mon, 07 Apr 2025US$255.3bUS$247.9bUS$22.1b8.7x11.5x1x
Wed, 05 Mar 2025US$276.5bUS$248.1bUS$22.2b10.7x12.5x1.1x
Fri, 31 Jan 2025US$303.2bUS$247.6bUS$22.0b11.3x13.8x1.2x
Sun, 29 Dec 2024US$297.3bUS$247.1bUS$22.7b10.9x13.1x1.2x
Tue, 26 Nov 2024US$337.6bUS$249.5bUS$22.9b11.8x14.7x1.4x
Thu, 24 Oct 2024US$337.7bUS$249.0bUS$22.0b11.5x15.3x1.4x
Sat, 21 Sep 2024US$364.2bUS$247.9bUS$21.9b12.5x16.7x1.5x
Mon, 19 Aug 2024US$326.7bUS$247.1bUS$21.8b11.6x15x1.3x
Wed, 17 Jul 2024US$310.4bUS$245.3bUS$21.8b12.1x14.3x1.3x
Fri, 14 Jun 2024US$301.2bUS$249.5bUS$21.9b10.7x13.8x1.2x
Sun, 12 May 2024US$312.2bUS$249.2bUS$21.8b11.3x14.3x1.3x
Tue, 09 Apr 2024US$319.9bUS$251.8bUS$21.7b12.7x14.7x1.3x
Thu, 07 Mar 2024US$306.4bUS$251.3bUS$21.7b12x14.1x1.2x
Sat, 03 Feb 2024US$282.5bUS$246.9bUS$21.2b11.5x13.3x1.1x
Mon, 01 Jan 2024US$286.2bUS$248.0bUS$19.4b11.7x14.7x1.2x
Wed, 29 Nov 2023US$241.2bUS$243.3bUS$19.2b9.2x12.6x1x
Fri, 27 Oct 2023US$202.7bUS$242.8bUS$19.5b7.9x10.4x0.8x
Sun, 24 Sep 2023US$222.5bUS$244.1bUS$19.9b7.9x11.2x0.9x
Tue, 22 Aug 2023US$233.6bUS$244.5bUS$20.2b8.7x11.5x1x
Thu, 20 Jul 2023US$249.3bUS$241.9bUS$20.8b9x12x1x
Sat, 17 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 14x202420252026
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 16.6x which is higher than its 3-year average PE of 14.0x.
  • 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 Market-3.33%
Consumer Discretionary-3.31%
Consumer Durables2.30%
Housewares and Specialties29.90%
Household Appliances4.10%
Home Furnishings3.31%
Homebuilding2.78%
Consumer Electronics-1.55%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 51.4x.
    • 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 4.2% 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
PHM PulteGroupUS$122.784.3%
+US$954.3m		16.9%PE11.4x
DHI D.R. HortonUS$151.072.1%
+US$896.1m		19.0%PE13.5x
SN SharkNinjaUS$128.485.1%
+US$877.4m		43.6%PE25.8x
SGI Somnigroup InternationalUS$70.964.4%
+US$626.8m		7.4%PE28.6x
NVR NVRUS$6.41k3.7%
+US$609.0m		-13.4%PE14x

Latest News

PHM
US$122.78
PulteGroup
7D
4.3%
1Y
16.9%
TOL
US$144.14
Toll Brothers
7D
3.3%
1Y
28.8%
GRMN
US$237.85
Garmin
7D
-1.3%
1Y
13.2%
SN
US$128.48
SharkNinja
7D
5.1%
1Y
43.6%
LEN
US$92.56
Lennar
7D
1.8%
1Y
-18.5%
Narrative Update • Jun 07

LEN: Supply Efficiencies And Land Light Shift Will Shape Margins And Risk

Lennar's analyst price target has been revised lower to $91.50 from $101.57 as analysts temper fair value, growth, and margin assumptions in response to a wave of reduced targets and cautious commentary on demand, earnings, and relative valuation. Analyst Commentary Recent research on Lennar clusters around a cautious reset of expectations, with analysts revising models after the latest quarterly results and guidance.
DFH
US$14.82
Dream Finders Homes
7D
-1.5%
1Y
-39.6%
SGI
US$70.96
Somnigroup International
7D
4.4%
1Y
7.4%
HOV
US$114.00
Hovnanian Enterprises
7D
-0.7%
1Y
8.0%
Narrative Update • Jun 05

HOV: Future Returns Will Depend On Bearish Multiple Reset Risk

Analysts have adjusted their price target on Hovnanian Enterprises to $74.00. This reflects updated assumptions for a smaller revenue decline, slightly better profit margins, and a lower future P/E multiple, while incorporating a recent bearish initiation from Citizens into their overall outlook.
FLXS
US$57.97
Flexsteel Industries
7D
-2.1%
1Y
80.3%
Narrative Update • Jun 03

FLXS: Stable Assumptions And Higher Future P/E Will Support Upside Potential

Analysts have kept their $70.50 price target for Flexsteel Industries unchanged, noting only very small tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions in their updated work. What's in the News No recent company specific news or key developments for Flexsteel Industries have been identified in the provided sources.
DHI
US$151.07
D.R. Horton
7D
2.1%
1Y
19.0%
Seeking Alpha • Jun 03

D.R. Horton: Fundamentals Hardly Justify Valuation In The Current Market

Summary D.R. Horton faces intensified macro headwinds, prompting a downgrade from buy to hold despite recent share price weakness. DHI's Q2 2026 results show resilient demand and strong inventory management, but margins declined as revenues fell and costs rose. Valuation is stretched, with DHI trading at 1.31x P/S versus a 1.16x average; the target price range is $126–$130.69, reflecting increased risk. Technical indicators signal some rebound but lack bullish conviction; I recommend remaining cautious and staying on the sidelines. Read the full article on Seeking Alpha
NWL
US$4.41
Newell Brands
7D
35.3%
1Y
-22.5%
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.
SONO
US$15.38
Sonos
7D
-6.6%
1Y
46.3%
Narrative Update • Jun 03

SONO: execution On New COO And Buybacks Will Drive Future Repricing

Analysts have kept the Sonos fair value estimate at $21.00, with slight tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions reflected in the updated price target rationale. Analyst Commentary Recent Street research activity has focused on Sonoco, rather than Sonos, with a series of price target revisions and one new bullish initiation.
GPRO
US$0.86
GoPro
7D
-24.9%
1Y
0.6%
NVR
US$6,406.57
NVR
7D
3.7%
1Y
-13.4%
COOK
US$66.00
Traeger
7D
-3.6%
1Y
-28.6%
XMAX
US$8.29
XMax
7D
-3.4%
1Y
568.5%