Wall Street analysts expect KB Home (KBH) to post quarterly earnings of $1.79 per share in its upcoming report, which indicates a year-over-year decline of 29%. Revenues are expected to be $1.65 billion, down 17.6% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings release, it is of utmost i ...

This week is the last full trading week on Wall Street for the year, and it is packed with key economic and earnings reports. The data will help us sharpen our 2026 market outlook following a wild week for stocks that saw the S & P 500 close at a record high this past Thursday but finish the entire week lower. 1. First up, the economy : The U.S. government is still working its way through the data that was delayed due to the record-long, 43-day federal shutdown. As a result, the big item for investors will ...

MORGAN HILL, Calif.--(BUSINESS WIRE)--KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the grand opening of Preserve and Retreat, two new communities within the highly desirable Crosswinds master plan in Morgan Hill, California. Nestled between the Santa Cruz Mountains and Silicon Valley, Morgan Hill blends small-town charm and scenic views with a welcoming downtown district where residents can enjoy an array of boutique shopping, acclaimed wineries and top- ...

Dec 4, 2025 4:10 PM Eastern Standard Time KB Home to Release 2025 Fourth Quarter and Full Year Earnings on December 18, 2025 Share LOS ANGELES--(BUSINESS WIRE)--KB Home (NYSE: KBH) today announced that it will release earnings for its fourth quarter and fiscal year ended November 30, 2025 after the market closes on Thursday, December 18, 2025. A live webcast of the Company's earnings conference call will be held the same day at 2:00 p.m. Pacific Time, 5:00 p.m. Eastern Time. To listen to the call, go to the ...

Core Viewpoint - Morgan Stanley raised the target price for KB Home from $53 to $67 and for Lennar Corporation from $92 to $118 [1] Company Summary - KB Home's target price increased by 26.4% from $53 to $67 [1] - Lennar Corporation's target price increased by 28.3% from $92 to $118 [1]

Core Insights - KB Home has announced the grand opening of its newest community, Oasis Reserve, located in Orlando, Florida, with home prices starting from the $470,000s [1][6]. Group 1: Community Features - Oasis Reserve offers personalized new homes designed for modern living, featuring popular amenities such as modern kitchens, expansive bedroom suites, and lofts [2][4]. - The community includes one- and two-story floor plans with options for up to six bedrooms and three baths [2]. Group 2: Customer Experience - KB Home emphasizes building strong, personal relationships with customers, allowing for a unique homebuying experience where homes can be personalized according to individual preferences [3][7]. - The KB Home Design Studio provides customers with expert advice and a wide range of design choices, enhancing the personalization process [3]. Group 3: Location and Accessibility - Oasis Reserve is strategically located near the University of Central Florida and various shopping and dining options, providing residents with a convenient lifestyle [4][5]. - The community offers easy access to major highways and is close to Orlando International Airport and local employers, enhancing its appeal to potential homebuyers [5]. Group 4: Sustainability and Efficiency - KB Home focuses on innovative design and energy efficiency, with homes engineered to be ENERGY STAR certified, which is a standard met by fewer than 12% of new homes nationwide [4]. - The homes are designed to support healthier indoor environments and provide utility cost savings compared to non-certified homes [4].

Core Viewpoint - KB Home's stock performance is under scrutiny as it faces a significant year-over-year earnings decline in the upcoming earnings report, with analysts projecting earnings of $1.53 per share, a drop of 25% [2]. Group 1: Stock Performance - KB Home closed at $64.78, reflecting a +1.58% increase from the previous day, outperforming the S&P 500's gain of 0.69% [1]. - Over the past month, KB Home's stock has decreased by 0.08%, which is better than the Construction sector's loss of 3.09% and the S&P 500's loss of 0.31% [1]. Group 2: Earnings Estimates - Analysts expect KB Home to report earnings of $1.53 per share, indicating a year-over-year decline of 25% [2]. - The full-year Zacks Consensus Estimates predict earnings of $6.39 per share and revenue of $6.19 billion, representing year-over-year changes of -24.38% and -10.68%, respectively [2]. Group 3: Analyst Estimates and Rankings - Recent changes in analyst estimates for KB Home are crucial as they reflect short-term business dynamics, with positive revisions indicating optimism about profitability [3]. - The Zacks Rank system, which evaluates estimate changes, currently ranks KB Home at 4 (Sell) [5]. Group 4: Valuation Metrics - KB Home has a Forward P/E ratio of 9.98, which is lower than the industry average Forward P/E of 12.26, indicating a valuation discount [6]. - The company has a PEG ratio of 5.25, significantly higher than the industry average PEG ratio of 1.84, suggesting that the stock may be overvalued relative to its expected earnings growth [7]. Group 5: Industry Context - The Building Products - Home Builders industry, to which KB Home belongs, ranks in the bottom 13% of all industries, with a Zacks Industry Rank of 215 [8].

Core Insights - Homebuilder stocks experienced significant gains following comments from a Federal Reserve official suggesting a potential rate cut in December [2][8] - The likelihood of a rate cut has increased to approximately 70%, up from 39% the previous day, according to CME Group's FedWatch tool [3] - Major homebuilder stocks such as Builders FirstSource, D.R. Horton, and KB Home saw their shares rise by about 7% on Friday, with other related stocks also benefiting from the news [4][8] Impact on Homebuilders - A potential reduction in the Federal Reserve's benchmark interest rate could lead to lower mortgage rates, making homes more affordable and stimulating demand from homebuyers [5][7] - Despite the positive outlook, many homebuilder stocks remain in negative territory for 2025 due to a sluggish housing market and elevated mortgage rates [6] Market Reactions - The comments from Federal Reserve Bank of New York president John Williams have fueled optimism among traders, leading to a surge in homebuilder stock prices [2][4] - Stocks connected to real estate, including Zillow Group and Rocket Companies, also saw gains as a result of the increased expectations for a rate cut [4]

Core Insights - Homebuilders stocks experienced a mixed performance in Q3, with revenues collectively exceeding analysts' expectations by 2.8% while guidance for the next quarter remained in line [3] - KB Home reported revenues of $1.62 billion, a decrease of 7.5% year-on-year, but still surpassed analysts' expectations by 1.2% [4] - Champion Homes achieved the highest revenue growth among peers, reporting $684.4 million in revenues, an 11% increase year-on-year, and outperforming analysts' expectations by 6.9% [7][8] Industry Overview - Homebuilders have traditionally leveraged economies of scale for competitive advantages, but are increasingly focusing on energy efficiency and conservation as key drivers of innovation [2] - The homebuilding sector is highly cyclical, significantly influenced by macroeconomic factors such as interest rates, which affect both new and existing home sales [2] Company Performance - KB Home's operational performance was noted as solid, with the company making progress in reducing build times and costs, despite missing analysts' EBITDA and backlog estimates [5][6] - KB Home's stock has declined by 3% since its earnings report, currently trading at $60.50 [6] - Champion Homes' stock rose by 21.6% following its earnings report, currently trading at $80.97 [8]

Core Insights - KB Home has announced the grand opening of Skyline Village Enclaves, a new community in San Tan Valley, Arizona, highlighting its appeal through a combination of small-town charm and outdoor adventure [1] Company Overview - KB Home is recognized as one of the largest and most trusted homebuilders in the U.S., indicating a strong market position and reputation [1] Product Features - The new homes in Skyline Village Enclaves are designed with modern living in mind, featuring popular elements such as modern kitchens that overlook large great rooms and bedroom suites [1]