TOL posts mixed Q4 results as earnings slip, revenues rise and soft demand, high rates and a portfolio sale weigh on sentiment.
Toll Brothers, Inc. ( TOL ) Q4 2025 Earnings Call December 9, 2025 8:30 AM EST Company Participants Douglas Yearley - Chairman & CEO Gregg Ziegler - Executive VP & CFO Martin Connor - Senior Advisor Conference Call Participants Stephen Kim - Evercore ISI Institutional Equities, Research Division John Lovallo - UBS Investment Bank, Research Division Stephen Mea - RBC Capital Markets, Research Division Trevor Allinson - Wolfe Research, LLC Richard Reid - Wells Fargo Securities, LLC, Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division Alan Ratner - Zelman & Associates LLC Victoria Piskarev - BofA Securities, Research Division Presentation Operator Good morning, and welcome to the Toll Brothers Fourth Quarter Fiscal Year 2025 Conference Call. [Operator Instructions] The company is planning to end the call at 9:30 when the market opens.
Homebuilding stock Toll Brothers Inc (NYSE:TOL) was last seen down 1.6% at $134.00, after mixed fiscal fourth-quarter results.
Diane King Hall talks about Toll Brothers' (TOL) cautious outlook for 2026 adding pressure to its mixed earnings. She offers her take on what it means for the homebuilder space.
Yesterday we were watching whether Toll Brothers could deliver another earnings beat amid a challenging housing market.
Toll Brothers (TOL) remains a hold as housing market weakness persists and Q4 results reflect muted demand and margin compression. TOL's backlog and new orders continue to decline, with 2026 guidance implying lower deliveries and EPS likely at the low end of $13–$13.75. Gross margins face ongoing pressure from weak pricing power and rising material costs, with margin recovery unlikely before 2027.
Although the revenue and EPS for Toll Brothers (TOL) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Toll Brothers (TOL) came out with quarterly earnings of $4.58 per share, missing the Zacks Consensus Estimate of $4.87 per share. This compares to earnings of $4.63 per share a year ago.
The Fort Washington, Pa., home builder logged higher revenue in the fourth quarter, but gave a cautious outlook on house deliveries in the new fiscal year as industry demand remains soft.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Toll Brothers, Inc. (NYSE: TOL) will release earnings results for the fourth quarter after the closing bell on Monday, Dec. 8.
TOL faces a soft housing backdrop in Q4, but pricing strength and luxury demand may help offset volume pressure as margins and backlog remain key watchpoints.