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U.S. Consumer Durables Industry Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies82
  • 7D-6.2%
  • 3M-8.7%
  • 1Y-7.4%
  • YTD-4.3%

Over the last 7 days, the Consumer Durables industry has dropped 6.2%, driven by a pullback from D.R. Horton of 6.0%. The industry has fallen 7.4% in the last year. Earnings are forecast to grow by 8.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Jul 2026US$285.9bUS$224.5bUS$15.4b13.1x18.6x1.3x
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
Price to Earnings Ratio

12x


Total Market Cap: US$242.4bTotal Earnings: US$20.2bTotal Revenue: US$241.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.3x202420252026
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 14.3x.
  • 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,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-1.35%
Consumer Discretionary-3.26%
Consumer Durables-6.19%
Housewares and Specialties4.28%
Consumer Electronics-0.29%
Household Appliances-2.35%
Home Furnishings-2.95%
Homebuilding-8.67%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 62.3x.
    • Analysts are expecting annual earnings growth of 19.5%, 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 5.3% 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
BXBL BoxablUS$6.10-35.0%
US$18.3b		-38.2%PS6209.7x
PHM PulteGroupUS$126.751.1%
+US$259.1m		6.3%PE12.7x
SONO SonosUS$14.666.2%
+US$102.5m		31.1%PE73.8x
NWL Newell BrandsUS$5.394.5%
+US$97.7m		-15.4%PS0.3x
TMHC Taylor Morrison HomeUS$72.470.8%
+US$56.1m		12.7%PE10x

Latest News

GRMN
US$240.51
Garmin
7D
-0.5%
1Y
3.7%
PHM
US$126.75
PulteGroup
7D
1.1%
1Y
6.3%
SN
US$147.11
SharkNinja
7D
-2.0%
1Y
23.1%
DHI
US$142.52
D.R. Horton
7D
-6.0%
1Y
-3.8%
LEN
US$82.15
Lennar
7D
-3.7%
1Y
-29.9%
Narrative Update • Jul 22

LEN: Asset Light Land Approach Will Support Margins Through Housing Recovery

Lennar's updated analyst price target edges lower to $114.14 from $116.82 as analysts factor in slightly higher discount rates, modest tweaks to profit margin expectations, and a higher assumed future P/E multiple following recent research that has broadly trimmed targets on the stock. Analyst Commentary Recent Street research on Lennar presents a mixed picture, with several firms trimming price targets and leaning cautious on margins, incentives, and exposure to entry-level buyers.
BXBL
US$6.10
Boxabl
7D
-35.0%
1Y
-38.2%
BZH
US$33.00
Beazer Homes USA
7D
0.8%
1Y
29.5%
TMHC
US$72.47
Taylor Morrison Home
7D
0.8%
1Y
12.7%
TOL
US$148.98
Toll Brothers
7D
-2.7%
1Y
17.5%
NWL
US$5.39
Newell Brands
7D
4.5%
1Y
-15.4%
Narrative Update • Jul 16

NWL: Margin Execution And 2026 Outlook Will Support Future Rerating

The updated analyst price target for Newell Brands reflects a modest upward move to $8.78 from $8.17, supported by Street research citing slightly better expectations for revenue growth, profit margins, and future P/E multiples, despite generally cautious views on near term demand trends. Analyst Commentary Recent updates from Street research on Newell Brands highlight a mix of caution and selective optimism, with several bullish analysts raising price targets even as they flag ongoing headwinds for demand and costs.
SONO
US$14.66
Sonos
7D
6.2%
1Y
31.1%
Seeking Alpha • Jul 15

Sonos: Sounds Like It's Time For A Downgrade

Summary Sonos, Inc. is downgraded to Hold due to deteriorating fundamentals and heightened competitive threats, despite a fortress balance sheet. Recent revenue growth was driven by favorable currency effects, not organic demand, while profitability improved markedly in the latest period. SONO faces new risks from OpenAI's planned AI-powered speaker and ongoing weak consumer confidence, clouding its growth outlook. Management guides for Q3 FY2026 revenue of $355M–$375M and EBITDA of $20M–$48M, with cost cuts aimed at boosting innovation and execution. Read the full article on Seeking Alpha
SGI
US$70.14
Somnigroup International
7D
-4.3%
1Y
-6.5%
MTH
US$72.27
Meritage Homes
7D
-3.9%
1Y
-3.4%
LCUT
US$8.64
Lifetime Brands
7D
4.1%
1Y
77.4%
Seeking Alpha • Jul 11

Lifetime Brands: Higher Base Effect Starting In 2H26

Summary Lifetime Brands is rated HOLD as its 113% YTD rally leaves shares fairly valued at 7.6x forward EV/EBITDA, in line with peers. Recent revenue growth is largely driven by price increases, which are now fully absorbed; organic product growth remains low single digit. 2Q26 results are expected to benefit from a low base effect, but growth may slow in 2H26 as comps rise and price increases fade. LCUT maintains a 2% dividend yield, manageable leverage, and steady cash flow, but sector growth and further re-rating potential appear limited. Read the full article on Seeking Alpha
FLXS
US$74.96
Flexsteel Industries
7D
3.8%
1Y
94.4%
Seeking Alpha • Jul 07

Flexsteel Industries: How A Massive Buyback Is Reshaping Stock Value

Summary Flexsteel Industries executed a transformative buyback, repurchasing 24% of shares at $47, catalyzing a projected 31% EPS increase even with flat earnings. FLXS demonstrates pricing power and margin resilience, with Q3 gross margin at 22.6% and new higher-margin products comprising 40–45% of sales. Despite sector headwinds, FLXS maintains stable revenue and outperforms peers, leveraging near-shoring in Mexico for supply chain and logistics advantages. I assign FLXS a Buy rating with a $99/share target, citing attractive valuation, operational discipline, and confidence signaled by the discounted buyback. Read the full article on Seeking Alpha
NVR
US$6,349.28
NVR
7D
-2.3%
1Y
-19.6%
Seeking Alpha • Jun 26

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