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U.S. Consumer Durables Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies80
  • 7D1.7%
  • 3M-10.0%
  • 1Y11.2%
  • YTD-3.1%

Over the last 7 days, the Consumer Durables industry has risen 1.7%, driven by gains in SharkNinja and Taylor Morrison Home of 9.5% and 23%, respectively. This takes the industry's 12 month performance to a gain of 11%. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026US$265.2bUS$232.1bUS$15.8b11.9x16.7x1.1x
Thu, 30 Apr 2026US$283.7bUS$235.9bUS$16.2b11.8x17.5x1.2x
Sat, 28 Mar 2026US$264.2bUS$237.7bUS$16.9b11.7x15.7x1.1x
Mon, 23 Feb 2026US$318.0bUS$239.8bUS$17.4b13.6x18.2x1.3x
Wed, 21 Jan 2026US$304.4bUS$239.4bUS$17.8b11.1x17.1x1.3x
Fri, 19 Dec 2025US$286.1bUS$240.5bUS$18.3b11.1x15.7x1.2x
Sun, 16 Nov 2025US$276.3bUS$241.2bUS$18.9b11.6x14.6x1.1x
Tue, 14 Oct 2025US$290.3bUS$241.5bUS$19.7b10.7x14.8x1.2x
Thu, 11 Sep 2025US$323.9bUS$242.3bUS$20.6b11.3x15.7x1.3x
Sat, 09 Aug 2025US$293.4bUS$242.1bUS$20.6b11x14.2x1.2x
Mon, 07 Jul 2025US$276.5bUS$242.7bUS$21.4b8.8x12.9x1.1x
Wed, 04 Jun 2025US$250.2bUS$244.8bUS$21.9b8.1x11.4x1x
Fri, 02 May 2025US$253.8bUS$245.4bUS$21.7b8.6x11.7x1x
Sun, 30 Mar 2025US$267.7bUS$248.0bUS$22.2b9.2x12x1.1x
Tue, 25 Feb 2025US$278.2bUS$247.5bUS$22.1b11x12.6x1.1x
Thu, 23 Jan 2025US$309.3bUS$247.3bUS$22.6b11.2x13.7x1.3x
Sat, 21 Dec 2024US$295.0bUS$247.1bUS$22.7b10.9x13x1.2x
Mon, 18 Nov 2024US$334.4bUS$249.5bUS$22.9b11.3x14.6x1.3x
Wed, 16 Oct 2024US$354.1bUS$247.9bUS$21.9b12.1x16.2x1.4x
Fri, 13 Sep 2024US$338.4bUS$247.2bUS$21.8b12.1x15.5x1.4x
Sun, 11 Aug 2024US$321.0bUS$247.1bUS$21.9b11.4x14.7x1.3x
Tue, 09 Jul 2024US$280.0bUS$245.3bUS$21.8b10.4x12.8x1.1x
Thu, 06 Jun 2024US$299.3bUS$249.5bUS$21.9b11.1x13.7x1.2x
Sat, 04 May 2024US$301.9bUS$249.1bUS$22.0b12x13.7x1.2x
Mon, 01 Apr 2024US$330.1bUS$251.8bUS$21.7b13x15.2x1.3x
Wed, 28 Feb 2024US$300.5bUS$251.4bUS$21.6b11.6x13.9x1.2x
Fri, 26 Jan 2024US$273.2bUS$248.9bUS$19.5b11.2x14x1.1x
Sun, 24 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Tue, 21 Nov 2023US$242.7bUS$243.3bUS$19.2b9.3x12.6x1x
Thu, 19 Oct 2023US$210.2bUS$244.0bUS$19.9b7.9x10.6x0.9x
Sat, 16 Sep 2023US$230.9bUS$244.5bUS$20.3b8.2x11.3x0.9x
Mon, 14 Aug 2023US$244.1bUS$244.6bUS$20.2b9x12.1x1x
Wed, 12 Jul 2023US$238.8bUS$242.0bUS$20.8b8.5x11.5x1x
Fri, 09 Jun 2023US$223.7bUS$242.4bUS$21.3b7.6x10.5x0.9x
Price to Earnings Ratio

