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U.S. Consumer Durables Industry Analysis

UpdatedOct 14, 2025
DataAggregated Company Financials
Companies84
  • 7D-6.3%
  • 3M8.7%
  • 1Y-12.3%
  • YTD3.9%

Over the last 7 days, the Consumer Durables industry has dropped 6.3%, driven by D.R. Horton declining 11%. In contrast, TopBuild has gained 6.8%. The industry has fallen 12% in the last year. Earnings are forecast to grow by 4.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Oct 2025US$290.3bUS$241.5bUS$19.7b10.7x14.8x1.2x
Fri, 12 Sep 2025US$322.1bUS$242.3bUS$20.6b11.9x15.6x1.3x
Sun, 10 Aug 2025US$296.3bUS$242.1bUS$20.6b11x14.4x1.2x
Tue, 08 Jul 2025US$277.4bUS$242.7bUS$21.4b8.9x13x1.1x
Thu, 05 Jun 2025US$253.6bUS$244.8bUS$21.9b8.4x11.6x1x
Sat, 03 May 2025US$253.1bUS$245.3bUS$21.7b8.5x11.7x1x
Mon, 31 Mar 2025US$267.7bUS$248.0bUS$22.2b9.2x12x1.1x
Wed, 26 Feb 2025US$276.4bUS$247.9bUS$22.2b11x12.5x1.1x
Fri, 24 Jan 2025US$311.7bUS$247.3bUS$22.6b11.3x13.8x1.3x
Sun, 22 Dec 2024US$298.2bUS$247.1bUS$22.7b10.9x13.1x1.2x
Tue, 19 Nov 2024US$334.4bUS$249.5bUS$22.9b11.2x14.6x1.3x
Thu, 17 Oct 2024US$357.6bUS$247.9bUS$21.9b12.5x16.3x1.4x
Sat, 14 Sep 2024US$347.8bUS$247.2bUS$21.8b12.5x15.9x1.4x
Mon, 12 Aug 2024US$321.0bUS$247.1bUS$21.9b11.4x14.7x1.3x
Wed, 10 Jul 2024US$282.8bUS$245.3bUS$21.8b9.7x13x1.2x
Fri, 07 Jun 2024US$304.5bUS$249.5bUS$21.9b10.8x13.9x1.2x
Sun, 05 May 2024US$306.2bUS$249.1bUS$22.0b12x13.9x1.2x
Tue, 02 Apr 2024US$330.1bUS$251.8bUS$21.7b13.1x15.2x1.3x
Thu, 29 Feb 2024US$300.9bUS$251.3bUS$21.7b11.3x13.9x1.2x
Sat, 27 Jan 2024US$278.8bUS$248.9bUS$19.5b11.1x14.3x1.1x
Mon, 25 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Wed, 22 Nov 2023US$242.7bUS$243.3bUS$19.2b9.3x12.6x1x
Fri, 20 Oct 2023US$206.6bUS$244.0bUS$19.9b7.7x10.4x0.8x
Sun, 17 Sep 2023US$228.9bUS$244.3bUS$20.0b8.4x11.5x0.9x
Tue, 15 Aug 2023US$244.7bUS$244.6bUS$20.2b9x12.1x1x
Thu, 13 Jul 2023US$244.3bUS$242.0bUS$20.8b8.6x11.7x1x
Sat, 10 Jun 2023US$223.9bUS$242.4bUS$21.3b7.5x10.5x0.9x
Mon, 08 May 2023US$217.4bUS$243.6bUS$21.5b7.1x10.1x0.9x
Wed, 05 Apr 2023US$202.3bUS$244.4bUS$23.4b7.6x8.7x0.8x
Fri, 03 Mar 2023US$197.6bUS$244.1bUS$23.4b7.6x8.5x0.8x
Sun, 29 Jan 2023US$201.2bUS$243.9bUS$25.7b6.8x7.8x0.8x
Tue, 27 Dec 2022US$179.3bUS$243.5bUS$25.8b6.2x6.9x0.7x
Thu, 24 Nov 2022US$176.2bUS$241.0bUS$25.4b6.8x6.9x0.7x
Sat, 22 Oct 2022US$159.4bUS$236.9bUS$25.9b6.1x6.1x0.7x
Price to Earnings Ratio

