D.R. Horton (DHI) Q4 Earnings Miss Estimates

Core Insights - D.R. Horton reported quarterly earnings of $3.04 per share, missing the Zacks Consensus Estimate of $3.29 per share, and down from $3.92 per share a year ago, representing an earnings surprise of -7.60% [1] - The company posted revenues of $9.68 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.38%, but down from $10 billion year-over-year [2] - D.R. Horton shares have increased by approximately 13.6% year-to-date, compared to the S&P 500's gain of 16.9% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $2.31 on revenues of $7.22 billion, and for the current fiscal year, it is $12.04 on revenues of $34.67 billion [7] Industry Context - The Building Products - Home Builders industry, to which D.R. Horton belongs, is currently ranked in the bottom 24% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]