Group 1 - 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 [4] - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, insurance brokerage, and escrow through its subsidiaries [4] - The upcoming McCormick Trails development in Port Orchard, WA, features single- and two-story homes with modern amenities, including smart home technology and gourmet kitchens [6] Group 2 - A Grand Opening event for McCormick Trails is scheduled for August 16 and 17, featuring model tours and special offers [2] - The homes in McCormick Trails are priced from the $600s and offer various floor plans with 3 to 5 bedrooms and up to 2,949 square feet [3][6] - The development is strategically located near downtown Seattle, enhancing its appeal to potential homebuyers [6]

Core Viewpoint - The upcoming earnings report for Toll Brothers is anticipated to show a slight decline in earnings per share while revenues are expected to increase year over year [1]. Financial Performance - Quarterly earnings are projected at $3.59 per share, reflecting a decrease of 0.3% compared to the previous year [1]. - Revenue estimates stand at $2.85 billion, indicating a year-over-year growth of 4.6% [1]. Analyst Estimates - Analysts predict 'Revenues- Home Sales' to reach $2.84 billion, a year-over-year increase of 4.4% [4]. - 'Revenues- Land Sales' are expected to be $16.34 million, showing a significant increase of 370.6% from the prior-year quarter [4]. - The estimated 'Closed/Delivered - Units' is 2,919, up from 2,814 in the same quarter last year [4]. Backlog and Pricing Metrics - 'Backlog - Units' is estimated at 5,795, down from 6,769 year-over-year [5]. - The 'Average delivered price (Total Average Price Per Unit)' is forecasted to be $973.32, compared to $968.20 in the same quarter last year [5]. - 'Net contracts - Units' are expected to be 2,651, an increase from 2,490 year-over-year [5]. Community and Backlog Insights - The 'Number of Selling Communities' is projected at 430, up from 404 in the same quarter last year [6]. - The 'Average Backlog Price' is expected to reach $1,125.97, compared to $1,044.00 in the previous year [6]. - 'Backlog - Value' is anticipated to be $6.44 billion, down from $7.07 billion year-over-year [7]. Gross Margin and Market Performance - The consensus estimate for 'Gross Margin- Home Sales' is $734.13 million, compared to $747.31 million in the same quarter last year [7]. - Over the past month, Toll Brothers shares have increased by 14.2%, outperforming the Zacks S&P 500 composite's 3.5% change [7].

Group 1 - Market participants are anticipating interest rate cuts, with expectations rising from zero cuts to 2-3 cuts for 2025, including a potential 50 basis-point cut [1] - Mortgage lenders like Rocket Companies (RKT) have seen a +7.4% increase, while homebuilders Pulte Home (PHM) and Lennar (LEN) are up +5%, indicating strong interest in the new interest rate environment [2] - The Russell 2000 index has increased by +4.3% over the past two sessions, benefiting small banks and insurance companies from lower interest rates [2] Group 2 - Cisco Systems (CSCO) reported fiscal Q4 earnings of 99 cents per share, exceeding the Zacks consensus by 2 cents and showing a +7.6% year-over-year revenue increase to $14.67 billion [3][4] - Cisco's guidance for the current quarter is slightly raised, with the high-end of the Q1 earnings range remaining flat at 99 cents per share, and shares are up +18.7% year to date [4] Group 3 - Upcoming economic indicators include Weekly Jobless Claims expected to remain below 230K and Continuing Claims anticipated to stay under 2 million [5] - The Producer Price Index (PPI) is projected to rise to +0.2% on the headline and +0.3% on the core, which are manageable increases for the market [6]

Group 1 - Century Communities, Inc. has declared a quarterly cash dividend of $0.29 per share, payable on September 10, 2025, to stockholders of record as of August 27, 2025 [1] - The company is recognized as one of the largest homebuilders in the U.S. and has been named one of America's Most Trustworthy Companies for three consecutive years [2] - Century Communities operates in 16 states and over 45 markets across the U.S., offering a range of services including mortgage, title, insurance brokerage, and escrow services [2] Group 2 - The company's mission is to build attractive, high-quality homes at affordable prices, aiming to provide customers with "A HOME FOR EVERY DREAM®" [2] - Century Communities has been designated as one of U.S. News & World Report's Best Companies to Work For for the years 2025-2026 [2] - The company engages in all aspects of homebuilding, including land acquisition, entitlement, development, construction, marketing, and sales [2]

Core Insights - Toll Brothers, Inc. is launching a new luxury home community named Toll Brothers at Briggs Ranch in San Antonio, Texas, with sales expected to begin in fall 2025 [1][2] Group 1: Community Details - The new community will feature modern single-family homes on 50-foot-wide lots, with floor plans ranging from 1,913 to 3,116 square feet [2][4] - Home designs will include options for 3 to 5 bedrooms and 2 to 4.5 baths, with pricing anticipated to start from the mid-$400,000s [2][4] - The community will offer various amenities such as parks, walking trails, and an amenity center, providing a tranquil living environment [4] Group 2: 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 [6][8] - The company operates in over 60 markets across 24 states and offers a range of services including architectural, engineering, and mortgage operations [7] - Toll Brothers has received multiple accolades, including being named one of Fortune magazine's World's Most Admired Companies for over 10 years [8]

