Pulte banks on build-to-order pivot as margins find a floor
Pulte’s earnings show BTO share climbing to 45% in Q2 as cycle times hit 100 days, and gross margins improving to 25%.
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D.R. Horton bets operating rigor will outperform uncertain demand
Few homebuilding enterprises look so voraciously at other homebuilding operators’ share of new-home sales in any given arena as present and future opportunity as does D.R. Horton. When those Horton flags flap in the dry summer wind, you can almost hear them as lips smacking in anticipation of a good meal later in the day. […]
KB Home Q2 2026 earnings point to scale vs execution debate
Homebuilding’s mid-year public company earnings season is now looking through the prism of the back half of 2026. Each of the sector’s players had better have put themselves in a good position for some heavy lifting and outperformance, rather than lugging around a forgettable first half. In that light, it’s welcome news that one of […]
Lennar Q2 2026 results test the land-light model
While the world gets swept up in the euphoria of SpaceX’s IPO, some of the rest of us remain anchored to a more down-to-earth – but no less fascinating – domain, where gravity’s still a thing. In this realm, grounded as it is with a you-pick-it array of supply and demand challenges, Lennar just delivered […]
Toll Brothers lifts 2026 delivery outlook as luxury demand holds
The late, legendary Bob Toll once laid bare the fact that he was personally incapable of installing a curtain rod in a living room, let alone knowing the first thing about building a home from the ground up. What Bob did intuit was that the second-floor walls of a typical 1960s two-story home could be […]
Policy uncertainty takes center stage as AMH reports revenue gains
AMH reported record spring leasing activity, 2.8% year-over-year revenue growth, and 95.1% occupied days in Q1 2026. Executives said Section 901 has paused BTR capital, prompting fewer starts and lowering 2026 deliveries guidance.
Realtor.com operator sees revenue rise 10% in News Corp’s Q3 earnings
News Corp revenue rose 9% to $2.19B and net income rose 13% to $121M, while Move revenue increased 10% to $148M.
Rocket beats earnings guidance with strongest quarterly profit in four years
Rocket Companies reported its most profitable quarter in four years as artificial intelligence initiatives, a larger servicing portfolio and recent acquisitions helped the Detroit-based firm grow market share despite a choppy mortgage backdrop.
Millrose Properties one-year report card, Q1 2026 earnings
A year ago, when Lennar completed the spin-off of Millrose Properties into a standalone, publicly traded REIT, the sheer size, root motivation and the complex nature of the pivot ushered in an era of land-banking unlike any before. Global capital asset managers followed suit. Land-banking and asset-light or land-light business and balance sheet management began […]
Compass posts strong Q1 following Anywhere acquisition
Results reflect Compass’ first full quarter as a combined company following its acquisition of Anywhere in January.