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U.S. Consumer Durables Industry Analysis

UpdatedJan 26, 2026
DataAggregated Company Financials
Companies86
  • 7D-2.9%
  • 3M-1.2%
  • 1Y0.8%
  • YTD5.9%

Over the last 7 days, the Consumer Durables industry has dropped 2.9%, driven by declines in D.R. Horton and Lennar of 3.5% and 5.7%, respectively. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 7.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Jan 2026US$295.5bUS$239.5bUS$17.8b11.3x16.6x1.2x
Wed, 24 Dec 2025US$282.0bUS$240.2bUS$18.2b9.8x15.5x1.2x
Fri, 21 Nov 2025US$267.6bUS$241.2bUS$18.9b11.2x14.1x1.1x
Sun, 19 Oct 2025US$299.9bUS$241.5bUS$19.7b10.2x15.2x1.2x
Tue, 16 Sep 2025US$323.6bUS$242.3bUS$20.6b11.5x15.7x1.3x
Thu, 14 Aug 2025US$302.3bUS$242.1bUS$20.7b12x14.6x1.2x
Sat, 12 Jul 2025US$285.1bUS$242.7bUS$21.4b9.8x13.3x1.2x
Mon, 09 Jun 2025US$256.1bUS$244.8bUS$21.9b8.4x11.7x1x
Wed, 07 May 2025US$255.8bUS$245.4bUS$21.6b8.7x11.8x1x
Fri, 04 Apr 2025US$273.5bUS$247.6bUS$22.3b8.7x12.3x1.1x
Sun, 02 Mar 2025US$279.7bUS$248.1bUS$22.2b10.9x12.6x1.1x
Tue, 28 Jan 2025US$306.2bUS$247.3bUS$22.6b11.4x13.6x1.2x
Thu, 26 Dec 2024US$300.1bUS$247.1bUS$22.7b10.9x13.2x1.2x
Sat, 23 Nov 2024US$335.0bUS$249.5bUS$22.9b11.4x14.6x1.3x
Mon, 21 Oct 2024US$362.1bUS$247.9bUS$21.9b12.4x16.5x1.5x
Wed, 18 Sep 2024US$354.5bUS$247.1bUS$21.8b12.7x16.3x1.4x
Fri, 16 Aug 2024US$321.6bUS$247.1bUS$21.9b11.6x14.7x1.3x
Sun, 14 Jul 2024US$309.9bUS$245.3bUS$21.8b10.7x14.2x1.3x
Tue, 11 Jun 2024US$297.8bUS$249.5bUS$21.9b10.8x13.6x1.2x
Thu, 09 May 2024US$310.2bUS$249.0bUS$21.8b11.8x14.2x1.2x
Sat, 06 Apr 2024US$315.3bUS$251.8bUS$21.7b12.7x14.5x1.3x
Mon, 04 Mar 2024US$310.8bUS$251.4bUS$21.7b11.8x14.3x1.2x
Wed, 31 Jan 2024US$280.8bUS$247.6bUS$21.3b11.5x13.2x1.1x
Fri, 29 Dec 2023US$288.0bUS$248.0bUS$19.4b12x14.8x1.2x
Sun, 26 Nov 2023US$242.8bUS$243.3bUS$19.2b9.3x12.6x1x
Tue, 24 Oct 2023US$206.1bUS$244.0bUS$19.9b7.8x10.4x0.8x
Thu, 21 Sep 2023US$229.1bUS$244.3bUS$20.0b8.2x11.5x0.9x
Sat, 19 Aug 2023US$232.7bUS$244.6bUS$20.2b8.8x11.5x1x
Mon, 17 Jul 2023US$249.5bUS$242.0bUS$20.8b8.7x12x1x
Wed, 14 Jun 2023US$228.6bUS$242.4bUS$21.3b7.7x10.7x0.9x
Fri, 12 May 2023US$217.0bUS$242.9bUS$21.4b7.2x10.1x0.9x
Sun, 09 Apr 2023US$198.9bUS$244.9bUS$23.4b7.5x8.5x0.8x
Tue, 07 Mar 2023US$198.2bUS$244.4bUS$23.4b7.6x8.5x0.8x
Thu, 02 Feb 2023US$209.5bUS$244.4bUS$24.0b6.8x8.7x0.9x
Price to Earnings Ratio

8.7x


Total Market Cap: US$209.5bTotal Earnings: US$24.0bTotal Revenue: US$244.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.1x202420252026
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 16.6x which is higher than its 3-year average PE of 13.1x.
  • 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 9.5% 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-0.36%
Consumer Discretionary0.59%
Consumer Durables-2.86%
Housewares and Specialties2.18%
Home Furnishings-1.68%
Household Appliances-2.37%
Consumer Electronics-2.86%
Homebuilding-3.16%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry even though it's trading below its 3-year average PE ratio of 35.9x.
    • Analysts are expecting annual earnings growth of 11.9%, 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 51% 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
NVR NVRUS$7.65k1.1%
+US$237.4m		-8.8%PE15.1x
NWL Newell BrandsUS$4.322.4%
+US$41.9m		-59.2%PS0.2x
UHG United Homes GroupUS$2.1133.5%
+US$31.2m		-50.8%PS0.3x
CRCT CricutUS$4.402.1%
+US$19.1m		-21.4%PE11.5x
COOK TraegerUS$1.164.5%
+US$6.9m		-54.3%PS0.3x

