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U.S. Consumer Durables Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies81
  • 7D5.1%
  • 3M-7.6%
  • 1Y18.7%
  • YTD0.2%

In the last week, the Consumer Durables industry is up 5.1%, with Garmin up 7.9%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 7.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026US$276.0bUS$237.8bUS$16.9b12.4x16.4x1.2x
Sun, 08 Mar 2026US$285.2bUS$239.2bUS$17.2b12x16.6x1.2x
Tue, 03 Feb 2026US$286.7bUS$238.6bUS$17.5b11.9x16.4x1.2x
Thu, 01 Jan 2026US$279.9bUS$240.2bUS$18.2b9.9x15.4x1.2x
Sat, 29 Nov 2025US$293.9bUS$241.1bUS$18.9b11.8x15.5x1.2x
Mon, 27 Oct 2025US$301.7bUS$240.9bUS$19.2b11.1x15.7x1.3x
Wed, 24 Sep 2025US$307.0bUS$241.7bUS$20.0b11.8x15.3x1.3x
Fri, 22 Aug 2025US$307.3bUS$242.3bUS$20.7b11.5x14.9x1.3x
Sun, 20 Jul 2025US$276.8bUS$242.7bUS$20.9b9.4x13.2x1.1x
Tue, 17 Jun 2025US$255.1bUS$244.8bUS$21.9b8x11.6x1x
Thu, 15 May 2025US$268.8bUS$244.8bUS$22.1b8.6x12.2x1.1x
Sat, 12 Apr 2025US$244.4bUS$247.9bUS$22.1b7.9x11.1x1x
Mon, 10 Mar 2025US$281.7bUS$248.1bUS$22.2b10.9x12.7x1.1x
Wed, 05 Feb 2025US$292.5bUS$246.6bUS$21.9b10.5x13.3x1.2x
Fri, 03 Jan 2025US$296.2bUS$247.1bUS$22.7b10.6x13x1.2x
Sun, 01 Dec 2024US$348.7bUS$249.5bUS$22.9b12x15.2x1.4x
Tue, 29 Oct 2024US$334.6bUS$248.5bUS$23.0b11.8x14.5x1.3x
Thu, 26 Sep 2024US$357.6bUS$248.0bUS$21.9b12.1x16.3x1.4x
Sat, 24 Aug 2024US$338.8bUS$247.3bUS$21.8b12.4x15.5x1.4x
Mon, 22 Jul 2024US$326.1bUS$245.5bUS$21.8b11.6x15x1.3x
Wed, 19 Jun 2024US$298.8bUS$249.0bUS$22.0b10.4x13.6x1.2x
Fri, 17 May 2024US$322.7bUS$249.2bUS$21.8b11.7x14.8x1.3x
Sun, 14 Apr 2024US$308.8bUS$251.8bUS$21.7b12.2x14.2x1.2x
Tue, 12 Mar 2024US$311.1bUS$251.4bUS$21.7b11.8x14.3x1.2x
Thu, 08 Feb 2024US$278.5bUS$246.8bUS$21.2b11x13.1x1.1x
Sat, 06 Jan 2024US$275.9bUS$248.0bUS$19.4b11.1x14.2x1.1x
Mon, 04 Dec 2023US$250.3bUS$243.2bUS$19.2b9.7x13x1x
Wed, 01 Nov 2023US$206.2bUS$242.5bUS$19.0b8.1x10.8x0.9x
Fri, 29 Sep 2023US$223.6bUS$244.0bUS$19.9b8.3x11.3x0.9x
Sun, 27 Aug 2023US$230.3bUS$244.7bUS$20.4b8.3x11.3x0.9x
Tue, 25 Jul 2023US$243.7bUS$242.9bUS$20.5b8.9x11.9x1x
Thu, 22 Jun 2023US$232.4bUS$242.0bUS$20.9b8.4x11.1x1x
Sat, 20 May 2023US$216.2bUS$242.9bUS$21.4b7.6x10.1x0.9x
Mon, 17 Apr 2023US$205.0bUS$244.9bUS$23.4b6.9x8.8x0.8x
Price to Earnings Ratio

