Toll Brothers(US:TOL) ZACKS·2025-12-09 00:31Core 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]