Core Insights - Howard Hughes Holdings (HHH) reported a revenue of $624.45 million for the quarter ended December 2025, reflecting a year-over-year decline of 36.5% and an EPS of $0.10 compared to $3.25 a year ago, indicating significant financial challenges [1] - The reported revenue exceeded the Zacks Consensus Estimate of $613.03 million by 1.86%, while the EPS fell short of the consensus estimate of $0.31 by 67.74% [1] Revenue Performance - Master Planned Community land sales generated $117.44 million, surpassing the two-analyst average estimate of $90.89 million, with a year-over-year increase of 73.3% [4] - Condominium rights and unit sales amounted to $369.48 million, slightly below the two-analyst average estimate of $388.63 million [4] - Strategic Developments Segment reported revenues of $371.34 million, which was below the two-analyst average estimate of $388.63 million, showing a year-over-year decline of 52.5% [4] - Operating Assets Segment generated $117.94 million, exceeding the average estimate of $114.23 million, with a year-over-year increase of 4.8% [4] - Master Planned Communities Segment achieved revenues of $135.13 million, surpassing the two-analyst average estimate of $110.17 million, reflecting a year-over-year increase of 51.4% [4] Segment Performance - Segment EBT for Master Planned Communities was reported at $105.42 million, exceeding the two-analyst average estimate of $82.54 million, indicating strong profitability in this segment [4] Stock Performance - Shares of Howard Hughes Holdings have returned +0.3% over the past month, contrasting with the Zacks S&P 500 composite's -0.8% change, suggesting relative stability in the stock's performance [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]