Toll Brothers, Inc. (NYSE:TOL) will release earnings results for the fourth quarter after the closing bell on Monday, Dec. 8.Analysts expect the company to report quarterly earnings at $4.88 per share, up from $4.63 per share in the year-ago period. The consensus estimate for Toll Brothers’ quarterly revenue is $3.32 billion, compared to $3.33 billion a year earlier, according to data from Benzinga Pro.On Aug. 19, Toll Brothers reported third-quarter revenue of $2.95 billion, beating the consensus estimate ...

Core Insights - Toll Brothers, Inc. is set to release its fourth-quarter earnings results on December 8, with expected earnings of $4.88 per share, an increase from $4.63 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $3.32 billion, slightly down from $3.33 billion a year earlier [1] Recent Performance - In the third quarter, Toll Brothers reported revenue of $2.95 billion, surpassing the consensus estimate of $2.85 billion [2] - The company also reported third-quarter earnings of $3.73 per share, exceeding analyst estimates of $3.59 per share [2] - Following the earnings report, shares of Toll Brothers fell by 1.5%, closing at $138.94 [2] Analyst Ratings - JP Morgan upgraded Toll Brothers from Neutral to Overweight with a price target of $161 [5] - B of A Securities maintained a Buy rating but reduced the price target from $155 to $150 [5] - Evercore ISI downgraded the stock from Outperform to In-Line, lowering the price target from $169 to $160 [5] - Citigroup maintained a Neutral rating and raised the price target from $138 to $147 [5] - Wedbush kept an Outperform rating with a price target of $165 [5]

Core Viewpoint - The homebuilding industry presents attractive investment opportunities as higher interest rates are expected to moderate, potentially catalyzing a rebound in housing stocks, particularly Lennar, which has seen a significant decline in stock price [1][3]. Group 1: Company Performance - Lennar's stock has decreased by 32% from its previous high, indicating a potential undervaluation in the current market [1]. - In the third quarter, Lennar reported a net margin of 9.5% on home sales, although revenue fell by 6% year over year due to weak demand [3]. - The company has a current market capitalization of $32 billion and is trading at a price-to-sales (P/S) multiple of 0.96, which historically signals a good buying opportunity [5][6]. Group 2: Market Conditions - The 30-year mortgage rate is currently at 6.19%, slightly above the 6% threshold that could stabilize housing demand, positioning Lennar for potential revenue growth if rates decline further [4]. - Management anticipates that moderating interest rates in the new year will positively impact housing demand and overall market conditions [4]. Group 3: Future Outlook - With adjustments made during the downturn, Lennar expects to drive strong long-term cash flow growth, suggesting a positive outlook for the company's performance when the housing market recovers [6].

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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 ...

Core Insights - Brookfield Residential has co-founded the Builders Alliance to assist homeowners in Altadena and Pacific Palisades in rebuilding their homes after the Eaton Fire, providing a coordinated approach to make rebuilding more manageable and affordable [1][5][6] Group 1: Rebuilding Efforts - Seven families from Altadena are collaborating with Brookfield Residential to rebuild their homes, with construction expected to begin in February 2026 and completion anticipated by fall 2026 [1][10] - The Builders Alliance aims to achieve significant time and cost savings through economies of scale and end-to-end project management, simplifying the rebuilding process for families affected by the fire [5][7] - The initiative is a response to the January 2025 Palisades and Eaton Fires, with a focus on restoring the La Viña community [5][6] Group 2: Digital Portal and Home Designs - Brookfield Residential has developed an interactive digital portal that features over 40 pre-designed home models, allowing homeowners to select designs that fit their specific lot and budget [2][12] - The portal provides a user-friendly interface for homeowners to filter options based on preferences such as square footage, number of bedrooms, and price, facilitating a more efficient rebuilding process [12][11] - The Builders Alliance portal is powered by Canibuild, utilizing site and zoning information to assist homeowners in matching home designs to their properties [12][5] Group 3: Community and Company Commitment - Brookfield Residential emphasizes its commitment to the La Viña community, with leadership expressing that the rebuilding effort is not profit-driven but focused on community support [9][6] - The company has a strong reputation in residential development, being a leading land developer and homebuilder in North America, and is dedicated to creating master-planned communities [15][14] - The Builders Alliance includes a diverse group of licensed homebuilders, ensuring that homeowners can choose builders that best meet their needs while receiving reliable information throughout the rebuilding process [16][5]

