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U.S. Consumer Durables Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies80
  • 7D0.08%
  • 3M-4.9%
  • 1Y9.0%
  • YTD-3.0%

Last week, the Consumer Durables industry hasn't moved much but Taylor Morrison Home is up 22% in that time. As for the the longer term, the industry is up 9.0% over the past 12 months. 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, 06 Jun 2026US$268.6bUS$231.4bUS$15.9b12.3x16.9x1.2x
Mon, 04 May 2026US$276.2bUS$235.8bUS$16.2b12.1x17.1x1.2x
Wed, 01 Apr 2026US$255.3bUS$237.8bUS$16.8b11.6x15.2x1.1x
Fri, 27 Feb 2026US$307.3bUS$239.1bUS$17.3b13.4x17.8x1.3x
Sun, 25 Jan 2026US$295.5bUS$239.5bUS$17.8b11.3x16.6x1.2x
Tue, 23 Dec 2025US$282.5bUS$240.2bUS$18.2b10.4x15.5x1.2x
Thu, 20 Nov 2025US$267.7bUS$241.2bUS$18.9b11.1x14.1x1.1x
Sat, 18 Oct 2025US$297.7bUS$241.5bUS$19.7b10.2x15.1x1.2x
Mon, 15 Sep 2025US$323.6bUS$242.3bUS$20.6b11.8x15.7x1.3x
Wed, 13 Aug 2025US$293.8bUS$242.1bUS$20.7b11.5x14.2x1.2x
Fri, 11 Jul 2025US$285.1bUS$242.7bUS$21.4b9.8x13.3x1.2x
Sun, 08 Jun 2025US$256.1bUS$244.8bUS$21.9b8.4x11.7x1x
Tue, 06 May 2025US$258.5bUS$245.3bUS$21.7b8.8x11.9x1.1x
Thu, 03 Apr 2025US$270.4bUS$247.6bUS$22.3b9.3x12.1x1.1x
Sat, 01 Mar 2025US$277.9bUS$248.1bUS$22.2b10.9x12.5x1.1x
Mon, 27 Jan 2025US$305.1bUS$247.3bUS$22.6b11.4x13.5x1.2x
Wed, 25 Dec 2024US$300.1bUS$247.1bUS$22.7b10.9x13.2x1.2x
Fri, 22 Nov 2024US$332.2bUS$249.5bUS$22.9b11.3x14.5x1.3x
Sun, 20 Oct 2024US$362.1bUS$247.9bUS$21.9b12.4x16.5x1.5x
Tue, 17 Sep 2024US$353.4bUS$247.1bUS$21.8b12.4x16.2x1.4x
Thu, 15 Aug 2024US$324.1bUS$247.1bUS$21.9b11.4x14.8x1.3x
Sat, 13 Jul 2024US$304.1bUS$245.3bUS$21.8b10.7x14x1.2x
Mon, 10 Jun 2024US$295.6bUS$249.5bUS$21.9b10.8x13.5x1.2x
Wed, 08 May 2024US$310.5bUS$249.1bUS$22.0b11.8x14.1x1.2x
Fri, 05 Apr 2024US$319.6bUS$251.8bUS$21.7b12.4x14.7x1.3x
Sun, 03 Mar 2024US$310.8bUS$251.4bUS$21.7b11.8x14.3x1.2x
Tue, 30 Jan 2024US$278.1bUS$248.9bUS$19.5b11.4x14.3x1.1x
Thu, 28 Dec 2023US$288.0bUS$248.0bUS$19.4b11.9x14.8x1.2x
Sat, 25 Nov 2023US$242.8bUS$243.4bUS$19.2b9.3x12.6x1x
Mon, 23 Oct 2023US$205.2bUS$244.0bUS$19.9b7.7x10.3x0.8x
Wed, 20 Sep 2023US$230.6bUS$244.3bUS$20.0b8.2x11.5x0.9x
Fri, 18 Aug 2023US$241.6bUS$244.6bUS$20.2b8.8x11.9x1x
Sun, 16 Jul 2023US$249.5bUS$242.0bUS$20.8b8.7x12x1x
Tue, 13 Jun 2023US$226.8bUS$242.4bUS$21.3b7.6x10.6x0.9x
Price to Earnings Ratio

