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U.S. Consumer Durables Industry Analysis

UpdatedJan 03, 2026
DataAggregated Company Financials
Companies85
  • 7D-1.1%
  • 3M-11.1%
  • 1Y-0.9%
  • YTD0%

Over the last 7 days, the Consumer Durables industry has dropped 1.1%, driven by declines in Somnigroup International and Garmin of 3.3% and 1.5%, respectively. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 7.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Jan 2026US$277.1bUS$240.2bUS$18.2b10.5x15.2x1.2x
Mon, 01 Dec 2025US$293.9bUS$241.1bUS$18.9b11.8x15.5x1.2x
Wed, 29 Oct 2025US$302.2bUS$240.8bUS$19.3b10.7x15.7x1.3x
Fri, 26 Sep 2025US$308.3bUS$241.6bUS$20.0b11.6x15.4x1.3x
Sun, 24 Aug 2025US$319.0bUS$242.3bUS$20.6b11.8x15.5x1.3x
Tue, 22 Jul 2025US$277.6bUS$242.7bUS$20.9b9.4x13.3x1.1x
Thu, 19 Jun 2025US$250.8bUS$244.5bUS$21.4b8.5x11.7x1x
Sat, 17 May 2025US$263.8bUS$244.8bUS$22.1b8.8x12x1.1x
Mon, 14 Apr 2025US$247.3bUS$247.9bUS$22.1b7.9x11.2x1x
Wed, 12 Mar 2025US$279.3bUS$248.1bUS$22.2b10.6x12.6x1.1x
Fri, 07 Feb 2025US$300.4bUS$246.6bUS$21.9b10.9x13.7x1.2x
Sun, 05 Jan 2025US$296.0bUS$247.1bUS$22.7b10.5x13x1.2x
Tue, 03 Dec 2024US$348.7bUS$249.5bUS$22.9b12x15.2x1.4x
Thu, 31 Oct 2024US$329.3bUS$248.0bUS$22.8b11.5x14.5x1.3x
Sat, 28 Sep 2024US$353.3bUS$248.0bUS$21.9b12.4x16.1x1.4x
Mon, 26 Aug 2024US$350.0bUS$247.3bUS$21.8b12.4x16x1.4x
Wed, 24 Jul 2024US$332.1bUS$245.5bUS$21.8b12x15.2x1.4x
Fri, 21 Jun 2024US$292.6bUS$248.9bUS$22.0b10.2x13.3x1.2x
Sun, 19 May 2024US$314.5bUS$249.2bUS$21.8b11.6x14.4x1.3x
Tue, 16 Apr 2024US$307.1bUS$251.8bUS$21.7b12x14.1x1.2x
Thu, 14 Mar 2024US$314.5bUS$251.3bUS$21.8b11.8x14.4x1.3x
Sat, 10 Feb 2024US$291.9bUS$251.7bUS$21.3b11.4x13.7x1.2x
Mon, 08 Jan 2024US$277.5bUS$248.0bUS$19.4b11.1x14.3x1.1x
Wed, 06 Dec 2023US$251.2bUS$243.2bUS$19.2b10.1x13.1x1x
Fri, 03 Nov 2023US$214.6bUS$242.2bUS$18.9b8.6x11.4x0.9x
Sun, 01 Oct 2023US$222.0bUS$244.0bUS$19.9b8.2x11.2x0.9x
Tue, 29 Aug 2023US$230.3bUS$244.7bUS$20.4b8.3x11.3x0.9x
Thu, 27 Jul 2023US$244.9bUS$242.6bUS$20.9b8.9x11.7x1x
Sat, 24 Jun 2023US$231.4bUS$242.0bUS$20.8b8.4x11.1x1x
Mon, 22 May 2023US$216.2bUS$242.9bUS$21.4b7.6x10.1x0.9x
Wed, 19 Apr 2023US$211.5bUS$244.9bUS$23.4b7.4x9x0.9x
Fri, 17 Mar 2023US$199.2bUS$244.5bUS$23.5b7.5x8.5x0.8x
Sun, 12 Feb 2023US$202.2bUS$244.7bUS$23.6b6.8x8.5x0.8x
Tue, 10 Jan 2023US$189.7bUS$243.5bUS$25.8b6.3x7.3x0.8x
Price to Earnings Ratio

