Core Viewpoint - The market anticipates a year-over-year decline in Lennar's earnings due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Lennar is expected to report quarterly earnings of $2.12 per share, reflecting a year-over-year decrease of 45.6% [3]. - Revenue projections stand at $9.07 billion, which is a 3.7% decline from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. - The Most Accurate Estimate for Lennar is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -3.64%, suggesting a bearish sentiment among analysts [11]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [9]. - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [9]. Historical Performance - In the last reported quarter, Lennar was expected to post earnings of $1.94 per share but delivered $1.90, resulting in a surprise of -2.06% [12]. - Over the past four quarters, Lennar has beaten consensus EPS estimates twice [13]. Conclusion - While Lennar does not appear to be a compelling earnings-beat candidate, investors should consider other factors when making decisions regarding the stock ahead of the earnings release [16].

Group 1 - The Federal Open Market Committee (FOMC) meeting is highly anticipated, with a focus on the interest-rate decision scheduled for next Wednesday [1] - Despite a slowdown in earnings, a wave of economic data is expected to provide insights into market conditions [1] - Key quarterly reports are expected from companies such as Darden Restaurants, Dave & Buster's, FedEx, General Mills, and Lennar [1] Group 2 - The week begins with the Empire State manufacturing survey on Monday, Sept. 15, as the only notable data release [2] - Tuesday, Sept. 16, will feature significant economic data including U.S. retail sales, import price index, industrial production, capacity utilization, business inventories, and home builder confidence index [2] - Housing starts data will be released on Wednesday, Sept. 17, coinciding with the FOMC interest-rate decision and Fed Chair Jerome Powell's speech [3] Group 3 - On Thursday, Sept. 18, initial jobless claims, the Philadelphia Fed manufacturing survey, and U.S. leading economic indicators will be released [3] - No notable economic data is scheduled for Friday, Sept. 19, but traders should prepare for a "triple-witching" event [3]

Core Viewpoint - Lennar Corporation is preparing to announce its quarterly earnings, with analysts forecasting an EPS of $2.14 and revenue of approximately $9.06 billion, reflecting its strong market position in the homebuilding industry [1][6]. Financial Metrics - The company has a price-to-earnings (P/E) ratio of about 10.97, indicating investor willingness to pay per dollar of earnings [3][6]. - Lennar's price-to-sales ratio is approximately 0.99, showing the market's valuation of its sales [3]. - The enterprise value to sales ratio is around 1.07, while the enterprise value to operating cash flow ratio is significantly higher at approximately 92.69, suggesting a high market valuation of its operating cash flow [4]. - The earnings yield stands at about 9.12%, reflecting the company's earnings relative to its share price [4]. Debt and Liquidity - Lennar maintains a low debt-to-equity ratio of 0.19, indicating a conservative approach to leveraging [5][6]. - The current ratio is approximately 9.15, highlighting the company's strong liquidity position to meet short-term obligations [5].

Market Performance - Wall Street experienced a record-setting day with the S&P 500 rising 0.8%, marking an all-time high for the third consecutive day [1] - The Dow Jones Industrial Average increased by 617 points, or 1.4%, while the Nasdaq composite gained 0.7%, both reaching record levels [1] Economic Indicators - Treasury yields decreased following the release of mixed U.S. economic data, which may influence the Federal Reserve's decision on interest rates [2] - An increase in unemployment benefit applications suggests a potential rise in layoffs, indicating a slowdown in the job market [3] Federal Reserve Outlook - The Federal Reserve is expected to cut interest rates for the first time this year, as the labor market's weakness is seen as a more pressing issue than inflation [2][6] - Inflation rates for U.S. households rose by 2.9% in August compared to the previous year, slightly up from July's 2.7% [5] Sector Impact - Stocks of companies likely to benefit from lower interest rates, such as real estate and homebuilders, saw significant gains, with Builders FirstSource rising by 4.5% [7]

Core Points - KB Home (NYSE: KBH) will release its earnings for the third quarter ended August 31, 2025, after the market closes on September 24, 2025 [1] - A live webcast of the earnings conference call is scheduled for the same day at 2:00 p.m. Pacific Time, 5:00 p.m. Eastern Time [1] - Investors can access the call through the Investor Relations section of the KB Home website [1]

RENO, Nev., Sept. 10, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation’s leading builder of luxury homes, today announced that the first new home collections are now open for sale at its highly anticipated Quilici master-planned community in Reno, Nevada. The Quilici - Palovista Collection and Quilici - Treeside Collection offer luxury one- and two-story single-family homes with stunning architecture and exceptional personalization options, as well as future onsite amenities. Home shopper ...

