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U.S. Consumer Durables Industry Analysis

UpdatedSep 05, 2025
DataAggregated Company Financials
Companies84
  • 7D2.9%
  • 3M29.3%
  • 1Y2.2%
  • YTD15.7%

In the last week, the Consumer Durables industry is up 2.9%, with D.R. Horton up 4.6%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 4.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Sep 2025US$318.0bUS$242.3bUS$20.6b11.5x15.4x1.3x
Sun, 03 Aug 2025US$283.2bUS$241.4bUS$20.6b9.7x13.7x1.2x
Tue, 01 Jul 2025US$266.7bUS$242.7bUS$21.4b8.6x12.5x1.1x
Thu, 29 May 2025US$258.4bUS$244.8bUS$21.9b8.4x11.8x1.1x
Sat, 26 Apr 2025US$257.0bUS$245.4bUS$21.7b8.8x11.8x1x
Mon, 24 Mar 2025US$269.4bUS$248.1bUS$22.2b10.1x12.1x1.1x
Wed, 19 Feb 2025US$290.0bUS$247.1bUS$22.3b11.2x13x1.2x
Fri, 17 Jan 2025US$308.8bUS$247.4bUS$22.7b11x13.6x1.2x
Sun, 15 Dec 2024US$319.7bUS$248.1bUS$22.9b11.6x13.9x1.3x
Tue, 12 Nov 2024US$345.7bUS$249.3bUS$23.0b11.8x15.1x1.4x
Thu, 10 Oct 2024US$347.7bUS$248.0bUS$21.9b12x15.9x1.4x
Sat, 07 Sep 2024US$338.0bUS$247.2bUS$21.8b12x15.5x1.4x
Mon, 05 Aug 2024US$330.2bUS$246.3bUS$21.6b11.7x15.3x1.3x
Wed, 03 Jul 2024US$284.9bUS$245.3bUS$21.8b10.2x13.1x1.2x
Fri, 31 May 2024US$301.9bUS$249.5bUS$21.9b11.4x13.8x1.2x
Sun, 28 Apr 2024US$298.1bUS$248.9bUS$21.9b12x13.6x1.2x
Tue, 26 Mar 2024US$322.1bUS$251.9bUS$21.7b12.7x14.9x1.3x
Thu, 22 Feb 2024US$291.4bUS$251.1bUS$21.4b11.3x13.6x1.2x
Sat, 20 Jan 2024US$284.4bUS$248.5bUS$19.5b11.5x14.6x1.1x
Mon, 18 Dec 2023US$282.3bUS$248.0bUS$19.4b11.1x14.5x1.1x
Wed, 15 Nov 2023US$229.6bUS$243.5bUS$19.2b9.5x11.9x0.9x
Fri, 13 Oct 2023US$221.9bUS$244.0bUS$19.9b7.7x11.2x0.9x
Sun, 10 Sep 2023US$235.2bUS$244.6bUS$20.4b8.4x11.6x1x
Tue, 08 Aug 2023US$251.2bUS$244.7bUS$20.3b9.3x12.3x1x
Thu, 06 Jul 2023US$234.5bUS$242.0bUS$20.8b8.5x11.3x1x
Sat, 03 Jun 2023US$217.9bUS$242.5bUS$21.3b7.3x10.2x0.9x
Mon, 01 May 2023US$218.3bUS$243.8bUS$21.7b7.1x10x0.9x
Wed, 29 Mar 2023US$198.7bUS$244.4bUS$23.4b7.3x8.5x0.8x
Fri, 24 Feb 2023US$199.4bUS$244.3bUS$23.4b7.7x8.5x0.8x
Sun, 22 Jan 2023US$195.0bUS$243.7bUS$25.9b6.6x7.5x0.8x
Tue, 20 Dec 2022US$178.7bUS$243.5bUS$25.9b6.2x6.9x0.7x
Thu, 17 Nov 2022US$174.5bUS$241.0bUS$25.4b6.7x6.9x0.7x
Sat, 15 Oct 2022US$156.8bUS$237.6bUS$26.3b6.1x6x0.7x
Mon, 12 Sep 2022US$176.0bUS$235.2bUS$26.1b7.1x6.7x0.7x
Price to Earnings Ratio

