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U.S. Consumer Durables Industry Analysis

UpdatedAug 02, 2026
DataAggregated Company Financials
Companies81
  • 7D2.0%
  • 3M2.4%
  • 1Y-1.6%
  • YTD-1.5%

Over the last 7 days, the Consumer Durables industry has risen 2.0%, driven by gains from Garmin of 21%. During this same period, the Somnigroup International underperformed, falling 8.7%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Aug 2026US$280.6bUS$216.6bUS$14.7b13.9x19x1.3x
Tue, 30 Jun 2026US$294.8bUS$230.5bUS$15.7b14.6x18.8x1.3x
Thu, 28 May 2026US$263.8bUS$231.4bUS$15.9b12.1x16.6x1.1x
Sat, 25 Apr 2026US$293.6bUS$236.0bUS$16.2b12.2x18.1x1.2x
Mon, 23 Mar 2026US$258.2bUS$238.1bUS$16.9b11.1x15.2x1.1x
Wed, 18 Feb 2026US$318.7bUS$239.2bUS$17.3b14.4x18.4x1.3x
Fri, 16 Jan 2026US$304.3bUS$240.2bUS$18.0b11.8x16.9x1.3x
Sun, 14 Dec 2025US$294.8bUS$241.1bUS$18.8b10.8x15.7x1.2x
Tue, 11 Nov 2025US$280.7bUS$241.1bUS$18.9b10.4x14.8x1.2x
Thu, 09 Oct 2025US$301.8bUS$241.6bUS$20.0b10.9x15.1x1.2x
Sat, 06 Sep 2025US$326.2bUS$242.3bUS$20.6b11.8x15.8x1.3x
Mon, 04 Aug 2025US$283.2bUS$241.4bUS$20.6b9.7x13.7x1.2x
Wed, 02 Jul 2025US$266.7bUS$242.7bUS$21.4b8.6x12.5x1.1x
Fri, 30 May 2025US$251.3bUS$244.8bUS$21.9b8.5x11.5x1x
Sun, 27 Apr 2025US$254.5bUS$245.4bUS$21.7b8.8x11.7x1x
Tue, 25 Mar 2025US$269.4bUS$248.1bUS$22.2b10.3x12.1x1.1x
Thu, 20 Feb 2025US$290.0bUS$247.1bUS$22.3b11.2x13x1.2x
Sat, 18 Jan 2025US$311.4bUS$247.4bUS$22.7b11.1x13.7x1.3x
Mon, 16 Dec 2024US$319.7bUS$248.1bUS$22.9b11.6x13.9x1.3x
Wed, 13 Nov 2024US$345.8bUS$249.3bUS$23.0b11.5x15.1x1.4x
Fri, 11 Oct 2024US$347.7bUS$248.0bUS$21.9b11.9x15.9x1.4x
Sun, 08 Sep 2024US$338.0bUS$247.2bUS$21.8b12x15.5x1.4x
Tue, 06 Aug 2024US$330.2bUS$246.3bUS$21.6b11.4x15.3x1.3x
Thu, 04 Jul 2024US$283.1bUS$245.3bUS$21.8b10.2x13x1.2x
Sat, 01 Jun 2024US$302.0bUS$249.5bUS$21.9b11.5x13.8x1.2x
Mon, 29 Apr 2024US$298.1bUS$248.9bUS$21.9b12x13.6x1.2x
Wed, 27 Mar 2024US$320.7bUS$251.9bUS$21.7b12.5x14.8x1.3x
Fri, 23 Feb 2024US$294.8bUS$251.3bUS$21.6b11.1x13.6x1.2x
Sun, 21 Jan 2024US$284.4bUS$248.5bUS$19.5b11.5x14.6x1.1x
Tue, 19 Dec 2023US$282.3bUS$248.0bUS$19.4b11x14.5x1.1x
Thu, 16 Nov 2023US$242.9bUS$243.5bUS$19.2b9.3x12.6x1x
Sat, 14 Oct 2023US$213.1bUS$244.0bUS$19.9b7.8x10.7x0.9x
Mon, 11 Sep 2023US$235.2bUS$244.6bUS$20.4b8.4x11.6x1x
Wed, 09 Aug 2023US$250.6bUS$244.6bUS$20.3b9.3x12.3x1x
Price to Earnings Ratio

12.3x


Total Market Cap: US$250.6bTotal Earnings: US$20.3bTotal Revenue: US$244.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 14.4x202420252026
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 19.0x which is higher than its 3-year average PE of 14.4x.
  • 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 4.0% 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 Market0.97%
Consumer Discretionary7.83%
Consumer Durables2.01%
Consumer Electronics20.04%
Housewares and Specialties9.00%
Household Appliances7.33%
Home Furnishings-3.06%
Homebuilding-3.27%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 62.8x.
    • Analysts are expecting annual earnings growth of 19.2%, 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 Consumer Electronics industry is expected to see its earnings grow by 7.2% 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$293.7820.9%
+US$9.8b		34.3%PE30.2x
SN SharkNinjaUS$161.778.9%
+US$1.9b		44.0%PE32.5x
MHK Mohawk IndustriesUS$123.108.7%
+US$599.2m		5.5%PE18.1x
NWL Newell BrandsUS$5.6010.2%
+US$221.0m		17.6%PS0.3x
CRCT CricutUS$4.695.2%
+US$48.3m		1.1%PE13.5x

