Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at D.R. Horton (NYSE:DHI) and its peers.

Traditionally, homebuilders have built competitive advantages with economies of scale that lead to advantaged purchasing and brand recognition among consumers. Aesthetic trends have always been important in the space, but more recently, energy efficiency and conservation are driving innovation. However, these companies are still at the whim of the macro, specifically interest rates that heavily impact new and existing home sales. In fact, homebuilders are one of the most cyclical subsectors within industrials.

The 12 home builders stocks we track reported a slower Q4. As a group, revenues beat analysts’ consensus estimates by 1.4%.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 8.2% since the latest earnings results.

D.R. Horton (NYSE:DHI)

One of the largest homebuilding companies in the U.S., D.R. Horton (NYSE:DHI) builds a variety of new construction homes across multiple markets.

D.R. Horton reported revenues of $7.61 billion, down 1.5% year on year. This print exceeded analysts’ expectations by 7.2%. Despite the top-line beat, it was still a mixed quarter for the company with a solid beat of analysts’ adjusted operating income estimates but a significant miss of analysts’ backlog estimates.

David Auld, Executive Chairman, said, “The D.R. Horton team delivered strong results in our first fiscal quarter of 2025, highlighted by earnings per diluted share of $2.61 on consolidated revenues of $7.6 billion. Consolidated pre-tax income was $1.1 billion with a pre-tax profit margin of 14.6%, enabling us to return $1.2 billion to shareholders through share repurchases and dividends during the quarter.

The stock is down 13.6% since reporting and currently trades at $127.62.

Is now the time to buy D.R. Horton? Access our full analysis of the earnings results here, it’s free.

Best Q4: Champion Homes (NYSE:SKY)

Founded in 1951, Champion Homes (NYSE:SKY) is a manufacturer of modular homes and buildings in North America.

Champion Homes reported revenues of $644.9 million, up 15.3% year on year, outperforming analysts’ expectations by 9.2%. The business had an incredible quarter with an impressive beat of analysts’ sales volume estimates and a solid beat of analysts’ EPS estimates.

However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $93.36.

Is now the time to buy Champion Homes? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Toll Brothers (NYSE:TOL)

Started by two brothers who started by building and selling just one home in Pennsylvania, today Toll Brothers (NYSE:TOL) is a luxury homebuilder across the United States.

Toll Brothers reported revenues of $1.86 billion, down 4.6% year on year, falling short of analysts’ expectations by 2.9%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.

As expected, the stock is down 13.1% since the results and currently trades at $106.05.

Read our full analysis of Toll Brothers’s results here.

Installed Building Products (NYSE:IBP)

Founded in 1977, Installed Building Products (NYSE:IBP) is a company specializing in the installation of insulation, waterproofing, and other complementary building products for residential and commercial construction.

Installed Building Products reported revenues of $750.2 million, up 4.1% year on year. This result missed analysts’ expectations by 1.6%. Overall, it was a slower quarter as it also produced a significant miss of analysts’ organic revenue estimates.

The stock is flat since reporting and currently trades at $171.16.

Read our full, actionable report on Installed Building Products here, it’s free.

KB Home (NYSE:KBH)

The first homebuilder to be listed on the NYSE, KB Home (NYSE:KB) is a homebuilding company targeting the first-time home buyer and move-up buyer markets.

KB Home reported revenues of $2 billion, up 19.5% year on year. This number was in line with analysts’ expectations. More broadly, it was a satisfactory quarter as it also recorded a solid beat of analysts’ backlog estimates but a significant miss of analysts’ EBITDA estimates.

KB Home achieved the fastest revenue growth and highest full-year guidance raise among its peers. The stock is down 6.4% since reporting and currently trades at $60.01.

Read our full, actionable report on KB Home here, it’s free.

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