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U.S. Leisure Products Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies47
  • 7D0.2%
  • 3M-1.1%
  • 1Y48.0%
  • YTDn/a

Last week, the Leisure Products industry hasn't moved much but Polaris is up 12% in that time. The past year has been better, since the industry has gained 48% in that time. As for the next few years, earnings are expected to grow by 36% per annum.

Industry Valuation and Performance

Has the U.S. Leisure Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$44.0bUS$35.8b-US$241,007,006.0824.5x-182.5x1.2x
Sun, 29 Mar 2026US$40.4bUS$35.6b-US$368,669,491.1222.4x-109.7x1.1x
Tue, 24 Feb 2026US$47.1bUS$35.7b-US$318,489,733.1225.7x-147.9x1.3x
Thu, 22 Jan 2026US$44.6bUS$36.5b-US$1,892,054,783.0027.2x-23.5x1.2x
Sat, 20 Dec 2025US$42.0bUS$36.5b-US$1,886,687,701.0023x-22.2x1.1x
Mon, 17 Nov 2025US$39.0bUS$36.5b-US$1,880,988,229.7122.7x-20.7x1.1x
Wed, 15 Oct 2025US$27.0bUS$32.3b-US$969,375,577.6021.7x-27.8x0.8x
Fri, 12 Sep 2025US$27.4bUS$32.3b-US$968,502,114.1223.3x-28.3x0.8x
Sun, 10 Aug 2025US$25.6bUS$32.2b-US$1,013,393,040.4625x-25.2x0.8x
Tue, 08 Jul 2025US$37.9bUS$36.8b-US$276,879,681.2319.7x-136.8x1x
Thu, 05 Jun 2025US$33.5bUS$36.8b-US$258,043,184.1118.6x-129.8x0.9x
Sat, 03 May 2025US$30.8bUS$36.9b-US$292,693,709.5518.6x-105.2x0.8x
Mon, 31 Mar 2025US$33.6bUS$37.1b-US$225,340,510.5217.6x-149.2x0.9x
Wed, 26 Feb 2025US$37.6bUS$37.1b-US$248,512,726.7221.7x-151.3x1x
Fri, 24 Jan 2025US$36.7bUS$38.0bUS$461.9m16.1x79.5x1x
Sun, 22 Dec 2024US$37.5bUS$39.2bUS$234.6m16.2x160x1x
Tue, 19 Nov 2024US$41.1bUS$40.7bUS$442.0m17.9x93x1x
Thu, 17 Oct 2024US$44.3bUS$42.0bUS$168.7m18.3x262.5x1.1x
Sat, 14 Sep 2024US$42.0bUS$42.0bUS$169.4m17.6x248.2x1x
Mon, 12 Aug 2024US$42.2bUS$42.3bUS$212.0m17x198.9x1x
Wed, 10 Jul 2024US$39.5bUS$43.4b-US$145,480,387.0416.7x-271.7x0.9x
Fri, 07 Jun 2024US$42.5bUS$43.4b-US$154,849,382.5719.6x-274.6x1x
Sun, 05 May 2024US$42.5bUS$43.6b-US$477,909,123.8217.1x-89x1x
Tue, 02 Apr 2024US$45.3bUS$44.9b-US$333,771,064.5918.9x-135.6x1x
Thu, 29 Feb 2024US$43.2bUS$45.1b-US$226,416,185.7117.9x-190.6x1x
Sat, 27 Jan 2024US$42.8bUS$45.8bUS$919.2m16.4x46.5x0.9x
Mon, 25 Dec 2023US$45.5bUS$45.9bUS$919.6m16.4x49.5x1x
Wed, 22 Nov 2023US$40.6bUS$46.0bUS$953.2m12.9x42.6x0.9x
Fri, 20 Oct 2023US$42.9bUS$46.5bUS$1.5b13.8x27.7x0.9x
Sun, 17 Sep 2023US$47.0bUS$46.5bUS$1.5b14.4x30.4x1x
Tue, 15 Aug 2023US$49.4bUS$46.5bUS$1.6b15.8x31x1.1x
Thu, 13 Jul 2023US$50.7bUS$47.1bUS$2.1b13.4x23.8x1.1x
Sat, 10 Jun 2023US$46.5bUS$47.2bUS$2.1b12.5x21.6x1x
Mon, 08 May 2023US$46.5bUS$45.9bUS$2.4b11.5x19.6x1x
Price to Earnings Ratio

19.6x


Total Market Cap: US$46.5bTotal Earnings: US$2.4bTotal Revenue: US$45.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Leisure Products Industry Price to Earnings3Y Average -18.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Leisure Products industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • Total earnings for the Leisure Products industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 7.9% per year, which is driving profits down.