Core Insights - Toll Brothers, Inc. announces the final opportunity to purchase homes in the Parklynn Hills community, with only three homes remaining for sale [1][2] Group 1: Company Overview - Toll Brothers, Inc. is the nation's leading builder of luxury homes, founded in 1967 and publicly traded since 1986 [7] - The company operates in over 60 markets across 24 states and the District of Columbia, offering a variety of home designs for different buyer segments [7] - Toll Brothers has received multiple accolades, including being named one of Fortune magazine's World's Most Admired Companies for over 10 years [8] Group 2: Community Features - Parklynn Hills is located between Simpsonville and Fountain Inn, designed for luxury living with one- and two-story home options [2] - Homes in the community are priced from the upper $500,000s and include features such as 4 to 5 bedrooms and 3.5 to 4.5 baths [2] - The community offers easy access to top-rated schools and recreational amenities, enhancing its appeal to potential buyers [4] Group 3: Sales Information - Quick move-in homes are available for delivery as early as fall, with one move-in ready home currently available [2] - Interested home shoppers can visit the offsite Sales Center in Simpsonville for more information [5]

YONKERS, N.Y., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation’s leading builder of luxury homes, today announced its newest townhome community, Enclave at Sprain Brook, is now open for sale in Yonkers, New York. Situated just 17 miles from Manhattan, this intimate community of only 28 homes offers a suburban lifestyle with easy access to New York City. Located off Sprain Brook Parkway and minutes from the Yonkers Metro–North Railroad Station, Enclave at Sprain Brook features tw ...

Business Outlook - Persimmon is on track to sell more homes this year [1] - Persimmon expects to sell more homes in 2026 [1] Market Trend - Optimism is building around a UK housing rebound [1]

Company Performance - NVR, Inc. reported its second quarter results on July 23, showing flat revenues and a 17% year-over-year decrease in net income [1] Stock Market Reaction - Despite the decline in net income, NVR's stock has been trading sideways, indicating a lack of significant market reaction to the earnings report [1]

Core Viewpoint - United Homes Group, Inc. (UHG) reported a decline in revenues and net income for the second quarter of 2025, while experiencing a significant increase in share price over the past month, indicating mixed performance amidst challenging market conditions. Financial Performance Summary - UHG's revenues for Q2 2025 were $105.5 million, a decrease of 3.6% from $109.4 million in Q2 2024, with home closings down 10.1% to 303 units from 337 units [2] - The average sales price increased by 2.3% to $349,000 from $341,000, partially offsetting the decline in volume [2] - Gross margin improved by 100 basis points year over year to 18.9% from 17.9%, driven by cost efficiencies and higher-margin redesigned floor plans [2] - Adjusted gross margin rose to 21.3% from 20.9% in the same period [2] Net Income and Adjusted EBITDA - UHG incurred a net loss of $6.3 million, or $0.11 per share, compared to a net income of $28.6 million, or $0.50 per share, in the previous year, primarily due to a $6.2 million non-cash fair value adjustment [3] - Adjusted EBITDA was $7.2 million, down 5.5% from $7.7 million year-over-year, with an adjusted EBITDA margin of 6.9% [3] Key Business Metrics - Net new orders fell 5.9% year over year to 304 homes from 323, with most markets declining except for Upstate and Rosewood, which saw increases of 26% and 78%, respectively [4] - Backlog as of June 30, 2025, was 202 homes valued at approximately $74.9 million, down from 248 homes valued at approximately $85.7 million a year earlier [4] Liquidity Position - Available liquidity as of June 30, 2025, totaled $95.2 million, including $36.5 million in cash and $58.7 million in unused credit capacity [5] Management Commentary - CEO Jack Micenko noted the positive impact of the refreshed product initiative on sales and profitability, with gross margins trending about 300 basis points above legacy designs [6] - CFO Keith Feldman highlighted a 270-basis-point sequential improvement in gross margin due to product mix and cost-saving measures [6] Influencing Factors - Revenue decline was attributed to lower unit volumes and high mortgage rates affecting affordability, despite an increase in average sales price and gross margin expansion [7] - Operating expenses remained elevated as a percentage of revenue due to reduced top-line performance, even though they were slightly lower in dollar terms year over year [7] Guidance - Management expressed confidence in further margin gains in 2025 compared to 2024, citing ongoing product enhancements and disciplined land acquisition strategies [8] Strategic Developments - On May 19, 2025, UHG's board initiated a strategic review process to explore options including a potential sale of the company or asset sales to maximize shareholder value, with no definitive outcome or timeline disclosed [10]