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U.S. Consumer Durables Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies81
  • 7D-1.4%
  • 3M10.0%
  • 1Y9.2%
  • YTD6.8%

Over the last 7 days, the Consumer Durables industry has dropped 1.4%, driven by D.R. Horton declining 4.6%. Over the past 12 months, the industry was up 9.2%. As for the next few years, earnings are expected to grow by 8.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Jul 2026US$278.4bUS$224.9bUS$15.2b14x18.3x1.2x
Wed, 03 Jun 2026US$266.5bUS$231.4bUS$15.9b12.5x16.7x1.2x
Fri, 01 May 2026US$278.2bUS$235.9bUS$16.2b12x17.2x1.2x
Sun, 29 Mar 2026US$259.2bUS$237.7bUS$16.8b11.7x15.4x1.1x
Tue, 24 Feb 2026US$318.0bUS$239.4bUS$17.4b13.5x18.3x1.3x
Thu, 22 Jan 2026US$296.6bUS$239.4bUS$17.8b11.4x16.7x1.2x
Sat, 20 Dec 2025US$286.1bUS$240.2bUS$18.2b10.7x15.7x1.2x
Mon, 17 Nov 2025US$276.3bUS$241.2bUS$18.9b11.6x14.6x1.1x
Wed, 15 Oct 2025US$292.2bUS$241.5bUS$19.7b10.7x14.9x1.2x
Fri, 12 Sep 2025US$322.1bUS$242.3bUS$20.6b11.9x15.6x1.3x
Sun, 10 Aug 2025US$296.3bUS$242.1bUS$20.6b11x14.4x1.2x
Tue, 08 Jul 2025US$277.4bUS$242.7bUS$21.4b8.9x13x1.1x
Thu, 05 Jun 2025US$253.6bUS$244.8bUS$21.9b8.4x11.6x1x
Sat, 03 May 2025US$253.1bUS$245.3bUS$21.7b8.5x11.7x1x
Mon, 31 Mar 2025US$267.7bUS$248.0bUS$22.2b9.2x12x1.1x
Wed, 26 Feb 2025US$276.4bUS$247.9bUS$22.2b11x12.5x1.1x
Fri, 24 Jan 2025US$311.7bUS$247.3bUS$22.6b11.3x13.8x1.3x
Sun, 22 Dec 2024US$298.2bUS$247.1bUS$22.7b10.9x13.1x1.2x
Tue, 19 Nov 2024US$334.4bUS$249.5bUS$22.9b11.2x14.6x1.3x
Thu, 17 Oct 2024US$357.6bUS$247.9bUS$21.9b12.5x16.3x1.4x
Sat, 14 Sep 2024US$347.8bUS$247.2bUS$21.8b12.5x15.9x1.4x
Mon, 12 Aug 2024US$321.0bUS$247.1bUS$21.9b11.4x14.7x1.3x
Wed, 10 Jul 2024US$282.8bUS$245.3bUS$21.8b9.7x13x1.2x
Fri, 07 Jun 2024US$304.5bUS$249.5bUS$21.9b10.8x13.9x1.2x
Sun, 05 May 2024US$306.2bUS$249.1bUS$22.0b12x13.9x1.2x
Tue, 02 Apr 2024US$330.1bUS$251.8bUS$21.7b13.1x15.2x1.3x
Thu, 29 Feb 2024US$300.9bUS$251.3bUS$21.7b11.3x13.9x1.2x
Sat, 27 Jan 2024US$278.8bUS$248.9bUS$19.5b11.1x14.3x1.1x
Mon, 25 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Wed, 22 Nov 2023US$242.7bUS$243.3bUS$19.2b9.3x12.6x1x
Fri, 20 Oct 2023US$206.6bUS$244.0bUS$19.9b7.7x10.4x0.8x
Sun, 17 Sep 2023US$228.9bUS$244.3bUS$20.0b8.4x11.5x0.9x
Tue, 15 Aug 2023US$244.7bUS$244.6bUS$20.2b9x12.1x1x
Thu, 13 Jul 2023US$244.3bUS$242.0bUS$20.8b8.6x11.7x1x
Price to Earnings Ratio

11.7x


Total Market Cap: US$244.3bTotal 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 18.3x 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 10.0% 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 Market1.63%
Consumer Discretionary2.72%
Consumer Durables-1.39%
Household Appliances3.16%
Consumer Electronics3.12%
Housewares and Specialties1.10%
Home Furnishings0.30%
Homebuilding-3.55%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 59.9x.
    • Analysts are expecting annual earnings growth of 19.6%, 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
GRMN GarminUS$240.023.2%
+US$1.4b		11.8%PE26.7x
SN SharkNinjaUS$151.474.4%
+US$901.5m		41.2%PE30.4x
SGI Somnigroup InternationalUS$78.430.6%
+US$103.1m		9.1%PE31.6x
LEG Leggett & PlattUS$11.942.3%
+US$36.8m		20.7%PE7.2x
BSET Bassett Furniture IndustriesUS$20.2317.1%
+US$25.7m		25.7%PE31.9x

