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U.S. Consumer Durables Industry Analysis

UpdatedJan 22, 2026
DataAggregated Company Financials
Companies86
  • 7D-0.09%
  • 3M1.3%
  • 1Y2.2%
  • YTD8.9%

The Consumer Durables industry has been flat over the last week, but Lennar has lost 6.2%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 Jan 2026US$296.6bUS$239.4bUS$17.8b11.4x16.7x1.2x
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
Tue, 09 May 2023US$218.6bUS$243.6bUS$21.5b7.1x10.2x0.9x
Thu, 06 Apr 2023US$201.5bUS$244.4bUS$23.4b7.4x8.6x0.8x
Sat, 04 Mar 2023US$200.9bUS$244.4bUS$23.4b7.8x8.6x0.8x
Mon, 30 Jan 2023US$201.2bUS$243.9bUS$25.7b6.8x7.8x0.8x
Price to Earnings Ratio

7.8x


Total Market Cap: US$201.2bTotal 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 16.7x 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 1.2x.
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-0.93%
Consumer Discretionary-1.54%
Consumer Durables-0.091%
Home Furnishings3.42%
Housewares and Specialties0.63%
Homebuilding0.037%
Household Appliances-0.041%
Consumer Electronics-3.31%
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 12.2%, 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 51% 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
NVR NVRUS$7.76k1.8%
+US$395.5m		-7.0%PE15.4x
SGI Somnigroup InternationalUS$94.701.8%
+US$358.9m		57.2%PE63.1x
WHR WhirlpoolUS$89.665.8%
+US$276.3m		-32.5%PS0.3x
MHK Mohawk IndustriesUS$125.251.3%
+US$97.1m		-4.3%PE18.4x
NWL Newell BrandsUS$4.351.6%
+US$29.3m		-58.2%PS0.3x

Latest News

DHI
US$155.74
D.R. Horton
7D
-3.3%
1Y
7.2%
WHR
US$89.66
Whirlpool
7D
5.8%
1Y
-32.5%
LEN
US$114.71
Lennar
7D
-6.2%
1Y
-14.7%
SN
US$123.97
SharkNinja
7D
-1.7%
1Y
11.2%
PHM
US$127.77
PulteGroup
7D
-3.8%
1Y
9.7%

PHM: Elevated Incentives And Margin Pressure Will Weigh On Future Returns

Analysts have lifted their PulteGroup fair value estimate by about US$10 to roughly US$112, reflecting updated price targets that factor in slower projected revenue growth, some pressure on profit margins, and a higher assumed future P/E multiple supported by recent research highlighting the resilience of its move up and active adult mix in a tougher affordability backdrop. Analyst Commentary Street research on PulteGroup has been active, with several firms revisiting their price targets and assumptions as housing affordability and demand visibility remain key swing factors.
GRMN
US$206.12
Garmin
7D
-3.0%
1Y
-4.4%
BLD
US$492.46
TopBuild
7D
-1.6%
1Y
38.8%

BLD: Share Repurchases And 2025 Outlook Will Support Steady Forward Expectations

Analysts have adjusted their price target on TopBuild slightly higher to $488.60 from $482.13, citing updated assumptions around discount rates, profit margins near 10.1% and a forward P/E of about 23x. What's in the News TopBuild completed a share repurchase tranche, buying 177,983 shares, or about 0.63% of shares, for US$65.53 million between July 1 and September 30, 2025, under its existing buyback plan (Key Developments).
MTH
US$74.55
Meritage Homes
7D
-4.7%
1Y
-9.3%

MTH: Share Repurchases And Dividend Yield Will Support Future Upside

Analysts have modestly raised their implied fair value estimate for Meritage Homes to about $104 from roughly $100, reflecting slightly higher assumed revenue growth and P/E multiples, partially offset by more cautious profit margin expectations following recent research highlighting pressure on builder incentives and gross margins. Analyst Commentary Recent Street research on Meritage Homes has been mixed, but there are clear pockets of optimism that support the modestly higher fair value estimate.
NWL
US$4.35
Newell Brands
7D
1.6%
1Y
-58.2%

NWL: Productivity Plan And Cost Cuts Will Shape Equity Upside Potential

Narrative Update on Newell Brands The blended analyst price target for Newell Brands has been revised to reflect mixed Street views, with some firms trimming expectations toward the mid single digit range such as US$4.25 and US$6, while others have made modest upward adjustments as analysts weigh ongoing topline pressures against progress on restructuring and productivity initiatives. Analyst Commentary Street research on Newell Brands reflects a split view, with some firms trimming price targets while others see reasons to stay constructive as restructuring work and productivity efforts progress.
MHK
US$125.25
Mohawk Industries
7D
1.3%
1Y
-4.3%
SGI
US$94.70
Somnigroup International
7D
1.8%
1Y
57.2%
IBP
US$304.45
Installed Building Products
7D
-3.2%
1Y
48.3%
COOK
US$1.14
Traeger
7D
7.5%
1Y
-54.2%

Is Traeger (NYSE:COOK) A Risky Investment?

Jan 08
Is Traeger (NYSE:COOK) A Risky Investment?
HOFT
US$13.06
Hooker Furnishings
7D
6.7%
1Y
-3.8%
NVR
US$7,762.31
NVR
7D
1.8%
1Y
-7.0%

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
UHG
US$1.67
United Homes Group
7D
5.0%
1Y
-62.2%

United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues

Dec 22
United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues