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U.S. Consumer Durables Industry Analysis

UpdatedAug 24, 2026
DataAggregated Company Financials
Companies82
  • 7D-1.1%
  • 3M12.5%
  • 1Y-3.5%
  • YTD8.2%

Over the last 7 days, the Consumer Durables industry has dropped 1.1%, driven by a pullback from Garmin of 4.1%. The industry has fallen 3.5% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Aug 2026US$277.7bUS$216.2bUS$14.7b14.2x18.9x1.3x
Wed, 22 Jul 2026US$294.3bUS$224.9bUS$15.5b13.1x19x1.3x
Fri, 19 Jun 2026US$274.0bUS$231.0bUS$15.8b13.4x17.4x1.2x
Sun, 17 May 2026US$245.2bUS$231.6bUS$16.1b11.3x15.3x1.1x
Tue, 14 Apr 2026US$278.3bUS$237.8bUS$16.9b12.3x16.5x1.2x
Thu, 12 Mar 2026US$280.7bUS$239.2bUS$17.2b11.6x16.3x1.2x
Sat, 07 Feb 2026US$300.2bUS$238.6bUS$17.3b13.6x17.4x1.3x
Mon, 05 Jan 2026US$279.2bUS$240.2bUS$18.2b10.5x15.4x1.2x
Wed, 03 Dec 2025US$294.1bUS$241.1bUS$18.9b11.8x15.5x1.2x
Fri, 31 Oct 2025US$286.4bUS$240.5bUS$18.8b10.4x15.2x1.2x
Sun, 28 Sep 2025US$308.7bUS$241.6bUS$20.0b11.7x15.4x1.3x
Tue, 26 Aug 2025US$316.7bUS$242.3bUS$20.6b12x15.4x1.3x
Thu, 24 Jul 2025US$295.7bUS$241.7bUS$20.4b10.4x14.5x1.2x
Sat, 21 Jun 2025US$251.9bUS$244.5bUS$21.4b8.7x11.8x1x
Mon, 19 May 2025US$267.0bUS$244.8bUS$22.1b8.8x12.1x1.1x
Wed, 16 Apr 2025US$249.1bUS$247.9bUS$22.1b8x11.3x1x
Fri, 14 Mar 2025US$273.1bUS$248.1bUS$22.2b9.9x12.3x1.1x
Sun, 09 Feb 2025US$288.3bUS$246.4bUS$21.8b10.8x13.2x1.2x
Tue, 07 Jan 2025US$296.0bUS$247.1bUS$22.7b10.4x13x1.2x
Thu, 05 Dec 2024US$344.5bUS$247.7bUS$22.9b11.8x15x1.4x
Sat, 02 Nov 2024US$331.8bUS$249.1bUS$23.0b11.4x14.4x1.3x
Mon, 30 Sep 2024US$359.0bUS$248.0bUS$21.9b12.4x16.4x1.4x
Wed, 28 Aug 2024US$347.8bUS$247.2bUS$21.8b12x15.9x1.4x
Fri, 26 Jul 2024US$323.7bUS$245.6bUS$22.1b11.7x14.7x1.3x
Sun, 23 Jun 2024US$293.6bUS$248.9bUS$22.0b10.3x13.3x1.2x
Tue, 21 May 2024US$314.5bUS$249.2bUS$21.8b11.4x14.4x1.3x
Thu, 18 Apr 2024US$295.5bUS$251.8bUS$21.7b11.8x13.6x1.2x
Sat, 16 Mar 2024US$305.5bUS$251.7bUS$21.7b11.7x14.1x1.2x
Mon, 12 Feb 2024US$291.8bUS$251.5bUS$21.5b11.4x13.6x1.2x
Wed, 10 Jan 2024US$281.4bUS$248.0bUS$19.4b11.2x14.5x1.1x
Fri, 08 Dec 2023US$257.5bUS$247.2bUS$19.3b10.3x13.3x1x
Sun, 05 Nov 2023US$229.8bUS$242.2bUS$18.9b9x12.2x0.9x
Tue, 03 Oct 2023US$221.7bUS$244.0bUS$19.9b8x11.2x0.9x
Thu, 31 Aug 2023US$240.5bUS$244.6bUS$20.3b8.6x11.8x1x
Price to Earnings Ratio

11.8x


Total Market Cap: US$240.5bTotal 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 14.5x202420252026
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 18.9x which is higher than its 3-year average PE of 14.5x.
  • 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 Market-1.19%
Consumer Discretionary0.85%
Consumer Durables-1.14%
Homebuilding0.13%
Housewares and Specialties0.073%
Household Appliances-0.99%
Home Furnishings-2.10%
Consumer Electronics-4.07%
Industry PE
  • Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 64.1x.
    • Analysts expect its future annual earnings growth (20.5%) 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
NVR NVRUS$6.36k0.9%
+US$159.0m		-21.8%PE14.8x
LEN LennarUS$87.020.6%
+US$115.6m		-35.4%PE13.1x
PHM PulteGroupUS$129.000.4%
+US$95.6m		-2.5%PE12.7x
IBP Installed Building ProductsUS$246.811.3%
+US$86.4m		-9.7%PE26x
MHK Mohawk IndustriesUS$136.220.7%
+US$59.6m		3.2%PE19.9x

