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U.S. Consumer Durables Industry Analysis

UpdatedJul 17, 2025
DataAggregated Company Financials
Companies83
  • 7D-3.5%
  • 3M12.5%
  • 1Y-11.4%
  • YTD-3.3%

Over the last 7 days, the Consumer Durables industry has dropped 3.5%, driven by a pullback from D.R. Horton of 5.8%. Overall the industry is down 11% in 12 months. As for the next few years, earnings are expected to grow by 3.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 18 Jul 2025US$273.0bUS$242.7bUS$20.9b9.6x13.1x1.1x
Sun, 15 Jun 2025US$255.1bUS$244.8bUS$21.9b8.2x11.6x1x
Tue, 13 May 2025US$256.4bUS$244.8bUS$21.8b8.6x11.8x1x
Thu, 10 Apr 2025US$235.5bUS$247.9bUS$22.1b8.1x10.7x1x
Sat, 08 Mar 2025US$283.6bUS$248.1bUS$22.2b10.9x12.8x1.1x
Mon, 03 Feb 2025US$300.1bUS$246.6bUS$21.9b11x13.7x1.2x
Wed, 01 Jan 2025US$295.9bUS$247.1bUS$22.7b10.8x13x1.2x
Fri, 29 Nov 2024US$348.2bUS$249.5bUS$22.9b11.9x15.2x1.4x
Sun, 27 Oct 2024US$334.6bUS$248.5bUS$23.0b11.7x14.5x1.3x
Tue, 24 Sep 2024US$355.0bUS$247.9bUS$21.9b12.5x16.2x1.4x
Thu, 22 Aug 2024US$330.2bUS$247.2bUS$21.8b11.9x15.1x1.3x
Sat, 20 Jul 2024US$327.7bUS$245.5bUS$21.8b11.6x15x1.3x
Mon, 17 Jun 2024US$297.7bUS$249.3bUS$21.9b10.5x13.6x1.2x
Wed, 15 May 2024US$309.7bUS$249.2bUS$21.8b11.3x14.2x1.2x
Fri, 12 Apr 2024US$306.1bUS$251.8bUS$21.7b12.6x14.1x1.2x
Sun, 10 Mar 2024US$312.2bUS$251.4bUS$21.7b11.8x14.4x1.2x
Tue, 06 Feb 2024US$280.1bUS$246.9bUS$21.2b11.1x13.2x1.1x
Thu, 04 Jan 2024US$276.8bUS$248.0bUS$19.4b11.2x14.3x1.1x
Sat, 02 Dec 2023US$243.2bUS$243.2bUS$19.2b9.7x12.7x1x
Mon, 30 Oct 2023US$201.2bUS$242.5bUS$19.1b8.3x10.6x0.8x
Wed, 27 Sep 2023US$219.1bUS$244.1bUS$19.9b7.8x11x0.9x
Fri, 25 Aug 2023US$232.5bUS$244.6bUS$20.4b8.4x11.4x1x
Sun, 23 Jul 2023US$242.0bUS$242.9bUS$20.5b8.8x11.8x1x
Tue, 20 Jun 2023US$229.6bUS$242.1bUS$20.9b8.3x11x0.9x
Thu, 18 May 2023US$217.9bUS$242.9bUS$21.4b7.6x10.2x0.9x
Sat, 15 Apr 2023US$205.0bUS$244.9bUS$23.4b7.4x8.7x0.8x
Mon, 13 Mar 2023US$193.8bUS$244.2bUS$23.4b7.2x8.3x0.8x
Wed, 08 Feb 2023US$206.9bUS$244.8bUS$23.9b7.1x8.7x0.8x
Fri, 06 Jan 2023US$186.4bUS$243.6bUS$25.8b6.2x7.2x0.8x
Sun, 04 Dec 2022US$180.0bUS$241.0bUS$25.4b6.5x7.1x0.7x
Tue, 01 Nov 2022US$168.2bUS$238.3bUS$25.5b6.4x6.6x0.7x
Thu, 29 Sep 2022US$163.3bUS$237.6bUS$26.3b6.3x6.2x0.7x
Sat, 27 Aug 2022US$176.8bUS$235.1bUS$26.1b7.5x6.8x0.8x
Mon, 25 Jul 2022US$190.3bUS$232.1bUS$26.5b8x7.2x0.8x
Price to Earnings Ratio

7.2x


Total Market Cap: US$190.3bTotal Earnings: US$26.5bTotal Revenue: US$232.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 11.6x202320242025
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 13.1x which is higher than its 3-year average PE of 11.6x.
  • 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 7.5% 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-0.086%
Consumer Discretionary0.76%
Consumer Durables-3.54%
Consumer Electronics1.48%
Household Appliances-2.83%
Home Furnishings-3.45%
Homebuilding-4.74%
Housewares and Specialties-6.77%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings growth of 16.9% 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 3.6% 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$225.403.5%
+US$1.5b
31.8%PE29.6x
SN SharkNinjaUS$114.963.4%
+US$531.7m
59.7%PE36.3x
UHG United Homes GroupUS$4.3545.5%
+US$79.7m
-29.8%PE6.3x
VIOT Viomi TechnologyUS$3.3416.0%
+US$31.4m
259.1%PE11.2x
IRBT iRobotUS$4.6411.0%
+US$14.3m
-55.2%PS0.2x

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