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U.S. Consumer Durables Industry Analysis

UpdatedAug 18, 2025
DataAggregated Company Financials
Companies86
  • 7D5.9%
  • 3M20.6%
  • 1Y-1.3%
  • YTD10.4%

D.R. Horton is up 6.9%, leading the way for the Consumer Durables industry, which has gained 5.9%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 3.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Aug 2025US$311.3bUS$242.1bUS$20.7b12x15.1x1.3x
Wed, 16 Jul 2025US$282.1bUS$242.7bUS$20.9b9.6x13.5x1.2x
Fri, 13 Jun 2025US$262.1bUS$244.8bUS$21.9b8.2x12x1.1x
Sun, 11 May 2025US$256.4bUS$244.8bUS$21.8b8.5x11.8x1x
Tue, 08 Apr 2025US$255.3bUS$247.9bUS$22.1b8.3x11.5x1x
Thu, 06 Mar 2025US$274.6bUS$248.1bUS$22.2b10.7x12.4x1.1x
Sat, 01 Feb 2025US$309.7bUS$247.8bUS$22.0b11.3x14.1x1.2x
Mon, 30 Dec 2024US$297.3bUS$247.1bUS$22.7b10.9x13.1x1.2x
Wed, 27 Nov 2024US$354.3bUS$249.5bUS$22.9b11.9x15.5x1.4x
Fri, 25 Oct 2024US$335.8bUS$248.6bUS$22.1b11.6x15.2x1.4x
Sun, 22 Sep 2024US$355.0bUS$247.9bUS$21.9b12.5x16.2x1.4x
Tue, 20 Aug 2024US$326.7bUS$247.1bUS$21.8b11.7x15x1.3x
Thu, 18 Jul 2024US$327.9bUS$245.3bUS$21.8b12x15.1x1.3x
Sat, 15 Jun 2024US$301.1bUS$249.5bUS$21.9b10.5x13.8x1.2x
Mon, 13 May 2024US$312.2bUS$249.2bUS$21.8b11.3x14.3x1.3x
Wed, 10 Apr 2024US$318.4bUS$251.8bUS$21.7b12.6x14.7x1.3x
Fri, 08 Mar 2024US$313.6bUS$251.3bUS$21.7b11.8x14.5x1.2x
Sun, 04 Feb 2024US$282.5bUS$246.9bUS$21.2b11.5x13.3x1.1x
Tue, 02 Jan 2024US$286.2bUS$248.0bUS$19.4b11.7x14.7x1.2x
Thu, 30 Nov 2023US$240.7bUS$243.3bUS$19.2b9.4x12.5x1x
Sat, 28 Oct 2023US$201.2bUS$242.5bUS$19.1b7.8x10.6x0.8x
Mon, 25 Sep 2023US$222.5bUS$244.1bUS$19.9b7.9x11.2x0.9x
Wed, 23 Aug 2023US$233.2bUS$244.5bUS$20.2b8.4x11.5x1x
Fri, 21 Jul 2023US$241.6bUS$242.9bUS$20.5b9x11.8x1x
Sun, 18 Jun 2023US$229.6bUS$242.1bUS$20.9b8.3x11x0.9x
Tue, 16 May 2023US$216.7bUS$243.0bUS$21.4b7.9x10.1x0.9x
Thu, 13 Apr 2023US$204.5bUS$244.9bUS$23.4b7.4x8.7x0.8x
Sat, 11 Mar 2023US$193.9bUS$244.2bUS$23.4b7.2x8.3x0.8x
Mon, 06 Feb 2023US$210.4bUS$245.0bUS$23.9b7x8.8x0.9x
Wed, 04 Jan 2023US$181.8bUS$243.6bUS$25.8b6x7x0.7x
Fri, 02 Dec 2022US$180.8bUS$241.0bUS$25.4b6.6x7.1x0.8x
Sun, 30 Oct 2022US$170.7bUS$238.3bUS$25.5b6.4x6.7x0.7x
Tue, 27 Sep 2022US$156.9bUS$237.6bUS$26.3b6x6x0.7x
Thu, 25 Aug 2022US$181.1bUS$235.1bUS$26.1b7.5x6.9x0.8x
Price to Earnings Ratio

6.9x


Total Market Cap: US$181.1bTotal 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 11.8x202320242025
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 15.1x 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 1.3x.
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 Market1.29%
Consumer Discretionary2.65%
Consumer Durables5.91%
Housewares and Specialties12.23%
Homebuilding7.15%
Home Furnishings5.66%
Household Appliances3.27%
Consumer Electronics1.86%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 28.7x.
    • Analysts are expecting annual earnings growth of 32.6%, 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 3.7% 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
DHI D.R. HortonUS$165.626.9%
+US$3.2b		-8.7%PE12.5x
LEN LennarUS$131.959.5%
+US$3.0b		-24.8%PE10.6x
PHM PulteGroupUS$128.697.1%
+US$1.7b		2.8%PE9.3x
NVR NVRUS$8.24k5.7%
+US$1.3b		-7.0%PE15.6x
SGI Somnigroup InternationalUS$80.085.0%
+US$799.7m		57.8%PE62.8x

Latest News

PHM
US$128.69
PulteGroup
7D
7.1%
1Y
2.8%
ATER
US$0.95
Aterian
7D
-24.6%
1Y
-66.1%
LEN
US$131.95
Lennar
7D
9.5%
1Y
-24.8%
YHGJ
US$0.58
Yunhong Green CTI
7D
-8.3%
1Y
-22.2%
UEIC
US$4.51
Universal Electronics
7D
-5.5%
1Y
-48.6%
SGI
US$80.08
Somnigroup International
7D
5.0%
1Y
57.8%
TOL
US$130.50
Toll Brothers
7D
5.1%
1Y
-2.4%
COOK
US$1.32
Traeger
7D
-2.2%
1Y
-60.5%
CRCT
US$5.52
Cricut
7D
-0.9%
1Y
-3.8%
NVR
US$8,235.00
NVR
7D
5.7%
1Y
-7.0%
SN
US$118.96
SharkNinja
7D
3.6%
1Y
31.6%
IRBT
US$3.39
iRobot
7D
-4.5%
1Y
-57.3%
UHG
US$3.87
United Homes Group
7D
-4.0%
1Y
-37.6%

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

Aug 05
HBB
US$13.04
Hamilton Beach Brands Holding
7D
-4.5%
1Y
-51.7%
GRMN
US$232.34
Garmin
7D
1.5%
1Y
32.1%
DHI
US$165.62
D.R. Horton
7D
6.9%
1Y
-8.7%