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U.S. Consumer Durables Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies81
  • 7D4.3%
  • 3M-8.6%
  • 1Y17.4%
  • YTD1.1%

Over the last 7 days, the Consumer Durables industry has risen 4.3%, driven by gains from Garmin of 7.7%. In the last 12 months, the industry was up 17%. Earnings are forecast to grow by 6.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026US$278.3bUS$237.8bUS$16.9b12.3x16.5x1.2x
Fri, 13 Mar 2026US$276.0bUS$239.2bUS$17.2b11.4x16x1.2x
Sun, 08 Feb 2026US$302.8bUS$238.6bUS$17.3b13.6x17.5x1.3x
Tue, 06 Jan 2026US$281.3bUS$240.2bUS$18.2b10.2x15.5x1.2x
Thu, 04 Dec 2025US$295.2bUS$241.1bUS$18.9b12.1x15.6x1.2x
Sat, 01 Nov 2025US$282.8bUS$240.5bUS$18.8b10.6x15.1x1.2x
Mon, 29 Sep 2025US$308.7bUS$241.6bUS$20.0b11.7x15.4x1.3x
Wed, 27 Aug 2025US$316.2bUS$242.3bUS$20.6b11.9x15.3x1.3x
Fri, 25 Jul 2025US$294.0bUS$241.7bUS$20.2b10.4x14.6x1.2x
Sun, 22 Jun 2025US$251.9bUS$244.5bUS$21.4b8.7x11.8x1x
Tue, 20 May 2025US$267.9bUS$244.8bUS$22.1b8.5x12.1x1.1x
Thu, 17 Apr 2025US$247.5bUS$247.9bUS$22.1b8x11.2x1x
Sat, 15 Mar 2025US$265.7bUS$248.1bUS$22.2b10.2x11.9x1.1x
Mon, 10 Feb 2025US$289.9bUS$246.4bUS$21.8b10.8x13.3x1.2x
Wed, 08 Jan 2025US$295.8bUS$247.1bUS$22.7b10.3x13x1.2x
Fri, 06 Dec 2024US$338.8bUS$247.8bUS$22.9b11.5x14.8x1.4x
Sun, 03 Nov 2024US$331.2bUS$249.1bUS$23.0b11.4x14.4x1.3x
Tue, 01 Oct 2024US$359.0bUS$248.0bUS$21.9b12.4x16.4x1.4x
Thu, 29 Aug 2024US$345.4bUS$247.2bUS$21.8b12x15.8x1.4x
Sat, 27 Jul 2024US$328.6bUS$245.8bUS$22.2b11.8x14.8x1.3x
Mon, 24 Jun 2024US$293.6bUS$248.9bUS$22.0b10.3x13.3x1.2x
Wed, 22 May 2024US$313.2bUS$249.2bUS$21.8b11.7x14.4x1.3x
Fri, 19 Apr 2024US$295.3bUS$252.9bUS$21.9b11.8x13.5x1.2x
Sun, 17 Mar 2024US$307.7bUS$251.7bUS$21.7b11.7x14.2x1.2x
Tue, 13 Feb 2024US$299.6bUS$251.5bUS$21.5b11.5x13.9x1.2x
Thu, 11 Jan 2024US$281.4bUS$248.0bUS$19.4b11.4x14.5x1.1x
Sat, 09 Dec 2023US$260.7bUS$247.2bUS$19.3b10.5x13.5x1.1x
Mon, 06 Nov 2023US$229.8bUS$242.2bUS$18.9b9x12.2x0.9x
Wed, 04 Oct 2023US$220.1bUS$244.0bUS$19.9b7.7x11.1x0.9x
Fri, 01 Sep 2023US$240.7bUS$244.6bUS$20.3b8.5x11.8x1x
Sun, 30 Jul 2023US$242.4bUS$241.4bUS$20.2b8.9x12x1x
Tue, 27 Jun 2023US$231.0bUS$242.0bUS$20.8b8.3x11.1x1x
Thu, 25 May 2023US$209.2bUS$242.6bUS$21.4b7.1x9.8x0.9x
Sat, 22 Apr 2023US$213.7bUS$244.9bUS$22.9b7.4x9.3x0.9x
Price to Earnings Ratio

9.3x


Total Market Cap: US$213.7bTotal Earnings: US$22.9bTotal Revenue: US$244.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.7x202420252026
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 16.5x which is higher than its 3-year average PE of 13.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 9.7% 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 Market4.25%
Consumer Discretionary5.91%
Consumer Durables4.31%
Housewares and Specialties9.92%
Home Furnishings7.60%
Consumer Electronics7.42%
Household Appliances4.97%
Homebuilding2.82%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 39.8x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 0.8% 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 grow by 2.3% 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
GRMN GarminUS$264.489.6%
+US$4.5b		37.5%PE30.6x
DHI D.R. HortonUS$145.256.0%
+US$2.4b		21.2%PE12.6x
SGI Somnigroup InternationalUS$81.8413.6%
+US$2.1b		38.3%PE44.8x
SN SharkNinjaUS$116.6312.0%
+US$1.8b		56.2%PE23.5x
PHM PulteGroupUS$122.686.6%
+US$1.5b		29.4%PE10.6x

Latest News

TOL
US$141.94
Toll Brothers
7D
6.6%
1Y
51.0%
GRMN
US$264.48
Garmin
7D
9.6%
1Y
37.5%
DHI
US$145.25
D.R. Horton
7D
6.0%
1Y
21.2%

D.R. Horton Vs. Lennar: Homebuilder Showdown As Mortgage Rates Jump

Apr 13
PHM
US$122.68
PulteGroup
7D
6.6%
1Y
29.4%

PulteGroup: Macro Challenges Limit Upside (Rating Downgrade)

Apr 12
SGI
US$81.84
Somnigroup International
7D
13.6%
1Y
38.3%

SGI: Merger Synergies And Q4 Pullback Poised To Drive Future Upside

Somnigroup International's updated analyst price target edges slightly lower to $103.38 from $103.63 as analysts factor in a modestly higher discount rate, along with Street research that highlights mixed list inclusions, generally constructive merger synergies, and varied but mostly supportive target revisions from firms covering the stock. Analyst Commentary Recent Street research on Somnigroup International offers a mix of optimism around merger execution and synergy realization, paired with some caution on demand trends and broader housing exposure.
SN
US$116.63
SharkNinja
7D
12.0%
1Y
56.2%
NVR
US$6,843.71
NVR
7D
5.4%
1Y
-5.0%
BLD
US$400.58
TopBuild
7D
14.2%
1Y
39.5%
PRPL
US$0.62
Purple Innovation
7D
-3.0%
1Y
1.5%

PRPL: Cautious Guidance And Lower Margin Outlook Will Shape Bullish 2026 Case

Analysts have trimmed their price targets on Purple Innovation, reducing the implied fair value from $1.00 to $0.85 as they factor in slightly higher discount rates, more cautious revenue growth assumptions, and a lower projected profit margin and future P/E multiple. Analyst Commentary Recent research notes reflect a more cautious stance on Purple Innovation, with multiple bearish analysts trimming their price targets in close succession.
RIME
US$1.04
Algorhythm Holdings
7D
-1.0%
1Y
-58.9%
YHGJ
US$2.89
Yunhong Green CTI
7D
-3.3%
1Y
-72.2%