| DHI |
Report |
Diluted EPS |
BEAT |
pred ~$3.12 vs. cons $3.04 |
MEDIUM |
| DHI |
Report |
Home-sales gross margin |
IN-LINE |
pred ~19.9% vs. cons 19.9% |
MEDIUM |
| DHI |
Report |
Net sales orders |
MISS |
pred ~24,800 homes vs. cons 25,700 homes |
MEDIUM |
| DHI |
Guide |
FY26 consolidated revenue guidance |
LOWER |
guide ~$33.75B vs. cons $34.00B (FY26) |
MEDIUM |
| DHI |
Guide |
FY26 homebuilding closings guidance |
LOWER |
guide ~86,500 homes vs. cons 86,750 homes (FY26) |
MEDIUM |
| DHI |
Guide |
FY26 operating cash-flow guidance |
UNCHANGED |
guide ~$3.00B vs. cons $3.00B (FY26) |
HIGH |
| DHI |
Guide |
FY26 share-repurchase guidance |
UNCHANGED |
guide ~$2.50B vs. cons $2.50B (FY26) |
HIGH |
| DHI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| DHI |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A modest EPS beat and in-line ~19.9% gross margin are unlikely to offset a ~900-home order miss and a lower FY26 revenue/closing midpoint. The reduced full-year guide implies a softer out-period closing and absorption setup, pulling FY26/FY27 volume and EPS estimates lower even if the reported quarter clears consensus. |
MEDIUM |