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Featured analysis
Dream Finders Bought Beazer. Will the Combined Business Deliver What the Acquisition Promises?
Read the article →: Dream Finders Bought Beazer. Will the Combined Business Deliver What the Acquisition Promises?There is a moment in a homebuilder acquisition when the announcement becomes an operating responsibility, because the companies that looked complementary in a presentation must now make decisions together about land, product,…
More articles
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D.R. Horton and Meritage Are Adjusting Starts. Is Your Production Schedule Following Demand or Fighting It?
There is a moment in a slowing housing market when the production meeting becomes a test of leadership, because everyone can explain…
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Before You Enter Another Market, Get Stronger Where You Already Build
There is an appealing version of growth in homebuilding that can be illustrated with a map, announced with a new division president…
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Berkshire Is Betting on Operators. What Is Your Worst Division Betting On?
There is a comfortable explanation circulating through homebuilding right now for almost every disappointing operating result: the market.
Latest earnings summaries
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D.R. Horton (DHI) Q3 2026 Earnings Summary
Closings held near flat, but gross margin slipped to 19.5% and D.R. Horton cut starts 45% from the prior quarter as demand softened.
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Lennar (LEN) Q3 2026 Earnings Summary
Lennar kept volume moving with about 12% incentives, accepting a 15.8% gross margin to work through higher-cost land.
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PulteGroup (PHM) Q3 2026 Earnings Summary
PulteGroup held a 24.8% gross margin while first-time buyers pulled back, and cycle times dropped below 100 days for the first time since before…
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