Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Durables Industry Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies80
  • 7D5.4%
  • 3M-15.6%
  • 1Y8.4%
  • YTD-4.7%

The Consumer Durables industry is up 5.4% in the last week, with Garmin up 6.1%. This means that the industry has gained 8.4% over the past year. 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
Mon, 25 May 2026US$260.7bUS$231.4bUS$15.9b11.4x16.4x1.1x
Wed, 22 Apr 2026US$296.5bUS$237.9bUS$16.8b12.5x17.6x1.2x
Fri, 20 Mar 2026US$266.0bUS$238.1bUS$16.9b11.5x15.7x1.1x
Sun, 15 Feb 2026US$318.7bUS$238.6bUS$17.3b13.8x18.5x1.3x
Tue, 13 Jan 2026US$302.7bUS$240.2bUS$18.0b11.9x16.8x1.3x
Thu, 11 Dec 2025US$289.5bUS$241.1bUS$18.8b11.2x15.4x1.2x
Sat, 08 Nov 2025US$279.1bUS$241.1bUS$19.0b10.2x14.7x1.2x
Mon, 06 Oct 2025US$317.5bUS$241.6bUS$20.0b11.7x15.9x1.3x
Wed, 03 Sep 2025US$317.2bUS$242.3bUS$20.6b11.3x15.4x1.3x
Fri, 01 Aug 2025US$280.3bUS$241.5bUS$20.0b9.8x14x1.2x
Sun, 29 Jun 2025US$265.9bUS$242.7bUS$21.4b8.6x12.4x1.1x
Tue, 27 May 2025US$252.9bUS$244.8bUS$21.9b8.5x11.6x1x
Thu, 24 Apr 2025US$251.9bUS$246.7bUS$21.5b8.8x11.7x1x
Sat, 22 Mar 2025US$273.9bUS$248.1bUS$22.2b10.1x12.3x1.1x
Mon, 17 Feb 2025US$290.0bUS$247.1bUS$22.3b11.1x13x1.2x
Wed, 15 Jan 2025US$302.6bUS$247.4bUS$22.7b11x13.3x1.2x
Fri, 13 Dec 2024US$329.0bUS$248.1bUS$22.9b11.7x14.3x1.3x
Sun, 10 Nov 2024US$345.7bUS$249.3bUS$23.0b11.6x15.1x1.4x
Tue, 08 Oct 2024US$348.9bUS$248.0bUS$21.9b12x15.9x1.4x
Thu, 05 Sep 2024US$338.7bUS$247.2bUS$21.8b11.8x15.5x1.4x
Sat, 03 Aug 2024US$336.0bUS$246.3bUS$21.6b11.7x15.6x1.4x
Mon, 01 Jul 2024US$291.2bUS$245.4bUS$21.8b10.5x13.4x1.2x
Wed, 29 May 2024US$301.3bUS$249.5bUS$21.9b11.1x13.8x1.2x
Fri, 26 Apr 2024US$294.3bUS$249.2bUS$21.8b11.8x13.5x1.2x
Sun, 24 Mar 2024US$322.3bUS$251.8bUS$21.7b11.9x14.9x1.3x
Tue, 20 Feb 2024US$290.0bUS$251.2bUS$21.4b11.3x13.6x1.2x
Thu, 18 Jan 2024US$279.6bUS$248.5bUS$19.5b11x14.3x1.1x
Sat, 16 Dec 2023US$282.4bUS$248.0bUS$19.4b11.1x14.5x1.1x
Mon, 13 Nov 2023US$230.7bUS$243.3bUS$19.3b8.9x12x0.9x
Wed, 11 Oct 2023US$220.0bUS$244.0bUS$19.9b8x11.1x0.9x
Fri, 08 Sep 2023US$236.1bUS$244.6bUS$20.4b8.4x11.6x1x
Sun, 06 Aug 2023US$248.6bUS$244.7bUS$20.3b9.4x12.2x1x
Tue, 04 Jul 2023US$236.9bUS$242.0bUS$20.8b8.6x11.4x1x
Thu, 01 Jun 2023US$208.3bUS$242.5bUS$21.3b6.9x9.8x0.9x
Price to Earnings Ratio