Core Viewpoint - Toll Brothers, Inc. is expected to report an increase in quarterly earnings and a slight decrease in revenue compared to the previous year [1] Group 1: Earnings and Revenue Expectations - Analysts predict Toll Brothers will report earnings of $4.88 per share for the fourth quarter, up from $4.63 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $3.32 billion, slightly down from $3.33 billion a year earlier [1] Group 2: Analyst Upgrade and Price Target - JP Morgan analyst Michael Rehaut upgraded Toll Brothers from Neutral to Overweight, setting a price target of $161 [2] Group 3: Dividend Yield and Investment Calculations - Toll Brothers currently offers an annual dividend yield of 0.71%, translating to a quarterly dividend of 25 cents per share, or $1.00 annually [2] - To earn $500 monthly from dividends, an investment of approximately $846,360 or around 6,000 shares is required, while $100 monthly would need about $169,272 or 1,200 shares [2] Group 4: Dividend Yield Mechanics - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] - Changes in dividend payments also affect the yield; an increase in dividends raises the yield if the stock price remains constant [4] Group 5: Stock Price Movement - Shares of Toll Brothers fell by 1.2%, closing at $141.06 on Thursday [4]

Core Insights - Hovnanian Enterprises, Inc. reported an EPS of -$0.51, missing the expected $0.63, but achieved revenue of $818 million, surpassing estimates of $814.5 million, indicating strong sales performance despite challenges in the housing market [2][5] - The company experienced a net loss of $667,000, influenced by hesitant homebuyers and increased incentives to maintain sales, which negatively impacted profitability [3] - The gross margin percentage declined to 10.7% from 18% the previous year, attributed to higher costs and tighter margins, affecting overall financial performance [4][5] Financial Metrics - Hovnanian's price-to-sales ratio is approximately 0.91, suggesting the stock is trading at a modest level relative to its revenue [4] - The enterprise value to sales ratio stands at around 1.15, reflecting the company's total valuation in relation to its sales [4] - The current ratio is about 3.84, indicating strong liquidity and the ability to cover short-term liabilities effectively [4]

Core Viewpoint - Lennar Corporation (LEN) shares have underperformed over the past year, losing over 20% of their value, primarily due to the Federal Reserve pausing its rate-cutting cycle and persistently high mortgage rates [1] Company Performance - The significant losses in Lennar's stock value occurred late last year, indicating a direct correlation with macroeconomic factors such as interest rates and mortgage costs [1] Market Context - The current economic environment, characterized by high mortgage rates, has negatively impacted the housing market and companies like Lennar, which are sensitive to these changes [1]

Core Insights - Toll Brothers, Inc. is launching a new luxury townhome community named Rivercrest in Reno, Nevada, with sales expected to begin in early 2026 [1][4]. Group 1: Community Features - Rivercrest will offer three townhome designs ranging from 1,724 to 1,899 square feet, featuring versatile second-floor lofts, spacious great rooms, and primary bedroom suites with walk-in closets [2]. - Each home will include full-length driveways and two-car attached garages, enhancing convenience for homeowners [2]. Group 2: Location and Lifestyle - The community is situated in the historic Old Southwest neighborhood, close to the Truckee River and Riverwalk District, providing residents with urban convenience and natural beauty [4][6]. - Residents will have access to recreational and entertainment options, unique shops, eateries, and a vibrant local arts scene within walking distance [6]. Group 3: Company Background - Toll Brothers, Inc. is recognized as the nation's leading builder of luxury homes and has been in operation for 58 years, becoming a public company in 1986 [9][10]. - The company operates in over 60 markets across 24 states and offers a range of housing options for various buyer demographics [10].