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U.S. Consumer Durables Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies79
  • 7D1.1%
  • 3M-3.7%
  • 1Y9.6%
  • YTD-1.7%

In the last week, the Consumer Durables industry is up 1.1%, with Taylor Morrison Home leading the way, up 22%. This takes the industry's 12 month performance to a gain of 9.6%. 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
Fri, 05 Jun 2026US$264.6bUS$231.4bUS$15.9b12.6x16.6x1.1x
Sun, 03 May 2026US$276.2bUS$235.8bUS$16.2b12.1x17.1x1.2x
Tue, 31 Mar 2026US$259.3bUS$237.7bUS$16.8b11.5x15.4x1.1x
Thu, 26 Feb 2026US$314.8bUS$239.1bUS$17.3b13.2x18.2x1.3x
Sat, 24 Jan 2026US$301.3bUS$239.5bUS$17.8b11.3x16.9x1.3x
Mon, 22 Dec 2025US$282.5bUS$240.2bUS$18.2b10.7x15.5x1.2x
Wed, 19 Nov 2025US$267.1bUS$241.2bUS$18.9b11.1x14.1x1.1x
Fri, 17 Oct 2025US$300.0bUS$241.5bUS$19.7b10.3x15.2x1.2x
Sun, 14 Sep 2025US$323.6bUS$242.3bUS$20.6b11.8x15.7x1.3x
Tue, 12 Aug 2025US$296.3bUS$242.1bUS$20.6b10.8x14.4x1.2x
Thu, 10 Jul 2025US$275.3bUS$242.7bUS$21.4b9.3x12.9x1.1x
Sat, 07 Jun 2025US$257.9bUS$244.8bUS$21.9b8.4x11.8x1.1x
Mon, 05 May 2025US$257.7bUS$245.3bUS$21.7b8.5x11.9x1.1x
Wed, 02 Apr 2025US$269.8bUS$248.0bUS$22.2b9.3x12.1x1.1x
Fri, 28 Feb 2025US$282.1bUS$248.1bUS$22.2b11x12.7x1.1x
Sun, 26 Jan 2025US$305.1bUS$247.3bUS$22.6b11.4x13.5x1.2x
Tue, 24 Dec 2024US$298.2bUS$247.1bUS$22.7b10.9x13.1x1.2x
Thu, 21 Nov 2024US$332.8bUS$249.5bUS$22.9b11.2x14.5x1.3x
Sat, 19 Oct 2024US$356.6bUS$247.9bUS$21.9b12.4x16.3x1.4x
Mon, 16 Sep 2024US$353.4bUS$247.2bUS$21.8b12.5x16.2x1.4x
Wed, 14 Aug 2024US$319.4bUS$247.1bUS$21.9b11.5x14.6x1.3x
Fri, 12 Jul 2024US$286.1bUS$245.3bUS$21.8b10.4x13.1x1.2x
Sun, 09 Jun 2024US$295.6bUS$249.5bUS$21.9b10.8x13.5x1.2x
Tue, 07 May 2024US$310.5bUS$249.1bUS$22.0b12.1x14.1x1.2x
Thu, 04 Apr 2024US$319.5bUS$251.8bUS$21.7b12.9x14.7x1.3x
Sat, 02 Mar 2024US$306.2bUS$251.4bUS$21.7b11.8x14.1x1.2x
Mon, 29 Jan 2024US$278.7bUS$248.9bUS$19.5b11.1x14.3x1.1x
Wed, 27 Dec 2023US$284.6bUS$248.0bUS$19.4b12.2x14.7x1.1x
Fri, 24 Nov 2023US$240.9bUS$243.3bUS$19.2b9.2x12.5x1x
Sun, 22 Oct 2023US$205.2bUS$244.0bUS$19.9b7.7x10.3x0.8x
Tue, 19 Sep 2023US$230.0bUS$244.3bUS$20.0b8.2x11.5x0.9x
Thu, 17 Aug 2023US$241.6bUS$244.6bUS$20.2b8.9x11.9x1x
Sat, 15 Jul 2023US$249.5bUS$242.0bUS$20.8b8.7x12x1x
Mon, 12 Jun 2023US$223.9bUS$242.4bUS$21.3b7.5x10.5x0.9x
Price to Earnings Ratio

10.5x


Total Market Cap: US$223.9bTotal 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 16.6x 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 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-0.11%
Consumer Discretionary-4.28%
Consumer Durables1.05%
Housewares and Specialties6.95%
Consumer Electronics2.37%
Homebuilding1.20%
Household Appliances0.71%
Home Furnishings-2.37%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 49.9x.
    • 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 50% 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
TMHC Taylor Morrison HomeUS$71.5021.7%
+US$1.2b		23.1%PE10x
GRMN GarminUS$241.962.4%
+US$1.1b		17.8%PE26.9x
SN SharkNinjaUS$123.473.3%
+US$564.7m		41.5%PE24.8x
LEN LennarUS$91.882.4%
+US$524.6m		-16.5%PE12.8x
KBH KB HomeUS$52.065.9%
+US$182.3m		-1.7%PE9.3x

Latest News

LEN
US$91.88
Lennar
7D
2.4%
1Y
-16.5%
KBH
US$52.06
KB Home
7D
5.9%
1Y
-1.7%
SN
US$123.47
SharkNinja
7D
3.3%
1Y
41.5%
Narrative Update • Jun 04

SN: Future Earnings Will Rise With Premium Home Coffee And Beverage Expansion

Analysts have raised their price target for SharkNinja from $139.82 to $149.41. This change reflects updated assumptions that include a slightly lower discount rate, modestly adjusted revenue growth, a higher profit margin outlook, and a reduced future P/E estimate.
LZB
US$36.45
La-Z-Boy
7D
-4.5%
1Y
-9.6%
Narrative Update • Jun 04

LZB: Portfolio Refocus On Upholstery And Century Vision Will Shape Returns

Analysts have maintained their La-Z-Boy price target at $43.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E that they consider better aligned with the latest information. Analyst Commentary Recent commentary around La-Z-Boy’s valuation framework highlights a more cautious tone, even as the headline price target remains at US$43.00.
TOL
US$139.82
Toll Brothers
7D
1.2%
1Y
28.7%
DHI
US$146.41
D.R. Horton
7D
-0.3%
1Y
19.3%
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
IBP
US$202.74
Installed Building Products
7D
-3.4%
1Y
19.4%
TMHC
US$71.50
Taylor Morrison Home
7D
21.7%
1Y
23.1%
DFH
US$14.35
Dream Finders Homes
7D
-7.6%
1Y
-36.0%
WHR
US$40.00
Whirlpool
7D
-9.2%
1Y
-51.3%
MHK
US$105.20
Mohawk Industries
7D
-2.3%
1Y
4.4%
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.
MHO
US$138.36
M/I Homes
7D
4.4%
1Y
26.4%
SGI
US$69.63
Somnigroup International
7D
-2.4%
1Y
7.4%
BLD
US$406.31
TopBuild
7D
-3.4%
1Y
34.9%
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.
GRMN
US$241.96
Garmin
7D
2.4%
1Y
17.8%
MTH
US$68.19
Meritage Homes
7D
3.9%
1Y
4.5%