Market Overview - The Dow Jones Industrial Average rose 0.1% to 46,757.20, while the S&P 500 slipped 0.1% to 6,731.14 and the Nasdaq Composite declined 0.3% to 22,933.67 [2][4] - Tech giants, including Alphabet, saw a decline, with Alphabet dropping 1.3% from its record high, becoming the heaviest drag on the S&P 500 [3][4] Company Performance - General Motors (GM) surged 10.2% after reporting quarterly results that surpassed analyst expectations and raised its full-year financial forecasts [2][4] - CEO Mary Barra indicated that GM is taking steps to curb losses in its electric vehicle business by 2026, acknowledging slower-than-expected EV adoption [2][4] - Halliburton and Danaher both climbed over 8% after reporting stronger-than-expected profits [2][4] - Coca-Cola rose 3.4% and GE Aerospace advanced 4.2% on positive earnings reports [2][4] - Warner Bros. Discovery shares jumped 10.6% as the company considers a sale of all or part of its business due to unsolicited interest [2][4] Market Sentiment - Analyst Patrick O'Hare noted that earnings news for the September quarter continues to be better than expected, with generally reassuring guidance [3][4] - CFRA Research's Sam Stovall highlighted investor concerns regarding stretched valuations amid strong year-to-date gains [5] International Markets - Markets in Europe and Asia were broadly higher, with Japan's Nikkei 225 rising 0.3% and Shanghai gaining 1.4% [5] - Hong Kong rose 0.7% amid hopes for a meeting between President Donald Trump and Chinese President Xi Jinping to ease trade tensions [5] Bond Market - The yield on the 10-year Treasury fell to 3.95% from 4.00% [5]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for D.R. Horton (DHI) due to lower revenues, with a focus on how actual results will compare to estimates to influence stock price movements [1][2]. Earnings Expectations - D.R. Horton is expected to report quarterly earnings of $3.29 per share, reflecting a year-over-year decrease of 16.1%. Revenues are projected at $9.45 billion, down 5.5% from the previous year [3]. - The consensus EPS estimate has been revised 0.31% lower in the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for D.R. Horton is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.91%, complicating predictions for an earnings beat [12]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [10]. Historical Performance - In the last reported quarter, D.R. Horton exceeded expectations with earnings of $3.36 per share against an anticipated $2.9, achieving a surprise of +15.86% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - D.R. Horton does not currently appear to be a strong candidate for an earnings beat, and investors should consider additional factors when making decisions regarding the stock ahead of the earnings release [17].

Let's get to Jim and stop trading. >> Yeah, home builder report today. PY, uh, thank you.>> You would think with rates coming down it would matter, but no. They've got weak demand and margin pressure. Terrible combination.I continue to believe that this is why the Fed must cut. Uh, because maybe if you got short-term rates, you could do some sort of uh some sort of financing that would be a balloon because man, this is bad out there. >> I know.But Jim, financial conditions. Look at the stock market. Look at ...

Core Points - MasterBrand, Inc. continues its partnership with Habitat for Humanity International as a Platinum Sponsor for the 2025 Jimmy & Rosalynn Carter Work Project, which will take place from October 26-31 in Austin, Texas [1][2] - The project aims to build 25 affordable energy-efficient homes in Whisper Valley, emphasizing environmental responsibility and long-term affordability [2][3] - MasterBrand's involvement includes providing cabinetry and design services, with a focus on creating functional and stylish kitchen and bath layouts for the homes [3][4] Company Overview - MasterBrand, Inc. is the largest residential cabinet manufacturer in North America, offering a wide range of cabinetry products for kitchens, bathrooms, and other areas of the home [5] - The company has over 13,000 employees and operates more than 20 manufacturing facilities and offices, supported by a distribution network of over 7,700 dealers and retailers [5]

Core Insights - PulteGroup reported a decline in third-quarter profit due to ongoing affordability concerns that are deterring home buyers [1] Company Summary - PulteGroup's third-quarter profit decreased as affordability issues continue to impact the housing market [1]

Q3 2025 Operating & Financial Results October 21, 2025 Forward-looking statements This presentation includes "forward-looking statements." These statements are subject to a number of risks, uncertainties and other factors that could cause our actual results, performance, prospects or opportunities, as well as those of the markets we serve or intend to serve, to differ materially from those expressed in, or implied by, these statements. You can identify these statements by the fact that they do not relate to ...

Core Insights - Investors are advised to focus on PulteGroup's new orders and home sale gross margin as key indicators of the company's performance [1] Group 1 - The upcoming earnings report from PulteGroup is highly anticipated by investors [1] - New orders are a critical metric for assessing the company's future revenue potential [1] - Home sale gross margin will provide insights into the company's profitability and operational efficiency [1]

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Core Insights - Century Communities, Inc. is launching a new community named Summerlin in western San Antonio, with a Grand Opening event scheduled for October 23, 2025 [1][3] - The community will feature single- and two-story homes starting from the high $200s, along with planned amenities such as a resort-style pool and sports courts [1][6] - The event will provide attendees the opportunity to explore the new model home and take advantage of special savings [2][3] Company Overview - Century Communities is recognized as one of the largest homebuilders in the U.S. and a leader in online home sales, having been named one of America's Most Trustworthy Companies by Newsweek [7] - The company operates in 16 states and over 45 markets, offering a range of services including mortgage and insurance through its subsidiaries [7] - The mission of Century Communities is to build high-quality homes at affordable prices, catering to a diverse range of homebuyers [7]

Key Takeaways PHM's Q3 EPS is expected to be $2.86, down 14.6% year over year, with revenues projected to fall 4%.High mortgage rates and affordability issues likely drove lower closings and pressured revenue growth.PHM anticipates gross margin of 26-26.5%, down from 28.8% last year due to higher incentive costs.PulteGroup Inc. (PHM) is scheduled to report its third-quarter 2025 results on Oct. 21, before the opening bell.In the last reported quarter, the company’s earnings per share (EPS) and revenues beat ...