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U.S. Consumer Durables Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies80
  • 7D2.3%
  • 3M-16.7%
  • 1Y6.1%
  • YTD-5.9%

In the last week, the Consumer Durables industry is up 2.3%, with Garmin up 2.3%. In the same time, Newell Brands was down 13%. In the last 12 months, the industry was up 6.1%. Earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026US$245.2bUS$231.6bUS$16.0b11.4x15.3x1.1x
Sat, 18 Apr 2026US$279.0bUS$238.2bUS$16.9b12.3x16.5x1.2x
Mon, 16 Mar 2026US$269.5bUS$238.1bUS$16.9b11.6x15.9x1.1x
Wed, 11 Feb 2026US$302.4bUS$238.6bUS$17.3b14.1x17.5x1.3x
Fri, 09 Jan 2026US$278.4bUS$240.2bUS$18.2b10.9x15.3x1.2x
Sun, 07 Dec 2025US$293.8bUS$241.0bUS$18.9b11.5x15.6x1.2x
Tue, 04 Nov 2025US$281.7bUS$240.4bUS$19.0b10.4x14.8x1.2x
Thu, 02 Oct 2025US$310.9bUS$241.6bUS$20.0b11.8x15.6x1.3x
Sat, 30 Aug 2025US$316.9bUS$242.3bUS$20.6b11.9x15.4x1.3x
Mon, 28 Jul 2025US$290.1bUS$241.4bUS$20.1b10x14.4x1.2x
Wed, 25 Jun 2025US$266.1bUS$242.7bUS$21.4b8.7x12.5x1.1x
Fri, 23 May 2025US$254.8bUS$244.7bUS$21.9b8.5x11.6x1x
Sun, 20 Apr 2025US$246.8bUS$246.5bUS$21.8b8x11.3x1x
Tue, 18 Mar 2025US$270.2bUS$248.1bUS$22.2b10.1x12.1x1.1x
Thu, 13 Feb 2025US$289.3bUS$246.7bUS$21.9b10.9x13.2x1.2x
Sat, 11 Jan 2025US$295.7bUS$247.1bUS$22.7b10.3x13x1.2x
Mon, 09 Dec 2024US$333.9bUS$247.8bUS$22.9b11.5x14.6x1.3x
Wed, 06 Nov 2024US$335.9bUS$249.2bUS$23.0b11.6x14.6x1.3x
Fri, 04 Oct 2024US$356.4bUS$248.0bUS$21.9b12.2x16.3x1.4x
Sun, 01 Sep 2024US$347.2bUS$247.2bUS$21.8b12.1x15.9x1.4x
Tue, 30 Jul 2024US$340.9bUS$245.6bUS$22.2b11.9x15.4x1.4x
Thu, 27 Jun 2024US$288.9bUS$245.4bUS$21.8b10.1x13.3x1.2x
Sat, 25 May 2024US$297.9bUS$249.5bUS$21.9b11.2x13.6x1.2x
Mon, 22 Apr 2024US$288.3bUS$248.3bUS$21.5b11.7x13.4x1.2x
Wed, 20 Mar 2024US$311.9bUS$251.7bUS$21.7b11.8x14.4x1.2x
Fri, 16 Feb 2024US$294.4bUS$251.0bUS$21.4b11.4x13.8x1.2x
Sun, 14 Jan 2024US$284.5bUS$248.5bUS$19.5b11.2x14.6x1.1x
Tue, 12 Dec 2023US$263.7bUS$247.2bUS$19.3b10.5x13.6x1.1x
Thu, 09 Nov 2023US$229.3bUS$243.0bUS$18.8b8.9x12.2x0.9x
Sat, 07 Oct 2023US$215.1bUS$244.0bUS$19.9b7.9x10.8x0.9x
Mon, 04 Sep 2023US$243.9bUS$244.6bUS$20.4b8.7x12x1x
Wed, 02 Aug 2023US$251.8bUS$241.3bUS$20.2b9x12.5x1x
Fri, 30 Jun 2023US$236.8bUS$242.0bUS$20.8b8.5x11.4x1x
Sun, 28 May 2023US$209.9bUS$242.6bUS$21.4b7.1x9.8x0.9x
Price to Earnings Ratio

9.8x


Total Market Cap: US$209.9bTotal Earnings: US$21.4bTotal Revenue: US$242.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 13.9x.
  • 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 9.1% 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-0.32%
Consumer Discretionary-1.98%
Consumer Durables2.29%
Household Appliances3.57%
Home Furnishings2.58%
Consumer Electronics2.36%
Homebuilding2.23%
Housewares and Specialties-10.39%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 45.5x.
    • Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings growth of 9.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 49% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.8% 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
GRMN GarminUS$237.472.3%
+US$1.1b		18.3%PE26.4x
NVR NVRUS$5.99k4.7%
+US$729.5m		-15.4%PE13.1x
PHM PulteGroupUS$116.262.9%
+US$626.7m		17.3%PE10.8x
SN SharkNinjaUS$107.154.1%
+US$595.8m		10.1%PE21.5x
LEN LennarUS$87.312.8%
+US$576.3m		-17.3%PE12.1x

