KB Home Q3 2025 Earnings Preview - To The Moon

KB Home Q3 2025 Earnings Preview

KB Home, a well-known U.S. residential construction company, is set to release its financial results for the third quarter of the 2025 fiscal year. The company's previous quarter results showed a 10% decrease in total revenue. KB Home adjusted its full-year revenue and gross margin guidance for the fiscal year 2025, with expectations for housing revenue between $63 billion and $65 billion for the year and $15 billion to $17 billion for the third quarter. The upcoming earnings report will be influenced by factors such as economic growth, stable job market, and consumer willingness to purchase homes.

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  ·09-25
  🏠📉 $KBH Retesting $64 as Guidance Trimmed 📉🏠
  $KB Home(KBH)$ $Lennar(LEN)$ $D.R. Horton(DHI)$ I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr
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  🏠📉 $KBH Retesting $64 as Guidance Trimmed 📉🏠
- BarcodeBarcode
  ·09-25
  🏠📉 $KBH Retesting $64 as Guidance Trimmed 📉🏠
  $KB Home(KBH)$ $Lennar(LEN)$ $D.R. Horton(DHI)$ I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr
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  Report
  🏠📉 $KBH Retesting $64 as Guidance Trimmed 📉🏠

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The upcoming earnings report will be influenced by factors such as economic growth, stable job market, and consumer willingness to purchase homes.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1758431732786,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":43b50da8c62f52a60583f834d96ba5b1}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["KBH"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"KB Home Q3 2025 Earnings Preview","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","isFinancial":true,"allList":[{"id":482583831044584,"gmtCreate":1758785416222,"gmtModify":1758814076839,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🏠📉 $KBH Retesting $64 as Guidance Trimmed 📉🏠","htmlText":"<a href=\"https://ttm.financial/S/KBH\">$KB Home(KBH)$</a> <a href=\"https://ttm.financial/S/LEN\">$Lennar(LEN)$</a> <a href=\"https://ttm.financial/S/DHI\">$D.R. Horton(DHI)$</a> I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&amp;A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr","listText":"<a href=\"https://ttm.financial/S/KBH\">$KB Home(KBH)$</a> <a href=\"https://ttm.financial/S/LEN\">$Lennar(LEN)$</a> <a href=\"https://ttm.financial/S/DHI\">$D.R. Horton(DHI)$</a> I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&amp;A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr","text":"$KB Home(KBH)$ $Lennar(LEN)$ $D.R. Horton(DHI)$ I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr","images":[{"img":"https://community-static.tradeup.com/news/49c932422ea51ecc3dc53496ad32d6d5","width":"464","height":"688"},{"img":"https://community-static.tradeup.com/news/bf187b39561ea759cf6a8c4d8c5b18e0","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/baa551033829faac03063aea7ef72a5c","width":"1472","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":28,"commentSize":6,"repostSize":14,"link":"https://ttm.financial/post/482583831044584","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📊 I like how you tied the $60 floor to backlog pressure, it really shows how valuation support matters when orders are slowing. The macro housing starts map reminds me a lot of what’s happening in $LEN with geographic mix making or breaking margins.","text":"📊 I like how you tied the $60 floor to backlog pressure, it really shows how valuation support matters when orders are slowing. The macro housing starts map reminds me a lot of what’s happening in $LEN with geographic mix making or breaking margins.","html":"📊 I like how you tied the $60 floor to backlog pressure, it really shows how valuation support matters when orders are slowing. The macro housing starts map reminds me a lot of what’s happening in $LEN with geographic mix making or breaking margins."},{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"content":"The backlog drop vs national construction peak is crazy to me, feels like KBH’s caught between discipline and a flood of supply. If it clears $65.50 I’m thinking momentum could run fast, like how $PHM flipped last quarter when margins held better than expected.","text":"The backlog drop vs national construction peak is crazy to me, feels like KBH’s caught between discipline and a flood of supply. If it clears $65.50 I’m thinking momentum could run fast, like how $PHM flipped last quarter when margins held better than expected.","html":"The backlog drop vs national construction peak is crazy to me, feels like KBH’s caught between discipline and a flood of supply. If it clears $65.50 I’m thinking momentum could run fast, like how $PHM flipped last quarter when margins held better than expected."}],"imageCount":14,"langContent":"EN","totalScore":0}],"essenList":[{"id":482583831044584,"gmtCreate":1758785416222,"gmtModify":1758814076839,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🏠📉 $KBH Retesting $64 as Guidance Trimmed 📉🏠","htmlText":"<a href=\"https://ttm.financial/S/KBH\">$KB Home(KBH)$</a> <a href=\"https://ttm.financial/S/LEN\">$Lennar(LEN)$</a> <a href=\"https://ttm.financial/S/DHI\">$D.R. Horton(DHI)$</a> I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&amp;A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr","listText":"<a href=\"https://ttm.financial/S/KBH\">$KB Home(KBH)$</a> <a href=\"https://ttm.financial/S/LEN\">$Lennar(LEN)$</a> <a href=\"https://ttm.financial/S/DHI\">$D.R. Horton(DHI)$</a> I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&amp;A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr","text":"$KB Home(KBH)$ $Lennar(LEN)$ $D.R. Horton(DHI)$ I see a disciplined operator meeting its own marks while demand softens; that tension frames both the quarter and the trade into 24Sep25. 📊 Q1 Results Snapshot GAAP diluted EPS was $1.61 on revenue of $1.62B; both ahead of consensus. Net income was $109.8M. Housing gross margin printed 18.2%, or 18.9% excluding inventory charges; SG&A ran at 10.0% of housing revenue. Homes delivered were 3,393, down 7% year on year; average selling price was $475,700, slightly lower year on year. Orders fell 4% to 2,950; monthly absorption slowed to 3.8; cancellations rose to 17%; backlog value declined 32% to $1.99B. 🧵 Forensic Fr","images":[{"img":"https://community-static.tradeup.com/news/49c932422ea51ecc3dc53496ad32d6d5","width":"464","height":"688"},{"img":"https://community-static.tradeup.com/news/bf187b39561ea759cf6a8c4d8c5b18e0","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/baa551033829faac03063aea7ef72a5c","width":"1472","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":28,"commentSize":6,"repostSize":14,"link":"https://ttm.financial/post/482583831044584","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📊 I like how you tied the $60 floor to backlog pressure, it really shows how valuation support matters when orders are slowing. The macro housing starts map reminds me a lot of what’s happening in $LEN with geographic mix making or breaking margins.","text":"📊 I like how you tied the $60 floor to backlog pressure, it really shows how valuation support matters when orders are slowing. The macro housing starts map reminds me a lot of what’s happening in $LEN with geographic mix making or breaking margins.","html":"📊 I like how you tied the $60 floor to backlog pressure, it really shows how valuation support matters when orders are slowing. The macro housing starts map reminds me a lot of what’s happening in $LEN with geographic mix making or breaking margins."},{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"content":"The backlog drop vs national construction peak is crazy to me, feels like KBH’s caught between discipline and a flood of supply. If it clears $65.50 I’m thinking momentum could run fast, like how $PHM flipped last quarter when margins held better than expected.","text":"The backlog drop vs national construction peak is crazy to me, feels like KBH’s caught between discipline and a flood of supply. If it clears $65.50 I’m thinking momentum could run fast, like how $PHM flipped last quarter when margins held better than expected.","html":"The backlog drop vs national construction peak is crazy to me, feels like KBH’s caught between discipline and a flood of supply. If it clears $65.50 I’m thinking momentum could run fast, like how $PHM flipped last quarter when margins held better than expected."}],"imageCount":14,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}