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U.S. Consumer Durables Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies81
  • 7D1.7%
  • 3M12.8%
  • 1Y-1.1%
  • YTD4.9%

In the last week, the Consumer Durables industry is up 1.7%, with Garmin up 2.5%. Overall in the last year, the industry is flat. 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
Thu, 13 Aug 2026US$295.2bUS$216.5bUS$14.8b14x19.9x1.4x
Sat, 11 Jul 2026US$267.8bUS$224.9bUS$15.7b13.3x17.1x1.2x
Mon, 08 Jun 2026US$265.3bUS$231.4bUS$15.9b12.3x16.7x1.1x
Wed, 06 May 2026US$266.9bUS$235.4bUS$16.2b11.6x16.5x1.1x
Fri, 03 Apr 2026US$266.1bUS$237.8bUS$16.8b11.8x15.8x1.1x
Sun, 01 Mar 2026US$310.0bUS$239.3bUS$17.2b13.2x18x1.3x
Tue, 27 Jan 2026US$295.5bUS$239.5bUS$17.8b11.2x16.6x1.2x
Thu, 25 Dec 2025US$281.5bUS$240.2bUS$18.2b9.9x15.5x1.2x
Sat, 22 Nov 2025US$266.9bUS$241.1bUS$18.9b11.8x14.1x1.1x
Mon, 20 Oct 2025US$299.9bUS$241.5bUS$19.7b10.2x15.2x1.2x
Wed, 17 Sep 2025US$319.2bUS$242.3bUS$20.6b11.4x15.5x1.3x
Fri, 15 Aug 2025US$314.9bUS$242.1bUS$20.7b12x15.2x1.3x
Sun, 13 Jul 2025US$282.4bUS$242.7bUS$20.9b9.8x13.5x1.2x
Tue, 10 Jun 2025US$256.1bUS$244.8bUS$21.9b8.3x11.7x1x
Thu, 08 May 2025US$249.6bUS$244.2bUS$21.9b8.6x11.4x1x
Sat, 05 Apr 2025US$250.9bUS$247.6bUS$22.3b8.7x11.2x1x
Mon, 03 Mar 2025US$279.7bUS$248.1bUS$22.2b10.9x12.6x1.1x
Wed, 29 Jan 2025US$312.0bUS$247.3bUS$22.6b11.3x13.8x1.3x
Fri, 27 Dec 2024US$300.1bUS$247.1bUS$22.7b11x13.2x1.2x
Sun, 24 Nov 2024US$339.0bUS$249.5bUS$22.9b11.4x14.8x1.4x
Tue, 22 Oct 2024US$362.1bUS$247.9bUS$21.9b11.9x16.5x1.5x
Thu, 19 Sep 2024US$357.2bUS$247.1bUS$21.8b12.6x16.4x1.4x
Sat, 17 Aug 2024US$325.7bUS$247.1bUS$21.8b11.6x14.9x1.3x
Mon, 15 Jul 2024US$309.9bUS$245.3bUS$21.8b10.7x14.2x1.3x
Wed, 12 Jun 2024US$297.8bUS$249.5bUS$21.9b10.6x13.6x1.2x
Fri, 10 May 2024US$307.1bUS$249.2bUS$21.8b11.5x14.1x1.2x
Sun, 07 Apr 2024US$319.9bUS$251.8bUS$21.7b12.7x14.7x1.3x
Tue, 05 Mar 2024US$309.5bUS$251.4bUS$21.7b11.9x14.3x1.2x
Thu, 01 Feb 2024US$280.7bUS$247.6bUS$21.3b11.3x13.1x1.1x
Sat, 30 Dec 2023US$287.5bUS$248.0bUS$19.4b11.7x14.8x1.2x
Mon, 27 Nov 2023US$242.8bUS$243.3bUS$19.2b9.3x12.6x1x
Wed, 25 Oct 2023US$206.1bUS$244.0bUS$19.9b7.8x10.4x0.8x
Fri, 22 Sep 2023US$222.4bUS$244.1bUS$19.9b7.9x11.2x0.9x
Sun, 20 Aug 2023US$233.6bUS$244.5bUS$20.2b8.8x11.5x1x
Price to Earnings Ratio