6.7x


Total Market Cap: US$176.0bTotal Earnings: US$26.1bTotal Revenue: US$235.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12x202320242025
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 12.0x.
  • 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 Market-0.008%
Consumer Discretionary0.63%
Consumer Durables2.91%
Housewares and Specialties6.56%
Homebuilding3.99%
Household Appliances2.49%
Home Furnishings2.40%
Consumer Electronics-1.35%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 31.3x.
    • Analysts are expecting annual earnings growth of 33.2%, 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
DHI D.R. HortonUS$176.694.6%
+US$2.3b		-3.8%PE13.3x
LEN LennarUS$138.073.7%
+US$1.3b		-22.4%PE11.1x
PHM PulteGroupUS$137.614.7%
+US$1.2b		7.3%PE9.9x
NVR NVRUS$8.41k4.1%
+US$956.6m		-7.0%PE15.9x
SN SharkNinjaUS$121.224.3%
+US$701.5m		24.5%PE33x

Latest News

TOL
US$145.41
Toll Brothers
7D
4.7%
1Y
5.5%
LEN
US$138.07
Lennar
7D
3.7%
1Y
-22.4%

Asset Light Model And Rausch Coleman Acquisition Will Build Success

Analysts are divided on Lennar, with bulls citing sector optimism from potential rate cuts and increased investor interest, while bears point to margin pressures, weak recent results, and affordability headwinds, resulting in the consensus price target holding steady at $124.00. Analyst Commentary Bullish analysts are raising valuation multiples across the homebuilding sector following a re-rating as investors price in forward optimism about lower interest rates.
SN
US$121.22
SharkNinja
7D
4.3%
1Y
24.5%

New Product Categories And Global Markets Will Open Future Demand

With no significant changes to SharkNinja’s discount rate or net profit margin, the consensus analyst price target remains steady at $137.72. What's in the News Patraic Reagan announced his resignation as CFO; Adam Quigley appointed interim CFO, having served with the company since 2015.
PHM
US$137.61
PulteGroup
7D
4.7%
1Y
7.3%
LIVE
US$15.71
Live Ventures
7D
-21.6%
1Y
-12.4%
GRMN
US$237.66
Garmin
7D
-1.4%
1Y
31.5%
DHI
US$176.69
D.R. Horton
7D
4.6%
1Y
-3.8%

Affordable Home Expansion And Suburban Migration Will Drive Resiliency

D.R. Horton's analyst price target was raised to $161.60, reflecting heightened investor optimism on rate cuts, sector-wide valuation uplift, and recent earnings outperformance. Analyst Commentary Bullish analysts cite increasing investor optimism regarding future interest rate cuts, which is boosting valuations in the homebuilding sector.
SGI
US$86.88
Somnigroup International
7D
3.0%
1Y
73.3%

Is Somnigroup International (NYSE:SGI) Using Too Much Debt?

Sep 01
Is Somnigroup International (NYSE:SGI) Using Too Much Debt?
LZB
US$36.18
La-Z-Boy
7D
-2.1%
1Y
-10.0%
NVR
US$8,407.77
NVR
7D
4.1%
1Y
-7.0%
VIOT
US$3.11
Viomi Technology
7D
-11.1%
1Y
107.3%
TMHC
US$70.10
Taylor Morrison Home
7D
4.1%
1Y
9.5%

Order Declines And Discounting Will Erode Future Performance

Despite a significantly lower consensus revenue growth forecast and a notable rise in future P/E, the consensus analyst price target for Taylor Morrison Home has increased from $72.52 to $76.00. What's in the News Repurchased 1,729,436 shares (1.72%) for $110.07 million from April 1 to June 30, 2025.
WHR
US$92.03
Whirlpool
7D
-2.6%
1Y
-5.6%

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$1.46
GoPro
7D
-12.0%
1Y
15.9%
SDHC
US$19.10
Smith Douglas Homes
7D
-5.4%
1Y
-44.2%

We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt

Aug 19
We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt
IRBT
US$3.14
iRobot
7D
-12.5%
1Y
-50.9%