Homebuilder D.R. Horton's Q4 revenue beats estimates, EPS falls short

D.R. Horton

28/10/2025 10:40

Overview

D.R. Horton Q4 revenue beats analyst expectations, reaching $9.7 bln

EPS for Q4 misses analyst expectations, declining to $3.04

Company recently increased quarterly dividend by 13% to $0.45 per share

Outlook

D.R. Horton expects fiscal 2026 revenues between $33.5 bln and $35.0 bln

Company anticipates closing 86,000 to 88,000 homes in fiscal 2026

D.R. Horton plans $2.5 bln in share repurchases for fiscal 2026

Result Drivers

SALES ORDERS INCREASE - Co achieved a 5% increase in net sales orders by balancing pace, price, and incentives despite affordability constraints

SHAREHOLDER RETURNS - Co leveraged strong financial position to return $4.8 bln to shareholders through repurchases and dividends

OPERATIONAL FLEXIBILITY - Co cites strong liquidity, low leverage, and national scale as factors providing operational flexibility

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$9.70 bln
$9.41 bln (13 Analysts)
Q4 EPS
Miss
$3.04
$3.28 (16 Analysts)
Q4 Dividend
$0.45


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 11 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the homebuilding peer group is "buy."

Wall Street's median 12-month price target for DR Horton Inc is $170.00, about 6.6% above its October 27 closing price of $158.86

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw7Ysyq5a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)