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U.S. Consumer Durables Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies86
  • 7D-1.6%
  • 3M-10.4%
  • 1Y-12.8%
  • YTD-1.2%

Over the last 7 days, the Consumer Durables industry has dropped 1.6%, driven by a pullback from Garmin of 4.2%. Meanwhile, Whirlpool actually outperformed within the industry, gaining 7.3% in the last week. Overall the industry is down 13% in 12 months. Earnings are forecast to grow by 6.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$283.2bUS$241.2bUS$18.9b10.5x14.9x1.2x
Thu, 16 Oct 2025US$299.8bUS$241.5bUS$19.7b10.4x15.2x1.2x
Sat, 13 Sep 2025US$329.5bUS$242.3bUS$20.6b11.8x16x1.4x
Mon, 11 Aug 2025US$296.3bUS$242.1bUS$20.6b11x14.4x1.2x
Wed, 09 Jul 2025US$274.3bUS$242.7bUS$21.4b9.2x12.8x1.1x
Fri, 06 Jun 2025US$257.9bUS$244.8bUS$21.9b8.4x11.8x1.1x
Sun, 04 May 2025US$258.5bUS$245.3bUS$21.7b8.5x11.9x1.1x
Tue, 01 Apr 2025US$267.7bUS$248.0bUS$22.2b9.1x12x1.1x
Thu, 27 Feb 2025US$285.8bUS$247.9bUS$22.2b11.1x12.9x1.2x
Sat, 25 Jan 2025US$310.3bUS$247.3bUS$22.6b11.4x13.7x1.3x
Mon, 23 Dec 2024US$298.2bUS$247.1bUS$22.7b10.9x13.1x1.2x
Wed, 20 Nov 2024US$333.0bUS$249.5bUS$22.9b11.2x14.5x1.3x
Fri, 18 Oct 2024US$359.2bUS$247.9bUS$21.9b12.4x16.4x1.4x
Sun, 15 Sep 2024US$353.4bUS$247.2bUS$21.8b12.5x16.2x1.4x
Tue, 13 Aug 2024US$321.0bUS$247.1bUS$21.9b11.3x14.7x1.3x
Thu, 11 Jul 2024US$280.4bUS$245.3bUS$21.8b10.1x12.9x1.1x
Sat, 08 Jun 2024US$300.7bUS$249.5bUS$21.9b10.8x13.7x1.2x
Mon, 06 May 2024US$306.2bUS$249.1bUS$22.0b12x13.9x1.2x
Wed, 03 Apr 2024US$325.3bUS$251.8bUS$21.7b12.7x15x1.3x
Fri, 01 Mar 2024US$300.3bUS$251.3bUS$21.7b11.7x13.9x1.2x
Sun, 28 Jan 2024US$278.7bUS$248.9bUS$19.5b11.1x14.3x1.1x
Tue, 26 Dec 2023US$284.6bUS$248.0bUS$19.4b12x14.7x1.1x
Thu, 23 Nov 2023US$243.2bUS$243.3bUS$19.2b9.2x12.7x1x
Sat, 21 Oct 2023US$205.2bUS$244.0bUS$19.9b7.7x10.3x0.8x
Mon, 18 Sep 2023US$228.9bUS$244.3bUS$20.0b8.4x11.5x0.9x
Wed, 16 Aug 2023US$246.7bUS$244.6bUS$20.2b9.1x12.2x1x
Fri, 14 Jul 2023US$246.7bUS$242.0bUS$20.8b8.7x11.8x1x
Sun, 11 Jun 2023US$223.9bUS$242.4bUS$21.3b7.5x10.5x0.9x
Tue, 09 May 2023US$218.6bUS$243.6bUS$21.5b7.1x10.2x0.9x
Thu, 06 Apr 2023US$201.5bUS$244.4bUS$23.4b7.4x8.6x0.8x
Sat, 04 Mar 2023US$200.9bUS$244.4bUS$23.4b7.8x8.6x0.8x
Mon, 30 Jan 2023US$201.2bUS$243.9bUS$25.7b6.8x7.8x0.8x
Wed, 28 Dec 2022US$179.0bUS$243.6bUS$25.8b6.2x6.9x0.7x
Fri, 25 Nov 2022US$176.2bUS$241.0bUS$25.4b6.8x6.9x0.7x
Price to Earnings Ratio

