It has been about a month since the last earnings report for D.R. Horton (DHI) . Shares have added about 3.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is D.R. Horton due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. D.R. Horton Q1 Earnings Miss, Orders RiseD.R. ...

业绩总结 - 公司2024年销售指导为87,000至90,000套，预计90,000套，较预期略有增长[19] - 公司财务表现稳健，持续改善资产负债表，提高回报率[103] - 公司坚持强劲资产负债表管理，持续实现强劲利润、回报率和现金流，年复一年增长账面价值[105] 用户数据 - 购房者中约70%使用利率降低措施，平均为30年固定利率贷款的1至1.5个百分点[10] - 55%的购房者为首次购房者，对支付能力和利率敏感度较高[15] 未来展望 - 公司将继续重点投资租赁业务，并计划在股东回报方面继续增加股息和股票回购[82][83] - 公司对于公开市场之间的并购持谨慎态度，认为这可能会分散精力并带来一定的风险，更倾向于通过收购获得地块供应和平台[91][92] 新产品和新技术研发 - 公司在创新方面注重保持一致性和效率，特别关注数字营销和在线销售，同时也看到技术在房屋销售中的作用[62][63] 市场扩张和并购 - 公司通过收购Truland和Riggins等公司获得了更好的地块供应和当地知识，同时在新市场方面仍有扩张计划[86][87][88] 负面信息 - 市场对公司估值指标存在疑虑，公司认为应该被不同对待，但历史市盈率倍数限制了估值[104]

Zacks Premium - Zacks Premium提供了多种方式帮助投资者更加聪明和自信地投资[1] Zacks Style Scores - Zacks Style Scores是一套独特的指导方针，根据价值、增长和动量特征对股票进行评级，帮助投资者选择未来30天内市场表现最佳的证券[3] 投资策略 - 通过结合Zacks Rank和Style Scores，投资者可以找到具有最高成功概率的股票[12] D.R. Horton (DHI) - D.R. Horton (DHI)是一家总部位于德克萨斯州的领先国家住宅建筑商，拥有VGM Score为A和Value Style Score为B，值得投资者关注[15][16][17]

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NVR, Inc. (NVR) reported mixed fourth-quarter 2023 results, with earnings surpassing the Zacks Consensus Estimate and Homebuilding revenues missing the same. Both the top and bottom lines decreased on a year-over-year basis due to softened housing demand, given higher mortgage rates during the period.Shares of this leading homebuilder inched up 0.2% during the trading session on Jan 30, 2024.Inside the NumbersThe company reported earnings of $121.56 per share, which topped the consensus mark of $118.63 by 2 ...

Otis Worldwide Corporation (OTIS) reported impressive results in fourth-quarter 2023. Its earnings and net sales surpassed the Zacks Consensus Estimate and grew on a year-over-year basis. Its quarterly results reflected 13 consecutive quarters of organic sales growth, and the results were marked by a mid-teens growth in adjusted earnings per share (EPS), the third consecutive quarter of high-single-digit organic sales growth in the Service segment, and a resurgence in New Equipment orders growth.Full year 2 ...

MDC控股公司财报表现 - MDC控股公司第四季度2023年度报告超出预期，盈利超过Zacks Consensus Estimate，并同比增长[1] - 公司营收超过共识预期，但同比下降[2] - 公司报告的每股盈利为1.56美元，超过了1.44美元的共识预期，同比增长了44.4%[4] MDC控股公司市场表现 - 该房屋建筑公司股价于1月30日上涨了0.1%[2] - MDC的上涨趋势可以归因于当前新房市场的情况，由于现有房屋供应不足，公司的净新订单出现显著改善[3] MDC控股公司收购消息 - MDC将不再举行其第四季度2023年度财报电话会议，因为公司已签署一项明确协议，将被Sekisui House的全资子公司以全现金交易收购，交易的股权价值为49亿美元[4]

房地产市场趋势 - PulteGroup在2023年底经历了房屋购买活动的快速增长，预示着房地产市场的复苏[1] - 过去一两年房屋的可负担性一直处于历史低位，受高抵押贷款利率和房价上涨影响[2] - 联邦储备主席杰罗姆·鲍威尔暗示2024年将进行三次或更多次降息，抵押贷款利率自11月以来已降至7%以下，解释了PulteGroup最近房屋购买活动的增加[3]

The homebuilding industry is gradually recovering over the last two months after suffering one of the worst periods in the previous two years. This space was one of the worst sufferers of the Federal Reserve’s aggressive interest rate hike policy.Accelerating mortgage rates as well as rising raw material and labor costs, hit the homebuilding industry. Buyers were discouraged from investing in new homes despite strong demand.Meanwhile, as the inflation rate started declining, despite remaining above the Fed’ ...

营收情况 - D.R. Horton在财报中未能达到预期的底线[3] - 公司的营收增长放缓，市场感到不安[3] - 虽然营收增长放缓，但关键指标显示稳健增长[5] - 营收增长放缓主要是由于劳动力和材料成本上涨导致的利润率下降[6] - 公司在季度内回购了近4亿美元的股票[7] - 公司提高了全年营收指导范围，但预计增长仅为3%[9] - 尽管报告中没有特别令人失望的地方，但股价似乎正在回归平均估值[10]