10.6x


Total Market Cap: US$226.8bTotal Earnings: US$21.3bTotal Revenue: US$242.4bTotal 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 16.9x 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 9.3% 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-2.90%
Consumer Discretionary-6.39%
Consumer Durables0.078%
Housewares and Specialties8.81%
Consumer Electronics0.88%
Homebuilding0.76%
Household Appliances-2.81%
Home Furnishings-3.71%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 50.2x.
    • 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 50% 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
TMHC Taylor Morrison HomeUS$71.5322.3%
+US$1.2b		25.1%PE10x
GRMN GarminUS$236.571.1%
+US$511.1m		14.0%PE26.3x
NVR NVRUS$6.18k1.3%
+US$209.9m		-13.1%PE13.5x
MTH Meritage HomesUS$68.334.7%
+US$206.1m		6.8%PE11.8x
KBH KB HomeUS$52.046.5%
+US$199.2m		0.8%PE9.3x

Latest News

LEN
US$90.49
Lennar
7D
0.8%
1Y
-16.6%
KBH
US$52.04
KB Home
7D
6.5%
1Y
0.8%
SGI
US$68.01
Somnigroup International
7D
-4.0%
1Y
3.9%
GRMN
US$236.57
Garmin
7D
1.1%
1Y
14.0%
Narrative Update • Jun 05

GRMN: Fitness And Automotive Rollouts Will Support Premium Yet Measured P/E Outlook

Narrative Update The analyst price target for Garmin has edged up by about $2 to reflect small tweaks to fair value assumptions and a mix of views on the stock. Some analysts point to product rollouts in fitness and automotive as key drivers in their updated models.
SN
US$119.82
SharkNinja
7D
-1.7%
1Y
37.3%
New Narrative • Jun 05

Everyone Owns a Ninja. That Doesn't Make It Cheap.

SharkNinja makes products people genuinely seem to love. My brother-in-law hasn't stopped talking about his Ninja coffee machine.
MHO
US$137.33
M/I Homes
7D
4.3%
1Y
28.3%
Narrative Update • Jun 04

MHO: AI Land Sourcing And Buybacks Will Support Future Upside

Analysts have maintained their $165 price target on M/I Homes, noting only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions following recent research, including the downgrade at Seaport Research. What's in the News M/I Homes is partnering with Prophetic to roll out an AI native land acquisition platform across multiple markets.
DHI
US$145.60
D.R. Horton
7D
-1.0%
1Y
20.6%
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$3.72
Newell Brands
7D
9.4%
1Y
-32.9%
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.
IBP
US$197.61
Installed Building Products
7D
-5.9%
1Y
19.7%
SONO
US$15.08
Sonos
7D
-4.4%
1Y
50.2%
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.
TMHC
US$71.53
Taylor Morrison Home
7D
22.3%
1Y
25.1%
WHR
US$39.47
Whirlpool
7D
-9.1%
1Y
-52.5%
MHK
US$102.86
Mohawk Industries
7D
-4.2%
1Y
1.3%
Narrative Update • Jun 02

MHK: Future Repricing Will Hinge On Margin Delivery And Ongoing Buybacks

Analysts have trimmed their average price target for Mohawk Industries by several dollars, with recent cuts ranging from about $2 to $21, as they update views on the company while keeping core valuation inputs such as fair value, revenue growth, profit margins and future P/E broadly unchanged. Analyst Commentary Recent Street research on Mohawk Industries clusters around lower price targets and downgrades, but the tone is not one sided.
BLD
US$401.82
TopBuild
7D
-3.8%
1Y
35.2%
Narrative Update • May 29

BLD: QXO All Cash And Stock Deal Will Drive Upside Potential

Analysts now place TopBuild's price target at about $474, slightly below the prior fair value estimate of about $479. This reflects updated assumptions around the discount rate, revenue growth, profit margins, and a modestly higher future P/E outlook.
MTH
US$68.33
Meritage Homes
7D
4.7%
1Y
6.8%
NVR
US$6,182.55
NVR
7D
1.3%
1Y
-13.1%