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U.S. Consumer Durables Industry Analysis

UpdatedJun 04, 2026
DataAggregated Company Financials
Companies79
  • 7D-0.7%
  • 3M-6.8%
  • 1Y8.0%
  • YTD-3.2%

The Consumer Durables is pretty flat in the last 7 days, but Taylor Morrison Home has stood out, gaining 21%. As for the the longer term, the industry is up 8.0% over the past 12 months. 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
Thu, 04 Jun 2026US$267.7bUS$231.4bUS$15.9b12.4x16.8x1.2x
Sat, 02 May 2026US$281.2bUS$235.8bUS$16.2b12.1x17.4x1.2x
Mon, 30 Mar 2026US$259.2bUS$237.7bUS$16.8b11.7x15.4x1.1x
Wed, 25 Feb 2026US$313.1bUS$239.4bUS$17.4b13.1x18x1.3x
Fri, 23 Jan 2026US$303.9bUS$239.4bUS$17.8b11.4x17.1x1.3x
Sun, 21 Dec 2025US$282.5bUS$240.2bUS$18.2b10.7x15.5x1.2x
Tue, 18 Nov 2025US$276.3bUS$241.2bUS$18.9b11x14.6x1.1x
Thu, 16 Oct 2025US$299.8bUS$241.5bUS$19.7b10.4x15.2x1.2x
Sat, 13 Sep 2025US$329.5bUS$242.3bUS$20.6b11.8x16x1.4x
Mon, 11 Aug 2025US$296.3bUS$242.1bUS$20.6b11x14.4x1.2x
Wed, 09 Jul 2025US$274.3bUS$242.7bUS$21.4b9.2x12.8x1.1x
Fri, 06 Jun 2025US$257.9bUS$244.8bUS$21.9b8.4x11.8x1.1x
Sun, 04 May 2025US$258.5bUS$245.3bUS$21.7b8.5x11.9x1.1x
Tue, 01 Apr 2025US$267.7bUS$248.0bUS$22.2b9.1x12x1.1x
Thu, 27 Feb 2025US$285.8bUS$247.9bUS$22.2b11.1x12.9x1.2x
Sat, 25 Jan 2025US$310.3bUS$247.3bUS$22.6b11.4x13.7x1.3x
Mon, 23 Dec 2024US$298.2bUS$247.1bUS$22.7b10.9x13.1x1.2x
Wed, 20 Nov 2024US$333.0bUS$249.5bUS$22.9b11.2x14.5x1.3x
Fri, 18 Oct 2024US$359.2bUS$247.9bUS$21.9b12.4x16.4x1.4x
Sun, 15 Sep 2024US$353.4bUS$247.2bUS$21.8b12.5x16.2x1.4x
Tue, 13 Aug 2024US$321.0bUS$247.1bUS$21.9b11.3x14.7x1.3x
Thu, 11 Jul 2024US$280.4bUS$245.3bUS$21.8b10.1x12.9x1.1x
Sat, 08 Jun 2024US$300.7bUS$249.5bUS$21.9b10.8x13.7x1.2x
Mon, 06 May 2024US$306.2bUS$249.1bUS$22.0b12x13.9x1.2x
Wed, 03 Apr 2024US$325.3bUS$251.8bUS$21.7b12.7x15x1.3x
Fri, 01 Mar 2024US$300.3bUS$251.3bUS$21.7b11.7x13.9x1.2x
Sun, 28 Jan 2024US$278.7bUS$248.9bUS$19.5b11.1x14.3x1.1x
Tue, 26 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Thu, 23 Nov 2023US$243.2bUS$243.3bUS$19.2b9.2x12.7x1x
Sat, 21 Oct 2023US$205.2bUS$244.0bUS$19.9b7.7x10.3x0.8x
Mon, 18 Sep 2023US$228.9bUS$244.3bUS$20.0b8.4x11.5x0.9x
Wed, 16 Aug 2023US$246.7bUS$244.6bUS$20.2b9.1x12.2x1x
Fri, 14 Jul 2023US$246.7bUS$242.0bUS$20.8b8.7x11.8x1x
Sun, 11 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 16.8x 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 Market0.35%
Consumer Discretionary-4.25%
Consumer Durables-0.72%
Household Appliances1.24%
Consumer Electronics-0.05%
Homebuilding-0.78%
Home Furnishings-2.99%
Housewares and Specialties-5.20%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 49.6x.
    • Analysts are expecting annual earnings growth of 20.4%, 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$71.5420.6%
+US$1.1b		23.5%PE10x
SN SharkNinjaUS$121.263.7%
+US$610.0m		37.9%PE24.3x
KBH KB HomeUS$51.162.9%
+US$91.5m		-3.5%PE9.1x
MHO M/I HomesUS$135.931.7%
+US$58.9m		25.1%PE9.7x
NVR NVRUS$6.12k0.3%
+US$57.6m		-15.1%PE13.3x