Latest News

GRMN
US$293.78
Garmin
7D
20.9%
1Y
34.3%
Analysis Article • Aug 01

Garmin Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Garmin Ltd. ( NYSE:GRMN ) defied analyst predictions to release its second-quarter results, which were ahead of market...
DFH
US$12.79
Dream Finders Homes
7D
-19.7%
1Y
-49.1%
MHK
US$123.10
Mohawk Industries
7D
8.7%
1Y
5.5%
TOL
US$145.89
Toll Brothers
7D
-2.7%
1Y
19.7%
SN
US$161.77
SharkNinja
7D
8.9%
1Y
44.0%
Narrative Update • Jul 31

SN: Index Additions And Buybacks Will Support Future Premium Home Appliance Upside

Analysts have increased their price target on SharkNinja from $183.22 to $200.00, citing updated assumptions for slightly higher revenue growth, modestly stronger profit margins, a higher future P/E multiple, and a small reduction in the discount rate used in their models. What's in the News SharkNinja launched the Ninja Crispi Microwave, the brand's first countertop microwave that combines traditional heating with FusionCrisp Technology and CleanCrisp glass, alongside the Ninja CRISPi DualZone and upcoming Ninja MultiPot XL, extending coverage across microwave, air fryer and multicooker categories.
NWL
US$5.60
Newell Brands
7D
10.2%
1Y
17.6%
Narrative Update • Jul 31

NWL: Cost Controls And Demand Uncertainty Will Shape Future Earnings Stabilization

Newell Brands' analyst price target has been updated from $4.94 to $5.59 as analysts factor in a slightly higher implied fair value and modest adjustments to revenue growth, profit margin and future P/E assumptions following recent target changes across several research firms. Analyst Commentary Recent research updates on Newell Brands highlight a mix of cautious optimism and renewed concern.
GPRO
US$0.75
GoPro
7D
12.0%
1Y
-37.6%
PHM
US$126.47
PulteGroup
7D
-1.8%
1Y
8.3%
Narrative Update • Jul 29

PHM: Inventory Discipline And Buybacks Will Support Future Margin Repricing

The analyst fair value estimate for PulteGroup has shifted to $166 from $159, reflecting updated views on revenue growth, discount rate, and future P/E assumptions in light of mixed but generally higher Street price targets around recent research. Analyst Commentary Recent Street research on PulteGroup shows a mix of views on the stock, with several bullish analysts lifting their price targets and highlighting solid execution in key regions and customer segments.
CRCT
US$4.69
Cricut
7D
5.2%
1Y
1.1%
NVR
US$6,147.05
NVR
7D
-4.2%
1Y
-20.8%
DHI
US$143.06
D.R. Horton
7D
-2.5%
1Y
-4.8%
LEN
US$82.35
Lennar
7D
-2.7%
1Y
-29.0%
Narrative Update • Jul 22

LEN: Asset Light Land Approach Will Support Margins Through Housing Recovery

Lennar's updated analyst price target edges lower to $114.14 from $116.82 as analysts factor in slightly higher discount rates, modest tweaks to profit margin expectations, and a higher assumed future P/E multiple following recent research that has broadly trimmed targets on the stock. Analyst Commentary Recent Street research on Lennar presents a mixed picture, with several firms trimming price targets and leaning cautious on margins, incentives, and exposure to entry-level buyers.
WHR
US$37.50
Whirlpool
7D
0.6%
1Y
-54.6%
BXBL
US$4.58
Boxabl
7D
-6.7%
1Y
-53.8%
SGI
US$65.33
Somnigroup International
7D
-8.7%
1Y
-9.5%
XMAX
US$8.62
XMax
7D
2.3%
1Y
266.8%
Seeking Alpha • Jul 01

XMax: New Costs Coming In Intermediary GPUaaS Model

Summary XMax has rebranded and shifted focus but remains primarily a furniture and marble distributor in practice, with the GPUaaS new model incoming next quarter. XMAX is pursuing a GPU-as-a-Service model via costly third-party contracts, notably with SUPX, and has signed some initial deals to provide services on those investments. Current cash, equity raises, and a SpaceX stake possibly provide some runway, but high monthly outflows and unclear value-add raise sustainability concerns. I remain cautious given XMAX's intermediary role, lack of proven AI business execution, and questionable ROI in a competitive cloud infrastructure market. Read the full article on Seeking Alpha