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NVR Q3 2025 Earnings Preview (NYSE:NVR)
Seeking Alpha· 2025-10-22 02:39
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PulteGroup's Q3 Earnings & Revenues Beat, Net New Orders Down Y/Y
ZACKS· 2025-10-22 01:26
Key Takeaways PulteGroup's Q3 EPS of $2.96 beat estimates by 3.5% but fell from $3.35 a year ago.PHM's total revenues of $4.4 billion topped expectations yet declined 1.6% year over year.Net new home orders fell 5.6% year over year, while backlog value slid 19% amid weak housing demand.PulteGroup Inc. (PHM) has reported better-than-expected third-quarter 2025 results, wherein adjusted earnings and total revenues handily beat the Zacks Consensus Estimate. However, the metrics declined year over year.The perf ...
PulteGroup signals full-year closings could reach 29,400 homes as active adult segment outperforms (NYSE:PHM)
Seeking Alpha· 2025-10-22 00:25
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Analyst Says She’s ‘Rooting For’ Housing Cycle, Bullish on DR Horton (DHI)
Yahoo Finance· 2025-10-21 23:59
We recently published 10 Trending Stocks This Week. DR Horton Inc (NYSE:DHI) is one of the trending stocks this week. Stephanie Link, Hightower Advisors’ chief investment strategist and portfolio manager, said in a recent program on CNBC that she expects a bullish housing cycle amid declining interest rates and a shortage of homes in the US. According to CNBC, DR Horton Inc (NYSE:DHI) is one of the housing stocks Link has in her portfolio. “We haven’t had a housing cycle. That’s the other interesting thi ...
US stocks today: Wall Street mixed as earnings season heats up; GM, Halliburton lead gains
The Times Of India· 2025-10-21 23:08
美股市场整体表现 - 道琼斯工业平均指数上涨0.1%至46,757.20点,而标准普尔500指数下跌0.1%至6,731.14点,纳斯达克综合指数下跌0.3%至22,933.67点 [2][4] - 市场开盘表现不一,投资者在强劲企业盈利与对估值过高的担忧之间进行权衡 [4] 个股表现与驱动因素 - 通用汽车股价大涨10.2%,因其季度业绩超出分析师预期并上调了全年财务预测 [2][4] - 通用汽车首席执行官表示,公司正在采取措施以在2026年前遏制电动汽车业务亏损,并明确指出电动汽车的普及速度将比此前计划更慢 [2][4] - 能源服务提供商哈里伯顿和诊断公司丹纳赫在公布强于预期的利润后,股价均上涨超过8% [2][4] - 可口可乐因乐观的盈利表现上涨3.4%,GE Aerospace上涨4.2% [2][4] - Warner Bros Discovery股价飙升10.6%,因公司透露鉴于收到多方未经邀约的收购意向,正考虑出售全部或部分业务 [2][4] - 尽管利润超预期,PulteGroup股价下跌4.1%,而诺斯罗普·格鲁曼因营收未达预期下跌2.3% [2][4] - 科技巨头出现回调,Alphabet从其历史高点下跌1.3%,成为对标普500指数拖累最大的个股 [3][4] 分析师观点与市场情绪 - 有分析师指出,9月季度的盈利消息持续好于预期,且最重要的是业绩指引总体令人安心 [3][4] - 另有分析师警告,在年内强劲上涨后,投资者也开始对过高的估值感到些许担忧 [3][5] 海外市场与债券市场 - 海外欧洲和亚洲市场普遍上涨,日本日经225指数上涨0.3%,接近50,000点大关 [3][5] - 上海综合指数上涨1.4%,香港恒生指数上涨0.7%,市场期望中美领导人会晤以缓解贸易紧张局势 [3][5] - 债券市场上,10年期国债收益率从周一的4.00%降至3.95% [3][5]
Earnings Preview: D.R. Horton (DHI) Q4 Earnings Expected to Decline
ZACKS· 2025-10-21 23:01
Wall Street expects a year-over-year decline in earnings on lower revenues when D.R. Horton (DHI) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectat ...
Cramer's Stop Trading: PulteGroup Inc
Youtube· 2025-10-21 22:45
Let's get to Jim and stop trading. >> Yeah, home builder report today. PY, uh, thank you.>> You would think with rates coming down it would matter, but no. They've got weak demand and margin pressure. Terrible combination.I continue to believe that this is why the Fed must cut. Uh, because maybe if you got short-term rates, you could do some sort of uh some sort of financing that would be a balloon because man, this is bad out there. >> I know.But Jim, financial conditions. Look at the stock market. Look at ...
MasterBrand, Inc. Gives Back as Exclusive Cabinet Provider for Habitat for Humanity's Carter Work Project
Prnewswire· 2025-10-21 20:57
Accessibility StatementSkip Navigation As Platinum Sponsor, MasterBrand provides support through designer services, product donations, volunteerism BEACHWOOD, Ohio, Oct. 21, 2025 /PRNewswire/ -- MasterBrand, Inc. (NYSE: MBC, "MasterBrand" or "the Company"), the largest residential cabinet manufacturer in North America, today announced a continued partnership with Habitat for Humanity International through its sponsorship and participation in the 2025 Jimmy & Rosalynn Carter Work Project, taking place from O ...
PulteGroup Profit Falls as Housing Market Remains Stalled
WSJ· 2025-10-21 20:39
PulteGroup recorded a lower third-quarter profit as affordability concerns continued to put off home buyers. ...
PulteGroup(PHM) - 2025 Q3 - Earnings Call Presentation
2025-10-21 20:30
业绩总结 - Q3 2025报告的净收入为5.86亿美元,每股收益为2.96美元[14] - 第三季度的房屋销售收入为42亿美元,同比下降2%[20] - Q3 2025的毛利率为26.2%,较去年同期下降260个基点[21] - Q3新订单数量为6,638套,同比下降6%,新订单价值为36亿美元[27] - Q3末的订单积压为9,888套,价值62.35亿美元,同比下降19%[38] - Q3的销售、一般和行政费用为4.01亿美元,占房屋销售收入的9.4%[23] 未来展望 - 预计2025年土地收购和开发支出约为50亿美元[31] - 2025财年的平均销售价格预计在56万美元至57万美元之间[15] - 预计公司每年销售量增长5%至10%[75] - 预计2025年社区数量增长3%至5%[60] 用户数据 - 2024年关闭交易中,约60%为首次购房者和高端活跃成人买家[47] - 2024年关闭交易中,价格区间为:低于30万美元占6%,30万-39.9万美元占20%,40万-49.9万美元占22%,50万-74.9万美元占37%,75万及以上占15%[50][51] 新产品和新技术研发 - 公司目标是将土地选择比例提高至70%[66] - 公司的内部收益率(IRR)阈值为18%至30%[62] 资本管理 - Q3回购了3亿美元的普通股,年初至今回购了820万股,占流通股的4%[36] - 截至Q3末,公司的现金及现金等价物为14.8亿美元,债务资本比率为11.2%[39] - 通过战略资本配置,持续生成现金流以支持业务投资、分红和股票回购[66][79]