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Toll Brothers (TOL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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Toll Brothers (TOL - Free Report) reported $3.42 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 2.7%. EPS of $4.58 for the same period compares to $4.63 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.32 billion, representing a surprise of +2.97%. The company delivered an EPS surprise of -5.95%, with the consensus EPS estimate being $4.87.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Toll Brothers performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Closed/Delivered - Units: 3,443 versus 3,377 estimated by four analysts on average.
  • Backlog - Units: 4,647 versus 4,614 estimated by four analysts on average.
  • Average delivered price (Total Average Price Per Unit): $991.60 compared to the $974.45 average estimate based on four analysts.
  • Net contracts - Units: 2,598 versus the four-analyst average estimate of 2,499.
  • Average Backlog Price: $1,182.30 versus the two-analyst average estimate of $1,173.67.
  • Number of Selling Communities: 446 versus the two-analyst average estimate of 445.
  • Revenues- Home Sales: $3.41 billion compared to the $3.29 billion average estimate based on five analysts. The reported number represents a change of +4.7% year over year.
  • Gross Margin- Home sales: $870.72 million versus the four-analyst average estimate of $840.91 million.

View all Key Company Metrics for Toll Brothers here>>>

Shares of Toll Brothers have returned +3.9% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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