Industry Comparison

How does U.S. Leisure Products compare with similar industries?

US Market0.59%
Consumer Discretionary1.34%
Leisure0.17%
Leisure Products0.17%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PII PolarisUS$66.2711.5%
+US$406.3m		90.9%PS0.5x
PTON Peloton InteractiveUS$5.4510.1%
+US$212.7m		-20.4%PS1x
MAT MattelUS$15.082.2%
+US$93.0m		-5.0%PE8.8x
CALY Callaway GolfUS$15.301.1%
+US$29.1m		129.7%PE71.8x
SWBI Smith & Wesson BrandsUS$15.542.6%
+US$17.4m		68.5%PE63.5x

Latest News

CALY
US$15.30
Callaway Golf
7D
1.1%
1Y
129.7%
MAT
US$15.08
Mattel
7D
2.2%
1Y
-5.0%
PII
US$66.27
Polaris
7D
11.5%
1Y
90.9%

PII: Future Returns Will Reflect Quality Gains And Demand Uncertainty Balancing Earnings Power

Analysts have trimmed their consolidated price target for Polaris by about $1 to $66, reflecting slightly higher required returns and softer revenue expectations, partly offset by improved profit margin assumptions and a lower future P/E multiple cited in recent research updates. Analyst Commentary Recent research on Polaris shows a mix of optimism and caution, with analysts recalibrating price targets and ratings as they weigh execution risks, demand signals and ongoing tariff concerns.
RGR
US$43.38
Sturm Ruger
7D
2.5%
1Y
26.8%
YETI
US$39.46
YETI Holdings
7D
-1.2%
1Y
39.2%

YETI: Future EPS Will Depend On Share Repurchases And Margin Stability

The analyst price target for YETI Holdings has moved from approximately $41.43 to $50.00. Analysts point to updated models that incorporate expectations for steadier sales trends, improving margins, and a slightly higher future P/E assumption following recent research updates across the Street.
MBUU
US$25.60
Malibu Boats
7D
-2.8%
1Y
-11.9%

MBUU: Recalibrated Expectations And Buybacks Will Support Future Share Price

Analysts have reduced their price target on Malibu Boats by $3 to $42, citing updated assumptions around revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts acknowledge the reduced price target to US$42 but still highlight elements of the Malibu Boats story that they see as constructive for long term shareholders.
HAS
US$95.84
Hasbro
7D
-0.8%
1Y
57.9%

Hasbro: Magic Is Working, But I'm Not Spellbound

Apr 27
PTON
US$5.45
Peloton Interactive
7D
10.1%
1Y
-20.4%
ESCA
US$18.70
Escalade
7D
3.4%
1Y
27.3%
GOLF
US$96.82
Acushnet Holdings
7D
-2.1%
1Y
47.1%
KMRK
US$2.85
K-TECH Solutions
7D
-32.3%
1Y
n/a
SWBI
US$15.54
Smith & Wesson Brands
7D
2.6%
1Y
68.5%

SWBI: Positive Q3 Execution And Q4 Outlook Will Support Measured Upside Potential

Analysts have raised their price targets for Smith & Wesson Brands, with one recent move taking estimates to $14 and the broader fair value framework shifting from about $13.50 to $15.00. This change follows Q3 results that were above expectations and a positive outlook for Q4.
BC
US$79.45
Brunswick
7D
-0.7%
1Y
71.5%

BC: Buybacks And Tuck In Acquisitions Will Support Long Term Upside

Analysts have revised their price target on Brunswick to $88.71. This reflects updated views on the company’s discount rate, revenue growth outlook, profit margin profile, and expected future P/E.
SWIM
US$6.07
Latham Group
7D
0.8%
1Y
7.4%

SWIM: Lean Manufacturing Progress Will Support Future Margin Strength And Upside

Analysts have nudged the price target on Latham Group higher to $8.50 from $7.89, reflecting updated views on revenue growth, profit margin outlook, and a higher assumed future P/E multiple that aligns with recent Street research, which argues the fiscal 2026 margin plan is tracking ahead of prior expectations. Analyst Commentary Recent Street research around Latham Group points to a mixed but constructive setup, with some analysts lifting their price targets on the back of updated guidance and margin plans, while others trim expectations at the margin.
TRON
US$1.92
Tron
7D
-11.5%
1Y
368.2%

Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth

Mar 29
Companies Like Tron (NASDAQ:TRON) Can Afford To Invest In Growth
KBSX
US$1.28
FST
7D
-18.5%
1Y
-14.7%

Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues

Jan 29
Market Participants Recognise FST Corp.'s (NASDAQ:KBSX) Revenues