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U.S. Consumer Durables Industry Analysis

UpdatedAug 07, 2026
DataAggregated Company Financials
Companies81
  • 7D2.0%
  • 3M5.0%
  • 1Y-1.7%
  • YTD1.6%

Over the last 7 days, the Consumer Durables industry has risen 2.0%, driven by gains from SharkNinja of 10%. Meanwhile, Boxabl actually underperformed within the industry, shrinking 8.6% in the last week. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 10.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Aug 2026US$297.1bUS$216.6bUS$14.8b13.7x20.1x1.4x
Sun, 05 Jul 2026US$278.4bUS$224.9bUS$15.2b14x18.3x1.2x
Tue, 02 Jun 2026US$265.2bUS$232.1bUS$15.8b11.9x16.7x1.1x
Thu, 30 Apr 2026US$283.7bUS$235.9bUS$16.2b11.8x17.5x1.2x
Sat, 28 Mar 2026US$264.2bUS$237.7bUS$16.9b11.7x15.7x1.1x
Mon, 23 Feb 2026US$318.0bUS$239.8bUS$17.4b13.6x18.2x1.3x
Wed, 21 Jan 2026US$304.4bUS$239.4bUS$17.8b11.1x17.1x1.3x
Fri, 19 Dec 2025US$286.1bUS$240.5bUS$18.3b11.1x15.7x1.2x
Sun, 16 Nov 2025US$276.3bUS$241.2bUS$18.9b11.6x14.6x1.1x
Tue, 14 Oct 2025US$290.3bUS$241.5bUS$19.7b10.7x14.8x1.2x
Thu, 11 Sep 2025US$323.9bUS$242.3bUS$20.6b11.3x15.7x1.3x
Sat, 09 Aug 2025US$293.4bUS$242.1bUS$20.6b11x14.2x1.2x
Mon, 07 Jul 2025US$276.5bUS$242.7bUS$21.4b8.8x12.9x1.1x
Wed, 04 Jun 2025US$250.2bUS$244.8bUS$21.9b8.1x11.4x1x
Fri, 02 May 2025US$253.8bUS$245.4bUS$21.7b8.6x11.7x1x
Sun, 30 Mar 2025US$267.7bUS$248.0bUS$22.2b9.2x12x1.1x
Tue, 25 Feb 2025US$278.2bUS$247.5bUS$22.1b11x12.6x1.1x
Thu, 23 Jan 2025US$309.3bUS$247.3bUS$22.6b11.2x13.7x1.3x
Sat, 21 Dec 2024US$295.0bUS$247.1bUS$22.7b10.9x13x1.2x
Mon, 18 Nov 2024US$334.4bUS$249.5bUS$22.9b11.3x14.6x1.3x
Wed, 16 Oct 2024US$354.1bUS$247.9bUS$21.9b12.1x16.2x1.4x
Fri, 13 Sep 2024US$338.4bUS$247.2bUS$21.8b12.1x15.5x1.4x
Sun, 11 Aug 2024US$321.0bUS$247.1bUS$21.9b11.4x14.7x1.3x
Tue, 09 Jul 2024US$280.0bUS$245.3bUS$21.8b10.4x12.8x1.1x
Thu, 06 Jun 2024US$299.3bUS$249.5bUS$21.9b11.1x13.7x1.2x
Sat, 04 May 2024US$301.9bUS$249.1bUS$22.0b12x13.7x1.2x
Mon, 01 Apr 2024US$330.1bUS$251.8bUS$21.7b13x15.2x1.3x
Wed, 28 Feb 2024US$300.5bUS$251.4bUS$21.6b11.6x13.9x1.2x
Fri, 26 Jan 2024US$273.2bUS$248.9bUS$19.5b11.2x14x1.1x
Sun, 24 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Tue, 21 Nov 2023US$242.7bUS$243.3bUS$19.2b9.3x12.6x1x
Thu, 19 Oct 2023US$210.2bUS$244.0bUS$19.9b7.9x10.6x0.9x
Sat, 16 Sep 2023US$230.9bUS$244.5bUS$20.3b8.2x11.3x0.9x
Mon, 14 Aug 2023US$244.1bUS$244.6bUS$20.2b9x12.1x1x
Price to Earnings Ratio

12.1x


Total Market Cap: US$244.1bTotal Earnings: US$20.2bTotal 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 20.1x which is higher than its 3-year average PE of 14.4x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 9.9% 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 Market3.47%
Consumer Discretionary6.71%
Consumer Durables2.01%
Housewares and Specialties15.80%
Household Appliances10.73%
Home Furnishings1.73%
Consumer Electronics1.62%
Homebuilding0.54%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 63.1x.
    • Analysts are expecting annual earnings growth of 20.8%, which is lower than the prior year's growth of 28.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 44% over the next 5 years.
  • In contrast, the Consumer Electronics industry is expected to see its earnings grow by 6.9% 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
SN SharkNinjaUS$179.9310.2%
+US$2.2b		56.2%PE36.5x
MHK Mohawk IndustriesUS$132.4210.8%
+US$1.7b		9.9%PE19.3x
GRMN GarminUS$301.871.5%
+US$833.1m		31.8%PE31x
SKY Champion HomesUS$91.5213.9%
+US$614.8m		35.6%PE26.3x
IBP Installed Building ProductsUS$241.977.5%
+US$450.1m		-5.2%PE25.4x

Latest News

SGI
US$64.87
Somnigroup International
7D
-3.0%
1Y
-12.3%
WHR
US$43.00
Whirlpool
7D
12.9%
1Y
-48.7%
GRMN
US$301.87
Garmin
7D
1.5%
1Y
31.8%
COOK
US$59.43
Traeger
7D
-3.3%
1Y
-15.1%
SN
US$179.93
SharkNinja
7D
10.2%
1Y
56.2%
MHK
US$132.42
Mohawk Industries
7D
10.8%
1Y
9.9%
IBP
US$241.97
Installed Building Products
7D
7.5%
1Y
-5.2%
SKY
US$91.52
Champion Homes
7D
13.9%
1Y
35.6%
Narrative Update • Aug 06

SKY: Share Repurchases And Index Additions Will Shape Balanced Future Upside

Analysts have raised their price target on Champion Homes by about $5 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Champion Homes Champion Homes reported first quarter fiscal 2027 results for the period ended June 27, 2026.
CRCT
US$6.07
Cricut
7D
30.5%
1Y
6.7%
NWL
US$6.02
Newell Brands
7D
17.1%
1Y
22.1%
MHO
US$146.83
M/I Homes
7D
-3.0%
1Y
13.7%
LEG
US$9.60
Leggett & Platt
7D
-4.2%
1Y
11.2%
VIOT
US$0.74
Viomi Technology
7D
-1.6%
1Y
-79.5%
NVR
US$6,304.81
NVR
7D
0.3%
1Y
-19.5%
SDHC
US$14.05
Smith Douglas Homes
7D
-6.0%
1Y
-25.1%
BXBL
US$4.27
Boxabl
7D
-8.6%
1Y
-57.2%