| DHI |
Report |
Home Sales Gross Margin (Q3 FY2026) |
BEAT |
pred ~20.1% vs. cons 19.81% |
MEDIUM |
| DHI |
Report |
Net New Orders (Q3 FY2026) |
BEAT |
pred ~25,500 vs. cons 24,129 |
MEDIUM |
| DHI |
Report |
Homes Delivered / Closings (Q3 FY2026) |
IN-LINE |
pred ~23,900 vs. cons 23,778 |
MEDIUM |
| DHI |
Guide |
FY2026 Revenue (full year) |
UNCHANGED |
guide ~$33.5-34.5B vs. cons $33.81B |
HIGH |
| DHI |
Guide |
FY2026 Closings (full year) |
UNCHANGED |
guide ~86,000-87,500 vs. cons 86,698 |
HIGH |
| DHI |
Guide |
Incentive Trajectory (qualitative) |
BETTER |
stable/beginning to ease vs. prior 'remain elevated' language |
LOW |
| DHI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| DHI |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — no estimate upgrade cycle but no cut; setup de-rating limits fade |
LOW |