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U.S. Consumer Durables Industry Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies86
  • 7D-7.5%
  • 3M-4.8%
  • 1Y-15.0%
  • YTD-1.2%

Over the last 7 days, the Consumer Durables industry has dropped 7.5%, driven by a pullback from Garmin of 17%. The industry has fallen 15% in the last year. Looking forward, earnings are forecast to grow by 5.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025US$277.0bUS$240.1bUS$18.9b10.3x14.6x1.2x
Fri, 03 Oct 2025US$314.9bUS$241.6bUS$20.0b11.7x15.8x1.3x
Sun, 31 Aug 2025US$317.2bUS$242.3bUS$20.6b11.9x15.4x1.3x
Tue, 29 Jul 2025US$290.1bUS$241.4bUS$20.1b10x14.4x1.2x
Thu, 26 Jun 2025US$266.1bUS$242.7bUS$21.4b8.5x12.5x1.1x
Sat, 24 May 2025US$254.0bUS$244.8bUS$21.9b8.5x11.6x1x
Mon, 21 Apr 2025US$246.8bUS$246.5bUS$21.8b8x11.3x1x
Wed, 19 Mar 2025US$271.2bUS$248.1bUS$22.2b10.2x12.2x1.1x
Fri, 14 Feb 2025US$285.0bUS$247.1bUS$22.0b10.9x13x1.2x
Sun, 12 Jan 2025US$291.2bUS$245.9bUS$22.6b10x12.9x1.2x
Tue, 10 Dec 2024US$333.9bUS$247.8bUS$22.9b12x14.6x1.3x
Thu, 07 Nov 2024US$345.0bUS$249.2bUS$23.0b11.6x15x1.4x
Sat, 05 Oct 2024US$354.8bUS$248.0bUS$21.9b12.1x16.2x1.4x
Mon, 02 Sep 2024US$347.2bUS$247.2bUS$21.8b12.1x15.9x1.4x
Wed, 31 Jul 2024US$343.3bUS$245.6bUS$22.2b12.1x15.5x1.4x
Fri, 28 Jun 2024US$289.6bUS$245.4bUS$21.8b10.1x13.3x1.2x
Sun, 26 May 2024US$301.3bUS$249.5bUS$21.9b11.2x13.8x1.2x
Tue, 23 Apr 2024US$288.3bUS$248.3bUS$21.5b11.7x13.4x1.2x
Thu, 21 Mar 2024US$311.9bUS$251.7bUS$21.7b11.8x14.4x1.2x
Sat, 17 Feb 2024US$296.6bUS$251.0bUS$21.4b11.3x13.9x1.2x
Mon, 15 Jan 2024US$284.4bUS$248.5bUS$19.5b11.2x14.6x1.1x
Wed, 13 Dec 2023US$263.5bUS$247.2bUS$19.3b10.4x13.6x1.1x
Fri, 10 Nov 2023US$228.7bUS$242.9bUS$18.9b8.8x12.1x0.9x
Sun, 08 Oct 2023US$215.1bUS$244.0bUS$19.9b7.9x10.8x0.9x
Tue, 05 Sep 2023US$243.9bUS$244.6bUS$20.4b8.7x12x1x
Thu, 03 Aug 2023US$249.2bUS$241.0bUS$20.1b8.9x12.4x1x
Sat, 01 Jul 2023US$238.4bUS$242.0bUS$20.8b8.6x11.5x1x
Mon, 29 May 2023US$209.9bUS$242.6bUS$21.4b7.1x9.8x0.9x
Wed, 26 Apr 2023US$212.1bUS$244.6bUS$22.4b7.4x9.5x0.9x
Fri, 24 Mar 2023US$197.6bUS$244.5bUS$23.4b7.3x8.4x0.8x
Sun, 19 Feb 2023US$200.6bUS$244.1bUS$23.2b6.9x8.6x0.8x
Tue, 17 Jan 2023US$197.0bUS$243.7bUS$25.9b6.7x7.6x0.8x
Thu, 15 Dec 2022US$183.1bUS$241.8bUS$25.7b6.2x7.1x0.8x
Sat, 12 Nov 2022US$180.3bUS$241.0bUS$25.4b6.9x7.1x0.7x
Price to Earnings Ratio

7.1x


Total Market Cap: US$180.3bTotal 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 12.5x202320242025
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 14.6x which is higher than its 3-year average PE of 12.5x.
  • 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 9.4% 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-2.15%
Consumer Discretionary-0.60%
Consumer Durables-7.54%
Homebuilding-4.79%
Home Furnishings-5.41%
Household Appliances-10.85%
Consumer Electronics-16.69%
Housewares and Specialties-34.17%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 9.5%, 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 47% 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
VIOT Viomi TechnologyUS$2.933.5%
+US$6.8m		118.7%PE9.7x
HOFT Hooker FurnishingsUS$9.093.5%
+US$3.3m		-48.4%PS0.3x

Latest News

BLD
US$418.84
TopBuild
7D
-5.7%
1Y
10.9%
NWL
US$3.14
Newell Brands
7D
-36.3%
1Y
-64.4%
GRMN
US$205.45
Garmin
7D
-17.2%
1Y
0.6%

GRMN: Fitness And Wearables Momentum Will Drive Resilience Amid Macroeconomic Uncertainty

Garmin’s analyst price target has increased from $218.33 to $231.14. Analysts cite ongoing momentum in the company’s fitness and smart wearables segments, along with strong innovation and resilient demand.
HOFT
US$9.09
Hooker Furnishings
7D
3.5%
1Y
-48.4%
IBP
US$238.02
Installed Building Products
7D
-11.7%
1Y
2.4%
LEN
US$121.65
Lennar
7D
-5.1%
1Y
-31.4%

LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead

Lennar's analyst price target experienced mixed adjustments recently, with targets ranging from a reduction to $92 to increases as high as $161. Analysts weighed Q3 earnings misses, sector multiple expansion, and shifting market conditions to justify their updated views.
DHI
US$145.59
D.R. Horton
7D
-5.3%
1Y
-16.0%
SN
US$84.69
SharkNinja
7D
-12.8%
1Y
-9.9%

SN: Expanding Product Lines And Equity Offering Will Drive Continued Upside

Analysts have slightly revised their price target for SharkNinja, lowering it from $135.84 to $132.66 per share due to modest updates to revenue growth expectations and profit margin outlooks. What's in the News SharkNinja unveiled the Shark PowerDetect ThermaCharged 2-in-1 Robot Vacuum and Mop, introducing advanced heated mop wash and dry technology for hygienic, automated cleaning.
VIOT
US$2.93
Viomi Technology
7D
3.5%
1Y
118.7%
NVR
US$7,146.03
NVR
7D
-4.2%
1Y
-24.4%