6.9x


Total Market Cap: US$176.2bTotal Earnings: US$25.4bTotal Revenue: US$241.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12.6x202320242025
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 14.9x which is higher than its 3-year average PE of 12.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 9.3% 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 Market-0.39%
Consumer Discretionary-3.22%
Consumer Durables-1.56%
Housewares and Specialties7.81%
Homebuilding-0.98%
Home Furnishings-2.56%
Household Appliances-2.89%
Consumer Electronics-3.22%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry even though it's trading below its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 10.3%, which is higher than its past year's earnings growth of 3.6% 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 growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
WHR WhirlpoolUS$70.287.3%
+US$268.4m		-36.9%PS0.3x
NWL Newell BrandsUS$3.425.9%
+US$79.6m		-61.5%PS0.2x
LGIH LGI HomesUS$48.786.6%
+US$69.9m		-51.5%PE10.6x
LEG Leggett & PlattUS$9.013.0%
+US$35.2m		-23.6%PE5.4x
TMHC Taylor Morrison HomeUS$59.730.4%
+US$21.5m		-13.7%PE6.9x

Latest News

LEN
US$121.11
Lennar
7D
-1.7%
1Y
-27.9%

LEN: Housing Demand And Mortgage Rates Will Shape The Path Forward

Analysts have modestly raised their price targets for Lennar, citing broader sector multiple expansion and potential benefits from improved mortgage rates. Despite recent earnings challenges, the average target has increased by several dollars per share.
NWL
US$3.42
Newell Brands
7D
5.9%
1Y
-61.5%

NWL: Ongoing Restructuring And Cost Reductions Will Drive Margin Recovery

Analysts have lowered their average price target for Newell Brands from approximately $6.43 to $5.18. They cite continued topline challenges and macroeconomic pressures facing the company, despite restructuring and productivity efforts.
TOL
US$130.34
Toll Brothers
7D
-2.9%
1Y
-14.5%
SGI
US$88.34
Somnigroup International
7D
-5.5%
1Y
62.8%

Weak Statutory Earnings May Not Tell The Whole Story For Somnigroup International (NYSE:SGI)

Nov 14
Weak Statutory Earnings May Not Tell The Whole Story For Somnigroup International (NYSE:SGI)
WHR
US$70.28
Whirlpool
7D
7.3%
1Y
-36.9%
TMHC
US$59.73
Taylor Morrison Home
7D
0.4%
1Y
-13.7%
TPH
US$31.94
Tri Pointe Homes
7D
0.7%
1Y
-23.1%
SN
US$88.04
SharkNinja
7D
-7.1%
1Y
-11.5%

SN: Future Sales Will Benefit From Walmart Launch And New CFO

Analysts have slightly lowered their price target for SharkNinja from $132.66 to $132.57, citing modest adjustments to growth and profitability assumptions in their latest models. What's in the News SharkNinja announced the launch of Shark Beauty on Walmart.com, expanding the accessibility of its advanced beauty technology to a major retail platform.
LEG
US$9.01
Leggett & Platt
7D
3.0%
1Y
-23.6%

LEG: Market Stabilization Will Support Recovery Despite Ongoing Residential Weakness

Analysts have lowered their price target for Leggett & Platt from $10 to $9 per share, citing continued softness in residential demand and a cautious outlook for Bedding recovery, even though there are some signs of market stabilization. Analyst Commentary Bullish Takeaways Markets are showing early signs of stabilization following recent volatility.
BLD
US$418.99
TopBuild
7D
-3.3%
1Y
19.4%
LGIH
US$48.78
LGI Homes
7D
6.6%
1Y
-51.5%

LGI Homes, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 07
LGI Homes, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
GRMN
US$194.13
Garmin
7D
-4.2%
1Y
-7.2%

GRMN: Fitness And Wearables Momentum Will Drive Resilience Amid Macroeconomic Uncertainty

Garmin’s analyst price target has increased from $218.33 to $231.14. Analysts cite ongoing momentum in the company’s fitness and smart wearables segments, along with strong innovation and resilient demand.
HOFT
US$10.35
Hooker Furnishings
7D
8.2%
1Y
-42.0%
GRBK
US$63.56
Green Brick Partners
7D
0.8%
1Y
-6.8%
DHI
US$142.43
D.R. Horton
7D
-1.5%
1Y
-11.8%
PHM
US$118.37
PulteGroup
7D
-1.5%
1Y
-7.9%