Housing Market Uncertainty
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Here's What Investors Must Know Ahead of Toll Brothers' Q4 Earnings
ZACKS· 2025-12-05 17:56
Key Takeaways TOL's home deliveries guided down 2.4% YoY, with revenues projected to slip 0.3% amid affordability concerns.ASP is expected to rise 2.5% YoY, helping support earnings despite regional margin pressure.Adjusted gross margin to be 90 bps lower, and backlog is anticipated to fall 17.7% in units and 9% in value.Toll Brothers, Inc. (TOL) is scheduled to report its fourth-quarter fiscal 2025 results on Dec. 8, after market close.In the last reported quarter, the company’s adjusted earnings and total ...
Beazer Homes USA: Housing Market Uncertainty Resurges (Rating Downgrade)
Seeking Alpha· 2025-05-06 01:37
Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1] Investment Philosophy - The investment approach is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1]