Core Insights - Toll Brothers, Inc. has announced the groundbreaking of its new luxury home community, Saltgrass at Heron Bay, in Parkland, Florida, with sales expected to begin in spring 2026 [1][2] Company Overview - Toll Brothers is recognized as the nation's leading builder of luxury homes and operates in over 60 markets across 24 states, including Florida [5] - The company was founded in 1967 and became publicly traded in 1986, listed on the New York Stock Exchange under the symbol "TOL" [5] - Toll Brothers has received multiple accolades, including being named one of Fortune magazine's World's Most Admired Companies for over 10 years and receiving the Builder of the Year award from Builder magazine [6] Project Details - Saltgrass at Heron Bay will consist of 52 single-family homes, with sizes ranging from 2,635 to over 4,600 square feet, and prices starting from $1.6 million [2] - The community will feature luxurious homes, expansive home sites, and resort-style amenities, including clubhouses, fitness centers, and a swimming pool [3] - Residents will have access to public beach areas, dining, shopping, and highly rated schools in the Broward County Public Schools district [3]

Core Insights - Century Communities, Inc. is set to open Coyote Creek in Fort Lupton, Colorado, offering affordable single-family homes adjacent to an 18-hole golf course [1][3] - The Grand Opening celebration is scheduled for September 13, featuring a model home tour and prize giveaways [2][4] - The community will feature various floor plans, including two-story homes with up to 4 bedrooms and 2,095 square feet [6][7] 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 for three consecutive years [6][7] - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, and insurance brokerage [7] - The mission of Century Communities is to build high-quality homes at affordable prices, appealing to a diverse range of homebuyers [7]

Group 1 - Meritage Homes and Operation Homefront are providing two mortgage-free homes to military veterans and their families, with handover ceremonies scheduled for November in honor of Veterans Day [1][2] - Specialist Timothy Hunter and his family will receive a 2,300+ square-foot home in Angier, NC, while Aviation Apprentice David Green III and his family will receive a 2,000 square-foot home in Colorado Springs, CO [2][3] - The homes are part of Operation Homefront's Permanent Homes for Veterans program, which supports veterans in achieving homeownership and financial success [4] Group 2 - Meritage Homes is the fifth-largest public homebuilder in the U.S., focusing on energy-efficient and affordable homes across multiple states [6] - The company has delivered over 200,000 homes in its 40-year history and is recognized for its quality construction and customer experience [7] - Operation Homefront is a nonprofit organization dedicated to supporting military and veteran families, with 83% of its expenditures going directly to programs that assist these families [9]

Core Insights - James Hardie Building Products Inc. has renewed its exclusive partnership with Green Brick Partners, Inc. through 2028, ensuring that Hardiesiding and trim products will be the sole choice for new developments by Green Brick Partners [1][2][4] Company Overview - James Hardie is a subsidiary of James Hardie Industries plc and is recognized as the North American leader in fiber cement home siding and exterior design solutions [1][6] - Green Brick Partners is a prominent land development and homebuilding company operating in Texas, Georgia, and Florida, known for its strategic approach to homebuilding [2][8] Agreement Details - The new three-year agreement solidifies the collaboration between James Hardie and Green Brick Partners, emphasizing their shared commitment to quality and innovation in homebuilding [2][4] - This agreement ensures that all homes built by Green Brick will feature Hardiesiding and trim products, which are known for their durability and aesthetic appeal [4][3] Product Performance - Hardiesiding and trim products are recognized for their exceptional performance in various environmental conditions, being noncombustible and resistant to moisture and pests [3][5] - The products are engineered to withstand extreme weather while offering a wide range of colors and styles, reinforcing James Hardie's position as the 1 brand of siding in North America [3][6] Strategic Importance - The partnership highlights the importance of quality and innovation in the homebuilding industry, with both companies focusing on creating distinctive housing developments [4][2] - The collaboration is expected to enhance the overall quality of homes built by Green Brick Partners, aligning with their commitment to high-quality residential communities [3][4]