11.5x


Total Market Cap: US$233.6bTotal Earnings: US$20.2bTotal Revenue: US$244.5bTotal 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 19.9x 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 9.8% 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 Market0.091%
Consumer Discretionary-0.26%
Consumer Durables1.67%
Household Appliances10.39%
Homebuilding1.54%
Housewares and Specialties1.16%
Consumer Electronics0.47%
Home Furnishings-3.68%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 63.4x.
    • Analysts expect its future annual earnings growth (20.4%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 38% over the next 5 years.
  • In contrast, the Consumer Electronics industry is expected to see its earnings grow by 7.3% 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
GRMN GarminUS$309.982.5%
+US$1.4b		31.0%PE31.8x
BXBL BoxablUS$4.715.6%
+US$750.0m		-52.9%PS4794.7x
SN SharkNinjaUS$186.132.2%
+US$566.3m		53.8%PE37.7x
SKY Champion HomesUS$93.883.0%
+US$147.6m		26.2%PE26.6x
HBB Hamilton Beach Brands HoldingUS$32.9938.2%
+US$122.6m		125.2%PE7.7x

Latest News

HBB
US$32.99
Hamilton Beach Brands Holding
7D
38.2%
1Y
125.2%
TOL
US$148.53
Toll Brothers
7D
-4.2%
1Y
11.4%
LEN
US$85.20
Lennar
7D
-3.0%
1Y
-34.9%
MHK
US$136.86
Mohawk Industries
7D
0.9%
1Y
3.2%
Narrative Update • Aug 11

MHK: Tariff Refunds And Leadership Transition Are Expected To Support Repricing

Mohawk Industries' updated analyst fair value estimate has increased from $146.0 to $155.0, supported by Street research that points to tariff refunds, underlying revenue trends, margin efforts, and potential leadership changes as key factors behind higher price targets across several firms. Analyst Commentary Recent Street research on Mohawk Industries highlights a cluster of higher price targets following the latest quarterly update.
WHR
US$42.85
Whirlpool
7D
-5.2%
1Y
-52.5%
SGI
US$64.25
Somnigroup International
7D
-7.7%
1Y
-20.7%
New Narrative • Aug 09

Vertical Integration And Premium Mix Will Transform This Bedding Leader Over The Next Decade

Catalysts About Somnigroup International Somnigroup International is a global bedding company that designs, manufactures and sells mattresses and sleep products through wholesale, direct-to-consumer and company-owned retail channels. What are the underlying business or industry changes driving this perspective?
KBH
US$55.80
KB Home
7D
-5.4%
1Y
-12.4%
SN
US$186.13
SharkNinja
7D
2.2%
1Y
53.8%
GRMN
US$309.98
Garmin
7D
2.5%
1Y
31.0%
LEGH
US$28.74
Legacy Housing
7D
4.4%
1Y
6.6%
SKY
US$93.88
Champion Homes
7D
3.0%
1Y
26.2%
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.
PHM
US$129.16
PulteGroup
7D
-2.9%
1Y
-0.6%
CVCO
US$598.38
Cavco Industries
7D
1.8%
1Y
20.8%
Seeking Alpha • Aug 05

Cavco Industries: Manufactured Housing's Edge Endures

Summary Cavco Industries, Inc. reported a stable fiscal Q1 sales performance in a weak housing market. CVCO's margin performance did reflect housing market conditions, as the company's retail pricing power is limited. The newly effective housing bill helps CVCO significantly, especially as the bill includes separate provisions for manufactured housing. I estimate CVCO stock to have 18% upside to $645. Read the full article on Seeking Alpha
NVR
US$6,293.95
NVR
7D
-1.1%
1Y
-24.1%
DHI
US$145.82
D.R. Horton
7D
-3.7%
1Y
-11.9%
BXBL
US$4.71
Boxabl
7D
5.6%
1Y
-52.9%