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U.S. Consumer Durables Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies79
  • 7D-0.4%
  • 3M5.7%
  • 1Y9.8%
  • YTD1.8%

In the last week, Consumer Durables has been flat. The past year has been better, since the industry has gained 11% in that time. Earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026US$278.3bUS$231.0bUS$15.8b13.5x17.6x1.2x
Fri, 22 May 2026US$257.2bUS$231.4bUS$15.9b11.5x16.1x1.1x
Sun, 19 Apr 2026US$291.1bUS$238.1bUS$17.0b12.3x17.2x1.2x
Tue, 17 Mar 2026US$269.5bUS$238.1bUS$16.9b11.6x15.9x1.1x
Thu, 12 Feb 2026US$312.1bUS$238.6bUS$17.3b13.6x18.1x1.3x
Sat, 10 Jan 2026US$289.1bUS$240.2bUS$18.0b11.7x16x1.2x
Mon, 08 Dec 2025US$293.8bUS$241.0bUS$18.9b11.5x15.6x1.2x
Wed, 05 Nov 2025US$277.0bUS$240.1bUS$18.9b10.3x14.6x1.2x
Fri, 03 Oct 2025US$314.9bUS$241.6bUS$20.0b11.7x15.8x1.3x
Sun, 31 Aug 2025US$317.2bUS$242.3bUS$20.6b11.9x15.4x1.3x
Tue, 29 Jul 2025US$290.1bUS$241.4bUS$20.1b10x14.4x1.2x
Thu, 26 Jun 2025US$266.1bUS$242.7bUS$21.4b8.5x12.5x1.1x
Sat, 24 May 2025US$254.0bUS$244.8bUS$21.9b8.5x11.6x1x
Mon, 21 Apr 2025US$246.8bUS$246.5bUS$21.8b8x11.3x1x
Wed, 19 Mar 2025US$271.2bUS$248.1bUS$22.2b10.2x12.2x1.1x
Fri, 14 Feb 2025US$285.0bUS$247.1bUS$22.0b10.9x13x1.2x
Sun, 12 Jan 2025US$291.2bUS$245.9bUS$22.6b10x12.9x1.2x
Tue, 10 Dec 2024US$333.9bUS$247.8bUS$22.9b12x14.6x1.3x
Thu, 07 Nov 2024US$345.0bUS$249.2bUS$23.0b11.6x15x1.4x
Sat, 05 Oct 2024US$354.8bUS$248.0bUS$21.9b12.1x16.2x1.4x
Mon, 02 Sep 2024US$347.2bUS$247.2bUS$21.8b12.1x15.9x1.4x
Wed, 31 Jul 2024US$343.3bUS$245.6bUS$22.2b12.1x15.5x1.4x
Fri, 28 Jun 2024US$289.6bUS$245.4bUS$21.8b10.1x13.3x1.2x
Sun, 26 May 2024US$301.3bUS$249.5bUS$21.9b11.2x13.8x1.2x
Tue, 23 Apr 2024US$288.3bUS$248.3bUS$21.5b11.7x13.4x1.2x
Thu, 21 Mar 2024US$311.9bUS$251.7bUS$21.7b11.8x14.4x1.2x
Sat, 17 Feb 2024US$296.6bUS$251.0bUS$21.4b11.3x13.9x1.2x
Mon, 15 Jan 2024US$284.4bUS$248.5bUS$19.5b11.2x14.6x1.1x
Wed, 13 Dec 2023US$263.5bUS$247.2bUS$19.3b10.4x13.6x1.1x
Fri, 10 Nov 2023US$228.7bUS$242.9bUS$18.9b8.8x12.1x0.9x
Sun, 08 Oct 2023US$215.1bUS$244.0bUS$19.9b7.9x10.8x0.9x
Tue, 05 Sep 2023US$243.9bUS$244.6bUS$20.4b8.7x12x1x
Thu, 03 Aug 2023US$249.2bUS$241.0bUS$20.1b8.9x12.4x1x
Sat, 01 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 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 Market-2.31%
Consumer Discretionary-4.08%
Consumer Durables-0.41%
Housewares and Specialties7.46%
Consumer Electronics0.42%
Home Furnishings-0.37%
Homebuilding-0.48%
Household Appliances-2.17%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 55.7x.
    • 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
PHM PulteGroupUS$126.551.4%
+US$341.0m		20.0%PE11.8x
GRMN GarminUS$236.410.6%
+US$279.6m		15.3%PE26.3x
LZB La-Z-BoyUS$40.3014.9%
+US$209.1m		5.7%PE15.8x
SKY Champion HomesUS$83.723.7%
+US$164.7m		29.7%PE22.2x
NWL Newell BrandsUS$5.128.0%
+US$161.5m		-2.1%PS0.3x