Latest News

NWL
US$3.53
Newell Brands
7D
-12.6%
1Y
-35.1%
CCS
US$50.43
Century Communities
7D
-2.9%
1Y
-3.3%
Narrative Update • May 20

CCS: Neutral View Will Hinge On Execution And Reduced Growth Visibility

Analysts have reduced their fair value estimate for Century Communities from $56 to $45, citing lower projected revenue growth, a thinner profit margin outlook, and a higher assumed future P/E multiple as the main factors behind the updated price target. Analyst Commentary Recent Street research points to a more cautious tone around Century Communities, with bearish analysts focusing on what they see as less certain growth prospects and tighter room for execution missteps.
IBP
US$215.93
Installed Building Products
7D
4.6%
1Y
40.2%
LGIH
US$44.01
LGI Homes
7D
-3.2%
1Y
-16.3%
SGI
US$65.69
Somnigroup International
7D
2.7%
1Y
1.7%
SN
US$107.15
SharkNinja
7D
4.1%
1Y
10.1%
Seeking Alpha • May 17

SharkNinja's Q1 Earnings Should Help Drive The Stock Higher

Summary SharkNinja delivered strong Q1 2026 results, with net sales up 15.6% to $1.4B and adjusted net income up 25.1%. SN's 3-pillar growth strategy—category expansion, innovation, and international growth—continues to drive robust top- and bottom-line performance. The valuation remains attractive, with a PEG ratio of 1.33, supporting further upside as earnings are expected to grow 13% annually over the next several years. Despite slight Q1 margin compression, SN's innovation focus and global expansion position it for continued outperformance and justify a bullish outlook. Read the full article on Seeking Alpha
BZH
US$22.65
Beazer Homes USA
7D
-4.1%
1Y
9.4%
Narrative Update • May 15

BZH: Margin Execution And Buybacks Will Support Returns After Rebuffed Cash Bid

Analysts trimmed their price target on Beazer Homes USA by $1 to reflect updated views on growth, profitability, and valuation inputs, while still viewing the stock’s risk and return profile as supported by underlying margin assumptions and P/E expectations. Analyst Commentary Bullish analysts acknowledge the slightly lower price target, but still see the risk and return setup as anchored by the same core assumptions that supported the previous view.
WHR
US$41.51
Whirlpool
7D
-0.6%
1Y
-46.2%
LEN
US$87.31
Lennar
7D
2.8%
1Y
-17.3%
GPRO
US$0.96
GoPro
7D
-12.3%
1Y
61.8%
HOV
US$98.01
Hovnanian Enterprises
7D
-5.1%
1Y
9.7%
Narrative Update • May 13

HOV: Future Returns Will Depend On Margin Durability Concerns

Analysts trimmed their price target on Hovnanian Enterprises to $74.00, reflecting a slightly higher assumed discount rate, a lower projected profit margin, and a modestly higher future P/E multiple in line with a recent bearish initiation that highlights more cautious expectations for the stock. Analyst Commentary Recent research around Hovnanian Enterprises leans cautious, with the trimmed US$74.00 price target aligned with a bearish initiation that questions how durable margins and valuation are from here.
GRMN
US$237.47
Garmin
7D
2.3%
1Y
18.3%
NVR
US$5,990.37
NVR
7D
4.7%
1Y
-15.4%
DHI
US$141.76
D.R. Horton
7D
0.7%
1Y
18.5%
Narrative Update • May 05

DHI: Margin Trough Risk And Antitrust Overhang Will Pressure Future Returns

Analyst price targets for D.R. Horton have been raised by $6 to $123, with the shift supported by updated assumptions for revenue growth, profit margins and a lower future P/E multiple, as reflected in the latest round of Street research. Analyst Commentary Recent research on D.R. Horton shows a mix of higher price targets and more cautious moves, with analysts weighing valuation, execution and growth risks against the stock's current setup.
PHM
US$116.26
PulteGroup
7D
2.9%
1Y
17.3%
Narrative Update • May 02

PHM: Antitrust Probe And Housing Cycle Pressures Will Weigh On Margins

Analysts have adjusted the PulteGroup fair value estimate from $115.00 to about $104.11, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are also reflected in recent mixed price target changes across firms such as UBS, Evercore ISI, Wells Fargo, BofA, Truist and Raymond James. Analyst Commentary Recent Street research on PulteGroup shows a split view, with some firms lifting price targets while others cut targets or shifted to a more cautious stance.
XMAX
US$8.15
XMax
7D
-2.0%
1Y
412.6%