6.1x


Total Market Cap: US$159.4bTotal Earnings: US$25.9bTotal Revenue: US$236.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12.3x202320242025
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 12.3x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 9.2% 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-1.32%
Consumer Discretionary-2.25%
Consumer Durables-6.27%
Home Furnishings-1.58%
Consumer Electronics-2.71%
Household Appliances-6.89%
Housewares and Specialties-7.54%
Homebuilding-7.75%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 35.0x.
    • Analysts are expecting annual earnings growth of 8.8%, which is lower than the prior year's growth of 14.0% 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 2.0% 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
BLD TopBuildUS$439.2210.8%
+US$1.2b		10.0%PE20.7x
SGI Somnigroup InternationalUS$87.354.2%
+US$740.9m		73.1%PE68.5x
IBP Installed Building ProductsUS$256.439.1%
+US$578.3m		2.0%PE27.9x
MHK Mohawk IndustriesUS$125.712.6%
+US$194.5m		-21.4%PE16.5x
SKY Champion HomesUS$68.052.7%
+US$99.5m		-29.2%PE17.7x

Latest News

SKY
US$68.05
Champion Homes
7D
2.7%
1Y
-29.2%
CCS
US$60.69
Century Communities
7D
4.4%
1Y
-39.4%
NVR
US$7,737.01
NVR
7D
-1.3%
1Y
-20.8%
SGI
US$87.35
Somnigroup International
7D
4.2%
1Y
73.1%

Mattress Firm Integration Will Power Global Market Expansion

Analysts have raised their price target for Somnigroup International from $85.78 to $87.44, citing stronger revenue growth projections and an optimistic outlook for 2026 despite lingering risks related to tariffs and discretionary spending. Analyst Commentary Bullish and bearish analysts have weighed in on Somnigroup International's latest outlook, with new insights for investors as year-end approaches.
HELE
US$20.73
Helen of Troy
7D
-23.3%
1Y
-69.9%

Supply Chain Moves And Launches Will Shape Prospects Despite Risks

Analysts have lowered their price target for Helen of Troy by $9, from $38 to $29. They cited updated expectations for revenue growth, while noting that the discount rate and profit margin remain steady.
TOL
US$133.28
Toll Brothers
7D
0.3%
1Y
-14.1%
WHR
US$74.04
Whirlpool
7D
-3.4%
1Y
-28.2%

New Products And Asia Expansion Will Reshape Consumer Markets

Analysts have lowered their fair value estimate for Whirlpool from $96.50 to $94.67 per share, citing continued market share losses and the need for sustained investment. They noted that the company's attractive dividend yield does offer some support.
GRBK
US$66.59
Green Brick Partners
7D
-5.1%
1Y
-18.4%
BLD
US$439.22
TopBuild
7D
10.8%
1Y
10.0%

Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity

Narrative Update on TopBuild: Analyst Price Target Revision Analysts have raised their fair value estimate for TopBuild from $446.83 to $452.58, citing slightly improved revenue growth projections despite marginal shifts in other key metrics. What's in the News TopBuild will host an Analyst/Investor Day to discuss its business model, growth drivers, capital allocation strategy, and long-term financial targets.
DHI
US$156.74
D.R. Horton
7D
-2.7%
1Y
-17.2%
GRMN
US$249.33
Garmin
7D
-2.7%
1Y
49.4%

Connect+ Service And Vívoactive 6 Will Expand Global Market Reach

Garmin's analyst price target has been raised modestly from $215 to approximately $218.33 per share. This adjustment reflects analysts' outlook for continued revenue growth and resilience in its core business segments.
MHK
US$125.71
Mohawk Industries
7D
2.6%
1Y
-21.4%
CVCO
US$510.97
Cavco Industries
7D
1.5%
1Y
16.3%
PHM
US$124.89
PulteGroup
7D
-3.6%
1Y
-13.6%

PulteGroup, Inc. (NYSE:PHM) Shares Could Be 48% Below Their Intrinsic Value Estimate

Sep 27
PulteGroup, Inc. (NYSE:PHM) Shares Could Be 48% Below Their Intrinsic Value Estimate
IBP
US$256.43
Installed Building Products
7D
9.1%
1Y
2.0%
SONO
US$15.97
Sonos
7D
-9.0%
1Y
32.8%