PennyMac reports Q4 profit of $107M as origination growth offsets MSR runoff
PennyMac’s Q4 2025 net income reached $106.8M as higher mortgage production offset servicing income declines from prepayments.
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Why M/I Homes is spec-heavy ahead of the spring selling season
M/I Homes relies on spec homes for Q4 sales pace, but gross margin slid 650 basis points amid affordability headwinds.
Onity Group raises $200M in debt, reports strong estimated Q4 earnings
Onity Group raised $200 million in debt, surpassing its $150 million target, and estimates Q4 net income of $107 million to $131 million.
KB Home bets on built-to-order strategy amid a spec-heavy market
KB Home’s focus on built-to-order homes seeks higher margins but may reduce sales volume as market conditions remain volatile.
Toll Brothers leans on luxury to navigate homebuilding’s headwinds
Toll Brothers’ focus on affluent buyers and luxury homes supports healthy margins and steady growth, even as broader housing demand remains weak.
Hovnanian seeks course correction as stock craters, earnings fall
Hovnanian Enterprises’ stock fell 22.51% on Thursday after the company reported a Q4 net loss and declining margins, prompting a shift away from entry-level buyers and an increased emphasis on the active adult segement. Executives expect improved performance in 2026.
Beazer Homes shifts to move-up buyers, bets on energy efficiency
Facing lower margins, Beazer Homes is betting on move-up buyers, more favorable pricing with contractors, and zero-energy-ready homes to improve profitability over the next year.
Fathom Holdings reports 38% revenue growth, ancillary service expansion
Revenue rose 38% year-over-year to $115.3 million, while agent count climbed 24% and transactions increased 23%.
Figure’s marketplace accelerates with $2.5B in Q3 volume
Figure Technology Solutions reached $2.5 billion in consumer loan marketplace volume in the third quarter of 2025, a 70% year-over-year increase.
Opendoor hits reset: The iBuyer goes full founder mode with new CEO
Opendoor CEO Kaz Nejatian aims to transform the company with faster home buying and AI as he takes the helm