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U.S. Consumer Durables Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies81
  • 7D1.6%
  • 3M-9.0%
  • 1Y20.2%
  • YTD0.7%

Over the last 7 days, the Consumer Durables industry has risen 7.6%, driven by gains from Garmin of 9.6%. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 6.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$283.2bUS$237.8bUS$16.9b11.8x16.8x1.2x
Sat, 14 Mar 2026US$268.9bUS$239.1bUS$17.2b11.4x15.6x1.1x
Mon, 09 Feb 2026US$302.8bUS$238.6bUS$17.3b13.6x17.5x1.3x
Wed, 07 Jan 2026US$281.3bUS$240.2bUS$18.2b10.4x15.5x1.2x
Fri, 05 Dec 2025US$300.1bUS$241.1bUS$18.9b11.4x15.8x1.2x
Sun, 02 Nov 2025US$281.7bUS$240.4bUS$19.0b10.6x14.8x1.2x
Tue, 30 Sep 2025US$308.7bUS$241.6bUS$20.0b11.6x15.4x1.3x
Thu, 28 Aug 2025US$315.8bUS$242.3bUS$20.6b11.8x15.3x1.3x
Sat, 26 Jul 2025US$287.4bUS$241.4bUS$20.1b10x14.3x1.2x
Mon, 23 Jun 2025US$256.9bUS$244.5bUS$21.4b8.7x12x1.1x
Wed, 21 May 2025US$265.1bUS$244.8bUS$22.0b8.7x12x1.1x
Fri, 18 Apr 2025US$242.4bUS$246.5bUS$21.8b8x11.1x1x
Sun, 16 Mar 2025US$270.2bUS$248.1bUS$22.2b10.2x12.1x1.1x
Tue, 11 Feb 2025US$288.3bUS$246.4bUS$21.8b10.9x13.2x1.2x
Thu, 09 Jan 2025US$292.8bUS$247.1bUS$22.7b10.3x12.9x1.2x
Sat, 07 Dec 2024US$334.4bUS$247.8bUS$22.9b11.5x14.6x1.3x
Mon, 04 Nov 2024US$331.2bUS$249.1bUS$23.0b11.4x14.4x1.3x
Wed, 02 Oct 2024US$360.3bUS$248.0bUS$21.9b12.5x16.5x1.5x
Fri, 30 Aug 2024US$343.4bUS$247.2bUS$21.8b11.9x15.7x1.4x
Sun, 28 Jul 2024US$340.9bUS$245.6bUS$22.2b11.8x15.4x1.4x
Tue, 25 Jun 2024US$293.6bUS$248.9bUS$22.0b10.2x13.3x1.2x
Thu, 23 May 2024US$311.1bUS$249.6bUS$21.9b11.4x14.2x1.2x
Sat, 20 Apr 2024US$295.3bUS$252.9bUS$21.9b11.8x13.5x1.2x
Mon, 18 Mar 2024US$307.7bUS$251.7bUS$21.7b11.7x14.2x1.2x
Wed, 14 Feb 2024US$288.7bUS$251.5bUS$21.5b11.2x13.4x1.1x
Fri, 12 Jan 2024US$287.0bUS$248.5bUS$19.5b11.3x14.7x1.2x
Sun, 10 Dec 2023US$263.9bUS$247.2bUS$19.3b10.5x13.6x1.1x
Tue, 07 Nov 2023US$229.8bUS$242.2bUS$18.9b8.8x12.2x0.9x
Thu, 05 Oct 2023US$220.1bUS$244.0bUS$19.9b7.8x11.1x0.9x
Sat, 02 Sep 2023US$243.9bUS$244.6bUS$20.3b8.7x12x1x
Mon, 31 Jul 2023US$245.5bUS$241.4bUS$20.2b8.9x12.1x1x
Wed, 28 Jun 2023US$237.9bUS$242.0bUS$20.8b8.6x11.4x1x
Fri, 26 May 2023US$209.2bUS$242.6bUS$21.4b7.1x9.8x0.9x
Sun, 23 Apr 2023US$213.7bUS$244.9bUS$22.9b7.4x9.3x0.9x
Price to Earnings Ratio