8.8x


Total Market Cap: US$205.0bTotal Earnings: US$23.4bTotal Revenue: US$244.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.7x202420252026
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 16.4x which is higher than its 3-year average PE of 13.7x.
  • 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% 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 Market3.43%
Consumer Discretionary4.46%
Consumer Durables5.14%
Housewares and Specialties17.62%
Household Appliances8.27%
Consumer Electronics7.48%
Home Furnishings6.15%
Homebuilding3.85%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 39.5x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 0.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 47% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 3.0% 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$256.537.9%
+US$3.6b		37.3%PE29.7x
SN SharkNinjaUS$114.9610.1%
+US$1.5b		57.9%PE23.2x
DHI D.R. HortonUS$143.742.9%
+US$1.2b		21.9%PE12.5x
SGI Somnigroup InternationalUS$77.766.7%
+US$1.0b		33.9%PE42.6x
PHM PulteGroupUS$122.234.2%
+US$946.5m		30.5%PE10.6x

Latest News

IBP
US$285.66
Installed Building Products
7D
6.3%
1Y
67.7%
LEN
US$88.93
Lennar
7D
2.8%
1Y
-14.9%
SN
US$114.96
SharkNinja
7D
10.1%
1Y
57.9%
ETD
US$22.20
Ethan Allen Interiors
7D
-0.3%
1Y
-16.4%

ETD: Refined Discount Rate And P/E Assumptions Will Support Future Upside Potential

Analysts have trimmed their price target on Ethan Allen Interiors by $1, reflecting updated assumptions around discount rates and long term P/E expectations, while keeping fair value estimates broadly in line with prior views. Analyst Commentary Analysts trimming the price target by $1 points to fine tuning rather than a fundamental reset, with updated discount rate and long term P/E assumptions bringing models closer to current market conditions.
SONO
US$13.04
Sonos
7D
-4.0%
1Y
57.5%

SONO: Emerging AI Execution And Margin Discipline Will Drive Future Repricing

Analysts made a modest upward adjustment to the Sonos price target, lifting it by $1, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple in their models. Analyst Commentary Bullish analysts covering Sonos framed the recent $1 upward move in the price target as a fine tuning of existing views rather than a major shift.
BLD
US$384.47
TopBuild
7D
7.7%
1Y
35.0%
DHI
US$143.74
D.R. Horton
7D
2.9%
1Y
21.9%

DHI: Constrained Housing Supply Will Support Margins Beyond Antitrust And 2026 Concerns

Narrative Update on D.R. Horton The analyst price target for D.R. Horton is now framed around a fair value of $193, with small model tweaks to the discount rate, revenue growth, profit margin, and future P/E. These adjustments reflect recent mixed research that includes downgrades, cautious demand and margin views for 2026, and several offsetting price target raises and cuts across the Street.
PRPL
US$0.60
Purple Innovation
7D
-7.4%
1Y
-5.6%

PRPL: Cautious Guidance And Lower Margin Outlook Will Shape Bullish 2026 Case

Analysts have trimmed their price targets on Purple Innovation, reducing the implied fair value from $1.00 to $0.85 as they factor in slightly higher discount rates, more cautious revenue growth assumptions, and a lower projected profit margin and future P/E multiple. Analyst Commentary Recent research notes reflect a more cautious stance on Purple Innovation, with multiple bearish analysts trimming their price targets in close succession.
GRMN
US$256.53
Garmin
7D
7.9%
1Y
37.3%

GRMN: New AI Services And Product Cycle Will Temper Overstretched Expectations

Garmin's analyst price target in this narrative update shifts from $185 to $220 as analysts factor in stronger earnings projections, expectations for multiple new product launches, and a customer base viewed as less sensitive to economic swings. Analyst Commentary Recent Street research shows a wide range of opinions on Garmin, with higher price targets paired with very different ratings.
RIME
US$1.14
Algorhythm Holdings
7D
-9.5%
1Y
-54.4%
PHM
US$122.23
PulteGroup
7D
4.2%
1Y
30.5%

PHM: Incentives And Affordability Pressures Will Shape Margins And Earnings Visibility

PulteGroup's updated analyst price target of $115.00, up from $112.40, reflects analysts' view that revenue growth, profit margins, and a lower assumed future P/E multiple now better capture the company's earnings potential highlighted in recent initiations and target hikes across the Street. Analyst Commentary Recent research on PulteGroup shows a mix of optimism on earnings power and caution around housing affordability, margin risk, and broader construction end markets.
XWIN
US$7.22
Nova LifeStyle
7D
-1.2%
1Y
1,028.1%
VIOT
US$0.95
Viomi Technology
7D
-12.0%
1Y
-36.6%
SGI
US$77.76
Somnigroup International
7D
6.7%
1Y
33.9%
GPRO
US$0.74
GoPro
7D
-3.7%
1Y
53.8%
SPHL
US$2.46
Springview Holdings
7D
-5.9%
1Y
-41.0%