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U.S. Consumer Durables Industry Analysis
UpdatedAug 15, 2025
DataAggregated Company Financials
Companies86
- 7D6.0%
- 3M18.1%
- 1Y0.8%
- YTD10.3%
D.R. Horton is up 6.5%, leading the way for the Consumer Durables industry, which has gained 7.6%. Meanwhile, Universal Electronics actually underperformed within the industry, shrinking 25% in the last week. This takes the industry's 12 month performance to a gain of 3.5%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 15 Aug 2025 | US$314.9b | US$242.1b | US$20.7b | 12x | 15.2x | 1.3x |
| Sun, 13 Jul 2025 | US$282.4b | US$242.7b | US$20.9b | 9.8x | 13.5x | 1.2x |
| Tue, 10 Jun 2025 | US$256.1b | US$244.8b | US$21.9b | 8.3x | 11.7x | 1x |
| Thu, 08 May 2025 | US$249.6b | US$244.2b | US$21.9b | 8.6x | 11.4x | 1x |
| Sat, 05 Apr 2025 | US$250.9b | US$247.6b | US$22.3b | 8.7x | 11.2x | 1x |
| Mon, 03 Mar 2025 | US$279.7b | US$248.1b | US$22.2b | 10.9x | 12.6x | 1.1x |
| Wed, 29 Jan 2025 | US$312.0b | US$247.3b | US$22.6b | 11.3x | 13.8x | 1.3x |
| Fri, 27 Dec 2024 | US$300.1b | US$247.1b | US$22.7b | 11x | 13.2x | 1.2x |
| Sun, 24 Nov 2024 | US$339.0b | US$249.5b | US$22.9b | 11.4x | 14.8x | 1.4x |
| Tue, 22 Oct 2024 | US$362.1b | US$247.9b | US$21.9b | 11.9x | 16.5x | 1.5x |
| Thu, 19 Sep 2024 | US$357.2b | US$247.1b | US$21.8b | 12.6x | 16.4x | 1.4x |
| Sat, 17 Aug 2024 | US$325.7b | US$247.1b | US$21.8b | 11.6x | 14.9x | 1.3x |
| Mon, 15 Jul 2024 | US$309.9b | US$245.3b | US$21.8b | 10.7x | 14.2x | 1.3x |
| Wed, 12 Jun 2024 | US$297.8b | US$249.5b | US$21.9b | 10.6x | 13.6x | 1.2x |
| Fri, 10 May 2024 | US$307.1b | US$249.2b | US$21.8b | 11.5x | 14.1x | 1.2x |
| Sun, 07 Apr 2024 | US$319.9b | US$251.8b | US$21.7b | 12.7x | 14.7x | 1.3x |
| Tue, 05 Mar 2024 | US$309.5b | US$251.4b | US$21.7b | 11.9x | 14.3x | 1.2x |
| Thu, 01 Feb 2024 | US$280.7b | US$247.6b | US$21.3b | 11.3x | 13.1x | 1.1x |
| Sat, 30 Dec 2023 | US$287.5b | US$248.0b | US$19.4b | 11.7x | 14.8x | 1.2x |
| Mon, 27 Nov 2023 | US$242.8b | US$243.3b | US$19.2b | 9.3x | 12.6x | 1x |
| Wed, 25 Oct 2023 | US$206.1b | US$244.0b | US$19.9b | 7.8x | 10.4x | 0.8x |
| Fri, 22 Sep 2023 | US$222.4b | US$244.1b | US$19.9b | 7.9x | 11.2x | 0.9x |
| Sun, 20 Aug 2023 | US$233.6b | US$244.5b | US$20.2b | 8.8x | 11.5x | 1x |
| Tue, 18 Jul 2023 | US$249.5b | US$242.0b | US$20.8b | 8.9x | 12x | 1x |
| Thu, 15 Jun 2023 | US$225.4b | US$242.4b | US$21.3b | 7.6x | 10.6x | 0.9x |
| Sat, 13 May 2023 | US$215.4b | US$243.0b | US$21.4b | 7.8x | 10.1x | 0.9x |
| Mon, 10 Apr 2023 | US$199.0b | US$244.9b | US$23.4b | 7.5x | 8.5x | 0.8x |
| Wed, 08 Mar 2023 | US$196.7b | US$244.4b | US$23.4b | 7.5x | 8.4x | 0.8x |
| Fri, 03 Feb 2023 | US$215.5b | US$244.5b | US$24.0b | 7.2x | 9x | 0.9x |
| Sun, 01 Jan 2023 | US$179.8b | US$243.6b | US$25.8b | 6.1x | 7x | 0.7x |
| Tue, 29 Nov 2022 | US$173.3b | US$241.0b | US$25.4b | 6.7x | 6.8x | 0.7x |
| Thu, 27 Oct 2022 | US$166.6b | US$238.0b | US$26.3b | 6.4x | 6.3x | 0.7x |
| Sat, 24 Sep 2022 | US$161.5b | US$237.6b | US$26.3b | 6.3x | 6.1x | 0.7x |
| Mon, 22 Aug 2022 | US$184.3b | US$234.9b | US$26.1b | 8.1x | 7.1x | 0.8x |
Price to Earnings Ratio
7.1x
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 14.6x which is higher than its 3-year average PE of 11.8x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
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 | 1.65% | |
| Consumer Discretionary | 2.60% | |
| Consumer Durables | 5.99% | |
| Housewares and Specialties | 8.69% | |
| Home Furnishings | 7.04% | |
| Homebuilding | 6.79% | |
| Household Appliances | 3.76% | |
| Consumer Electronics | 3.00% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 28.3x.
- Analysts are expecting annual earnings growth of 32.5%, which is higher than its past year's earnings growth of 25.3% 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 decline by 3.7% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DHI D.R. Horton | US$163.90 | 6.5% +US$3.0b | -6.5% | PE12.3x | |
| LEN Lennar | US$130.45 | 9.2% +US$2.8b | -23.5% | PE10.5x | |
| PHM PulteGroup | US$128.55 | 6.5% +US$1.6b | 4.9% | PE9.2x | |
| SGI Somnigroup International | US$79.42 | 7.4% +US$1.2b | 53.9% | PE62.2x | |
| GRMN Garmin | US$235.06 | 2.7% +US$1.2b | 37.6% | PE28.8x |