Here's What Key Metrics Tell Us About PulteGroup (PHM) Q4 Earnings

Core Insights - PulteGroup reported a revenue of $4.61 billion for Q4 2025, marking a year-over-year decline of 6.3% and an EPS of $2.88 compared to $3.50 a year ago, exceeding the Zacks Consensus Estimate of $4.31 billion by 6.96% and delivering an EPS surprise of 3.53% [1] Financial Performance - The average selling price was $573.00, surpassing the estimated $564.19 by analysts [4] - Net new orders in units totaled 6,428, exceeding the average estimate of 5,967 [4] - The unit backlog stood at 8,495, slightly above the average estimate of 8,439 [4] - Closings in units reached 7,821, compared to the average estimate of 7,416 [4] - Average active communities were 1,014, higher than the estimated 1,002 [4] Revenue Breakdown - Home sale revenues amounted to $4.48 billion, exceeding the average estimate of $4.16 billion, but reflecting a year-over-year decline of 4.9% [4] - Financial Services revenues were reported at $93.43 million, below the average estimate of $107.17 million, with an 18.9% year-over-year decline [4] - Homebuilding revenues totaled $4.52 billion, surpassing the average estimate of $4.2 billion, with a year-over-year decline of 6% [4] - Land sale and other revenues in homebuilding were $39.42 million, significantly lower than the average estimate of $58.6 million, representing a 60.2% year-over-year decline [4] Market Performance - PulteGroup shares returned +5.1% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]