In its upcoming report, Tri Pointe Homes (TPH) is predicted by Wall Street analysts to post quarterly earnings of $0.66 per share, reflecting a decline of 47.2% compared to the same period last year. Revenues are forecasted to be $790.57 million, representing a year-over-year decrease of 30.2%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ah ...

Core Viewpoint - Analysts forecast a significant decline in KB Home's quarterly earnings and revenues, indicating potential challenges for the company in the upcoming earnings release [1]. Group 1: Earnings and Revenue Estimates - KB Home is expected to report earnings of $1.45 per share, reflecting a year-over-year decline of 32.6% [1]. - Anticipated revenues are projected at $1.5 billion, which represents a decline of 12.6% compared to the same quarter last year [1]. - The estimate for 'Total Revenues- Homebuilding' is $1.49 billion, indicating a year-over-year change of -12.6% [4]. - 'Total Revenues- Financial services' is expected to be $6.65 million, suggesting a year-over-year decline of 19.9% [5]. Group 2: Key Metrics and Performance Indicators - Analysts predict 'Backlog - Units' to reach 5,089, down from 6,270 a year ago [5]. - The 'Average selling price' is estimated at $487.12 million, slightly up from $483 million in the same quarter last year [6]. - 'Net orders - Units' are forecasted to be 3,723, compared to 3,997 in the previous year [6]. - 'Unit deliveries - Total Homes' are projected at 3,070, down from 3,523 in the same quarter last year [6]. Group 3: Income and Financial Metrics - 'Operating Income- Homebuilding' is expected to be $124.01 million, down from $188.18 million in the same quarter last year [8]. - 'Homebuilding pretax income' is estimated at $130.44 million, compared to $207.86 million a year ago [8]. - The consensus estimate for 'Financial services pretax income' stands at $10.19 million, down from $13.26 million in the same quarter last year [7]. Group 4: Market Performance - KB Home shares have decreased by 3.7% over the past month, contrasting with a 1.4% increase in the Zacks S&P 500 composite [8]. - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [8].

Core Viewpoint - NVR, Inc. reported first-quarter 2025 results with earnings and Homebuilding revenues missing the Zacks Consensus Estimate, indicating challenges in the housing market despite some year-over-year revenue growth [1][3]. Homebuilding Segment - Homebuilding revenues increased by 3% year over year to $2.35 billion, but missed the consensus estimate of $2.38 billion [3][4]. - Settlements rose by 1% year over year to 5,133 units, falling short of the expected 10.2% increase [4]. - The average selling price (ASP) for settlements increased by 2% year over year to $457,900, slightly above the estimate of $454,400 [4]. - New orders decreased by 12% year over year to 5,345 units, with the ASP for new orders declining by 1% to $448,500 [5]. - The backlog decreased by 9% year over year to 10,165 homes, with a dollar value decline of 7% to $4.84 billion [6]. Financial Performance - Earnings per share (EPS) were reported at $94.83, missing the consensus estimate of $107.87 by 12.1% and down 18.5% from the prior year's $116.41 [3]. - Consolidated revenues, including Homebuilding and Mortgage Banking fees, amounted to $2.40 billion, reflecting a 3% year-over-year increase [3]. - The gross margin contracted by 260 basis points year over year to 21.9%, below the estimated 22% [5]. Mortgage Banking Operations - Mortgage banking fees increased by 11.2% year over year to $52.6 million, with closed loan production totaling $1.43 billion, up 4% year over year [7]. - The capture rate remained flat year over year at 86% [7]. Cash Position - As of March 31, 2025, NVR had cash and cash equivalents of $2.18 billion for Homebuilding and $34.2 million for Mortgage Banking, down from $2.56 billion and $49.6 million at the end of 2024 [8]. Share Repurchase - During 2024, NVR repurchased 77,120 shares for $583.4 million, with 2,944,615 shares outstanding at the end of the first quarter of 2025 [9].

Core Viewpoint - NVR, Inc. is expected to report lower earnings in Q1 2025 despite an increase in homebuilding revenues year-over-year, driven by adjustments to high mortgage rates and a strong business model [1][4]. Financial Performance - In the last reported quarter, NVR's earnings and homebuilding revenues exceeded the Zacks Consensus Estimate by 10.7% and 3.3%, respectively, with year-over-year increases of 15% in earnings and 16% in homebuilding revenues [1]. - The consensus estimate for Q1 2025's EPS has decreased to $107.87 from $108.23, indicating a 7.3% decline from the year-ago EPS of $116.41 [2]. - Revenue for the upcoming quarter is projected at $2.37 billion, reflecting a 3.9% increase from the previous year's $2.29 billion [3]. Revenue and Orders - Homebuilding revenues, which accounted for 97.8% of total revenues in 2024, are expected to grow 4.8% year-over-year to $2.4 billion in Q1 2025 [5]. - The average selling price of settlements is anticipated to improve by 1.2% year-over-year to $454,400, with total settlements expected to rise 3.6% to 5,271 units [5]. - Total new orders are projected to increase by 8.7% year-over-year to 6,577 units, with a backlog of 11,259 units valued at $5.42 billion, up from $5.22 billion a year ago [7]. Cost and Margin Outlook - The company's bottom line is expected to decrease year-over-year due to rising building materials and labor costs, with homebuilding gross margin projected at 22%, down 250 basis points from the previous year [6]. Earnings Prediction Model - The Zacks model does not predict an earnings beat for NVR in the upcoming quarter, as the company lacks a positive Earnings ESP and a favorable Zacks Rank [8]. - NVR's Earnings ESP stands at -1.62%, and it currently holds a Zacks Rank of 4 (Sell) [9].