Toll Brothers(US:TOL) ZACKS·2025-05-20 23:31Core Insights - Toll Brothers reported revenue of $2.74 billion for the quarter ended April 2025, a decrease of 3.5% year-over-year, but exceeded the Zacks Consensus Estimate of $2.5 billion by 9.54% [1] - The company's EPS was $3.50, up from $3.38 in the same quarter last year, representing an EPS surprise of 22.38% against the consensus estimate of $2.86 [1] Financial Performance Metrics - Closed/Delivered Units: 2,899, exceeding the average estimate of 2,621 units by five analysts [4] - Backlog Units: 6,063, below the average estimate of 6,738 units by five analysts [4] - Average Delivered Price: $933.60, lower than the estimated $949.89 by five analysts [4] - Net Contracts Units: 2,650, below the average estimate of 3,046 units by five analysts [4] - Average Backlog Price: $1,128.10, higher than the average estimate of $1,100.15 by three analysts [4] - Backlog Value: $6.84 billion, below the average estimate of $7.47 billion by two analysts [4] - Revenues from Home Sales: $2.71 billion, exceeding the average estimate of $2.49 billion by six analysts, representing a 2.3% increase year-over-year [4] - Revenues from Land Sales: $32.60 million, significantly higher than the estimated $18.21 million, but a decrease of 82.9% year-over-year [4] - Gross Margin from Home Sales: $704.24 million, surpassing the average estimate of $640.39 million by four analysts [4] - Gross Margin from Land Sales and Other: $1.20 million, compared to the average estimate of $0.56 million based on three analysts [4] Stock Performance - Toll Brothers shares have returned +15.1% over the past month, outperforming the Zacks S&P 500 composite's +13.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]