Up to now, homebuilding rankings have mostly answered two questions: who is bigger? And who is the biggest? They remain important questions. Scale matters in U.S. homebuilding. It affects land access, purchasing leverage, trade depth, capital relationships, brand reach, technology investment and resilience when demand turns uneven. In a market shaped by affordability pressures, higher-for-longer […]
New CEO Steve Schlageter says Thomas James Homes will keep prioritizing premium single-lot infill where demand is steady and supply is limited. TJH is strengthening operations in current markets and expects growth to accelerate in 2027 to 2029.
The story of American homebuilding is mostly one of bootstrapped businesses. They mostly get forged in hard circumstances, with a single, almost instantaneous reckoning that there are no shortcuts to success … or even to being around in five years, fighting to achieve it. It requires leaders willing to take risks across land, capital, construction, […]
KB Home Executive Vice President and Chief Financial Officer Robert R. “Rob” Dillard will step down from his role effective May 8, 2026, the Los Angeles-based homebuilder disclosed in a Form 8-K filed with the Securities and Exchange Commission on April 29. Dillard’s departure is “not related to any disagreement with KB Home or its […]
A tale of two Spring Selling housing markets set the scene for LGI Homes’ Q1 2026 earnings release this week. Structurally, it’s not a market short on demand. Behaviorally and psychologically, though, it’s got homebuilders struggling to convert it. Team LGI’s performance – and every other public homebuilder in the current earnings cycle, for that […]
The Changing Landscape “This is not a forecast. A forecast is a prediction, the validity of which my ego and I are professionally responsible for. What I offer here is speculation – something that is likely enough to write about but not so likely that my ego hangs in the balance.” – George Friedman “When […]