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U.S. Consumer Durables Industry Analysis

UpdatedJan 20, 2026
DataAggregated Company Financials
Companies86
  • 7D-0.09%
  • 3M0.9%
  • 1Y2.3%
  • YTD9.0%

The Consumer Durables is pretty flat in the last 7 days, but TopBuild has stood out, gaining 4.1%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 7.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Fri, 27 Jan 2023US$200.3bUS$243.9bUS$25.7b6.9x7.8x0.8x
Price to Earnings Ratio

7.8x


Total Market Cap: US$200.3bTotal Earnings: US$25.7bTotal Revenue: US$243.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.1x202420252026
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 16.9x which is higher than its 3-year average PE of 13.1x.
  • 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 11% 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-0.55%
Consumer Discretionary-2.64%
Consumer Durables-0.09%
Household Appliances2.27%
Home Furnishings2.02%
Housewares and Specialties1.31%
Consumer Electronics-0.10%
Homebuilding-0.72%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry even though it's trading below its 3-year average PE ratio of 35.8x.
    • Analysts are expecting annual earnings growth of 12.1%, which is higher than its past year's earnings growth of 3.6% 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 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
BLD TopBuildUS$493.774.1%
+US$538.4m		42.6%PE24.3x
SN SharkNinjaUS$127.062.7%
+US$477.1m		16.2%PE31.2x
SGI Somnigroup InternationalUS$94.001.6%
+US$314.9m		57.7%PE62.6x
MHK Mohawk IndustriesUS$122.843.2%
+US$234.9m		-5.0%PE18x
IBP Installed Building ProductsUS$309.702.2%
+US$181.5m		58.0%PE32.7x

Latest News

LEN
US$118.59
Lennar
7D
-1.9%
1Y
-16.2%

LEN: Prolonged Margin Pressure From Incentives Will Weigh On Future Returns

The analyst price target for Lennar has shifted as recent research combined a higher US$125 target with several lower targets, reflecting differing views on how slower housing activity, margin pressure, inventory clearance and management changes may affect the stock's risk and reward profile. Analyst Commentary Recent research on Lennar reflects a mixed backdrop, with one major bank lifting its price target while several bearish analysts cut targets or downgraded the stock.
MHK
US$122.84
Mohawk Industries
7D
3.2%
1Y
-5.0%
SGI
US$94.00
Somnigroup International
7D
1.6%
1Y
57.7%
IBP
US$309.70
Installed Building Products
7D
2.2%
1Y
58.0%
BLD
US$493.77
TopBuild
7D
4.1%
1Y
42.6%
SONO
US$15.85
Sonos
7D
-6.0%
1Y
13.2%
TPH
US$35.19
Tri Pointe Homes
7D
-1.2%
1Y
-5.5%

TPH: Active Adult Expansion And Buybacks Are Expected To Support Execution

Analysts now estimate fair value for Tri Pointe Homes at about $38.20, up from roughly $37.75. This reflects a blend of more cautious housing sector views from some firms, alongside supportive arguments related to the company’s customer mix, active share repurchases, and updated P/E expectations.
CVCO
US$697.76
Cavco Industries
7D
3.1%
1Y
46.3%

CVCO: Share Repurchases Will Likely Leave Shares Vulnerable To Future Multiple Compression

Analysts have lifted their price target for Cavco Industries from about $587 to $605, citing updated assumptions around revenue growth, discount rates and future P/E that modestly shift their view of the company’s long term earnings profile and valuation. What's in the News Cavco Industries completed a share repurchase of 15,133 shares, about 0.19% of the company, for US$8.32 million under the buyback announced on May 22, 2025 (Key Developments).
WHR
US$87.13
Whirlpool
7D
3.8%
1Y
-33.0%

WHR: Tariff Concerns And Softer Outlook Will Pressure Future Share Returns

Analysts have revised Whirlpool's price target to US$51.00. The change reflects updated assumptions around more moderate revenue growth of 29.78% and a slightly higher profit margin of 4.78%, alongside a modest adjustment to the forward P/E to 5.61x.
SKY
US$96.32
Champion Homes
7D
1.6%
1Y
6.3%

SKY: Leadership Transition And Buybacks Will Shape Future Returns And Risk Balance

Analysts have maintained their price target on Champion Homes at US$91.60, citing only very small model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What's in the News Champion Homes held a grand opening for its Innovation Cottages in Parksley, Virginia, showcasing two energy efficient, offsite-built homes created with developer iUnit Communities and supported in part by the Virginia Housing Innovation Grant Program (Key Developments).
DHI
US$155.96
D.R. Horton
7D
-2.3%
1Y
5.6%

DHI: Housing Affordability And Margin Pressure Will Restrain Returns

The analyst price target in our model for D.R. Horton shifts from US$110.00 to about US$118.96. This reflects updated views from analysts who are trimming Street targets on concerns around housing affordability, margin pressure, and mixed homebuilding conditions into 2026.
SN
US$127.06
SharkNinja
7D
2.7%
1Y
16.2%

SN: Higher Guidance And Product Push Will Mask Margin Risk

Analysts have lifted their price target on SharkNinja to US$110 from US$101, citing slightly higher projected revenue growth and a modestly higher future P/E multiple, while keeping profit margin expectations broadly in line. What's in the News SharkNinja is promoting the Shark TurboBlade Cool + Heat 2-in-1 customizable fan and heater, positioned as a year round comfort device with multiple cooling and heating modes and a limited time price of US$249.99 at SharkNinja.com (Product related announcement).
TMHC
US$63.27
Taylor Morrison Home
7D
-2.5%
1Y
-3.7%
PHM
US$130.23
PulteGroup
7D
-2.3%
1Y
11.3%

PHM: Constrained Housing Supply And Buybacks Will Support Future Earnings Resilience

Analysts have inched their average PulteGroup price target slightly lower to about $159, a trim of roughly $1, as they factor in a modestly higher discount rate and small tweaks to long term margin and P/E assumptions, while still pointing to constrained housing supply and potential macro improvement as key supports for the homebuilder. Analyst Commentary Bullish analysts trimming their PulteGroup price targets slightly while maintaining positive ratings see the recent move as more of a fine tuning of models than a change in conviction.
NVR
US$7,561.54
NVR
7D
-0.4%
1Y
-9.6%

NVR, Inc.'s (NYSE:NVR) Earnings Are Not Doing Enough For Some Investors

Jan 01
NVR, Inc.'s (NYSE:NVR) Earnings Are Not Doing Enough For Some Investors
CRCT
US$4.31
Cricut
7D
-12.4%
1Y
-24.8%