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%.
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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 […]
Green Brick seizes a margin edge as a land and product outlier
Green Brick Partners posted a 29.8% Q2 gross margin, up 900 basis points, as the Trophy Signature Homes brand keeps growing.
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 […]
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%.
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. […]
The Holiday acquisition is about Daiwa House’s next decade
The long game Was never about one Acquisition Viewed through a sharply narrowed lens of a single transaction, Holiday Builders adds another respected, cycle-tested, deeply regionally invested homebuilder to Stanley Martin Homes‘ growing portfolio. However, through the panoramic landscape lens of Daiwa House‘s long-term strategy, however, the acquisition takes on a considerably more significant mission […]
Cody Pearce returns to YES Communities as president
YES Communities appointed manufactured housing industry veteran Cody Pearce as president to oversee daily operations.