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U.S. Consumer Durables Industry Analysis

UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies83
  • 7D5.8%
  • 3M8.2%
  • 1Y9.7%
  • YTD8.9%

In the last week, the Consumer Durables industry is up 5.8%, with D.R. Horton up 4.3%. In the last 12 months, the industry was up 9.7%. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026US$302.8bUS$238.6bUS$17.3b13.6x17.5x1.3x
Thu, 08 Jan 2026US$283.7bUS$240.2bUS$18.2b10.6x15.6x1.2x
Sat, 06 Dec 2025US$295.1bUS$241.0bUS$18.9b11.5x15.6x1.2x
Mon, 03 Nov 2025US$281.7bUS$240.4bUS$19.0b10.6x14.8x1.2x
Wed, 01 Oct 2025US$311.8bUS$241.6bUS$20.0b11.9x15.6x1.3x
Fri, 29 Aug 2025US$315.9bUS$242.3bUS$20.6b11.9x15.3x1.3x
Sun, 27 Jul 2025US$290.1bUS$241.4bUS$20.1b10x14.4x1.2x
Tue, 24 Jun 2025US$263.5bUS$244.5bUS$21.4b9.1x12.3x1.1x
Thu, 22 May 2025US$261.9bUS$244.8bUS$22.0b8.6x11.9x1.1x
Sat, 19 Apr 2025US$246.8bUS$246.5bUS$21.8b8x11.3x1x
Mon, 17 Mar 2025US$269.3bUS$248.1bUS$22.2b10.2x12.1x1.1x
Wed, 12 Feb 2025US$288.8bUS$246.4bUS$21.8b11x13.2x1.2x
Fri, 10 Jan 2025US$295.7bUS$247.1bUS$22.7b10.7x13x1.2x
Sun, 08 Dec 2024US$333.9bUS$247.8bUS$22.9b11.5x14.6x1.3x
Tue, 05 Nov 2024US$331.2bUS$249.1bUS$23.0b11.4x14.4x1.3x
Thu, 03 Oct 2024US$360.3bUS$248.0bUS$21.9b12.5x16.5x1.5x
Sat, 31 Aug 2024US$343.5bUS$247.2bUS$21.8b12.1x15.7x1.4x
Mon, 29 Jul 2024US$340.9bUS$245.6bUS$22.2b11.8x15.4x1.4x
Wed, 26 Jun 2024US$295.6bUS$248.9bUS$22.0b10.1x13.4x1.2x
Fri, 24 May 2024US$300.5bUS$249.6bUS$21.9b11.3x13.7x1.2x
Sun, 21 Apr 2024US$288.3bUS$248.3bUS$21.5b11.7x13.4x1.2x
Tue, 19 Mar 2024US$306.6bUS$251.7bUS$21.7b11.7x14.1x1.2x
Thu, 15 Feb 2024US$288.7bUS$251.5bUS$21.5b11.5x13.4x1.1x
Sat, 13 Jan 2024US$284.5bUS$248.5bUS$19.5b11.2x14.6x1.1x
Mon, 11 Dec 2023US$263.9bUS$247.2bUS$19.3b10.5x13.6x1.1x
Wed, 08 Nov 2023US$227.6bUS$242.2bUS$18.9b8.9x12x0.9x
Fri, 06 Oct 2023US$214.2bUS$244.0bUS$19.9b7.8x10.8x0.9x
Sun, 03 Sep 2023US$243.9bUS$244.6bUS$20.3b8.7x12x1x
Tue, 01 Aug 2023US$245.4bUS$241.4bUS$20.2b9x12.1x1x
Thu, 29 Jun 2023US$237.0bUS$242.0bUS$20.8b8.6x11.4x1x
Sat, 27 May 2023US$209.9bUS$242.6bUS$21.4b7.1x9.8x0.9x
Mon, 24 Apr 2023US$213.7bUS$244.9bUS$22.9b7.4x9.3x0.9x
Wed, 22 Mar 2023US$199.6bUS$244.5bUS$23.4b7.6x8.5x0.8x
Fri, 17 Feb 2023US$204.1bUS$244.1bUS$23.2b7x8.8x0.8x
Price to Earnings Ratio

8.8x


Total Market Cap: US$204.1bTotal Earnings: US$23.2bTotal Revenue: US$244.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.2x202420252026
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 17.5x which is higher than its 3-year average PE of 13.2x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
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-0.071%
Consumer Discretionary-4.15%
Consumer Durables5.76%
Home Furnishings10.01%
Housewares and Specialties8.45%
Homebuilding6.68%
Consumer Electronics1.09%
Household Appliances0.81%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 33.8x.
    • Analysts are expecting annual earnings growth of 17.7%, which is lower than the prior year's growth of 25.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 55% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 3.3% 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
BLD TopBuildUS$522.3912.6%
+US$1.6b		57.9%PE25.7x
LEN LennarUS$114.084.9%
+US$1.3b		-7.0%PE13.7x
SGI Somnigroup InternationalUS$96.976.0%
+US$1.1b		49.8%PE64.6x
DHI D.R. HortonUS$153.502.5%
+US$1.1b		17.9%PE13.3x
IBP Installed Building ProductsUS$324.4913.1%
+US$1.0b		75.6%PE34.2x

