President Donald Trump and Federal Housing Finance Agency Director Bill Pulte are fueling a deeper selloff in already struggling homebuilder stocks https://t.co/aal8jVrENW ...

Core Viewpoint - Toll Brothers is expected to demonstrate strength in the homebuilder sector with its upcoming third-quarter financial results, showing potential growth in revenue and earnings per share compared to the previous year [1][2]. Earnings Estimates - Analysts predict Toll Brothers will report third-quarter revenue of $2.85 billion, an increase from $2.73 billion in the same quarter last year [1]. - Expected earnings per share for the third quarter are $3.60, consistent with the earnings per share reported in the third quarter of the previous year [2]. Recent Performance - The company has consistently outperformed analyst estimates, beating expectations in nine of the last ten quarters overall [2]. - In the second quarter, Toll Brothers exceeded analyst estimates for earnings per share [2]. Market Context - The housing sector remains a focal point for investors, with new home sales declining recently [3]. - Anticipation of rate cuts later this year and pent-up demand for home purchases is expected to influence the market positively in the second half of the year or into 2026 [3]. Influential Investors - Warren Buffett's Berkshire Hathaway has made new investments in the homebuilder sector, which may positively impact the entire industry, even though Buffett did not directly invest in Toll Brothers [4][5]. - Berkshire Hathaway increased its stake in Lennar Corporation Class B shares by 19%, indicating confidence in the homebuilder sector [4]. Key Metrics to Watch - Investors and analysts will focus on key metrics such as home sales revenue, delivered homes, net signed contract value, and contracted homes in Toll Brothers' upcoming report [5]. Backlog Information - Toll Brothers reported a backlog value of $6.84 billion at the end of the second quarter, with 6,063 homes in backlog, reflecting a year-over-year decrease of 7% in value and 15% in the number of homes [6]. Stock Performance - Toll Brothers stock has increased by 0.8% to $131.59, with a year-to-date increase of 4.6% in 2025, and has a 52-week trading range of $86.67 to $169.52 [6].