Core Insights - Toll Brothers reported $3.42 billion in revenue for the quarter ended October 2025, a year-over-year increase of 2.7% [1] - The EPS for the same period was $4.58, slightly down from $4.63 a year ago, with a consensus EPS estimate of $4.87, resulting in an EPS surprise of -5.95% [1] - The reported revenue exceeded the Zacks Consensus Estimate of $3.32 billion, indicating a surprise of +2.97% [1] Financial Performance Metrics - Closed/Delivered Units: 3,443, surpassing the average estimate of 3,377 units by four analysts [4] - Backlog Units: 4,647, slightly above the average estimate of 4,614 units by four analysts [4] - Average Delivered Price: $991.60, compared to the average estimate of $974.45 based on four analysts [4] - Net Contracts Units: 2,598, exceeding the average estimate of 2,499 units by four analysts [4] - Average Backlog Price: $1,182.30, higher than the average estimate of $1,173.67 from two analysts [4] - Revenues from Home Sales: $3.41 billion, compared to the average estimate of $3.29 billion based on five analysts, representing a year-over-year change of +4.7% [4] - Gross Margin from Home Sales: $870.72 million, exceeding the average estimate of $840.91 million from four analysts [4] Stock Performance - Shares of Toll Brothers have returned +3.9% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Company News - Paramount Skydance (PSKY) has made a hostile takeover bid for Warner Brothers Discovery (WBD) at $30 per share in cash, claiming it is a stronger offer than the previously agreed acquisition by Netflix (NFLX) [3] - Toll Brothers (TOL) reported fiscal Q4 results, missing earnings expectations at $4.58 per share compared to the expected $4.87, although revenues of $3.41 billion exceeded estimates of $3.32 billion [4] - Despite the revenue beat, Toll Brothers cited soft demand in its quarterly report, leading to a 4% decline in stock price during late trading, which accounted for half of the company's market gains year to date [5] Industry Insights - Rising bond yields, currently at 4.17% for the 10-year, indicate potential inflation in the economy, with a pending 25 basis-point interest rate cut expected soon [2] - The luxury homebuilding sector, represented by Toll Brothers, is less affected by mortgage rates compared to lower-cost homebuilders, although the company still reported soft demand [5]

Core Insights - Toll Brothers reported quarterly earnings of $4.58 per share, missing the Zacks Consensus Estimate of $4.87 per share, and showing a slight decrease from $4.63 per share a year ago, resulting in an earnings surprise of -5.95% [1] - The company posted revenues of $3.42 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.97% and showing an increase from $3.33 billion year-over-year [2] - The stock has underperformed the S&P 500, gaining about 10.3% since the beginning of the year compared to the S&P 500's gain of 16.8% [3] Earnings Outlook - The earnings outlook for Toll Brothers is uncertain, with current consensus EPS estimates at $1.79 on $1.86 billion in revenues for the coming quarter and $13.85 on $10.86 billion in revenues for the current fiscal year [7] - The estimate revisions trend for Toll Brothers was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Building Products - Home Builders industry is currently in the bottom 13% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]

Toll Brothers Inc (NYSE:TOL) reported financial results for the fourth quarter of fiscal 2025 after the market close on Monday. Here’s a look at the key details from the print.Toll Brothers shares are experiencing downward pressure. Why is TOL stock trading lower?Q4 Highlights: Toll Brothers posted fourth-quarter revenue of $3.42 billion, beating the consensus estimate of $3.30 billion, according to Benzinga Pro. The luxury homebuilder reported fourth-quarter earnings of $4.58 per share, missing analyst est ...

The Fort Washington, Pa., home builder logged higher revenue in the fourth quarter, but gave a cautious outlook on house deliveries in the new fiscal year as industry demand remains soft. ...

Luxury builder Toll Brothers beat analysts’ estimates for quarterly orders as rising stock prices gave affluent buyers a boost https://t.co/TUzOwDp7WZ ...

Core Insights - The Q3 earnings season has shown strong results, with a projected 13.4% increase in earnings per share for S&P 500 companies, marking the fourth consecutive quarter of double-digit growth [2][3] - Oracle is anticipated to report significant earnings, following its impressive second quarter results that highlighted a substantial cloud backlog [4][17] - Mentions of "AI" during earnings calls have reached a record high, indicating its growing importance in corporate strategies and market performance [13][14] Group 1: Earnings Reports - Campbell's Company reported a 3% decline in net sales year over year to $2.67 billion, with earnings per share dropping to $0.65, below Wall Street estimates [6][7] - Toll Brothers' earnings per share for the fiscal fourth quarter were $4.58, missing estimates of $4.89, while revenue was $3.41 billion, slightly above expectations [10][11] - Victoria's Secret raised its 2025 guidance for net sales to $6.45 billion to $6.48 billion, up from previous estimates, and reported a net loss of $0.46 per share, better than expected [18][19][20] Group 2: Market Trends - The retail sector is experiencing shifts, with specialty retailers like GameStop and AutoZone expected to report results that will provide insights into consumer spending patterns [4] - Companies mentioning "AI" have seen a higher average stock price increase compared to those that did not, indicating a market trend favoring AI-related investments [14][15][16] - The competitive landscape for grocery retailers like Kroger is intensifying, with challenges from Amazon and Walmart affecting market sentiment [28][29] Group 3: Company Strategies - CrowdStrike raised its full-year revenue guidance, attributing growth to increased demand for its AI-driven cybersecurity solutions [55][56] - Snowflake's partnership with Anthropic aims to enhance its AI capabilities, although its revenue guidance fell short of expectations, leading to a stock decline [36][39][40] - Marvell announced the acquisition of Celestial AI for $3.25 billion, aiming to strengthen its position in AI datacenter infrastructure [61][63]

