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U.S. Consumer Durables Industry Analysis

UpdatedJun 23, 2026
DataAggregated Company Financials
Companies79
  • 7D0.3%
  • 3M6.1%
  • 1Y10.8%
  • YTD1.6%

In the last week, the Consumer Durables industry is up 1.9%, with SharkNinja up 4.1%. This means that the industry has gained 16% over the past year. As for the next few years, earnings are expected to grow by 7.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Jun 2026US$282.2bUS$231.0bUS$15.8b13.4x17.9x1.2x
Thu, 21 May 2026US$245.2bUS$231.6bUS$16.0b11.4x15.3x1.1x
Sat, 18 Apr 2026US$279.0bUS$238.2bUS$16.9b12.3x16.5x1.2x
Mon, 16 Mar 2026US$269.5bUS$238.1bUS$16.9b11.6x15.9x1.1x
Wed, 11 Feb 2026US$302.4bUS$238.6bUS$17.3b14.1x17.5x1.3x
Fri, 09 Jan 2026US$278.4bUS$240.2bUS$18.2b10.9x15.3x1.2x
Sun, 07 Dec 2025US$293.8bUS$241.0bUS$18.9b11.5x15.6x1.2x
Tue, 04 Nov 2025US$281.7bUS$240.4bUS$19.0b10.4x14.8x1.2x
Thu, 02 Oct 2025US$310.9bUS$241.6bUS$20.0b11.8x15.6x1.3x
Sat, 30 Aug 2025US$316.9bUS$242.3bUS$20.6b11.9x15.4x1.3x
Mon, 28 Jul 2025US$290.1bUS$241.4bUS$20.1b10x14.4x1.2x
Wed, 25 Jun 2025US$266.1bUS$242.7bUS$21.4b8.7x12.5x1.1x
Fri, 23 May 2025US$254.8bUS$244.7bUS$21.9b8.5x11.6x1x
Sun, 20 Apr 2025US$246.8bUS$246.5bUS$21.8b8x11.3x1x
Tue, 18 Mar 2025US$270.2bUS$248.1bUS$22.2b10.1x12.1x1.1x
Thu, 13 Feb 2025US$289.3bUS$246.7bUS$21.9b10.9x13.2x1.2x
Sat, 11 Jan 2025US$295.7bUS$247.1bUS$22.7b10.3x13x1.2x
Mon, 09 Dec 2024US$333.9bUS$247.8bUS$22.9b11.5x14.6x1.3x
Wed, 06 Nov 2024US$335.9bUS$249.2bUS$23.0b11.6x14.6x1.3x
Fri, 04 Oct 2024US$356.4bUS$248.0bUS$21.9b12.2x16.3x1.4x
Sun, 01 Sep 2024US$347.2bUS$247.2bUS$21.8b12.1x15.9x1.4x
Tue, 30 Jul 2024US$340.9bUS$245.6bUS$22.2b11.9x15.4x1.4x
Thu, 27 Jun 2024US$288.9bUS$245.4bUS$21.8b10.1x13.3x1.2x
Sat, 25 May 2024US$297.9bUS$249.5bUS$21.9b11.2x13.6x1.2x
Mon, 22 Apr 2024US$288.3bUS$248.3bUS$21.5b11.7x13.4x1.2x
Wed, 20 Mar 2024US$311.9bUS$251.7bUS$21.7b11.8x14.4x1.2x
Fri, 16 Feb 2024US$294.4bUS$251.0bUS$21.4b11.4x13.8x1.2x
Sun, 14 Jan 2024US$284.5bUS$248.5bUS$19.5b11.2x14.6x1.1x
Tue, 12 Dec 2023US$263.7bUS$247.2bUS$19.3b10.5x13.6x1.1x
Thu, 09 Nov 2023US$229.3bUS$243.0bUS$18.8b8.9x12.2x0.9x
Sat, 07 Oct 2023US$215.1bUS$244.0bUS$19.9b7.9x10.8x0.9x
Mon, 04 Sep 2023US$243.9bUS$244.6bUS$20.4b8.7x12x1x
Wed, 02 Aug 2023US$251.8bUS$241.3bUS$20.2b9x12.5x1x
Fri, 30 Jun 2023US$236.8bUS$242.0bUS$20.8b8.5x11.4x1x
Price to Earnings Ratio

11.4x


Total Market Cap: US$236.8bTotal 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-1.82%
Consumer Discretionary-2.91%
Consumer Durables0.34%
Housewares and Specialties4.09%
Household Appliances1.23%
Homebuilding0.72%
Consumer Electronics-0.89%
Home Furnishings-1.16%
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
SN SharkNinjaUS$138.564.1%
+US$774.1m		51.0%PE27.8x
PHM PulteGroupUS$125.622.3%
+US$529.6m		19.8%PE11.7x
TOL Toll BrothersUS$151.922.2%
+US$300.0m		35.1%PE11x
DHI D.R. HortonUS$155.940.5%
+US$241.0m		21.2%PE13.9x
MHO M/I HomesUS$149.095.5%
+US$199.6m		35.1%PE10.6x

