KB Home(KBH.US): 2024年第四季度业绩强劲,总营收达70亿美元,毛利率近21%,订单量同比增长41%

市场资讯
16 Jan
03. KB Home(KBH.US) 2024年第四季度业绩电话会,2024年公司业绩强劲,总营收达70亿美元,稀释后每股收益8.45美元,账面价值增长12%,股本回报率提高。第四季度营收20亿美元,同比增长显著,交付量增加17%,每股收益2.52美元,同比增长36%,毛利率近21%,营业利润率11.5%,并向股东返还1.2亿美元资本。运营方面,新开106个社区,90个售罄,建造时间减少28%,客户满意度达历史最高。尽管南加州火灾造成损失,但公司各部门仍全面运营。住房市场受益于就业和工资增长,千禧一代和Z世代购房需求推动市场,但抵押贷款利率上升影响需求。第四季度订单量2,688个,同比增长41%,但未达内部销售目标。
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