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U.S. Consumer Durables Industry Analysis

UpdatedFeb 22, 2026
DataAggregated Company Financials
Companies83
  • 7D-0.2%
  • 3M15.1%
  • 1Y18.4%
  • YTD14.5%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably Garmin gained 16%. As for the the longer term, the industry is up 18% over the past 12 months. Earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Feb 2026US$318.0bUS$239.8bUS$17.4b13.6x18.2x1.3x
Tue, 20 Jan 2026US$304.4bUS$240.2bUS$18.0b11.5x16.9x1.3x
Thu, 18 Dec 2025US$289.1bUS$240.5bUS$18.3b11.1x15.8x1.2x
Sat, 15 Nov 2025US$277.4bUS$241.2bUS$18.9b11.6x14.7x1.2x
Mon, 13 Oct 2025US$290.3bUS$241.5bUS$19.7b10.2x14.8x1.2x
Wed, 10 Sep 2025US$323.9bUS$242.3bUS$20.6b11.5x15.7x1.3x
Fri, 08 Aug 2025US$292.5bUS$241.3bUS$20.6b10.1x14.2x1.2x
Sun, 06 Jul 2025US$276.5bUS$242.7bUS$21.4b8.8x12.9x1.1x
Tue, 03 Jun 2025US$252.3bUS$244.8bUS$21.9b8.4x11.5x1x
Thu, 01 May 2025US$256.3bUS$245.3bUS$21.7b8.9x11.8x1x
Sat, 29 Mar 2025US$274.5bUS$248.0bUS$22.2b9.2x12.3x1.1x
Mon, 24 Feb 2025US$278.3bUS$247.4bUS$22.1b11.2x12.6x1.1x
Wed, 22 Jan 2025US$312.2bUS$247.3bUS$22.6b11.3x13.8x1.3x
Fri, 20 Dec 2024US$301.8bUS$247.1bUS$22.7b10.8x13.3x1.2x
Sun, 17 Nov 2024US$334.4bUS$249.5bUS$22.9b11.3x14.6x1.3x
Tue, 15 Oct 2024US$345.1bUS$247.9bUS$21.9b11.9x15.8x1.4x
Thu, 12 Sep 2024US$338.4bUS$247.2bUS$21.8b11.9x15.5x1.4x
Sat, 10 Aug 2024US$319.9bUS$247.1bUS$21.9b11.4x14.6x1.3x
Mon, 08 Jul 2024US$280.6bUS$245.3bUS$21.8b9.9x12.9x1.1x
Wed, 05 Jun 2024US$304.9bUS$249.5bUS$21.9b10.9x13.9x1.2x
Fri, 03 May 2024US$298.2bUS$249.1bUS$22.0b11.8x13.6x1.2x
Sun, 31 Mar 2024US$330.2bUS$251.8bUS$21.7b13x15.2x1.3x
Tue, 27 Feb 2024US$300.5bUS$251.4bUS$21.6b11.3x13.9x1.2x
Thu, 25 Jan 2024US$278.0bUS$248.9bUS$19.5b11x14.3x1.1x
Sat, 23 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Mon, 20 Nov 2023US$242.7bUS$243.3bUS$19.2b9.3x12.6x1x
Wed, 18 Oct 2023US$215.1bUS$244.0bUS$19.9b8.1x10.8x0.9x
Fri, 15 Sep 2023US$230.9bUS$244.5bUS$20.3b8.2x11.3x0.9x
Sun, 13 Aug 2023US$244.1bUS$244.6bUS$20.2b9x12.1x1x
Tue, 11 Jul 2023US$236.5bUS$242.0bUS$20.8b8.4x11.3x1x
Thu, 08 Jun 2023US$224.0bUS$242.4bUS$21.3b7.5x10.5x0.9x
Sat, 06 May 2023US$217.4bUS$243.6bUS$21.5b7.1x10.1x0.9x
Mon, 03 Apr 2023US$205.3bUS$244.4bUS$23.4b7.5x8.8x0.8x
Wed, 01 Mar 2023US$199.0bUS$244.2bUS$23.3b7.7x8.5x0.8x
Price to Earnings Ratio

8.5x


Total Market Cap: US$199.0bTotal Earnings: US$23.3bTotal Revenue: US$244.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.3x202420252026
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 18.0x which is higher than its 3-year average PE of 13.3x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
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 Market1.04%
Consumer Discretionary1.86%
Consumer Durables-0.17%
Consumer Electronics15.04%
Housewares and Specialties3.70%
Household Appliances-1.05%
Homebuilding-2.54%
Home Furnishings-4.33%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 35.2x.
    • Analysts are expecting annual earnings growth of 15.5%, which is lower than the prior year's growth of 25.6% 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 3.0% 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
GRMN GarminUS$248.9015.9%
+US$6.6b		10.8%PE28.8x
NVR NVRUS$7.58k1.0%
+US$204.4m		6.8%PE15.8x
NWL Newell BrandsUS$4.883.8%
+US$75.5m		-28.2%PS0.3x
SKY Champion HomesUS$97.341.2%
+US$66.4m		-2.7%PE25.2x
CVCO Cavco IndustriesUS$595.800.9%
+US$42.1m		14.4%PE25.1x