Latest News

TOL
US$150.96
Toll Brothers
7D
-1.5%
1Y
33.2%
SN
US$134.90
SharkNinja
7D
-1.0%
1Y
42.9%
BLD
US$407.41
TopBuild
7D
-2.1%
1Y
24.7%
IBP
US$210.68
Installed Building Products
7D
-3.3%
1Y
15.8%
LZB
US$40.30
La-Z-Boy
7D
14.9%
1Y
5.7%
Narrative Update • Jun 22

LZB: Q4 Earnings Beat And Buyback Program May Support Further Upside

Analysts have raised the La-Z-Boy price target from $44.50 to $46.00, citing updated assumptions that include a revised discount rate of 9.224789780935607%, revenue growth of 2.0276757521020095%, a profit margin of 6.197602413942275%, and a future P/E of 15.415348088726788. Analyst Commentary Analysts reviewing La-Z-Boy are using the updated assumptions, including the 9.224789780935607% discount rate, 2.0276757521020095% revenue growth, 6.197602413942275% profit margin, and 15.415348088726788 P/E, to frame both upside potential and key execution risks for the stock.
GRMN
US$236.41
Garmin
7D
0.6%
1Y
15.3%
Narrative Update • Jun 22

GRMN: Product Rollouts And Halo Categories Will Test Premium Expectations

Analysts have nudged their average price target for Garmin higher to $325 from $320, citing expectations around the company's fitness and automotive product rollouts, as well as new halo-category introductions, as key drivers behind the adjustment. Analyst Commentary Recent research on Garmin reflects a split view, with some firms lifting price targets while others are taking a more cautious stance.
MTH
US$75.60
Meritage Homes
7D
1.8%
1Y
12.0%
Narrative Update • Jun 22

MTH: Buybacks And Consolidation Floor Will Shape Balanced Future Return Potential

The updated analyst fair value estimate for Meritage Homes has shifted from $77.78 to $80.25 as analysts factor in slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E, along with readthroughs from recent sector consolidation and price target revisions across homebuilders. Analyst Commentary Recent Street research on Meritage Homes reflects a mix of optimism and caution, with multiple firms revisiting their price targets and using consolidation among homebuilders as a reference point for valuation.
LEN
US$87.35
Lennar
7D
-2.7%
1Y
-21.8%
WHR
US$36.19
Whirlpool
7D
-9.8%
1Y
-62.0%
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$108.66
Mohawk Industries
7D
-2.6%
1Y
4.6%
SKY
US$83.72
Champion Homes
7D
3.7%
1Y
29.7%
MHO
US$148.65
M/I Homes
7D
2.5%
1Y
32.6%
Narrative Update • Jun 18

MHO: Buybacks And AI Land Sourcing Will Support Future Stock Resilience

Analysts have kept their $165 price target for M/I Homes steady, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after the recent downgrade at Seaport Research. What's in the News for M/I Homes M/I Homes reported that from January 1, 2026 to March 31, 2026, the company repurchased 359,000 shares for US$50.07 million, representing 1.39% of its shares under the current authorization.
PHM
US$126.55
PulteGroup
7D
1.4%
1Y
20.0%
NWL
US$5.12
Newell Brands
7D
8.0%
1Y
-2.1%
Narrative Update • Jun 17

NWL: Cost Controls And France Investment Will Shape Future Earnings Stabilization

Newell Brands' analyst fair value estimate has been adjusted from $5.05 to $4.94 as analysts weigh mixed price target changes across firms, alongside concerns about potential cost and demand pressures over the next few years. Analyst Commentary Recent Street research on Newell Brands highlights a split view, with some analysts adjusting price targets higher while others are turning more cautious and revisiting their ratings.
GRBK
US$74.55
Green Brick Partners
7D
2.1%
1Y
15.9%
SGI
US$73.85
Somnigroup International
7D
-1.5%
1Y
9.9%