Toll Brothers (TOL Quick QuoteTOL - Free Report) reported $2.53 billion in revenue for the quarter ended April 2026, representing a year-over-year decline of 7.6%. EPS of $2.72 for the same period compares to $3.50 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.41 billion, representing a surprise of +5.07%. The company delivered an EPS surprise of +5.37%, with the consensus EPS estimate being $2.58.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: 2,491 compared to the 2,457 average estimate based on four analysts.
• Backlog - Units: 5,394 compared to the 5,466 average estimate based on four analysts.
• Average delivered price (Total Average Price Per Unit): $1,008.60 versus the four-analyst average estimate of $977.80.
• Net contracts - Units: 2,834 versus the four-analyst average estimate of 2,872.
• Average Backlog Price: $1,171.80 versus the two-analyst average estimate of $1,144.34.
• Backlog - Value: $6.32 billion versus the two-analyst average estimate of $6.28 billion.
• Number of Selling Communities: 459 versus 455 estimated by two analysts on average.
• Revenues- Home Sales: $2.51 billion versus $2.4 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -7.2% change.
• Revenues- Land sales: $18.77 million compared to the $15.06 million average estimate based on three analysts. The reported number represents a change of -42.4% year over year.
• Gross Margin- Home sales: $599.3 million versus $580.33 million estimated by three analysts on average.
• Gross Margin- Land sales and other: $5.59 million compared to the $1.02 million average estimate based on two analysts.

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

Shares of Toll Brothers have returned -13.8% over the past month versus the Zacks S&P 500 composite's +4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.