Latest News

TOL
US$162.00
Toll Brothers
7D
-2.5%
1Y
45.3%
HBB
US$19.64
Hamilton Beach Brands Holding
7D
3.0%
1Y
12.2%
GRMN
US$248.90
Garmin
7D
15.9%
1Y
10.8%

GRMN: Fitness Momentum And 2026 Framework Will Drive Strong Future Upside

Analysts have lifted their Garmin price targets to a range of about $240 to $265, reflecting higher assumed revenue growth and support from recent research that highlights ongoing fitness momentum and updated 2026 guidance. Analyst Commentary Recent Street research on Garmin points to a more constructive stance, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings following the latest Q4 report and 2026 guidance.
SGI
US$91.20
Somnigroup International
7D
-5.0%
1Y
44.1%
BLD
US$518.92
TopBuild
7D
-5.8%
1Y
70.8%

BLD: Updated P/E And Margin Assumptions Will Support Measured Fair Value

Analysts have raised their price target for TopBuild to $503.80 from $491.80, reflecting updated assumptions related to the discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: Updated to $503.80 from $491.80, reflecting a modest upward revision in the assessed intrinsic value per share.
HELE
US$18.52
Helen of Troy
7D
5.0%
1Y
-68.5%

HELE: Core Brand Execution Will Support Upside Despite Portfolio Profitability Pressures

Narrative Update: Helen of Troy Analysts have trimmed their average price target on Helen of Troy to $22 from about $24. This reflects solid Q3 execution, along with concerns that softer guidance and ongoing portfolio pressures could affect profitability ahead.
NWL
US$4.88
Newell Brands
7D
3.8%
1Y
-28.2%
PHM
US$140.02
PulteGroup
7D
-1.8%
1Y
35.8%

PHM: Margins Cash Returns And Antitrust Risks Will Shape Balanced Prospects

Analysts have inched their price targets on PulteGroup higher, reflected in a modest uptick in our fair value estimate to $141.38 as they factor in updated views on homebuilding demand, margin resilience, and the company’s future P/E profile. Analyst Commentary Recent research on PulteGroup points to a split view, with many price targets moving higher while a few firms take a more cautious stance.
LEN
US$116.46
Lennar
7D
-4.8%
1Y
-3.4%

LEN: Incentive Driven Margin Pressure And Antitrust Risks Will Constrain Future Returns

Analysts have adjusted Lennar's price targets in a relatively tight range, with recent moves from $88 to $125 reflecting mixed views around near term housing demand, incentives and margins, as well as potential impacts from inventory clearance and management changes. Analyst Commentary Recent research points to a more cautious stance on Lennar, with several bearish analysts flagging risks around margins, inventory clearance, and housing affordability, even as Goldman Sachs lifted its price target slightly to $125 and kept a Neutral rating.
MHK
US$127.00
Mohawk Industries
7D
-4.2%
1Y
9.6%

MHK: Fair Value Outlook Balances Index Reclassification With Execution And Demand Risks

Narrative Update The analyst price target for Mohawk Industries has shifted modestly higher to approximately $138.33. Analysts attribute this change to updated assumptions for revenue growth, discount rate, profit margin and future P/E.
SKY
US$97.34
Champion Homes
7D
1.2%
1Y
-2.7%
IBP
US$325.43
Installed Building Products
7D
-5.5%
1Y
96.6%
LEG
US$11.92
Leggett & Platt
7D
1.6%
1Y
24.9%
NVR
US$7,580.60
NVR
7D
1.0%
1Y
6.8%
CVCO
US$595.80
Cavco Industries
7D
0.9%
1Y
14.4%

CVCO: Outperform Upgrade And Buybacks Will Likely Sustain Fairly Balanced Risk Profile

Analysts have reset their price target on Cavco Industries from US$605 to about US$587.50, reflecting updated assumptions for revenue growth, profit margins, and a modestly higher future P/E. Recent research support also includes a move to an Outperform rating.
DHI
US$164.12
D.R. Horton
7D
-2.2%
1Y
30.3%

DHI: Housing Demand And Regulatory Risks Will Shape Returns Through 2026

Analysts have trimmed their average price target for D.R. Horton by about $5 to roughly $160, reflecting a mix of reduced targets from several firms and offsetting increases from others as they incorporate updated views on margins, growth, and valuation multiples. Analyst Commentary Bullish and bearish analysts are fairly split on D.R. Horton, with some focusing on long term housing fundamentals and others highlighting nearer term margin and affordability pressures.