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U.S. Consumer Durables Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies85
  • 7D8.5%
  • 3M-7.0%
  • 1Y-11.7%
  • YTD4.1%

Lennar is up 7.8%, leading the way for the Consumer Durables industry, which has gained 4.8%. During this same period, the United Homes Group underperformed, falling 15%. However, the industry is down 17% over the past year. Looking forward, earnings are forecast to grow by 6.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Nov 2025US$280.0bUS$241.1bUS$18.9b11.8x14.8x1.2x
Fri, 24 Oct 2025US$300.4bUS$241.1bUS$19.3b10.6x15.5x1.2x
Sun, 21 Sep 2025US$313.2bUS$241.7bUS$20.0b11.6x15.6x1.3x
Tue, 19 Aug 2025US$311.3bUS$242.1bUS$20.7b11.9x15.1x1.3x
Thu, 17 Jul 2025US$273.0bUS$242.7bUS$20.9b9.6x13.1x1.1x
Sat, 14 Jun 2025US$262.7bUS$244.8bUS$21.9b8.2x12x1.1x
Mon, 12 May 2025US$256.4bUS$244.8bUS$21.8b8.5x11.8x1x
Wed, 09 Apr 2025US$246.5bUS$247.9bUS$22.1b7.6x11.2x1x
Fri, 07 Mar 2025US$281.2bUS$248.1bUS$22.2b10.6x12.7x1.1x
Sun, 02 Feb 2025US$302.2bUS$247.8bUS$22.0b11.3x13.8x1.2x
Tue, 31 Dec 2024US$297.3bUS$247.1bUS$22.7b10.7x13.1x1.2x
Thu, 28 Nov 2024US$347.8bUS$249.5bUS$22.9b11.9x15.2x1.4x
Sat, 26 Oct 2024US$338.0bUS$248.5bUS$23.0b11.7x14.7x1.4x
Mon, 23 Sep 2024US$355.0bUS$247.9bUS$21.9b12.5x16.2x1.4x
Wed, 21 Aug 2024US$332.9bUS$247.1bUS$21.8b11.7x15.2x1.3x
Fri, 19 Jul 2024US$321.8bUS$245.3bUS$21.8b11.5x14.8x1.3x
Sun, 16 Jun 2024US$297.7bUS$249.3bUS$21.9b10.5x13.6x1.2x
Tue, 14 May 2024US$309.7bUS$249.2bUS$21.8b11.2x14.2x1.2x
Thu, 11 Apr 2024US$320.2bUS$251.8bUS$21.7b12.3x14.8x1.3x
Sat, 09 Mar 2024US$312.2bUS$251.4bUS$21.7b11.8x14.4x1.2x
Mon, 05 Feb 2024US$282.6bUS$246.9bUS$21.2b11.5x13.3x1.1x
Wed, 03 Jan 2024US$283.1bUS$248.0bUS$19.4b11.4x14.6x1.1x
Fri, 01 Dec 2023US$242.3bUS$243.2bUS$19.2b9.4x12.6x1x
Sun, 29 Oct 2023US$201.2bUS$242.5bUS$19.1b7.8x10.6x0.8x
Tue, 26 Sep 2023US$222.1bUS$244.1bUS$19.9b7.9x11.2x0.9x
Thu, 24 Aug 2023US$235.2bUS$244.6bUS$20.4b8.6x11.5x1x
Sat, 22 Jul 2023US$242.0bUS$242.9bUS$20.5b8.8x11.8x1x
Mon, 19 Jun 2023US$229.6bUS$242.1bUS$20.9b8.3x11x0.9x
Wed, 17 May 2023US$216.4bUS$242.9bUS$21.4b7.7x10.1x0.9x
Fri, 14 Apr 2023US$204.3bUS$244.9bUS$23.4b7.2x8.7x0.8x
Sun, 12 Mar 2023US$193.9bUS$244.2bUS$23.4b7.2x8.3x0.8x
Tue, 07 Feb 2023US$205.5bUS$245.0bUS$23.9b7x8.6x0.8x
Thu, 05 Jan 2023US$186.1bUS$243.6bUS$25.8b6.1x7.2x0.8x
Sat, 03 Dec 2022US$180.1bUS$241.0bUS$25.4b6.5x7.1x0.7x
Price to Earnings Ratio

7.1x


Total Market Cap: US$180.1bTotal Earnings: US$25.4bTotal Revenue: US$241.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12.6x202320242025
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 14.8x which is higher than its 3-year average PE of 12.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 9.3% 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 Market2.41%
Consumer Discretionary3.37%
Consumer Durables8.53%
Homebuilding10.18%
Home Furnishings7.93%
Household Appliances7.45%
Housewares and Specialties4.35%
Consumer Electronics2.27%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry even though it's trading below its 3-year average PE ratio of 35.5x.
    • Analysts are expecting annual earnings growth of 12.5%, which is higher than its past year's earnings growth of 3.6% 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 growth to stay flat 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$154.5311.6%
+US$4.4b		-8.4%PE12.6x
LEN LennarUS$131.0813.0%
+US$3.9b		-24.4%PE12.6x
PHM PulteGroupUS$125.7110.8%
+US$2.4b		-7.3%PE9.3x
SGI Somnigroup InternationalUS$89.106.2%
+US$1.1b		59.0%PE59.3x
BLD TopBuildUS$447.228.6%
+US$988.3m		15.3%PE22x

Latest News

SN
US$91.10
SharkNinja
7D
7.7%
1Y
-8.2%
COOK
US$0.78
Traeger
7D
-4.6%
1Y
-75.7%
BLD
US$447.22
TopBuild
7D
8.6%
1Y
15.3%

BLD: Share Repurchases And Higher Profit Margins Will Drive Upside

Narrative Update on TopBuild: Analyst Price Target Adjustment Analysts have slightly reduced their price target for TopBuild from $485.08 to $480.93. This adjustment is attributed to a moderation in projected revenue growth, even though higher profit margin expectations remain.
DHI
US$154.53
D.R. Horton
7D
11.6%
1Y
-8.4%
PHM
US$125.71
PulteGroup
7D
10.8%
1Y
-7.3%
TOL
US$135.00
Toll Brothers
7D
6.8%
1Y
-17.8%
NTZ
US$2.46
Natuzzi
7D
-7.9%
1Y
-49.4%
RIME
US$1.37
Algorhythm Holdings
7D
-30.8%
1Y
-97.1%
XWIN
US$5.45
XMax
7D
-3.7%
1Y
949.5%
LEN
US$131.08
Lennar
7D
13.0%
1Y
-24.4%

LEN: Housing Demand And Mortgage Rates Will Shape The Path Forward

Analysts have modestly raised their price targets for Lennar, citing broader sector multiple expansion and potential benefits from improved mortgage rates. Despite recent earnings challenges, the average target has increased by several dollars per share.
SGI
US$89.10
Somnigroup International
7D
6.2%
1Y
59.0%

Weak Statutory Earnings May Not Tell The Whole Story For Somnigroup International (NYSE:SGI)

Nov 14
Weak Statutory Earnings May Not Tell The Whole Story For Somnigroup International (NYSE:SGI)
LIVE
US$9.16
Live Ventures
7D
-11.2%
1Y
1.2%
IRBT
US$1.54
iRobot
7D
-12.7%
1Y
-78.5%
LRE
US$1.22
Lead Real Estate
7D
-4.7%
1Y
-47.7%
NVR
US$7,453.38
NVR
7D
4.3%
1Y
-19.2%
UHG
US$1.04
United Homes Group
7D
-11.1%
1Y
-83.0%