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U.S. Consumer Durables Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies81
  • 7D2.4%
  • 3M-5.4%
  • 1Y8.3%
  • YTD-4.7%

D.R. Horton is up 4.1%, leading the way for the Consumer Durables industry, which has gained 2.4%. In the last 12 months, the industry was up 8.3%. Looking forward, earnings are forecast to grow by 7.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$265.5bUS$237.7bUS$16.9b11.8x15.8x1.1x
Tue, 03 Mar 2026US$310.0bUS$239.3bUS$17.2b13.2x18x1.3x
Thu, 29 Jan 2026US$290.8bUS$239.3bUS$17.7b11.2x16.4x1.2x
Sat, 27 Dec 2025US$281.5bUS$240.2bUS$18.2b10.8x15.5x1.2x
Mon, 24 Nov 2025US$280.0bUS$241.1bUS$18.9b11.8x14.8x1.2x
Wed, 22 Oct 2025US$300.6bUS$241.6bUS$19.6b10.5x15.4x1.2x
Fri, 19 Sep 2025US$316.1bUS$242.3bUS$20.6b11.5x15.3x1.3x
Sun, 17 Aug 2025US$311.3bUS$242.1bUS$20.7b12x15.1x1.3x
Tue, 15 Jul 2025US$283.3bUS$242.7bUS$20.9b9.9x13.5x1.2x
Thu, 12 Jun 2025US$266.1bUS$244.8bUS$21.9b8.4x12.1x1.1x
Sat, 10 May 2025US$257.4bUS$244.8bUS$21.8b8.5x11.8x1.1x
Mon, 07 Apr 2025US$255.3bUS$247.9bUS$22.1b8.7x11.5x1x
Wed, 05 Mar 2025US$276.5bUS$248.1bUS$22.2b10.7x12.5x1.1x
Fri, 31 Jan 2025US$303.2bUS$247.6bUS$22.0b11.3x13.8x1.2x
Sun, 29 Dec 2024US$297.3bUS$247.1bUS$22.7b10.9x13.1x1.2x
Tue, 26 Nov 2024US$337.6bUS$249.5bUS$22.9b11.8x14.7x1.4x
Thu, 24 Oct 2024US$337.7bUS$249.0bUS$22.0b11.5x15.3x1.4x
Sat, 21 Sep 2024US$364.2bUS$247.9bUS$21.9b12.5x16.7x1.5x
Mon, 19 Aug 2024US$326.7bUS$247.1bUS$21.8b11.6x15x1.3x
Wed, 17 Jul 2024US$310.4bUS$245.3bUS$21.8b12.1x14.3x1.3x
Fri, 14 Jun 2024US$301.2bUS$249.5bUS$21.9b10.7x13.8x1.2x
Sun, 12 May 2024US$312.2bUS$249.2bUS$21.8b11.3x14.3x1.3x
Tue, 09 Apr 2024US$319.9bUS$251.8bUS$21.7b12.7x14.7x1.3x
Thu, 07 Mar 2024US$306.4bUS$251.3bUS$21.7b12x14.1x1.2x
Sat, 03 Feb 2024US$282.5bUS$246.9bUS$21.2b11.5x13.3x1.1x
Mon, 01 Jan 2024US$286.2bUS$248.0bUS$19.4b11.7x14.7x1.2x
Wed, 29 Nov 2023US$241.2bUS$243.3bUS$19.2b9.2x12.6x1x
Fri, 27 Oct 2023US$202.7bUS$242.8bUS$19.5b7.9x10.4x0.8x
Sun, 24 Sep 2023US$222.5bUS$244.1bUS$19.9b7.9x11.2x0.9x
Tue, 22 Aug 2023US$233.6bUS$244.5bUS$20.2b8.7x11.5x1x
Thu, 20 Jul 2023US$249.3bUS$241.9bUS$20.8b9x12x1x
Sat, 17 Jun 2023US$229.6bUS$242.1bUS$20.9b8.3x11x0.9x
Mon, 15 May 2023US$215.4bUS$243.0bUS$21.4b7.8x10.1x0.9x
Wed, 12 Apr 2023US$205.4bUS$244.9bUS$23.4b7.4x8.8x0.8x
Price to Earnings Ratio

