| PHM |
Report |
EPS |
BEAT |
pred ~$2.43 vs. cons $2.36 |
MEDIUM |
| PHM |
Report |
Home-sale gross margin |
BEAT |
pred ~24.6% vs. cons 24.3% |
MEDIUM |
| PHM |
Report |
Net new orders |
MISS |
pred ~7,240 vs. cons 7,383 |
MEDIUM |
| PHM |
Guide |
Q3 deliveries |
LOWER |
guide ~7,650 vs. cons 7,800 (2026Q3) |
MEDIUM |
| PHM |
Guide |
Q3 home-sale gross margin |
UNCHANGED |
guide ~24.7% vs. cons 24.8% (2026Q3) |
MEDIUM |
| PHM |
Guide |
Full-year deliveries |
UNCHANGED |
guide ~28,750 vs. cons 28,720 (FY2026) |
MEDIUM |
| PHM |
Guide |
Full-year home-sale gross margin |
UNCHANGED |
guide ~24.6% vs. cons 24.7% (FY2026) |
MEDIUM |
| PHM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| PHM |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Relief from maintaining FY2026 deliveries near ~28,750 vs. consensus 28,720 supports day 1, but a Q3 delivery midpoint near ~7,650 vs. consensus 7,800 and softer orders limit upward estimate revisions, causing part of the initial gain to fade. |
MEDIUM |