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U.S. Consumer Durables Industry Analysis

UpdatedMay 28, 2025
DataAggregated Company Financials
Companies87
  • 7D-1.4%
  • 3M-8.4%
  • 1Y-8.5%
  • YTD-9.8%

Over the last 7 days, the Consumer Durables industry has dropped 1.4%, driven by a pullback from Champion Homes of 21%. However, the industry is down 8.5% over the past year. Earnings are forecast to grow by 3.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 May 2025US$252.9bUS$244.8bUS$21.9b8.5x11.6x1x
Fri, 25 Apr 2025US$252.9bUS$245.6bUS$21.7b8.8x11.6x1x
Sun, 23 Mar 2025US$269.4bUS$248.1bUS$22.2b10.1x12.1x1.1x
Tue, 18 Feb 2025US$290.0bUS$247.1bUS$22.3b11.1x13x1.2x
Thu, 16 Jan 2025US$302.5bUS$247.4bUS$22.7b11x13.3x1.2x
Sat, 14 Dec 2024US$324.7bUS$248.1bUS$22.9b11.6x14.2x1.3x
Mon, 11 Nov 2024US$345.7bUS$249.3bUS$23.0b11.6x15.1x1.4x
Wed, 09 Oct 2024US$346.1bUS$248.0bUS$21.9b12x15.8x1.4x
Fri, 06 Sep 2024US$339.0bUS$247.2bUS$21.8b11.8x15.5x1.4x
Sun, 04 Aug 2024US$330.2bUS$246.3bUS$21.6b11.7x15.3x1.3x
Tue, 02 Jul 2024US$291.2bUS$245.4bUS$21.8b10.2x13.4x1.2x
Thu, 30 May 2024US$298.2bUS$249.5bUS$21.9b11.3x13.6x1.2x
Sat, 27 Apr 2024US$298.0bUS$248.9bUS$21.9b12x13.6x1.2x
Mon, 25 Mar 2024US$322.2bUS$251.9bUS$21.6b12.2x14.9x1.3x
Wed, 21 Feb 2024US$291.4bUS$251.0bUS$21.3b11.5x13.7x1.2x
Fri, 19 Jan 2024US$282.8bUS$248.5bUS$19.5b11.2x14.5x1.1x
Sun, 17 Dec 2023US$282.4bUS$248.0bUS$19.4b11.1x14.5x1.1x
Tue, 14 Nov 2023US$229.5bUS$243.3bUS$19.3b8.8x11.9x0.9x
Thu, 12 Oct 2023US$221.9bUS$244.0bUS$19.9b8.1x11.2x0.9x
Sat, 09 Sep 2023US$236.1bUS$244.6bUS$20.4b8.4x11.6x1x
Mon, 07 Aug 2023US$248.6bUS$244.7bUS$20.3b9.4x12.2x1x
Wed, 05 Jul 2023US$236.9bUS$242.0bUS$20.8b8.6x11.4x1x
Fri, 02 Jun 2023US$210.2bUS$242.5bUS$21.3b7x9.9x0.9x
Sun, 30 Apr 2023US$218.3bUS$243.8bUS$21.7b7.1x10x0.9x
Tue, 28 Mar 2023US$198.5bUS$244.4bUS$23.4b7.4x8.5x0.8x
Thu, 23 Feb 2023US$196.3bUS$244.1bUS$23.3b7.6x8.4x0.8x
Sat, 21 Jan 2023US$195.0bUS$243.7bUS$25.9b6.6x7.5x0.8x
Mon, 19 Dec 2022US$182.4bUS$243.5bUS$25.9b6.1x7.1x0.7x
Wed, 16 Nov 2022US$178.2bUS$241.0bUS$25.4b6.8x7x0.7x
Fri, 14 Oct 2022US$161.3bUS$237.6bUS$26.3b6.2x6.1x0.7x
Sun, 11 Sep 2022US$176.0bUS$235.2bUS$26.1b7.1x6.7x0.7x
Tue, 09 Aug 2022US$189.5bUS$235.1bUS$26.2b8.2x7.2x0.8x
Thu, 07 Jul 2022US$179.9bUS$230.6bUS$26.0b7.3x6.9x0.8x
Sat, 04 Jun 2022US$192.6bUS$228.2bUS$25.4b8.5x7.6x0.8x
Price to Earnings Ratio

7.6x


Total Market Cap: US$192.6bTotal Earnings: US$25.4bTotal Revenue: US$228.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 11.4x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 4.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.4% per year.
  • This means that although more sales are being generated, 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-0.30%
Consumer Discretionary0.14%
Consumer Durables-1.45%
Consumer Electronics0.80%
Home Furnishings-0.58%
Homebuilding-1.58%
Housewares and Specialties-4.13%
Household Appliances-5.23%
Industry PE
  • Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 34.2x.
    • Analysts are expecting annual earnings growth of 21.0%, which is higher than its past year's earnings decline of 18.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 44% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings decline by 3.4% 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$205.510.9%
+US$336.9m
26.5%PE27x
TOL Toll BrothersUS$107.933.3%
+US$336.3m
-10.1%PE7.7x
SGI Somnigroup InternationalUS$66.630.5%
+US$73.0m
34.3%PE50.6x
IBP Installed Building ProductsUS$162.791.0%
+US$44.2m
-22.2%PE18.2x
IRBT iRobotUS$3.9845.3%
+US$38.6m
-58.3%PS0.2x
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Latest News

CCS

US$55.30

Century Communities

7D

1.6%

1Y

-33.4%

SKY

US$70.45

Champion Homes

7D

-21.4%

1Y

-0.2%

WHR

US$79.67

Whirlpool

7D

-2.9%

1Y

-8.2%

CVCO

US$456.71

Cavco Industries

7D

-12.1%

1Y

30.8%

TOL

US$107.93

Toll Brothers

7D

3.3%

1Y

-10.1%

SGI

US$66.63

Somnigroup International

7D

0.5%

1Y

34.3%

SN

US$94.78

SharkNinja

7D

-5.8%

1Y

26.6%

NVR

US$7,210.65

NVR

7D

0.05%

1Y

-2.0%

IRBT

US$3.98

iRobot

7D

45.3%

1Y

-58.3%

MHK

US$104.59

Mohawk Industries

7D

-2.3%

1Y

-9.6%