Latest News

PHM
US$132.37
PulteGroup
7D
4.2%
1Y
24.2%
CVCO
US$554.20
Cavco Industries
7D
19.0%
1Y
4.9%
MHK
US$132.14
Mohawk Industries
7D
9.5%
1Y
12.5%

Does Mohawk Industries (NYSE:MHK) Have A Healthy Balance Sheet?

Feb 08
Does Mohawk Industries (NYSE:MHK) Have A Healthy Balance Sheet?
GPRO
US$1.02
GoPro
7D
-6.4%
1Y
15.9%
LIVE
US$19.21
Live Ventures
7D
-6.7%
1Y
107.7%
GRMN
US$206.03
Garmin
7D
-0.4%
1Y
-4.5%

GRMN: Higher Margin Framework Will Drive Strong Future Upside Potential

Analysts have raised their fair value estimate for Garmin from US$305 to US$310, citing recent research that supports slightly higher long term profit margins and a modestly higher future P/E multiple, even as revenue growth expectations are tempered and the discount rate is adjusted. Analyst Commentary Recent bullish analysts are highlighting the move in fair value to US$310 as a signal that the market could be underestimating Garmin's ability to support slightly higher long term margins and a modestly richer P/E multiple, even with more cautious revenue growth assumptions and a recalibrated discount rate.
KOSS
US$4.58
Koss
7D
-5.0%
1Y
-34.0%

Getting In Cheap On Koss Corporation (NASDAQ:KOSS) Is Unlikely

Feb 05
Getting In Cheap On Koss Corporation (NASDAQ:KOSS) Is Unlikely
BLD
US$522.39
TopBuild
7D
12.6%
1Y
57.9%

BLD: Share Repurchases And 2025 Outlook Will Maintain Measured Fair Value Expectations

Analysts have raised their price target on TopBuild by about $3, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from $488.60 to $491.80 per share.
IBP
US$324.49
Installed Building Products
7D
13.1%
1Y
75.6%
LEN
US$114.08
Lennar
7D
4.9%
1Y
-7.0%

LEN: Housing Incentives Will Pressure Margins Yet Support Long Term Earnings Power

Analysts have trimmed their fair value estimate for Lennar from about US$159 to roughly US$153. This reflects a mix of lower expected profit margins, a slightly higher discount rate, and recent Street research pointing to slower housing activity, cautious 2026 demand visibility, and potential pressure on gross margins as incentives rise and inventory is cleared.
COOK
US$0.85
Traeger
7D
-22.5%
1Y
-64.6%
LEGH
US$20.50
Legacy Housing
7D
-1.3%
1Y
-24.9%

LEGH: Founder Return And Zero Debt Will Support Future Rebound After Q3 Miss

Analysts have trimmed their 12 month price target for Legacy Housing from $26 to $21, citing the Q3 miss, management changes, and nearer term operational and market uncertainties, despite the support provided by the firm's zero debt balance sheet and founder involvement. Analyst Commentary Bullish Takeaways Some bullish analysts point to the zero debt balance sheet as a source of financial flexibility, which they see as helping to support the share price near the low $20 range.
DHI
US$153.50
D.R. Horton
7D
2.5%
1Y
17.9%

DHI: Higher Revenue Outlook And Margins Will Offset Rising Discount Rate

Our D.R. Horton analyst price target has been adjusted from US$199 to US$193 as analysts balance expectations for stronger revenue growth and slightly higher profit margins against a higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research on D.R. Horton shows a mix of optimism and caution, with several bullish analysts increasing their price targets while others trim expectations or downgrade ratings.
SGI
US$96.97
Somnigroup International
7D
6.0%
1Y
49.8%

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Prospects

Analysts have raised their price target on Somnigroup International to $92 from $83, citing recovering mattress demand, ongoing Mattress Firm integration, brand refresh efforts, and steady international expansion as key reasons for the updated view. Analyst Commentary Recent commentary around Somnigroup International highlights a mix of optimism on the setup for the business and caution on the near term trading backdrop, which helps explain the updated US$92 price target.
HBB
US$19.04
Hamilton Beach Brands Holding
7D
-3.5%
1Y
22.1%

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Jan 10
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LRE
US$1.30
Lead Real Estate
7D
-5.8%
1Y
-20.7%