Latest News

TOL
US$151.92
Toll Brothers
7D
2.2%
1Y
35.1%
LEN
US$87.44
Lennar
7D
-2.6%
1Y
-21.0%
MHK
US$109.95
Mohawk Industries
7D
-1.3%
1Y
6.9%
WHR
US$36.57
Whirlpool
7D
-12.6%
1Y
-61.0%
Analysis Article • Jun 20

Whirlpool (WHR) Stock Could Be 31.3% Undervalued After Weak Earnings And Dividend Cut

Whirlpool (WHR) is under pressure after a weak quarter, with revenue down year on year, full year earnings guidance missing analysts’ expectations, and a costly debt refinancing leading to credit downgrades and dividend cuts. See our latest analysis for Whirlpool. At a share price of $38.86, Whirlpool has seen its short term momentum weaken, with the share price return down 9.4% over the past week and 25.6% over 90 days. The 1 year total shareholder return has fallen 56.7%, reflecting...
KBH
US$52.52
KB Home
7D
-1.3%
1Y
-1.5%
Analysis Article • Jun 20

KB Home (KBH) Stock Could Be 12% Undervalued Ahead Of June 23 Earnings

KB Home (KBH) is drawing attention ahead of its June 23 earnings release, as investors weigh expected declines in revenue, earnings, and home deliveries against management’s efforts to improve operations and manage softer housing demand. See our latest analysis for KB Home. KB Home’s share price has been firming up into the June 23 earnings release, with a 1 day share price return of 3.40% and a 30 day share price return of 12.87%. However, the year to date share price return is down 5.03%...
DHI
US$155.94
D.R. Horton
7D
0.5%
1Y
21.2%
Analysis Article • Jun 20

D.R. Horton (DHI) Stock Could Be 4.5% Undervalued Despite Weak Backlog And Slowing Orders

Recent commentary around D.R. Horton (DHI) has focused on weakening backlog and slower orders, alongside expectations for lower EPS and slightly softer revenue in the upcoming July 21, 2026 earnings report. See our latest analysis for D.R. Horton. The recent concerns around D.R. Horton’s backlog and orders come against a backdrop of firm share price momentum, with a 30-day share price return of 9.48% and 90-day share price return of 18.55%, feeding into a 1-year total shareholder return of...
SONO
US$14.32
Sonos
7D
-3.9%
1Y
42.3%
Analysis Article • Jun 20

Sonos (SONO) Stock Could Be 24.2% Undervalued After Google Home Competition Fears

Sonos (SONO) drew fresh attention after Google launched its new Google Home Speaker, a move that sharpened competitive concerns and coincided with broader worries about potential tariffs on consumer technology products. See our latest analysis for Sonos. Against this backdrop, Sonos’s share price has been volatile. It recorded a 1-day share price return of 2.73% after the Google Home news, a 90-day share price return of 11.89%, and a 1-year total shareholder return of 48.13%. However,...
SKY
US$81.95
Champion Homes
7D
4.2%
1Y
31.3%
GRMN
US$236.34
Garmin
7D
-0.8%
1Y
17.2%
MTH
US$75.08
Meritage Homes
7D
3.0%
1Y
12.1%
Analysis Article • Jun 19

Meritage Homes (MTH) Stock Could Be 2.6% Undervalued After Institutional Buying Picks Up

Recent filings show major institutions have lifted their positions in Meritage Homes (MTH), raising its institutional shareholding rank to first in the Homebuilding & Construction Supplies industry and drawing attention to its financial health metrics. See our latest analysis for Meritage Homes. Meritage Homes shares have picked up clear momentum recently, with a 24.41% 1 month share price return and a 28.88% 3 month share price return, contributing to a 24.47% 1 year total shareholder return...
SN
US$138.56
SharkNinja
7D
4.1%
1Y
51.0%
Narrative Update • Jun 19

SN: Index Inclusion And Buybacks Will Support Premium Home Appliance Upside

Analysts have trimmed their price target on SharkNinja stock slightly to $183.22 from $184.41, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin assumptions, and future P/E expectations. What’s in the News for SharkNinja SharkNinja is set to join the S&P MidCap 400 index on May 18, 2026, with related index changes and passive flows drawing strong attention from investors.
MHO
US$149.09
M/I Homes
7D
5.5%
1Y
35.1%
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$125.62
PulteGroup
7D
2.3%
1Y
19.8%
HELE
US$26.00
Helen of Troy
7D
-9.7%
1Y
-5.3%
Narrative Update • Jun 17

HELE: Higher Margin Outlook Will Support Stock Recovery Case

Helen of Troy's updated analyst price target has moved higher by $9, as analysts point to adjustments in discount rate assumptions, a higher projected profit margin of 16.45%, and a lower future P/E multiple of 4.30 as key drivers of their revised view. Analyst Commentary Recent Street research on Helen of Troy points to a more constructive tone, with several bullish analysts lifting their price targets after revisiting key assumptions around discount rates, profit margins, and the future P/E multiple applied to the stock.
NWL
US$5.03
Newell Brands
7D
5.7%
1Y
-4.7%
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.
SGI
US$72.96
Somnigroup International
7D
-1.8%
1Y
10.3%