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U.S. Consumer Durables Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies83
  • 7D-7.5%
  • 3M-6.6%
  • 1Y5.1%
  • YTD-0.9%

Over the last 7 days, the Consumer Durables industry has dropped 7.5%, and D.R. Horton contributed the most with a 6.6% decline. Over the past 12 months, the industry was up 5.1%. 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
Thu, 12 Mar 2026US$280.7bUS$239.2bUS$17.2b11.6x16.3x1.2x
Sat, 07 Feb 2026US$300.2bUS$238.6bUS$17.3b13.6x17.4x1.3x
Mon, 05 Jan 2026US$279.2bUS$240.2bUS$18.2b10.5x15.4x1.2x
Wed, 03 Dec 2025US$294.1bUS$241.1bUS$18.9b11.8x15.5x1.2x
Fri, 31 Oct 2025US$286.4bUS$240.5bUS$18.8b10.4x15.2x1.2x
Sun, 28 Sep 2025US$308.7bUS$241.6bUS$20.0b11.7x15.4x1.3x
Tue, 26 Aug 2025US$316.7bUS$242.3bUS$20.6b12x15.4x1.3x
Thu, 24 Jul 2025US$295.7bUS$241.7bUS$20.4b10.4x14.5x1.2x
Sat, 21 Jun 2025US$251.9bUS$244.5bUS$21.4b8.7x11.8x1x
Mon, 19 May 2025US$267.0bUS$244.8bUS$22.1b8.8x12.1x1.1x
Wed, 16 Apr 2025US$249.1bUS$247.9bUS$22.1b8x11.3x1x
Fri, 14 Mar 2025US$273.1bUS$248.1bUS$22.2b9.9x12.3x1.1x
Sun, 09 Feb 2025US$288.3bUS$246.4bUS$21.8b10.8x13.2x1.2x
Tue, 07 Jan 2025US$296.0bUS$247.1bUS$22.7b10.4x13x1.2x
Thu, 05 Dec 2024US$344.5bUS$247.7bUS$22.9b11.8x15x1.4x
Sat, 02 Nov 2024US$331.8bUS$249.1bUS$23.0b11.4x14.4x1.3x
Mon, 30 Sep 2024US$359.0bUS$248.0bUS$21.9b12.4x16.4x1.4x
Wed, 28 Aug 2024US$347.8bUS$247.2bUS$21.8b12x15.9x1.4x
Fri, 26 Jul 2024US$323.7bUS$245.6bUS$22.1b11.7x14.7x1.3x
Sun, 23 Jun 2024US$293.6bUS$248.9bUS$22.0b10.3x13.3x1.2x
Tue, 21 May 2024US$314.5bUS$249.2bUS$21.8b11.4x14.4x1.3x
Thu, 18 Apr 2024US$295.5bUS$251.8bUS$21.7b11.8x13.6x1.2x
Sat, 16 Mar 2024US$305.5bUS$251.7bUS$21.7b11.7x14.1x1.2x
Mon, 12 Feb 2024US$291.8bUS$251.5bUS$21.5b11.4x13.6x1.2x
Wed, 10 Jan 2024US$281.4bUS$248.0bUS$19.4b11.2x14.5x1.1x
Fri, 08 Dec 2023US$257.5bUS$247.2bUS$19.3b10.3x13.3x1x
Sun, 05 Nov 2023US$229.8bUS$242.2bUS$18.9b9x12.2x0.9x
Tue, 03 Oct 2023US$221.7bUS$244.0bUS$19.9b8x11.2x0.9x
Thu, 31 Aug 2023US$240.5bUS$244.6bUS$20.3b8.6x11.8x1x
Sat, 29 Jul 2023US$242.4bUS$241.4bUS$20.2b8.9x12x1x
Mon, 26 Jun 2023US$231.4bUS$242.0bUS$20.8b8.4x11.1x1x
Wed, 24 May 2023US$209.9bUS$242.9bUS$21.4b7.5x9.8x0.9x
Fri, 21 Apr 2023US$214.5bUS$244.9bUS$22.9b7.1x9.4x0.9x
Sun, 19 Mar 2023US$197.3bUS$244.5bUS$23.5b7.4x8.4x0.8x
Price to Earnings Ratio

8.4x


Total Market Cap: US$197.3bTotal Earnings: US$23.5bTotal Revenue: US$244.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.5x202420252026
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 16.3x which is higher than its 3-year average PE of 13.5x.
  • 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 9.8% 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-1.47%
Consumer Discretionary-1.71%
Consumer Durables-7.51%
Household Appliances-4.15%
Housewares and Specialties-5.37%
Consumer Electronics-6.12%
Home Furnishings-7.60%
Homebuilding-8.27%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 37.0x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings growth of 10.6% 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 grow by 2.6% 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
XWIN Nova LifeStyleUS$6.17-0.2%
US$52.0m		1,277.8%PS18.8x
TPH Tri Pointe HomesUS$46.30-0.1%
US$25.3m		48.6%PE16.3x
VIOT Viomi TechnologyUS$1.4211.8%
+US$10.2m		-25.3%PE3.4x
LCUT Lifetime BrandsUS$3.489.8%
+US$7.0m		-27.7%PS0.1x
NTZ NatuzziUS$3.054.1%
+US$1.3m		-34.4%PS0.1x

Latest News

LCUT
US$3.48
Lifetime Brands
7D
9.8%
1Y
-27.7%
TOL
US$138.02
Toll Brothers
7D
-7.8%
1Y
34.0%
XWIN
US$6.17
Nova LifeStyle
7D
-0.2%
1Y
1,277.8%
PHM
US$120.46
PulteGroup
7D
-7.1%
1Y
19.2%
SN
US$101.68
SharkNinja
7D
-10.8%
1Y
16.9%
LEN
US$92.54
Lennar
7D
-11.3%
1Y
-20.5%
TPH
US$46.30
Tri Pointe Homes
7D
-0.1%
1Y
48.6%
DHI
US$139.04
D.R. Horton
7D
-7.2%
1Y
11.0%

DHI: Persistent Margin And Antitrust Pressures Will Constrain Future Share Returns

Analyst price targets for D.R. Horton have seen mixed adjustments, with some firms trimming forecasts by low single digit dollar amounts and others lifting targets by similar increments up to $10, as analysts weigh near term margin and demand pressure against the potential for stronger earnings in later years. Analyst Commentary Recent research on D.R. Horton reflects a split view, with some firms edging price targets higher and others trimming them or stepping to the sidelines.
BLD
US$364.83
TopBuild
7D
-10.6%
1Y
23.6%

BLD: Higher Future P/E And Buybacks Will Support Upside Potential

Analysts have trimmed their price target on TopBuild by about $4. This reflects updated assumptions for slightly lower revenue growth, reduced profit margins, a marginally higher discount rate, and a higher future P/E multiple.
SGI
US$76.63
Somnigroup International
7D
-7.1%
1Y
39.5%
VIOT
US$1.42
Viomi Technology
7D
11.8%
1Y
-25.3%
YHGJ
US$2.98
Yunhong Green CTI
7D
15.0%
1Y
-70.8%
NTZ
US$3.05
Natuzzi
7D
4.1%
1Y
-34.4%
NVR
US$6,439.00
NVR
7D
-9.0%
1Y
-9.7%
SPHL
US$3.10
Springview Holdings
7D
3.5%
1Y
-44.6%
PRPL
US$0.72
Purple Innovation
7D
1.6%
1Y
8.7%