Core Insights - Dillard's reported revenue of $1.47 billion for the quarter ended October 2025, marking a year-over-year increase of 2.9% and exceeding the Zacks Consensus Estimate by 3.1% [1] - The earnings per share (EPS) for the same period was $8.31, up from $7.73 a year ago, representing a surprise of 29.24% over the consensus estimate of $6.43 [1] Financial Performance Metrics - Comparable store sales increased by 3% year-over-year, significantly outperforming the three-analyst average estimate of 0.1% [4] - Service Charges Interest and Other Income reached $22.2 million, slightly above the estimated $21.97 million, but reflecting an 8.3% decline compared to the previous year [4] - Dillard's stock has returned +0.9% over the past month, underperforming the Zacks S&P 500 composite's +4.6% change, and currently holds a Zacks Rank 4 (Sell) [3]

Core Insights - KB Home reported revenue of $1.62 billion for the quarter ended August 2025, reflecting a 7.5% decline year-over-year, while EPS was $1.61 compared to $2.04 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.6 billion by 1.5%, and the EPS surpassed the consensus estimate of $1.50 by 7.33% [1] Financial Performance Metrics - Backlog units stood at 4,333, slightly below the average estimate of 4,411 from four analysts [4] - Total home deliveries were 3,393, exceeding the average estimate of 3,351 [4] - Net orders were recorded at 2,950, compared to the average estimate of 2,986 [4] - The average selling price was $487.5 million, higher than the estimated $474.39 million [4] - Ending community count was 264, surpassing the average estimate of 253 [4] - Backlog value was $1.99 billion, below the average estimate of $2.23 billion [4] - Total revenues from homebuilding were $1.61 billion, matching the average estimate and showing a 7.5% decline year-over-year [4] - Financial services revenue was $6.01 million, exceeding the estimate of $5.74 million but down 9.3% from the previous year [4] - Operating income from homebuilding was $131.16 million, above the average estimate of $124.81 million [4] Stock Performance - KB Home shares returned -1.2% over the past month, while the Zacks S&P 500 composite increased by 3.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]