9.3x


Total Market Cap: US$213.7bTotal Earnings: US$22.9bTotal 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 16.7x 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 9.7% 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 Market3.42%
Consumer Discretionary5.81%
Consumer Durables1.62%
Consumer Electronics5.20%
Housewares and Specialties4.59%
Home Furnishings4.14%
Household Appliances2.46%
Homebuilding0.088%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 39.9x.
    • 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 48% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 2.3% 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$265.845.2%
+US$2.5b		40.7%PE30.8x
SGI Somnigroup InternationalUS$80.514.1%
+US$660.5m		39.2%PE44.1x
SN SharkNinjaUS$115.513.2%
+US$508.5m		56.8%PE23.3x
DHI D.R. HortonUS$144.201.1%
+US$440.3m		22.7%PE12.5x
LEG Leggett & PlattUS$11.3514.1%
+US$190.9m		73.0%PE6.6x

Latest News

SGI
US$80.51
Somnigroup International
7D
4.1%
1Y
39.2%
LEG
US$11.35
Leggett & Platt
7D
14.1%
1Y
73.0%
SN
US$115.51
SharkNinja
7D
3.2%
1Y
56.8%
DFH
US$13.47
Dream Finders Homes
7D
-5.0%
1Y
-35.7%
TOL
US$140.13
Toll Brothers
7D
0.7%
1Y
52.6%
GRMN
US$265.84
Garmin
7D
5.2%
1Y
40.7%
LEN
US$88.44
Lennar
7D
-0.2%
1Y
-13.9%

LEN: Expensive Land Banking Will Keep Margins And Returns Under Pressure

Analysts have trimmed Lennar's fair value estimate to $74 from $80. This reflects a cluster of recent price target cuts that cite softer revenue growth assumptions, modestly lower margin expectations, a slightly higher discount rate, and concerns about valuation relative to peers, as well as ongoing demand and land banking risks.
MHO
US$120.47
M/I Homes
7D
-2.8%
1Y
15.7%
DHI
US$144.20
D.R. Horton
7D
1.1%
1Y
22.7%

D.R. Horton Vs. Lennar: Homebuilder Showdown As Mortgage Rates Jump

Apr 13
TMHC
US$57.74
Taylor Morrison Home
7D
-2.2%
1Y
5.2%
MHK
US$103.88
Mohawk Industries
7D
2.9%
1Y
2.9%

MHK: Future Rerating Will Depend On Sustained Share Repurchases Execution

Analysts have trimmed the blended price target on Mohawk Industries by about $4 to $139. This reflects modestly softer growth assumptions, a slightly higher discount rate, and updated post-earnings models that still point to mixed demand but relatively inexpensive valuation and potential for a changing narrative if buybacks and volume trends improve.
CVCO
US$503.10
Cavco Industries
7D
-1.5%
1Y
7.2%

CVCO: Outperform Upgrade And Active Buybacks Will Support Future Upside

Analysts have maintained their $587.50 price target for Cavco Industries while slightly updating key inputs such as the discount rate and assumed future P/E. This reflects refreshed views following a recent upgrade to Outperform.
HOV
US$105.76
Hovnanian Enterprises
7D
-6.4%
1Y
15.4%

HOV: Bearish Outlook Will Hinge On Potential Antitrust Probe Risk

Analysts cut their price target on Hovnanian Enterprises from $120 to $74, citing more cautious assumptions for revenue growth, profit margins, the discount rate, and future P/E following recent bearish Street research. Analyst Commentary Bullish Takeaways Bullish analysts see room for execution upside if Hovnanian converts its revenue pipeline into steady closings, which could support the revised P/E assumptions despite the lower price target.
SKY
US$75.69
Champion Homes
7D
-3.8%
1Y
-6.0%

SKY: Share Repurchases Will Support Future Upside From Attainable Rental Communities

Analysts have slightly lowered their price target on Champion Homes, trimming fair value to about $97.60 as they fine tune assumptions around the discount rate, profit margin and future P/E. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for $49.99 million under its existing buyback program (Key Developments).
BLD
US$387.90
TopBuild
7D
1.6%
1Y
38.9%
GRBK
US$65.56
Green Brick Partners
7D
-3.9%
1Y
19.4%