7.3x


Total Market Cap: US$189.7bTotal Earnings: US$25.8bTotal Revenue: US$243.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12.9x202420252026
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 15.2x which is higher than its 3-year average PE of 12.9x.
  • 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 11% 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-1.05%
Consumer Discretionary-2.80%
Consumer Durables-1.06%
Household Appliances0.20%
Homebuilding-0.85%
Consumer Electronics-1.61%
Housewares and Specialties-2.14%
Home Furnishings-2.40%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry even though it's trading below its 3-year average PE ratio of 35.7x.
    • Analysts are expecting annual earnings growth of 12.8%, 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 46% 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
WHR WhirlpoolUS$74.503.3%
+US$134.2m		-35.2%PS0.3x
UEIC Universal ElectronicsUS$3.6316.3%
+US$6.8m		-66.1%PS0.1x
IBP Installed Building ProductsUS$267.450.09%
+US$6.7m		52.3%PE28.2x
LRE Lead Real EstateUS$1.7535.7%
+US$6.3m		-3.8%PE4.4x
COOK TraegerUS$1.061.0%
+US$1.4m		-56.7%PS0.2x

Latest News

TMHC
US$58.83
Taylor Morrison Home
7D
-1.5%
1Y
-3.7%

Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?

Jan 02
Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?
NVR
US$7,278.87
NVR
7D
-1.4%
1Y
-9.8%

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
IBP
US$267.45
Installed Building Products
7D
0.09%
1Y
52.3%

Is Installed Building Products, Inc. (NYSE:IBP) Worth US$259 Based On Its Intrinsic Value?

Jan 01
Is Installed Building Products, Inc. (NYSE:IBP) Worth US$259 Based On Its Intrinsic Value?
UEIC
US$3.63
Universal Electronics
7D
16.3%
1Y
-66.1%
TOL
US$135.58
Toll Brothers
7D
-2.5%
1Y
7.4%

Improved Earnings Required Before Toll Brothers, Inc. (NYSE:TOL) Shares Find Their Feet

Dec 30
Improved Earnings Required Before Toll Brothers, Inc. (NYSE:TOL) Shares Find Their Feet
GRMN
US$202.44
Garmin
7D
-1.5%
1Y
-2.3%
SONO
US$17.49
Sonos
7D
-3.3%
1Y
16.0%

SONO: Margin Expansion And Capital Returns Will Drive Bullish Repricing

Analysts have raised their price target on Sonos from $17.00 to $21.00 per share, citing slightly stronger expected revenue growth, a sharp improvement in projected profit margins, and a reset but still supportive valuation framework despite mixed near term sentiment in the broader packaging and audio hardware space. Analyst Commentary Bullish analysts argue that the latest price target increase for Sonos reflects a more constructive view on the company’s ability to execute on its product roadmap, sustain premium pricing, and capture share in the connected home audio category.
LIVE
US$15.71
Live Ventures
7D
0.06%
1Y
70.2%
SGI
US$88.74
Somnigroup International
7D
-3.3%
1Y
59.2%

SGI: Mattress Recovery And Integration Benefits Will Drive Shares Higher

Analysts have raised their price target on Somnigroup International to $92.00 from $83.00, citing improving mattress demand, benefits from the Mattress Firm integration, and resilient international growth, even as they remain cautious on the pace of broader industry recovery. Analyst Commentary Recent Street research highlights a balanced view on Somnigroup International, with upside potential tied to execution on strategic initiatives and downside risks linked to the broader industry cycle.
WHR
US$74.50
Whirlpool
7D
3.3%
1Y
-35.2%

WHR: Weaker Brand Positioning Will Drive Lower Future Share Price Potential

Analysts have lowered their Whirlpool fair value estimate from $63.00 to $51.00 per share, citing heightened concerns around weaker brand positioning and share losses, despite support from an attractive dividend yield. Analyst Commentary Bearish analysts continue to highlight structural headwinds facing Whirlpool, pointing to an unfavorable mix of weaker brand positioning, lagging smart product adoption, and demographic pressures that are weighing on market share and profitability.
LEN
US$104.22
Lennar
7D
-0.6%
1Y
-23.3%
DHI
US$145.72
D.R. Horton
7D
-0.4%
1Y
4.2%

DHI: Lower Rates Will Support Demand Despite Seasonal Housing Headwinds

Analysts have nudged their fair value estimate for D.R. Horton slightly higher, by about $1 to roughly $166 per share. They cite a supportive interest rate backdrop and updated price targets that balance softer seasonal demand with an improved medium term outlook.
NTZ
US$2.51
Natuzzi
7D
5.0%
1Y
-47.2%

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

Dec 22
Is Natuzzi (NYSE:NTZ) Weighed On By Its Debt Load?
COOK
US$1.06
Traeger
7D
1.0%
1Y
-56.7%

There's Reason For Concern Over Traeger, Inc.'s (NYSE:COOK) Massive 26% Price Jump

Dec 18
There's Reason For Concern Over Traeger, Inc.'s (NYSE:COOK) Massive 26% Price Jump
ATER
US$0.72
Aterian
7D
2.5%
1Y
-72.2%
LRE
US$1.75
Lead Real Estate
7D
35.7%
1Y
-3.8%