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U.S. Consumer Durables Industry Analysis

UpdatedApr 14, 2025
DataAggregated Company Financials
Companies92
  • 7D-0.1%
  • 3M-17.0%
  • 1Y-12.8%
  • YTD-14.3%

Over the last 7 days, the Consumer Durables industry has dropped 3.0%, driven by a pullback from D.R. Horton of 6.3%. Meanwhile, Garmin actually outperformed within the industry, gaining 6.3% in the last week. Overall the industry is down 14% in 12 months. Earnings are forecast to grow by 5.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025US$247.3bUS$247.9bUS$22.1b7.9x11.2x1x
Wed, 12 Mar 2025US$279.3bUS$248.1bUS$22.2b10.6x12.6x1.1x
Fri, 07 Feb 2025US$300.4bUS$246.6bUS$21.9b10.9x13.7x1.2x
Sun, 05 Jan 2025US$296.0bUS$247.1bUS$22.7b10.5x13x1.2x
Tue, 03 Dec 2024US$348.7bUS$249.5bUS$22.9b12x15.2x1.4x
Thu, 31 Oct 2024US$329.3bUS$248.0bUS$22.8b11.5x14.5x1.3x
Sat, 28 Sep 2024US$353.3bUS$248.0bUS$21.9b12.4x16.1x1.4x
Mon, 26 Aug 2024US$350.0bUS$247.3bUS$21.8b12.4x16x1.4x
Wed, 24 Jul 2024US$332.1bUS$245.5bUS$21.8b12x15.2x1.4x
Fri, 21 Jun 2024US$292.6bUS$248.9bUS$22.0b10.2x13.3x1.2x
Sun, 19 May 2024US$314.5bUS$249.2bUS$21.8b11.6x14.4x1.3x
Tue, 16 Apr 2024US$307.1bUS$251.8bUS$21.7b12x14.1x1.2x
Thu, 14 Mar 2024US$314.5bUS$251.3bUS$21.8b11.8x14.4x1.3x
Sat, 10 Feb 2024US$291.9bUS$251.7bUS$21.3b11.4x13.7x1.2x
Mon, 08 Jan 2024US$277.5bUS$248.0bUS$19.4b11.1x14.3x1.1x
Wed, 06 Dec 2023US$251.2bUS$243.2bUS$19.2b10.1x13.1x1x
Fri, 03 Nov 2023US$214.6bUS$242.2bUS$18.9b8.6x11.4x0.9x
Sun, 01 Oct 2023US$222.0bUS$244.0bUS$19.9b8.2x11.2x0.9x
Tue, 29 Aug 2023US$230.3bUS$244.7bUS$20.4b8.3x11.3x0.9x
Thu, 27 Jul 2023US$244.9bUS$242.6bUS$20.9b8.9x11.7x1x
Sat, 24 Jun 2023US$231.4bUS$242.0bUS$20.8b8.4x11.1x1x
Mon, 22 May 2023US$216.2bUS$242.9bUS$21.4b7.6x10.1x0.9x
Wed, 19 Apr 2023US$211.5bUS$244.9bUS$23.4b7.4x9x0.9x
Fri, 17 Mar 2023US$199.2bUS$244.5bUS$23.5b7.5x8.5x0.8x
Sun, 12 Feb 2023US$202.2bUS$244.7bUS$23.6b6.8x8.5x0.8x
Tue, 10 Jan 2023US$189.7bUS$243.5bUS$25.8b6.3x7.3x0.8x
Thu, 08 Dec 2022US$178.7bUS$241.7bUS$25.7b6.3x7x0.7x
Sat, 05 Nov 2022US$162.2bUS$239.1bUS$25.3b6.4x6.4x0.7x
Mon, 03 Oct 2022US$156.6bUS$237.6bUS$26.3b5.9x6x0.7x
Wed, 31 Aug 2022US$174.2bUS$235.1bUS$26.1b7.1x6.7x0.7x
Fri, 29 Jul 2022US$185.4bUS$232.8bUS$25.8b8.2x7.2x0.8x
Sun, 26 Jun 2022US$173.9bUS$230.6bUS$26.0b7.1x6.7x0.8x
Tue, 24 May 2022US$182.1bUS$227.6bUS$25.6b8.1x7.1x0.8x
Thu, 21 Apr 2022US$203.5bUS$228.1bUS$25.1b9.1x8.1x0.9x
Price to Earnings Ratio

8.1x


Total Market Cap: US$203.5bTotal Earnings: US$25.1bTotal Revenue: US$228.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 11.2x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 4.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.8% per year.
  • This means that although more sales are being generated, 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 Market5.75%
Consumer Discretionary4.27%
Consumer Durables-0.10%
Consumer Electronics4.47%
Home Furnishings3.75%
Household Appliances0.56%
Homebuilding-1.60%
Housewares and Specialties-3.75%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 20.0x.
    • Analysts are expecting annual earnings growth of 24.2%, which is higher than its past year's earnings growth of 21.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 73% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GRMN GarminUS$189.784.9%
+US$1.7b
34.0%PE25.9x
SGI Somnigroup InternationalUS$59.374.7%
+US$554.7m
18.3%PE32.2x
NVR NVRUS$7.20k2.2%
+US$464.9m
-7.2%PE12.7x
SN SharkNinjaUS$73.534.7%
+US$461.7m
19.1%PE23.5x
MHK Mohawk IndustriesUS$105.052.8%
+US$180.9m
-6.0%PE12.7x
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