Why NVR Is A Buy After Earnings
NVR reported a 20% net income decline and a 2% revenue drop in 2025, reflecting industry headwinds but maintaining best-in-class execution. The company's asset-light, option-based land strategy and fortress balance sheet position it for outperformance as housing demand recovers. Geographic expansion in the Southeast targets affordability and demographic tailwinds, while share buybacks continue to drive EPS resilience.
NVR's Q4 Earnings & Homebuilding Revenues Top Estimates, Both Down Y/Y
NVR beats Q4 estimates, but falling settlements and backlog raise questions about housing demand durability.
NVR (NVR) Q4 Earnings and Revenues Beat Estimates
NVR (NVR) came out with quarterly earnings of $121.54 per share, beating the Zacks Consensus Estimate of $104.96 per share. This compares to earnings of $139.93 per share a year ago.
NVR: There Are Better Homes For Your Money (Downgrade)
NVR, Inc. is downgraded to 'hold' due to relative valuation concerns and expected sector headwinds. Recent financials show declining revenue, profitability, and backlog, with cancellation rates rising to 17.1% in 2025. NVR trades at premium valuation multiples versus peers, despite a strong $1.11 billion net cash position.
NVR Is Set to Report Q4 Earnings: What's in Store for the Stock?
NVR's fourth-quarter 2025 performance is likely to have reflected weak demand, affordability pressures and high mortgage rates.
NVR (NVR) Upgraded to Buy: Here's Why
NVR (NVR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
LEN vs. NVR: Which Stock Should Value Investors Buy Now?
Investors interested in Building Products - Home Builders stocks are likely familiar with Lennar (LEN) and NVR (NVR). But which of these two stocks offers value investors a better bang for their buck right now?
Why Is NVR (NVR) Down 6.7% Since Last Earnings Report?
NVR (NVR) reported earnings 30 days ago. What's next for the stock?
NVR Q3 Earnings & Homebuilding Revenues Top, New Orders Down Y/Y
NVR tops Q3 earnings and Homebuilding revenue estimates despite softer housing demand and declining new orders.
Why Is NVR (NVR) Up 2.1% Since Last Earnings Report?
NVR (NVR) reported earnings 30 days ago. What's next for the stock?
NVR: Margins Are Normalizing As Expected
Despite the margin normalization, the housing market undersupply supports NVR's investment thesis. Analyst consensus estimates have been revised downwards, now aligning with my expectations that above 20% operating margins were not sustainable. NVR is not gaining market share, a factor that I will be monitoring going forward.
NVR's Q2 Earnings & Homebuilding Revenues Top, New Orders Down Y/Y
NVR tops Q2 estimates on higher ASPs, but new orders fell 11% as affordability issues and cancellations rise.