Latest News

TOL
US$137.42
Toll Brothers
7D
-1.8%
1Y
27.0%
LEN
US$89.46
Lennar
7D
-1.6%
1Y
-18.8%
Seeking Alpha • 14h

Lennar: I Am Buying Ahead Of The Q2 Print

Summary Last March, with a contrarian view, I turned bullish on Lennar Corporation. In hindsight, it may have paid well to side with the market, not be contrarian. I believe Lennar's stock market performance does not reflect how its Q1 earnings validated most of my bullish arguments. For now, Lennar's strategy is about positioning itself to weather macro challenges better in the long run. The macro outlook remains challenging, but the company is making progress. Recent changes to Lennar's business strategy force us to use an ROIC-based valuation model, replacing ROTE. This changes the entire picture. Berkshire Hathaway seems to be frontrunning the market by scooping up Lennar shares ahead of major financial improvements. Read the full article on Seeking Alpha
DHI
US$144.50
D.R. Horton
7D
-2.2%
1Y
17.0%
Seeking Alpha • 16h

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$201.74
Installed Building Products
7D
-5.5%
1Y
21.3%
BZH
US$26.32
Beazer Homes USA
7D
5.3%
1Y
19.9%
Narrative Update • Jun 03

BZH: Fair Value View Will Reflect Rebuffed Bid And Updated Profit Outlook

Analysts have trimmed their price target on Beazer Homes USA by $1 to $25, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple in recent research. What's in the News Dream Finders Homes is reported by Bloomberg to be close to announcing an offer to acquire Beazer Homes for about US$704 million, or US$25.75 per share, according to people cited in recent coverage.
TMHC
US$71.54
Taylor Morrison Home
7D
20.6%
1Y
23.5%
WHR
US$40.71
Whirlpool
7D
-8.2%
1Y
-50.2%
GRBK
US$68.65
Green Brick Partners
7D
0.8%
1Y
15.2%
Seeking Alpha • Jun 02

Green Brick: No Major Incentive To Get On Board Now

Summary Green Brick Partners remains a hold as margin pressures and affordability headwinds persist, with the stock showing minimal movement since the last review. Rising mortgage rates and increased incentives are eroding GRBK’s industry-leading gross margins (with no lift-off in volumes), while budget homes now dominate sales and backlog mix. GRBK trades at a forward P/E of 12x and will likely see negative earnings growth over the next two years, while other mid-cap homebuilders will see flattish growth. Technical analysis signals a directionless, choppy market for GRBK, with no compelling entry point and no dividend to offset opportunity costs. Read the full article on Seeking Alpha
MHO
US$135.93
M/I Homes
7D
1.7%
1Y
25.1%
SGI
US$67.41
Somnigroup International
7D
-4.0%
1Y
3.4%
KBH
US$51.16
KB Home
7D
2.9%
1Y
-3.5%
BLD
US$408.50
TopBuild
7D
-2.2%
1Y
41.3%
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.
SN
US$121.26
SharkNinja
7D
3.7%
1Y
37.9%
MTH
US$67.11
Meritage Homes
7D
1.0%
1Y
2.3%
NVR
US$6,119.41
NVR
7D
0.3%
1Y
-15.1%
PHM
US$117.21
PulteGroup
7D
-1.6%
1Y
15.1%