Latest News

LEN
US$111.84
Lennar
7D
-5.7%
1Y
-18.9%
DHI
US$150.51
D.R. Horton
7D
-3.5%
1Y
2.2%

Results: D.R. Horton, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Jan 23
Results: D.R. Horton, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
SN
US$123.44
SharkNinja
7D
-2.8%
1Y
11.6%

SN: AI Lab And New Products Will Support Future Upside

Analysts have raised their price target for SharkNinja from about US$160.39 to roughly US$168.02, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors behind this change. What's in the News Launch of the Shark TurboBlade Cool + Heat 2-in-1 Fan + Heater, a bladeless system aimed at year round personalized temperature control with multiple cooling and heating modes, smart remote, and a limited time price of US$249.99 at SharkNinja.com (Key Developments, Product Related Announcements).
GRMN
US$206.17
Garmin
7D
-2.7%
1Y
-4.1%

GRMN: Fitness And Wearables Strength Will Support Premium P/E Upside

Analysts have lifted their price target on Garmin to about US$235 from roughly US$231, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E that are broadly in line with a recent upgrade highlighted by Barclays. Analyst Commentary Bullish analysts see the higher fair value estimate as consistent with a view that Garmin can justify a premium P/E, provided it executes on its current product and revenue plans.
UEIC
US$4.01
Universal Electronics
7D
1.3%
1Y
-60.6%

UEIC: Future Cash Flow Stability Will Rely On Margins And Buybacks

Narrative Update on Universal Electronics Analysts have trimmed their price target on Universal Electronics slightly, citing updated assumptions for the discount rate, profit margin, and expected P/E. These changes leave their fair value estimate broadly unchanged at US$4.25.
PHM
US$125.16
PulteGroup
7D
-3.9%
1Y
8.2%

PHM: Elevated Incentives And Margin Pressure Will Weigh On Future Returns

Analysts have lifted their PulteGroup fair value estimate by about US$10 to roughly US$112, reflecting updated price targets that factor in slower projected revenue growth, some pressure on profit margins, and a higher assumed future P/E multiple supported by recent research highlighting the resilience of its move up and active adult mix in a tougher affordability backdrop. Analyst Commentary Street research on PulteGroup has been active, with several firms revisiting their price targets and assumptions as housing affordability and demand visibility remain key swing factors.
MTH
US$72.00
Meritage Homes
7D
-5.4%
1Y
-13.2%

MTH: Share Repurchases And Dividend Yield Will Support Future Upside

Analysts have modestly raised their implied fair value estimate for Meritage Homes to about $104 from roughly $100, reflecting slightly higher assumed revenue growth and P/E multiples, partially offset by more cautious profit margin expectations following recent research highlighting pressure on builder incentives and gross margins. Analyst Commentary Recent Street research on Meritage Homes has been mixed, but there are clear pockets of optimism that support the modestly higher fair value estimate.
NWL
US$4.32
Newell Brands
7D
2.4%
1Y
-59.2%

NWL: Productivity Plan And Cost Cuts Will Shape Equity Upside Potential

Narrative Update on Newell Brands The blended analyst price target for Newell Brands has been revised to reflect mixed Street views, with some firms trimming expectations toward the mid single digit range such as US$4.25 and US$6, while others have made modest upward adjustments as analysts weigh ongoing topline pressures against progress on restructuring and productivity initiatives. Analyst Commentary Street research on Newell Brands reflects a split view, with some firms trimming price targets while others see reasons to stay constructive as restructuring work and productivity efforts progress.
SGI
US$92.68
Somnigroup International
7D
-1.4%
1Y
55.3%
IBP
US$297.26
Installed Building Products
7D
-4.0%
1Y
45.0%
COOK
US$1.16
Traeger
7D
4.5%
1Y
-54.3%

Is Traeger (NYSE:COOK) A Risky Investment?

Jan 08
Is Traeger (NYSE:COOK) A Risky Investment?
HOFT
US$13.16
Hooker Furnishings
7D
3.1%
1Y
-2.9%
NVR
US$7,645.15
NVR
7D
1.1%
1Y
-8.8%

NVR, Inc.'s (NYSE:NVR) Earnings Are Not Doing Enough For Some Investors

Jan 01
NVR, Inc.'s (NYSE:NVR) Earnings Are Not Doing Enough For Some Investors
CRCT
US$4.40
Cricut
7D
2.1%
1Y
-21.4%
UHG
US$2.11
United Homes Group
7D
33.5%
1Y
-50.8%

United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues

Dec 22
United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues
NTZ
US$3.11
Natuzzi
7D
3.3%
1Y
-35.2%

Is Natuzzi (NYSE:NTZ) Weighed On By Its Debt Load?

Dec 22
Is Natuzzi (NYSE:NTZ) Weighed On By Its Debt Load?