Latest News

SGI
US$78.43
Somnigroup International
7D
0.6%
1Y
9.1%
Seeking Alpha • 17h

Somnigroup: How It Plans To Dominate The Mattress Market

Summary Somnigroup earns a Buy rating and $100 price target, driven by its acquisition of Mattress Firm and pending Leggett & Platt deal. SGI is building a soft monopoly, leveraging omnichannel dominance, pricing power, and a robust balance sheet to expand margins by 2027. Q1 results show 12.3% net sales growth, 19.7% adj EBITDA growth, and $186M FCF, reflecting strong operating leverage and acquisition synergies. Key catalysts include the Leggett & Platt integration, Stearns & Foster hybrid launch, and $50M sales uplift from delayed price increases in H2. Read the full article on Seeking Alpha
TOL
US$157.14
Toll Brothers
7D
-4.3%
1Y
33.4%
SN
US$151.47
SharkNinja
7D
4.4%
1Y
41.2%
Narrative Update • Jul 03

SN: Future Returns Will Reflect Coffee Expansion And Balanced Global Growth Risks

Analysts have lifted their SharkNinja price target slightly from $149.41 to $152.79, citing updated assumptions around revenue growth, discount rate, profit margins and future P/E as the drivers of this refined valuation view. What’s in the News for SharkNinja SharkNinja reported Q1 2026 revenue growth of 16% year over year, raised its 2026 outlook for net sales and adjusted EPS, and highlighted operating cash flow above US$600 million alongside a newly authorized US$750 million share repurchase program.
MHO
US$156.84
M/I Homes
7D
-3.8%
1Y
35.9%
Narrative Update • Jul 03

MHO: Balance Sheet Strength And Buybacks Will Support Future Risk Reward Balance

The analyst price target for M/I Homes has been raised from $157 to about $163, as analysts incorporate a slightly lower discount rate, updated profit margin assumptions, and a higher future P/E multiple, supported by recent research highlighting the company's balance sheet and ongoing share buybacks. Analyst Commentary Recent research on M/I Homes highlights a mix of optimism around balance sheet strength and capital returns, alongside some caution that has led to at least one downgrade.
BSET
US$20.23
Bassett Furniture Industries
7D
17.1%
1Y
25.7%
SDHC
US$15.91
Smith Douglas Homes
7D
9.0%
1Y
-20.4%
Narrative Update • Jul 02

SDHC: Neutral Coverage And Margin Pressure Will Weigh On Future Returns

Analysts have trimmed their price target on Smith Douglas Homes from $14.00 to $11.50 as they factor in updated expectations for revenue growth, profit margins and a higher assumed future P/E multiple following recent Neutral-rated coverage from the Street. What’s in the News for Smith Douglas Homes Smith Douglas Homes completed a share repurchase of 449,604 shares from January 1, 2026 to March 31, 2026.
LEG
US$11.94
Leggett & Platt
7D
2.3%
1Y
20.7%
MTH
US$81.86
Meritage Homes
7D
-3.9%
1Y
15.9%
Seeking Alpha • Jun 30

Meritage Homes: I Am Not Chasing The Stock After The Recent Run-Up

Summary Meritage Homes is rated Hold/Neutral after a strong run-up, with limited near-term upside due to margin headwinds and elevated valuation. MTH's focus on community growth and a 60-day home-closing guarantee supports sales but introduces margin pressure and operational risks. High-cost land acquired from 2022 to 2024 continues to weigh on margins, with relief not expected until late FY2027. Valuation has re-rated to a 1.12x P/BV, now above historical averages and peers on P/E and EV/EBITDA, reflecting sector enthusiasm post-TMHC acquisition. Read the full article on Seeking Alpha
PHM
US$133.67
PulteGroup
7D
-2.9%
1Y
22.2%
LEN
US$88.21
Lennar
7D
-5.7%
1Y
-19.9%
GRMN
US$240.02
Garmin
7D
3.2%
1Y
11.8%
NVR
US$6,750.79
NVR
7D
-1.1%
1Y
-11.4%
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
LCUT
US$8.56
Lifetime Brands
7D
12.4%
1Y
57.6%
Narrative Update • Jun 26

LCUT: Future Profit Margin Shortfalls Will Likely Undermine Recent Optimism

Analysts have raised the Lifetime Brands fair value estimate from $4.00 to $6.00 per share, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that align with recent price target increases of $3 and $1 from Street research. Analyst Commentary on Lifetime Brands Recent Street research on Lifetime Brands has referenced higher price targets, but the supporting commentary still points to several areas where analysts see meaningful risk around valuation, execution, and growth assumptions.
DHI
US$158.57
D.R. Horton
7D
-4.6%
1Y
20.2%
SKY
US$85.25
Champion Homes
7D
-4.0%
1Y
27.4%
HBB
US$22.73
Hamilton Beach Brands Holding
7D
8.2%
1Y
20.8%