10.5x


Total Market Cap: US$223.7bTotal Earnings: US$21.3bTotal Revenue: US$242.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14x202420252026
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 14.0x.
  • 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 9.4% 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 Market1.58%
Consumer Discretionary1.58%
Consumer Durables1.69%
Household Appliances7.03%
Home Furnishings4.85%
Homebuilding1.86%
Consumer Electronics-2.54%
Housewares and Specialties-6.68%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 49.0x.
    • Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings growth of 9.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 50% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.4% 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
SN SharkNinjaUS$122.669.5%
+US$1.5b		32.9%PE24.6x
TMHC Taylor Morrison HomeUS$71.5523.4%
+US$1.3b		28.1%PE10x
DHI D.R. HortonUS$146.982.3%
+US$921.6m		25.7%PE13.1x
SGI Somnigroup InternationalUS$68.762.8%
+US$393.3m		7.5%PE27.7x
TOL Toll BrothersUS$138.383.0%
+US$355.9m		33.9%PE10x

Latest News

TMHC
US$71.55
Taylor Morrison Home
7D
23.4%
1Y
28.1%
Seeking Alpha • 9h

Taylor Morrison Home Finds A Home At Berkshire Hathaway

Summary Taylor Morrison Home Corporation agreed to an all-cash buyout by Berkshire Hathaway at $72.50/share, a 23.9% premium. TMHC's valuation is fair given current housing market headwinds, but long-term upside may be sacrificed for immediate liquidity. I downgrade TMHC to 'hold' as the buyout premium leaves minimal remaining upside; the spread to deal price is only 1.2%. Berkshire Hathaway strengthens its building products segment, leveraging synergies and long-term housing demand despite current industry pressures. Read the full article on Seeking Alpha
SGI
US$68.76
Somnigroup International
7D
2.8%
1Y
7.5%
LEN
US$90.11
Lennar
7D
1.4%
1Y
-14.2%
NTZ
US$2.20
Natuzzi
7D
-13.4%
1Y
-49.4%
HOFT
US$12.28
Hooker Furnishings
7D
-8.7%
1Y
22.8%
GRMN
US$236.80
Garmin
7D
-1.6%
1Y
16.7%
TOL
US$138.38
Toll Brothers
7D
3.0%
1Y
33.9%
NWL
US$3.33
Newell Brands
7D
-8.5%
1Y
-34.1%
LOVE
US$15.31
Lovesac
7D
-5.3%
1Y
-18.3%
SN
US$122.66
SharkNinja
7D
9.5%
1Y
32.9%
IBP
US$201.80
Installed Building Products
7D
-5.8%
1Y
26.9%
Narrative Update • May 28

IBP: Future Returns Will Depend On Acquisitions Buybacks And Measured Expectations

Analysts have reduced their price target on Installed Building Products by about $56.67 to $232.58 as they now apply a slightly higher discount rate and more conservative assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News Installed Building Products is actively looking for acquisitions, with management highlighting a focus on deals that they view as having long term benefits and attractive returns on invested capital during the first quarter 2026 earnings call (Key Developments).
DHI
US$146.98
D.R. Horton
7D
2.3%
1Y
25.7%
Narrative Update • May 26

DHI: 2026 Housing Demand Recovery And Buybacks Will Shape Future Returns

Analysts have lifted the D.R. Horton fair value estimate from $160.50 to about $165.29, citing updated assumptions that reflect higher modeled revenue growth, a slightly lower discount rate, and a higher future P/E multiple, partially offset by more conservative profit margin expectations and a wave of recent price target increases across the Street. Analyst Commentary Recent Street research on D.R. Horton shows a cluster of target price revisions, with several bullish analysts lifting their valuation ranges and others trimming targets or downgrading their stance.
MTH
US$68.62
Meritage Homes
7D
6.8%
1Y
8.6%
WHR
US$42.44
Whirlpool
7D
-0.5%
1Y
-46.0%
Narrative Update • May 23

WHR: Tepper Pressure And Equity Raise Will Support Future Shareholder Returns

Whirlpool's updated fair value estimate has been reduced from $68.73 to $56.55 as analysts factor in lower price targets tied to softer appliance demand, persistent inflation, slower existing home turnover, and balance sheet concerns. Analyst Commentary Recent Street research has tilted more cautious on Whirlpool, with several firms trimming price targets and at least one high profile downgrade to a neutral stance.
PHM
US$117.70
PulteGroup
7D
1.1%
1Y
20.7%
MSN
US$0.41
Emerson Radio
7D
-18.7%
1Y
-5.8%