Toll Brothers luxury moat meets a tougher market test
Cash buyers were 25% of deliveries, and the average loan-to-value was 69% in fiscal Q3
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KB Home’s CEO says scale matters most at the local level
President and CEO Rob McGibney set a goal to be a top-3 builder in each market while keeping Built to Order central to operations
Southern Land hires Highland Homes vet to lead homebuilding
Marchbanks will lead homebuilding operations and help scale master-planned communities in Tennessee, Texas and Colorado
Dream Finders Beazer acquisition sets new industry scale bar
Dream Finders Homes’ agreement to acquire Beazer Homes for $33.50 per share brings an end to homebuilding’s most dramatic takeover contest of 2026. What the deal says about what comes next may be even more compelling. The $2.2 billion enterprise-value deal will make Dream Finders the sixth-largest U.S. homebuilder by 2025 revenue. It also caps […]
M/I Homes doubles down on specs as other builders pull back
M/I Homes kept spec homes at 78% of Q2 sales, driving 2,387 closings, up 15%, as gross margin slipped to 22.0%.
Why Builders FirstSource bought ICG; and why Pulte sold it
The Innovative Construction Group (ICG) deal frees up capital and eliminates the risk of factory ownership for PulteGroup, while Builders FirstSource will add off-site capacity and installation scale in the Southeast
Dream Finders adds Rick Beckwitt as Beazer bid heats up
Dream Finders Homes’ 2026 quest to acquire Beazer Homes has focused mostly on the target’s financial and operational underperformance. Dream Finders has publicly argued that Beazer shareholders deserve the certainty of a cash exit and that a new owner can produce better results from the company’s assets and operating platform. While pursuing Beazer, Dream Finders […]
Meritage Q2 2026 earnings telegraph move-up buyer pivot
For much of the past decade, Meritage Homes has stood as one of public homebuilding’s clearest business use cases that thoughtfully designed, efficiently built entry-level homes could unlock homeownership for thousands of households who otherwise might have remained renters. The company’s strategy wasn’t simply to build smaller homes. It reshaped its land acquisition, product design, […]
NVR is land light by design, Q2 2026 reveals the strategy has limits
If you do not build it, they cannot come. If you cannot permit it, you cannot build it, and they cannot come. NVR Q2 2026 results offer a sharp counterpoint to the strategic shifts now underway across public homebuilding. Lennar has boldly reset its enterprise around a more asset-light on-demand land investment structure. D.R. Horton […]
Century Communities leans on operations as strategy in Q2 2026
“A rose is a rose is a rose,” according to a 1913 poem Gertrude Stein wrote, called Sacred Emily. In our more earthbound sphere of residential development, investment and construction, a tacit belief is common, but misleading. Peal back a layer or two, and it is clear. A homebuilder is not a homebuilder is not […]