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    • 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
      1.29K6
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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
      1.29K6
      Report
      🏠📉 $KBH Retesting $64 as Guidance Trimmed 📉🏠