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U.S. Consumer Durables Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies81
  • 7D-1.5%
  • 3M11.1%
  • 1Y6.9%
  • YTD6.0%

Over the last 7 days, the Consumer Durables industry has dropped 1.5%, driven by a pullback from D.R. Horton of 5.7%. On the other hand SharkNinja is actually up 8.3%. Over the past 12 months, the industry was up 6.9%. Earnings are forecast to grow by 8.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Jul 2026US$282.5bUS$224.9bUS$15.2b13.9x18.6x1.3x
Sat, 30 May 2026US$266.0bUS$232.1bUS$15.8b11.9x16.8x1.1x
Mon, 27 Apr 2026US$290.1bUS$236.0bUS$16.2b12.2x17.9x1.2x
Wed, 25 Mar 2026US$268.1bUS$238.1bUS$16.9b11.7x15.8x1.1x
Fri, 20 Feb 2026US$318.1bUS$239.8bUS$17.4b13.6x18.3x1.3x
Sun, 18 Jan 2026US$304.4bUS$240.2bUS$18.0b11.5x16.9x1.3x
Tue, 16 Dec 2025US$294.8bUS$241.1bUS$18.8b10.8x15.7x1.2x
Thu, 13 Nov 2025US$283.8bUS$241.2bUS$18.9b10.7x15x1.2x
Sat, 11 Oct 2025US$294.2bUS$241.6bUS$20.0b10.2x14.7x1.2x
Mon, 08 Sep 2025US$331.4bUS$242.3bUS$20.6b11.8x16.1x1.4x
Wed, 06 Aug 2025US$290.1bUS$241.2bUS$20.6b10x14.1x1.2x
Fri, 04 Jul 2025US$277.4bUS$242.7bUS$21.4b8.8x13x1.1x
Sun, 01 Jun 2025US$251.5bUS$244.8bUS$21.9b8.4x11.5x1x
Tue, 29 Apr 2025US$254.5bUS$245.4bUS$21.7b8.9x11.7x1x
Thu, 27 Mar 2025US$275.8bUS$248.0bUS$22.2b9.4x12.4x1.1x
Sat, 22 Feb 2025US$278.3bUS$247.4bUS$22.1b11.2x12.6x1.1x
Mon, 20 Jan 2025US$312.2bUS$247.4bUS$22.7b11.1x13.7x1.3x
Wed, 18 Dec 2024US$317.2bUS$248.1bUS$22.9b11.3x13.8x1.3x
Fri, 15 Nov 2024US$335.7bUS$249.3bUS$22.9b11.5x14.6x1.3x
Sun, 13 Oct 2024US$345.1bUS$247.9bUS$21.9b11.9x15.8x1.4x
Tue, 10 Sep 2024US$339.5bUS$247.2bUS$21.8b11.9x15.6x1.4x
Thu, 08 Aug 2024US$320.6bUS$246.3bUS$21.6b11.5x14.8x1.3x
Sat, 06 Jul 2024US$283.1bUS$245.3bUS$21.8b9.9x13x1.2x
Mon, 03 Jun 2024US$306.3bUS$249.5bUS$21.9b11.5x14x1.2x
Wed, 01 May 2024US$294.3bUS$248.9bUS$21.9b11.5x13.4x1.2x
Fri, 29 Mar 2024US$325.5bUS$251.9bUS$21.7b13x15x1.3x
Sun, 25 Feb 2024US$301.0bUS$251.4bUS$21.6b11.3x13.9x1.2x
Tue, 23 Jan 2024US$291.8bUS$248.5bUS$19.5b11.6x15x1.2x
Thu, 21 Dec 2023US$284.7bUS$248.0bUS$19.4b11.1x14.7x1.1x
Sat, 18 Nov 2023US$241.2bUS$243.4bUS$19.2b9.3x12.5x1x
Mon, 16 Oct 2023US$213.1bUS$244.0bUS$19.9b7.8x10.7x0.9x
Wed, 13 Sep 2023US$237.5bUS$244.5bUS$20.3b8.2x11.7x1x
Fri, 11 Aug 2023US$244.9bUS$244.6bUS$20.2b9.1x12.1x1x
Sun, 09 Jul 2023US$229.5bUS$242.0bUS$20.8b8.2x11x0.9x
Price to Earnings Ratio

11x


Total Market Cap: US$229.5bTotal 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 14.2x202420252026
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 14.2x.
  • 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 10% 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 Market1.64%
Consumer Discretionary3.70%
Consumer Durables-1.53%
Household Appliances7.36%
Housewares and Specialties6.53%
Home Furnishings0.83%
Consumer Electronics-1.11%
Homebuilding-3.36%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 58.8x.
    • Analysts are expecting annual earnings growth of 19.7%, 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 48% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.5% 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$151.848.3%
+US$1.6b		42.8%PE30.5x
NWL Newell BrandsUS$5.896.9%
+US$161.5m		-0.5%PS0.3x
WHR WhirlpoolUS$40.176.1%
+US$149.7m		-63.7%PE16.1x
SGI Somnigroup InternationalUS$77.170.8%
+US$136.7m		7.6%PE31.1x
XMAX XMaxUS$9.159.7%
+US$51.5m		535.4%PS36.7x

Latest News

WHR
US$40.17
Whirlpool
7D
6.1%
1Y
-63.7%
TOL
US$157.37
Toll Brothers
7D
-2.3%
1Y
30.9%
MHK
US$119.86
Mohawk Industries
7D
0.6%
1Y
7.7%
SN
US$151.84
SharkNinja
7D
8.3%
1Y
42.8%
SGI
US$77.17
Somnigroup International
7D
0.8%
1Y
7.6%
XMAX
US$9.15
XMax
7D
9.7%
1Y
535.4%
Seeking Alpha • Jul 01

XMax: New Costs Coming In Intermediary GPUaaS Model

Summary XMax has rebranded and shifted focus but remains primarily a furniture and marble distributor in practice, with the GPUaaS new model incoming next quarter. XMAX is pursuing a GPU-as-a-Service model via costly third-party contracts, notably with SUPX, and has signed some initial deals to provide services on those investments. Current cash, equity raises, and a SpaceX stake possibly provide some runway, but high monthly outflows and unclear value-add raise sustainability concerns. I remain cautious given XMAX's intermediary role, lack of proven AI business execution, and questionable ROI in a competitive cloud infrastructure market. Read the full article on Seeking Alpha
PHM
US$132.59
PulteGroup
7D
-2.3%
1Y
19.1%
LEN
US$87.06
Lennar
7D
-6.3%
1Y
-24.5%
NWL
US$5.89
Newell Brands
7D
6.9%
1Y
-0.5%
LZB
US$39.77
La-Z-Boy
7D
-5.0%
1Y
0.9%
GRMN
US$237.64
Garmin
7D
-1.0%
1Y
11.4%
FLXS
US$76.20
Flexsteel Industries
7D
12.3%
1Y
97.8%
Analysis Article • Jun 27

Here's Why Flexsteel Industries (NASDAQ:FLXS) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
NVR
US$6,643.73
NVR
7D
-1.8%
1Y
-14.5%
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
DHI
US$157.06
D.R. Horton
7D
-5.7%
1Y
15.8%
SKY
US$84.88
Champion Homes
7D
-3.8%
1Y
25.7%
HBB
US$22.92
Hamilton Beach Brands Holding
7D
13.6%
1Y
21.9%