8.8x


Total Market Cap: US$205.4bTotal Earnings: US$23.4bTotal Revenue: US$244.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 13.6x202420252026
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 15.8x which is higher than its 3-year average PE of 13.6x.
  • 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.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market3.46%
Consumer Discretionary2.68%
Consumer Durables2.42%
Consumer Electronics3.41%
Household Appliances2.98%
Home Furnishings2.34%
Homebuilding2.10%
Housewares and Specialties0.87%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 38.9x.
    • Analysts are expecting annual earnings growth of 15.2%, which is higher than its past year's earnings decline of 0.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 47% over the next 5 years.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 3.1% 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
DHI D.R. HortonUS$139.694.1%
+US$1.6b		9.2%PE12.1x
GRMN GarminUS$237.653.3%
+US$1.4b		33.2%PE27.5x
NVR NVRUS$6.66k3.3%
+US$590.0m		-10.1%PE13.8x
SGI Somnigroup InternationalUS$72.903.5%
+US$513.2m		28.5%PE39.9x
PHM PulteGroupUS$117.292.3%
+US$509.6m		15.9%PE10.1x

Latest News

TOL
US$135.83
Toll Brothers
7D
3.6%
1Y
34.7%
KBH
US$50.85
KB Home
7D
-0.1%
1Y
-11.6%
PRPL
US$0.65
Purple Innovation
7D
-4.3%
1Y
-2.1%

PRPL: Cautious Guidance And Lower Margin Outlook Will Shape Bullish 2026 Case

Analysts have trimmed their price targets on Purple Innovation, reducing the implied fair value from $1.00 to $0.85 as they factor in slightly higher discount rates, more cautious revenue growth assumptions, and a lower projected profit margin and future P/E multiple. Analyst Commentary Recent research notes reflect a more cautious stance on Purple Innovation, with multiple bearish analysts trimming their price targets in close succession.
GRMN
US$237.65
Garmin
7D
3.3%
1Y
33.2%

GRMN: New AI Services And Product Cycle Will Temper Overstretched Expectations

Garmin's analyst price target in this narrative update shifts from $185 to $220 as analysts factor in stronger earnings projections, expectations for multiple new product launches, and a customer base viewed as less sensitive to economic swings. Analyst Commentary Recent Street research shows a wide range of opinions on Garmin, with higher price targets paired with very different ratings.
BSET
US$14.02
Bassett Furniture Industries
7D
-1.5%
1Y
-7.9%
BLD
US$356.91
TopBuild
7D
2.4%
1Y
17.8%
PHM
US$117.29
PulteGroup
7D
2.3%
1Y
15.9%

PHM: Incentives And Affordability Pressures Will Shape Margins And Earnings Visibility

PulteGroup's updated analyst price target of $115.00, up from $112.40, reflects analysts' view that revenue growth, profit margins, and a lower assumed future P/E multiple now better capture the company's earnings potential highlighted in recent initiations and target hikes across the Street. Analyst Commentary Recent research on PulteGroup shows a mix of optimism on earnings power and caution around housing affordability, margin risk, and broader construction end markets.
SN
US$104.38
SharkNinja
7D
2.2%
1Y
48.9%
NWL
US$3.39
Newell Brands
7D
-0.3%
1Y
-33.8%

NWL: Mixed Street Outlook And Lower Future P/E Will Shape Returns

The analyst price target on Newell Brands has been revised to $3.00 from $4.50, as analysts factor in updated views on fair value, revenue growth, profit margins and future P/E expectations, reflected in recent mixed target changes across major firms. Analyst Commentary Recent Street research around Newell Brands has been mixed, with some firms lifting targets by modest amounts while at least one bearish move has pulled the average lower.
LEN
US$86.49
Lennar
7D
-4.2%
1Y
-22.1%

LEN: Supply Efficiencies And Incentive Rollback Will Support Margins Despite Antitrust Overhang

Analysts have reduced Lennar's fair value estimate from $108.62 to $101.57. This reflects updated price targets that balance expectations for slightly higher revenue growth and a higher future P/E with softer profit margin assumptions, ongoing concerns around land banking costs, and a series of reduced Street targets across banks.
SGI
US$72.90
Somnigroup International
7D
3.5%
1Y
28.5%
DHI
US$139.69
D.R. Horton
7D
4.1%
1Y
9.2%
LZB
US$31.60
La-Z-Boy
7D
-1.1%
1Y
-15.3%

LZB: Steady Fair Value And Q4 2026 Outlook May Support Upside

Analysts kept La Z Boy's fair value estimate steady at $44.50 while nudging the assumed discount rate slightly higher and the forward P/E input from about 14.9x to 15.7x. This reflects updated views on risk and valuation in line with recent sector wide reassessments seen across other research coverage.
NVR
US$6,663.14
NVR
7D
3.3%
1Y
-10.1%
UEIC
US$4.10
Universal Electronics
7D
-1.9%
1Y
-21.3%
LIVE
US$12.77
Live Ventures
7D
-3.7%
1Y
54.8%