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U.S. Consumer Durables Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies86
  • 7D8.8%
  • 3M4.0%
  • 1Y7.0%
  • YTD10.5%

D.R. Horton is up 11%, leading the way for the Consumer Durables industry, which has gained 8.8%. During this same period, the Helen of Troy underperformed, falling 14%. This means that the industry has gained 7.0% over the past year. Looking forward, earnings are forecast to grow by 7.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 Jan 2026US$304.7bUS$240.2bUS$18.0b11.6x16.9x1.3x
Sat, 13 Dec 2025US$296.3bUS$241.1bUS$18.8b10.8x15.7x1.2x
Mon, 10 Nov 2025US$280.7bUS$241.1bUS$18.9b11x14.8x1.2x
Wed, 08 Oct 2025US$311.8bUS$241.6bUS$20.0b11.1x15.6x1.3x
Fri, 05 Sep 2025US$318.0bUS$242.3bUS$20.6b11.5x15.4x1.3x
Sun, 03 Aug 2025US$283.2bUS$241.4bUS$20.6b9.7x13.7x1.2x
Tue, 01 Jul 2025US$266.7bUS$242.7bUS$21.4b8.6x12.5x1.1x
Thu, 29 May 2025US$258.4bUS$244.8bUS$21.9b8.4x11.8x1.1x
Sat, 26 Apr 2025US$257.0bUS$245.4bUS$21.7b8.8x11.8x1x
Mon, 24 Mar 2025US$269.4bUS$248.1bUS$22.2b10.1x12.1x1.1x
Wed, 19 Feb 2025US$290.0bUS$247.1bUS$22.3b11.2x13x1.2x
Fri, 17 Jan 2025US$308.8bUS$247.4bUS$22.7b11x13.6x1.2x
Sun, 15 Dec 2024US$319.7bUS$248.1bUS$22.9b11.6x13.9x1.3x
Tue, 12 Nov 2024US$345.7bUS$249.3bUS$23.0b11.8x15.1x1.4x
Thu, 10 Oct 2024US$347.7bUS$248.0bUS$21.9b12x15.9x1.4x
Sat, 07 Sep 2024US$338.0bUS$247.2bUS$21.8b12x15.5x1.4x
Mon, 05 Aug 2024US$330.2bUS$246.3bUS$21.6b11.7x15.3x1.3x
Wed, 03 Jul 2024US$284.9bUS$245.3bUS$21.8b10.2x13.1x1.2x
Fri, 31 May 2024US$301.9bUS$249.5bUS$21.9b11.4x13.8x1.2x
Sun, 28 Apr 2024US$298.1bUS$248.9bUS$21.9b12x13.6x1.2x
Tue, 26 Mar 2024US$322.1bUS$251.9bUS$21.7b12.7x14.9x1.3x
Thu, 22 Feb 2024US$291.4bUS$251.1bUS$21.4b11.3x13.6x1.2x
Sat, 20 Jan 2024US$284.4bUS$248.5bUS$19.5b11.5x14.6x1.1x
Mon, 18 Dec 2023US$282.3bUS$248.0bUS$19.4b11.1x14.5x1.1x
Wed, 15 Nov 2023US$229.6bUS$243.5bUS$19.2b9.5x11.9x0.9x
Fri, 13 Oct 2023US$221.9bUS$244.0bUS$19.9b7.7x11.2x0.9x
Sun, 10 Sep 2023US$235.2bUS$244.6bUS$20.4b8.4x11.6x1x
Tue, 08 Aug 2023US$251.2bUS$244.7bUS$20.3b9.3x12.3x1x
Thu, 06 Jul 2023US$234.5bUS$242.0bUS$20.8b8.5x11.3x1x
Sat, 03 Jun 2023US$217.9bUS$242.5bUS$21.3b7.3x10.2x0.9x
Mon, 01 May 2023US$218.3bUS$243.8bUS$21.7b7.1x10x0.9x
Wed, 29 Mar 2023US$198.7bUS$244.4bUS$23.4b7.3x8.5x0.8x
Fri, 24 Feb 2023US$199.4bUS$244.3bUS$23.4b7.7x8.5x0.8x
Sun, 22 Jan 2023US$195.0bUS$243.7bUS$25.9b6.6x7.5x0.8x
Price to Earnings Ratio

7.5x


Total Market Cap: US$195.0bTotal Earnings: US$25.9bTotal Revenue: US$243.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13x202420252026
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 13.0x.
  • 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 Market0.24%
Consumer Discretionary1.71%
Consumer Durables8.78%
Homebuilding11.37%
Housewares and Specialties8.28%
Household Appliances6.70%
Home Furnishings4.25%
Consumer Electronics2.02%
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 12.4%, 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 45% 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
DHI D.R. HortonUS$160.8511.3%
+US$4.8b		12.4%PE13.1x
LEN LennarUS$123.3215.9%
+US$4.2b		-8.8%PE14.7x
PHM PulteGroupUS$133.6610.3%
+US$2.4b		18.8%PE9.9x
SN SharkNinjaUS$126.227.7%
+US$1.3b		19.3%PE31x
BLD TopBuildUS$489.5310.0%
+US$1.2b		47.0%PE24.1x

Latest News

TOL
US$148.81
Toll Brothers
7D
9.3%
1Y
13.7%
SONO
US$16.99
Sonos
7D
-0.3%
1Y
19.4%
VIOT
US$1.50
Viomi Technology
7D
-16.2%
1Y
13.6%
LEN
US$123.32
Lennar
7D
15.9%
1Y
-8.8%
BLD
US$489.53
TopBuild
7D
10.0%
1Y
47.0%
XWIN
US$5.80
XMax
7D
-2.0%
1Y
864.9%
IBP
US$311.69
Installed Building Products
7D
13.0%
1Y
66.3%

IBP: Higher P/E And Share Buybacks Will Signal Rising Downside Risk

Narrative Update on Installed Building Products Analysts have lifted their price target on Installed Building Products from US$184 to US$203, pointing to updated assumptions for revenue growth, profit margins, and future P/E that reflect their latest view of the company’s risk profile and earnings potential. What's in the News The company completed the repurchase of 700,000 shares, representing 2.55% of shares, for a total of US$134.93 million under the buyback announced on February 27, 2025 (Key Developments).
DHI
US$160.85
D.R. Horton
7D
11.3%
1Y
12.4%

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.
HELE
US$18.67
Helen of Troy
7D
-14.2%
1Y
-70.3%
SN
US$126.22
SharkNinja
7D
7.7%
1Y
19.3%

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).
LRE
US$1.57
Lead Real Estate
7D
-4.8%
1Y
-23.8%
GPRO
US$1.41
GoPro
7D
-4.7%
1Y
34.3%
PHM
US$133.66
PulteGroup
7D
10.3%
1Y
18.8%

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$7,673.32
NVR
7D
6.0%
1Y
-5.8%

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$1.65
United Homes Group
7D
-4.6%
1Y
-59.6%

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
RIME
US$0.97
Algorhythm Holdings
7D
-20.4%
1Y
-93.8%