Lennar targets margin stability with operational efficiency and steady volume
Lennar is targeting 3% delivery growth in 2026, relying on operational improvements and a land-light strategy to manage margin pressures and support affordable supply.
Homebuilders
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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.
House committee is set to review Senate-approved housing bill
The ROAD to Housing Act was not included in the NDAA, but bipartisan support remains strong. The House will review the bill later this month.
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.
Inventory, affordability take center stage in House hearing
The hearing focused heavily on interpretations of Build America, Buy America (BABA) requirements and their impacts on affordable housing development.
California infill builder turns idle lots into housing in land-constrained coastal markets
City Ventures redevelops underused land in coastal California, adding new homes in markets with severe land constraints and housing shortages.
Are mortgage buydowns a lifeline or a risk for new homebuyers?
Large builders’ mortgage buydowns make new homes more accessible but may artificially inflate prices. There’s an open debate regarding the long-term impact for buyers.
New home price premium hits record low
Monthly payments for new and existing homes are nearly equal due to builder incentives and stagnating prices. New home buyers saw lower rates and down payments in Q3.
Root causes: housing shortage driven by policy, not big builder concentration
The real cause of the housing crisis is restrictive land use and slow approvals, not builder hoarding, with local solutions needed.
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.