Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Durables Industry Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies85
  • 7D0.7%
  • 3M26.9%
  • 1Y-3.5%
  • YTD12.1%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably Toll Brothers gained 5.7%. Unfortunately though, the industry is down 3.5% over the past 12 months. As for the next few years, earnings are expected to grow by 3.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 Aug 2025US$316.7bUS$242.3bUS$20.6b12x15.4x1.3x
Thu, 24 Jul 2025US$295.7bUS$241.7bUS$20.4b10.4x14.5x1.2x
Sat, 21 Jun 2025US$251.9bUS$244.5bUS$21.4b8.7x11.8x1x
Mon, 19 May 2025US$267.0bUS$244.8bUS$22.1b8.8x12.1x1.1x
Wed, 16 Apr 2025US$249.1bUS$247.9bUS$22.1b8x11.3x1x
Fri, 14 Mar 2025US$273.1bUS$248.1bUS$22.2b9.9x12.3x1.1x
Sun, 09 Feb 2025US$288.3bUS$246.4bUS$21.8b10.8x13.2x1.2x
Tue, 07 Jan 2025US$296.0bUS$247.1bUS$22.7b10.4x13x1.2x
Thu, 05 Dec 2024US$344.5bUS$247.7bUS$22.9b11.8x15x1.4x
Sat, 02 Nov 2024US$331.8bUS$249.1bUS$23.0b11.4x14.4x1.3x
Mon, 30 Sep 2024US$359.0bUS$248.0bUS$21.9b12.4x16.4x1.4x
Wed, 28 Aug 2024US$347.8bUS$247.2bUS$21.8b12x15.9x1.4x
Fri, 26 Jul 2024US$323.7bUS$245.6bUS$22.1b11.7x14.7x1.3x
Sun, 23 Jun 2024US$293.6bUS$248.9bUS$22.0b10.3x13.3x1.2x
Tue, 21 May 2024US$314.5bUS$249.2bUS$21.8b11.4x14.4x1.3x
Thu, 18 Apr 2024US$295.5bUS$251.8bUS$21.7b11.8x13.6x1.2x
Sat, 16 Mar 2024US$305.5bUS$251.7bUS$21.7b11.7x14.1x1.2x
Mon, 12 Feb 2024US$291.8bUS$251.5bUS$21.5b11.4x13.6x1.2x
Wed, 10 Jan 2024US$281.4bUS$248.0bUS$19.4b11.2x14.5x1.1x
Fri, 08 Dec 2023US$257.5bUS$247.2bUS$19.3b10.3x13.3x1x
Sun, 05 Nov 2023US$229.8bUS$242.2bUS$18.9b9x12.2x0.9x
Tue, 03 Oct 2023US$221.7bUS$244.0bUS$19.9b8x11.2x0.9x
Thu, 31 Aug 2023US$240.5bUS$244.6bUS$20.3b8.6x11.8x1x
Sat, 29 Jul 2023US$242.4bUS$241.4bUS$20.2b8.9x12x1x
Mon, 26 Jun 2023US$231.4bUS$242.0bUS$20.8b8.4x11.1x1x
Wed, 24 May 2023US$209.9bUS$242.9bUS$21.4b7.5x9.8x0.9x
Fri, 21 Apr 2023US$214.5bUS$244.9bUS$22.9b7.1x9.4x0.9x
Sun, 19 Mar 2023US$197.3bUS$244.5bUS$23.5b7.4x8.4x0.8x
Tue, 14 Feb 2023US$207.0bUS$244.2bUS$23.3b7x8.9x0.8x
Thu, 12 Jan 2023US$195.7bUS$243.5bUS$25.8b6.6x7.6x0.8x
Sat, 10 Dec 2022US$178.3bUS$241.8bUS$25.7b6.4x6.9x0.7x
Mon, 07 Nov 2022US$162.2bUS$239.7bUS$25.4b6.5x6.4x0.7x
Wed, 05 Oct 2022US$169.5bUS$237.6bUS$26.3b6.1x6.4x0.7x
Fri, 02 Sep 2022US$170.8bUS$235.1bUS$26.1b7x6.5x0.7x
Price to Earnings Ratio

6.5x


Total Market Cap: US$170.8bTotal Earnings: US$26.1bTotal Revenue: US$235.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 11.9x202320242025
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 15.4x which is higher than its 3-year average PE of 11.9x.
  • 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 7.6% 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 Market0.19%
Consumer Discretionary1.16%
Consumer Durables0.68%
Home Furnishings1.97%
Homebuilding0.86%
Consumer Electronics-0.31%
Household Appliances-0.36%
Housewares and Specialties-0.42%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 29.8x.
    • Analysts are expecting annual earnings growth of 33.6%, 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 3.4% 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
TOL Toll BrothersUS$138.615.7%
+US$504.0m		-4.3%PE9.7x
PHM PulteGroupUS$132.281.5%
+US$376.8m		0.5%PE9.5x
WHR WhirlpoolUS$93.626.3%
+US$309.1m		-9.1%PS0.3x
MHK Mohawk IndustriesUS$132.063.9%
+US$308.8m		-14.9%PE17.3x
CVCO Cavco IndustriesUS$519.497.3%
+US$280.8m		28.5%PE21.8x

Latest News

PHM
US$132.28
PulteGroup
7D
1.5%
1Y
0.5%
LZB
US$36.62
La-Z-Boy
7D
-6.4%
1Y
-11.0%
DHI
US$168.96
D.R. Horton
7D
0.5%
1Y
-9.9%
TOL
US$138.61
Toll Brothers
7D
5.7%
1Y
-4.3%
BLD
US$429.58
TopBuild
7D
-0.9%
1Y
9.6%
LEN
US$134.80
Lennar
7D
0.4%
1Y
-26.1%
HOV
US$142.53
Hovnanian Enterprises
7D
-8.3%
1Y
-35.6%
WHR
US$93.62
Whirlpool
7D
6.3%
1Y
-9.1%

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

Aug 22
Whirlpool (NYSE:WHR) Will Pay A Smaller Dividend Than Last Year
MHK
US$132.06
Mohawk Industries
7D
3.9%
1Y
-14.9%
SN
US$115.80
SharkNinja
7D
-3.0%
1Y
29.7%
CVCO
US$519.49
Cavco Industries
7D
7.3%
1Y
28.5%
SONO
US$13.36
Sonos
7D
-2.0%
1Y
13.5%
GRMN
US$232.72
Garmin
7D
-0.3%
1Y
28.8%

Garmin (NYSE:GRMN) Is Due To Pay A Dividend Of $0.90

Aug 19
Garmin (NYSE:GRMN) Is Due To Pay A Dividend Of $0.90
NWL
US$5.82
Newell Brands
7D
-0.9%
1Y
-19.7%

Newell Brands (NASDAQ:NWL) Is Due To Pay A Dividend Of $0.07

Aug 15
Newell Brands (NASDAQ:NWL) Is Due To Pay A Dividend Of $0.07
NVR
US$8,126.71
NVR
7D
-1.5%
1Y
-10.5%
SGI
US$82.66
Somnigroup International
7D
1.6%
1Y
59.0%

Mattress Firm Integration Will Power Global Market Expansion

With both Net Profit Margin and Consensus Revenue Growth forecasts remaining stable, analysts have left their fair value estimate for Somnigroup International unchanged at $80.89. What's in the News Somnigroup International completed a follow-on equity offering, raising $953.36 million through the sale of 15,376,743 common shares at $62 per share with a $0.458 per share discount.