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D.R. Horton (DHI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
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For the quarter ended September 2026, D.R. Horton (DHI - Free Report) reported revenue of $9.37 billion, down 3.2% over the same period last year. EPS came in at $2.67, compared to $3.04 in the year-ago quarter.
The reported revenue represents a surprise of +3.62% over the Zacks Consensus Estimate of $9.04 billion. With the consensus EPS estimate being $3.03, the EPS surprise was -11.88%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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 D.R. Horton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Sales Orders - Homes: 18,619 versus 19,875 estimated by 17 analysts on average.
Homes Closed - Homes: 22,915 compared to the 22,721 average estimate based on 17 analysts.
Sales Order Backlog - Homes: 11,714 compared to the 13,155 average estimate based on 16 analysts.
Sales Order Backlog - Value: $4.46 billion versus $5.06 billion estimated by 12 analysts on average.
Net Sales Orders - Value: $6.64 billion versus $7.16 billion estimated by 10 analysts on average.
Revenues- Homebuilding- Home sales: $8.38 billion versus the 19-analyst average estimate of $8.26 billion. The reported number represents a year-over-year change of -2%.
Revenues- Financial Services: $219.2 million versus the 18-analyst average estimate of $211.62 million. The reported number represents a year-over-year change of +0.4%.
Revenues- Rental: $647.1 million versus the 17-analyst average estimate of $454.22 million. The reported number represents a year-over-year change of -19.7%.
Revenues- Homebuilding: $8.38 billion versus the 15-analyst average estimate of $8.26 billion. The reported number represents a year-over-year change of -2.1%.
Revenues- Homebuilding- Land/lot sales and other: $5.2 million compared to the $27.58 million average estimate based on 14 analysts. The reported number represents a change of -74.5% year over year.
Revenues- Forestar: $580.8 million versus $623.79 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a -13.4% change.
Revenues- Eliminations and Other: $-458.6 million compared to the $-537.12 million average estimate based on five analysts. The reported number represents a change of -21% year over year.
Shares of D.R. Horton have returned +4.7% over the past month versus the Zacks S&P 500 composite's +0.9% 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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D.R. Horton (DHI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended September 2026, D.R. Horton (DHI - Free Report) reported revenue of $9.37 billion, down 3.2% over the same period last year. EPS came in at $2.67, compared to $3.04 in the year-ago quarter.
The reported revenue represents a surprise of +3.62% over the Zacks Consensus Estimate of $9.04 billion. With the consensus EPS estimate being $3.03, the EPS surprise was -11.88%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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 D.R. Horton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for D.R. Horton here>>>
Shares of D.R. Horton have returned +4.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.