D.R. Horton, Inc. (DHI)
D.R. Horton: Attractive Entry Point Ahead Of The Housing Market Turnaround
D.R. Horton is well positioned for strong revenue recovery as rate cuts boost affordability and demand and the company has increased community count meaningfully to benefit from any upside. Lower incentives, cost savings, and operating leverage should drive margin improvement in FY26 and beyond. Valuation is attractive.
D.R. Horton Stock Tumbles on Q4 Earnings Miss, Revenues Down Y/Y
D.R. Horton, Inc. DHI reported mixed fourth-quarter fiscal 2025 (ended Sept. 30, 2025) results, with earnings missing Zacks Consensus Estimate, while the total revenues beat the same.
D.R. Horton, Inc. (DHI) Q4 2025 Earnings Call Transcript
D.R. Horton, Inc. (NYSE:DHI ) Q4 2025 Earnings Call October 28, 2025 8:30 AM EDT Company Participants Jessica Hansen - Vice President of Investor Relations Paul Romanowski - President, CEO & Director Michael Murray - Executive VP & COO Bill Wheat - Executive VP & CFO Conference Call Participants John Lovallo - UBS Investment Bank, Research Division Stephen Kim - Evercore ISI Institutional Equities, Research Division Richard Reid - Wells Fargo Securities, LLC, Research Division Alan Ratner - Zelman & Associates LLC Matthew Bouley - Barclays Bank PLC, Research Division Rafe Jadrosich - BofA Securities, Research Division Trevor Allinson - Wolfe Research, LLC Anthony Pettinari - Citigroup Inc., Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division Kenneth Zener - Seaport Research Partners Charles Perron-Piché - Goldman Sachs Group, Inc., Research Division Michael Dahl - RBC Capital Markets, Research Division Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division James McCanless - Wedbush Securities Inc., Research Division Alexander Rygiel - Texas Capital Securities, Research Division Presentation Operator Good morning, and welcome to the Fourth Quarter 2025 Earnings Conference Call for D.R. Horton, America's Builder.
Are Construction Stocks Lagging D.R. Horton (DHI) This Year?
Here is how D.R. Horton (DHI) and Alfa Laval AB Unsponsored ADR (ALFVY) have performed compared to their sector so far this year.
Compared to Estimates, D.R. Horton (DHI) Q4 Earnings: A Look at Key Metrics
The headline numbers for D.R. Horton (DHI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
D.R. Horton (DHI) Q4 Earnings Miss Estimates
D.R. Horton (DHI) came out with quarterly earnings of $3.04 per share, missing the Zacks Consensus Estimate of $3.29 per share. This compares to earnings of $3.92 per share a year ago.
D.R. Horton Profit Falls as Housing Market Remains Stagnant
D.R. Horton recorded a lower fourth-quarter profit as affordability concerns continued to put off home buyers.
Here's What Investors Must Know Ahead of D.R. Horton's Q4 Earnings
DHI gears up to report fourth-quarter results as affordability hurdles, mortgage rates and margin pressure weigh on expectations.
D.R. Horton: Despite Real Challenges, Upside Remains
D.R. Horton remains a soft "Buy" despite recent fundamental deterioration and a pricier valuation relative to peers. DHI's market leadership, diversified price points, and strong capital returns through dividends and aggressive buybacks support its investment case. Recent results show declining revenue, profits, and backlog due to high interest rates and weak housing demand, but cash flow remains solid.
Home Builder Stocks Fall. Lumber Tariffs Are Back in the Picture.
Builders are sensitive to lumber pricing. But they are likely to weather the new tariffs, one analyst says.
Is Builder Confidence Set to Rebound on Looming Fed Rate Cuts?
Builder confidence stayed flat in September, but falling mortgage rates may spark a housing market rebound, with stocks like DHI, TOL, HD, LOW and MAS already gaining ground.
With Rate Cuts Ahead, Buffett-Backed Builders Look Like a Buy
Between elevated rates and historically high home prices, the housing market has deterred buyers, many of whom are uncomfortable assuming a 30-year fixed-rate mortgage above 6%, according to the National Association of Realtors (NAR).
