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U.S. Consumer Durables Industry Analysis

UpdatedSep 22, 2025
DataAggregated Company Financials
Companies84
  • 7D-3.2%
  • 3M20.6%
  • 1Y-6.9%
  • YTD11.1%

Over the last 7 days, the Consumer Durables industry has dropped 3.2%, driven by Lennar declining 4.8%. However, the industry is down 6.9% over the past year. As for the next few years, earnings are expected to grow by 4.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Sep 2025US$313.2bUS$241.7bUS$20.0b11.6x15.6x1.3x
Wed, 20 Aug 2025US$311.0bUS$242.1bUS$20.7b11.1x15x1.3x
Fri, 18 Jul 2025US$275.6bUS$242.7bUS$20.9b9.6x13.2x1.1x
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
Price to Earnings Ratio

6.2x


Total Market Cap: US$163.3bTotal Earnings: US$26.3bTotal Revenue: US$237.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12.1x202320242025
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 15.6x which is higher than its 3-year average PE of 12.1x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 8.7% 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 Market1.49%
Consumer Discretionary2.16%
Consumer Durables-3.20%
Home Furnishings-0.18%
Consumer Electronics-0.94%
Household Appliances-1.54%
Homebuilding-4.27%
Housewares and Specialties-6.38%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 33.7x.
    • 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 2.1% 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
CVCO Cavco IndustriesUS$556.532.0%
+US$88.4m		29.3%PE23.4x
SN SharkNinjaUS$114.960.4%
+US$64.9m		9.6%PE31.3x
CRCT CricutUS$6.834.3%
+US$59.5m		2.7%PE20.2x
SGI Somnigroup InternationalUS$85.550.1%
+US$25.2m		58.0%PE67x
IRBT iRobotUS$4.288.4%
+US$10.4m		-41.3%PS0.2x

Latest News

TOL
US$139.69
Toll Brothers
7D
-1.4%
1Y
-9.0%
LEN
US$127.32
Lennar
7D
-4.8%
1Y
-31.5%
GRMN
US$235.12
Garmin
7D
-0.3%
1Y
33.7%

Connect+ Service And Vívoactive 6 Will Expand Global Market Reach

Garmin's consensus price target was raised slightly to $215.00 as analysts cited strong execution, resilient demand in core segments, and improving gross margins, partially offset by ongoing caution about earnings sustainability. Analyst Commentary Recognition of Garmin's strong execution and continuous innovation driving incremental price target increases, despite overall cautious outlooks.
IRBT
US$4.28
iRobot
7D
8.4%
1Y
-41.3%

Revenues Not Telling The Story For iRobot Corporation (NASDAQ:IRBT) After Shares Rise 31%

Sep 19
Revenues Not Telling The Story For iRobot Corporation (NASDAQ:IRBT) After Shares Rise 31%
PHM
US$131.90
PulteGroup
7D
-2.2%
1Y
-8.1%

Active Adult Communities And Sunbelt Migration Will Drive Opportunity

Analysts have raised PulteGroup's price target to $137.38, reflecting strong Q2 results, solid execution of strategy, and sector optimism, despite some near-term demand concerns. Analyst Commentary Bullish analysts have raised price targets in response to PulteGroup's strong Q2 results, which beat both internal forecasts and consensus estimates, reflecting solid operational performance.
NVR
US$8,094.70
NVR
7D
-2.2%
1Y
-16.6%
CVCO
US$556.53
Cavco Industries
7D
2.0%
1Y
29.3%

Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$560?

Sep 17
Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$560?
SGI
US$85.55
Somnigroup International
7D
0.1%
1Y
58.0%

Mattress Firm Integration Will Power Global Market Expansion

The modest increase in Somnigroup International’s consensus price target is primarily driven by a higher forecasted future P/E multiple, reflecting improved growth or sentiment expectations, resulting in a revised fair value estimate of $85.78. Valuation Changes Summary of Valuation Changes for Somnigroup International The Consensus Analyst Price Target has risen slightly from $83.56 to $85.78.
HOFT
US$10.65
Hooker Furnishings
7D
6.5%
1Y
-39.2%

Exiting Savannah And Vietnam Lease Will Improve Efficiency

The downward revision in Hooker Furnishings' price target reflects a significant decline in net profit margin and a higher future P/E, resulting in a reduced fair value estimate of $15.00. What's in the News Hooker Furnishings was dropped from the Russell 2000, Russell 2500, and Russell 3000 indices and their respective value, defensive, dynamic, and completeness sub-indices.
MHK
US$130.66
Mohawk Industries
7D
-4.7%
1Y
-17.3%
DHI
US$168.30
D.R. Horton
7D
-2.2%
1Y
-13.0%
SN
US$114.96
SharkNinja
7D
0.4%
1Y
9.6%
WHR
US$82.68
Whirlpool
7D
-8.1%
1Y
-19.2%

Whirlpool (NYSE:WHR) Will Pay A Smaller Dividend Than Last Year

Aug 22
Whirlpool (NYSE:WHR) Will Pay A Smaller Dividend Than Last Year
GPRO
US$2.43
GoPro
7D
1.3%
1Y
85.5%
CRCT
US$6.83
Cricut
7D
4.3%
1Y
2.7%
UHG
US$4.26
United Homes Group
7D
3.4%
1Y
-25.3%

United Homes Group Presents Poor Value Even After Extensive Decline In Share Price

Aug 05