9.8x


Total Market Cap: US$208.3bTotal Earnings: US$21.3bTotal Revenue: US$242.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14x202420252026
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 16.4x which is higher than its 3-year average PE of 14.0x.
  • 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 9.3% 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 Market1.11%
Consumer Discretionary2.10%
Consumer Durables5.44%
Home Furnishings6.68%
Consumer Electronics6.05%
Household Appliances5.83%
Homebuilding5.08%
Housewares and Specialties1.02%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 46.7x.
    • Analysts are expecting annual earnings growth of 20.6%, 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 50% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 4.4% 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$240.716.1%
+US$2.7b		20.0%PE26.7x
DHI D.R. HortonUS$143.734.5%
+US$1.8b		21.1%PE12.8x
LEN LennarUS$88.866.0%
+US$1.2b		-15.5%PE12.4x
SGI Somnigroup InternationalUS$66.897.5%
+US$976.0m		4.8%PE27x
PHM PulteGroupUS$116.434.2%
+US$885.8m		18.6%PE10.9x

Latest News

SGI
US$66.89
Somnigroup International
7D
7.5%
1Y
4.8%
NVR
US$6,036.99
NVR
7D
5.6%
1Y
-14.6%
TOL
US$134.33
Toll Brothers
7D
5.8%
1Y
28.8%
Analysis Article • May 23

Results: Toll Brothers, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Toll Brothers, Inc. ( NYSE:TOL ) just released its latest quarterly results and things are looking bullish. The company...
GPRO
US$1.00
GoPro
7D
-6.5%
1Y
73.4%
PRPL
US$0.40
Purple Innovation
7D
-3.4%
1Y
-50.7%
Narrative Update • May 23

PRPL: Lower Market Expectations Will Reset Risk Reward After Nasdaq Delisting Threat

Narrative Update The analyst price target for Purple Innovation has been reduced from $2.53 to $0.83. Analysts are incorporating more cautious assumptions on fair value, growth, margins, and future P/E, following recent research updates from firms covering the stock.
DHI
US$143.73
D.R. Horton
7D
4.5%
1Y
21.1%
LEN
US$88.86
Lennar
7D
6.0%
1Y
-15.5%
Narrative Update • May 23

LEN: Expensive Land Banking Will Pressure Margins And Returns For Years

Analysts have trimmed their average price targets on Lennar by single digits in recent research, generally citing weaker expected homebuilding deliveries, softer financial services earnings, and concerns that the stock's valuation looks stretched compared with peers despite modest tweaks to long term margin and P/E assumptions. Analyst Commentary Recent research on Lennar has tilted cautious, with several bearish analysts trimming price targets and, in some cases, cutting ratings after the latest quarterly results and guidance updates.
PHM
US$116.43
PulteGroup
7D
4.2%
1Y
18.6%
SN
US$112.03
SharkNinja
7D
5.3%
1Y
18.7%
GRMN
US$240.71
Garmin
7D
6.1%
1Y
20.0%
Narrative Update • May 21

GRMN: AI Services And Product Cycle Upside Will Eventually Meet Premium Limits

Narrative Update on Garmin The analyst price target for Garmin has been updated to $220, reflecting a modest adjustment to assumptions such as discount rate and future P/E, as analysts weigh upbeat commentary around new product launches, fitness and automotive opportunities, and AI-enabled services against differing views on how much further the stock can run. Analyst Commentary Recent Street research paints a mixed picture for Garmin, with some firms lifting price targets on the back of new product launches, AI enabled services, and perceived strength in fitness and automotive.
NWL
US$3.64
Newell Brands
7D
-0.3%
1Y
-33.6%
IBP
US$214.22
Installed Building Products
7D
-0.5%
1Y
36.8%
NTZ
US$2.54
Natuzzi
7D
-6.3%
1Y
-21.8%
ATER
US$1.22
Aterian
7D
-8.3%
1Y
-24.7%
SPHL
US$2.52
Springview Holdings
7D
-9.7%
1Y
-40.5%
VIOT
US$0.90
Viomi Technology
7D
-5.3%
1Y
-29.1%