For Toll Brothers, disciplined execution beats market uncertainty

Today’s headwinds new-home market rewards homebuilding teams that do the hardest things the best. In that light, a glib explanation for Toll Brothers’ Q1 2026 performance would be to point to geography and demographics: a luxury buyer profile, higher incomes and lower sensitivity to mortgage rates. The harder – and more reality-grounded – explanation is […]

Sumitomo Forestry buys Tri Pointe, resetting the arc of homebuilder scale

Sumitomo Forestry buys Tri Pointe, resetting the arc of homebuilder scale
Within a couple of weeks of exactly this time two years ago, the lead-in to a blockbuster $4.9 billion M&A deal involving a Japan-based acquirer of a national public homebuilding enterprise practically wrote itself: “A top-five-ranked U.S. homebuilding company doesn’t happen overnight…. Except when it does.” That same lead applies to 2026’s supercharged kickoff in […]