Financial Performance - Net income for FY 2025 was $1.35 billion, or $13.49 per diluted share, compared to $1.57 billion, or $15.01 per diluted share in FY 2024[5] - Total revenues for the year ended October 31, 2025, were $10,966,723, compared to $10,846,740 for the previous year, reflecting a growth of 1.1%[29] - Net income for Q4 2025 was $446,716, a decrease of 6.0% from $475,409 in Q4 2024[29] - Adjusted net income for the year ended October 31, 2025, was $1,346,486, a decrease from $1,447,076 in 2024, reflecting a decline of 6.9%[45] - The effective tax rate for the year ended October 31, 2025, was 24.8%, compared to 24.7% in the previous year[29] Home Sales and Revenue - Home sales revenues for FY 2025 reached $10.84 billion, an increase from $10.56 billion in FY 2024, with delivered homes totaling 11,292 compared to 10,813[5] - Home sales revenue for Q4 2025 reached $3,413,999, an increase of 4.7% from $3,260,004 in Q4 2024[29] - Home sales for the three months ended October 31, 2025, totaled 3,443 units, slightly up from 3,431 units in the same period of 2024, with an average price per unit of $991,400, compared to $950,100 in 2024, reflecting a 4.3% increase[32] - Home sales revenues for the three months ended October 31, 2025, were $3,413,999, an increase from $3,260,004 in the same period of 2024, representing a growth of 4.7%[41] Backlog and Inventory - The backlog value at the end of FY 2025 was $5.5 billion, down from $6.5 billion at the end of FY 2024, with homes in backlog decreasing to 4,647 from 5,996[5] - The backlog of homes as of October 31, 2025, was 4,647 units, down from 5,996 units in 2024, with a total backlog value of $5,494.4 million, compared to $6,467.8 million in 2024, indicating a decrease of 15%[32] - Inventory increased to $10,678,460 as of October 31, 2025, compared to $9,712,925 in the previous year, indicating a rise of 9.9%[27] - Inventory at October 31, 2025, was $10,678.5 million, an increase from $9,712.9 million in 2024, representing an increase of 9.9%[31] Margins and Expenses - The adjusted home sales gross margin for FY 2025 was 27.3%, compared to 28.4% in FY 2024[6] - Gross margin for home sales in Q4 2025 was 25.5%, slightly down from 26.0% in Q4 2024[29] - Selling, general and administrative expenses for the year ended October 31, 2025, were $1,033,622, up from $982,291 in 2024, representing a 5.2% increase[29] - Home sales gross margin as a percentage of home sale revenues decreased to 25.5% in Q4 2025 from 26.0% in Q4 2024[41] Shareholder Actions and Equity - The company repurchased approximately 1.8 million shares at an average price of $139.39 per share for a total of $249.1 million in FY 2025[5] - Total stockholders' equity increased to $8,270,663 as of October 31, 2025, compared to $8,095,572 in July 2025, showing a growth of 2.2%[48] Debt and Capital Structure - The company ended FY 2025 with a debt-to-capital ratio of 26.0%, down from 27.0% at the end of FY 2024[14] - Total liabilities as of October 31, 2025, were $6,233,802, an increase from $5,681,217 in the previous year[27] - Total debt as of October 31, 2025, was $2,902,167, slightly down from $2,942,519 in July 2025[48] - The net debt-to-capital ratio improved to 15.3% as of October 31, 2025, compared to 19.3% in July 2025, indicating a reduction in leverage[48] Future Outlook - For FY 2026, the company expects deliveries between 10,300 and 10,700 units, with an average delivered price per home of $970,000 to $990,000[10] - The company plans to grow its community count by 8% to 10% in FY 2026, maintaining a disciplined approach to land acquisition[8] - The company has not provided projected home sales gross margin for FY 2026 due to the unpredictability of inventory write-downs[42]

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Skyline by Toll Brothers in Summit at Orchard Hills Irvine, CA FORT WASHINGTON, Pa., Dec. 08, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL) (TollBrothers.com), the nation’s leading builder of luxury homes, today announced results for its fourth quarter ended October 31, 2025. FY 2025’s Fourth Quarter Financial Highlights (Compared to FY 2024’s Fourth Quarter): Net income was $446.7 million and earnings per diluted share were $4.58 compared to net income of $475.4 million and earnings of $4.63 ...