Latest News

SGI
US$64.71
Somnigroup International
7D
-0.5%
1Y
-21.7%
New Narrative • Aug 23

Vertical Integration And Premium Mix Will Shape A Cautious But Stable Future

Catalysts About Somnigroup International Somnigroup International is a global bedding company with brands spanning mattresses, bedding components and retail sleep solutions. What are the underlying business or industry changes driving this perspective?
IBP
US$246.81
Installed Building Products
7D
1.3%
1Y
-9.7%
Narrative Update • Aug 22

IBP: Future Returns Will Rely On Acquisitions Buybacks And Diversified End Markets

Analysts have nudged their price target for Installed Building Products higher to about $245 from roughly $233, citing updated assumptions for revenue growth, profit margins and a slightly lower discount rate, partly offset by a modestly lower future P/E multiple. What’s in the News for Installed Building Products Installed Building Products reported second quarter results that were ahead of Wall Street expectations, according to analyst questions discussed on the Q2 earnings call.
LEN
US$87.02
Lennar
7D
0.6%
1Y
-35.4%
FLXS
US$81.39
Flexsteel Industries
7D
14.9%
1Y
76.1%
Narrative Update • Aug 21

FLXS: Share Buybacks And Dividend Support Will Shape Balanced Future Upside

Analysts increased their fair value estimate for Flexsteel Industries to $79.50 from $70.50, citing updated views on potential future revenue growth, profit margins, and a lower assumed P/E multiple that are consistent with recent Street research around the $80 price target. Analyst Commentary Recent Street research on Flexsteel Industries reflects a mixed view, with analysts balancing confidence in the company’s growth initiatives against concerns about valuation following the latest Q4 report.
LZB
US$33.71
La-Z-Boy
7D
-18.8%
1Y
-7.9%
SN
US$180.76
SharkNinja
7D
-1.6%
1Y
56.1%
SKY
US$90.25
Champion Homes
7D
-3.2%
1Y
20.4%
Narrative Update • Aug 20

SKY: Buybacks And Homes Direct Acquisition Will Shape Future Upside Potential

Analysts have raised their fair value estimate for Champion Homes from about $95.83 to $103.50, citing updated assumptions for revenue growth, profit margins, the discount rate, and a slightly lower future P/E multiple. What’s in the News for Champion Homes Champion Homes reported Q1 fiscal 2027 net sales of US$710.2 million, which the company described as 1.3% sales growth driven mainly by captive retail stores and modest price increases.
WHR
US$40.35
Whirlpool
7D
1.9%
1Y
-56.9%
Narrative Update • Aug 20

WHR: Higher Interest Burden Will Limit Earnings Recovery Despite Margin Progress

Whirlpool's fair value price target has been lifted from $30.00 to $32.00 as analysts factor in slightly higher modeled revenue growth and a richer future P/E assumption. At the same time, they highlight weak appliance production data, cautious earnings models, higher interest costs, and soft industry volume expectations as constraints on the upside.
SONO
US$15.83
Sonos
7D
2.5%
1Y
18.5%
Narrative Update • Aug 19

SONO: Future Returns Will Hinge On Margins And Product Execution

Analysts have lowered their fair value estimate for Sonos to $15.50 from $17.50. This change reflects updated assumptions that include a lower profit margin outlook, slightly higher modeled revenue growth, and a higher future P/E multiple.
GRMN
US$294.85
Garmin
7D
-4.1%
1Y
26.7%
Narrative Update • Aug 14

GRMN: Expanding Fitness Ecosystem And Subscriptions Will Support Long Term Upside

Garmin's analyst fair value estimate has been raised to $370 from $320, supported by analysts who point to the company's expanding product ecosystem, recurring subscription revenue, and solid recent margin performance across key segments such as fitness and outdoor. Analyst Commentary Recent research on Garmin reflects a generally constructive tone, with multiple bullish analysts lifting price targets as they respond to product execution, recurring revenue traction, and margin performance across fitness and outdoor categories.
MHK
US$136.22
Mohawk Industries
7D
0.7%
1Y
3.2%
Seeking Alpha • Aug 13

Mohawk Industries: Good Q2 Execution, But Uncertain Path Ahead

Summary Mohawk Industries (MHK) delivered broad Q2 sales growth and stable clean margins, driven by new product placements and improved execution. Despite these positives, I maintain a Hold rating as the stock’s valuation has rerated above historical averages and clean margin gains were minimal. Future performance hinges on whether initial new product placements translate into sustainable reorders, with management yet to provide quantifiable sell-through data. Significant H2 uncertainty remains around reorders, inflation, pricing power, and housing demand, making current upside appear fully priced in. Read the full article on Seeking Alpha
LGIH
US$58.16
LGI Homes
7D
-2.7%
1Y
-13.8%
Analysis Article • Aug 07

LGI Homes, Inc. (NASDAQ:LGIH) Released Earnings Last Week And Analysts Lifted Their Price Target To US$93.00

Investors in LGI Homes, Inc. ( NASDAQ:LGIH ) had a good week, as its shares rose 3.6% to close at US$59.18 following...
PHM
US$129.00
PulteGroup
7D
0.4%
1Y
-2.5%
CVCO
US$582.55
Cavco Industries
7D
-2.9%
1Y
12.1%
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
GRBK
US$71.92
Green Brick Partners
7D
1.5%
1Y
2.5%
NVR
US$6,358.51
NVR
7D
0.9%
1Y
-21.8%