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U.S. Consumer Durables Industry Analysis

UpdatedSep 10, 2026
DataAggregated Company Financials
Companies83
  • 7D-2.7%
  • 3M-0.7%
  • 1Y-11.3%
  • YTD1.4%

Over the last 7 days, the Consumer Durables industry has dropped 2.7%, and D.R. Horton contributed the most with a 2.3% decline. Overall the industry is down 11% in 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 10 Sep 2026US$260.5bUS$211.8bUS$14.5b13.2x17.9x1.2x
Sat, 08 Aug 2026US$290.2bUS$216.6bUS$14.8b13.9x19.6x1.3x
Mon, 06 Jul 2026US$278.4bUS$224.9bUS$15.2b14x18.3x1.2x
Wed, 03 Jun 2026US$266.5bUS$231.4bUS$15.9b12.5x16.7x1.2x
Fri, 01 May 2026US$278.2bUS$235.9bUS$16.2b12x17.2x1.2x
Sun, 29 Mar 2026US$259.2bUS$237.7bUS$16.8b11.7x15.4x1.1x
Tue, 24 Feb 2026US$318.0bUS$239.4bUS$17.4b13.5x18.3x1.3x
Thu, 22 Jan 2026US$296.6bUS$239.4bUS$17.8b11.4x16.7x1.2x
Sat, 20 Dec 2025US$286.1bUS$240.2bUS$18.2b10.7x15.7x1.2x
Mon, 17 Nov 2025US$276.3bUS$241.2bUS$18.9b11.6x14.6x1.1x
Wed, 15 Oct 2025US$292.2bUS$241.5bUS$19.7b10.7x14.9x1.2x
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
Price to Earnings Ratio

11.5x


Total Market Cap: US$228.9bTotal Earnings: US$20.0bTotal Revenue: US$244.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.6x202420252026
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 17.9x which is higher than its 3-year average PE of 14.6x.
  • 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 10% per year over the last three years,
  • Revenues have also declined 4.6% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.22%
Consumer Discretionary-1.38%
Consumer Durables-2.75%
Housewares and Specialties0.068%
Home Furnishings-0.42%
Consumer Electronics-1.64%
Homebuilding-3.40%
Household Appliances-3.72%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 65.1x.
    • Analysts are expecting annual earnings growth of 20.4%, which is lower than the prior year's growth of 28.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 38% over the next 5 years.
  • In contrast, the Consumer Electronics industry is expected to see its earnings grow by 7.3% 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
SGI Somnigroup InternationalUS$68.230.6%
+US$86.2m		-19.8%PE26.9x
BXBL BoxablUS$4.365.3%
+US$53.1m		-56.2%PS332.9x
NWL Newell BrandsUS$6.000.3%
+US$8.5m		-1.2%PS0.4x
FLXS Flexsteel IndustriesUS$83.132.3%
+US$7.7m		67.7%PE10.3x
ATER AterianUS$0.7139.5%
+US$3.3m		-25.4%PS0.2x

Latest News

TOL
US$135.05
Toll Brothers
7D
-4.0%
1Y
-5.7%
LEN
US$80.76
Lennar
7D
-3.4%
1Y
-40.9%
FLXS
US$83.13
Flexsteel Industries
7D
2.3%
1Y
67.7%
GRMN
US$272.18
Garmin
7D
-1.4%
1Y
15.4%
ATER
US$0.71
Aterian
7D
39.5%
1Y
-25.4%
DHI
US$138.93
D.R. Horton
7D
-2.3%
1Y
-21.1%
SGI
US$68.23
Somnigroup International
7D
0.6%
1Y
-19.8%
IBP
US$210.54
Installed Building Products
7D
-10.6%
1Y
-20.8%
BZH
US$33.25
Beazer Homes USA
7D
0.2%
1Y
30.4%
Narrative Update • Sep 06

BZH: Deal Premium And Narrow Spread Will Drive Cautious Future Return View

Analysts increased their fair value estimate for Beazer Homes USA from $25 to $27.50, citing the agreed all cash acquisition by Dream Finders Homes at $33.50 per share and updated assumptions for revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Beazer Homes USA has shifted toward a more neutral tone after the announced cash acquisition by Dream Finders Homes at $33.50 per share.
PHM
US$118.93
PulteGroup
7D
-3.9%
1Y
-12.2%
NWL
US$6.00
Newell Brands
7D
0.3%
1Y
-1.2%
Narrative Update • Sep 03

NWL: Improved Margin Execution And Q2 Delivery Will Support Future Rerating

Newell Brands' updated analyst price target framework points to a higher implied fair value of $10.18 from $8.78 and aligns with a series of recent target raises toward the $5 to $7 range, as analysts highlight steady execution through a tough consumer and cost backdrop. Analyst Commentary Recent research on Newell Brands points to a more constructive tone from several firms, even as opinions on the stock remain mixed.
SN
US$169.30
SharkNinja
7D
-3.4%
1Y
45.9%
Narrative Update • Sep 03

SN: Buybacks And New Product Launches Will Support Future Premium Upside

Analysts now set a price target for SharkNinja at about $231, up from $200. They cite updated assumptions for revenue growth, profit margins and future P/E that collectively point to higher estimated fair value.
BXBL
US$4.36
Boxabl
7D
5.3%
1Y
-56.2%
MSN
US$0.53
Emerson Radio
7D
9.2%
1Y
19.7%
UEIC
US$4.66
Universal Electronics
7D
2.6%
1Y
-1.1%
NVR
US$6,187.30
NVR
7D
-2.2%
1Y
-25.8%