文章核心观点 - 该网站提供新闻、分析和第三方内容,仅供教育和研究目的 [1] - 网站内容不构成任何投资建议或推荐,投资者需自行尽职调查并咨询专业顾问 [2] - 网站价格信息可能由做市商提供,而非交易所 [2] - 网站可能包含广告和其他推广内容,网站可能从中获得收益 [2] - 网站及其员工对用户使用网站或依赖网站信息造成的任何损失不承担责任 [2] - 加密货币和差价合约是高风险金融工具,投资者需谨慎考虑 [2] 公司相关 无 行业相关 无

The major U.S. market indexes remain in the midst of a summer pullback, as stocks now turn their focus to the month of August. This week is a very busy one in terms of corporate earnings, particularly on the tech front with four of the “Mag 7” members reporting earnings results.Investors are taking notice of a broader market that has altered its course in recent weeks. Tech is taking a backseat lately, pulling the major averages lower while other pockets of the market flourish amid a stronger-than-expected ...

UKRAINE - 2021/07/18: In this photo illustration, a D.R. Horton, Inc. logo seen displayed on a ... [+] smartphone. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOur theme of Housing Stocks, which includes the stocks of home improvement players, building supply companies, and home builders including DR Horton and Pulte Group has gained about 16% year-to-date. This compares to the S&P 500, which has gained almost 15% over the same period ...

报告公司投资评级 无评级 [5] 报告的核心观点 1. FY2024Q3 业绩超预期：公司FY2024Q3季度营收为100亿美元,高于公司指引上限,同比增长2.5%;归属股东净利润为13.5亿美元,同比增长1.4%;季度毛利率为26.5%,同比降低0.1个百分点;归母净利率为13.6%,同比降低0.1个百分点;季度每股派息0.3美元,同比增长20%。[6] 2. 新房销售保持稳健增长：公司在FY2024Q3交付房屋24155间,同比增长5%,确认收入为92亿美元,同比增长6%;销售房屋数量为23001间,同比增长1%,保持稳健增长,销售金额为87亿美元。截至2024年6月30日,公司库存房屋数量为42600间,其中未售26200间,库存状况健康。[7] 3. 财务稳健,杠杆处于安全水平：截至2024年6月30日,公司持有现金30亿美元,有息负债57亿美元,净负债率为10.6%,总资本负债率为18.8%,财务杠杆处于较低水平。[8] 4. 新增40亿美元回购计划持续回报股东：公司在FY2024Q3回购了300万股普通股,耗资4.414亿美元,加上9850万美金的派息,单季度回馈股东近5.4亿美元。截至2024年6月30日,公司仍有4.597亿美元的回购授权;另外新增40亿美元回购计划,约占7月19日总市值的7%。[9] 5. 收紧FY2024业绩指引：公司根据FY2024Q3的业绩情况,更新了FY2024全年的业绩指引:收入预计区间收紧至368-372亿美元;房屋交付数量由8.9-9.1万间提升至9.0-9.05万间;将股票回购金额从16亿美元提升至18亿美元。[38] 分析师观点 1. 虽然受到按揭利率维持高位的影响,公司仍然保持稳健的销售表现,并通过优化产品结构,成本管控措施来维持利润率水平。公司财务安全,现金流通畅,积极通过回购和派息来回报股东,新增40亿美元回购计划,对股价支撑力度大,建议关注。[41] 2. 风险提示:新房销售不及预期、美国降息不及预期。[41]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From To Commission File Number: 1-14122 D.R. Horton, Inc. (Exact name of registrant as specified in its charter) Delaware 75-2386963 (State or oth ...

The Good BrigadeInvestment overview I give a hold rating for D.R. Horton, Inc. (NYSE:DHI), as the valuation is not attractive enough to warrant a buy. That said, I am positive on how the business will benefit from the current macro environment where high mortgage rates continue to put a lid on existing home inventory, which drives demand for new homes. Business description DHI is in the business of constructing and selling single-family homes for the US population, in particular for entry-level and move ...

文章核心观点 - 动量投资策略是关注股票最近的价格趋势,无论涨跌,目标是在趋势持续时获得收益 [1] - 动量投资的关键指标包括价格变动和盈利预测修正,Zacks动量风格评分可以帮助识别动量股票 [2] 公司概况 - D.R. Horton是一家房地产建筑公司,目前Zacks动量风格评分为B,Zacks评级为强烈买入 [3][4] 动量特征 - 公司股价近期表现强劲,过去一周涨幅13.07%,超过同行业5.36%的涨幅 [7] - 过去一个季度和一年内公司股价涨幅分别为19.62%和36.26%,远高于标普500指数的涨幅 [8] - 公司近期成交量较高,显示市场对其有较强的兴趣 [9] 盈利预测 - 过去两个月内,公司全年盈利预测有5次上调1次下调,未来一年预测也有2次上调1次下调 [11] 总结 - 综合公司的价格动量和盈利预测修正情况,D.R. Horton是一只值得关注的强势股票 [12]

D.R. Horton (DHI) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Indiv ...

Exhibit 99.1 D.R. HORTON, INC., AMERICA'S BUILDER, REPORTS FISCAL 2024 THIRD QUARTER EARNINGS AND DECLARES QUARTERLY DIVIDEND OF $0.30 PER SHARE ARLINGTON, Texas (Business Wire) - July 18, 2024 Fiscal 2024 Third Quarter Highlights - comparisons to the prior year quarter • Earnings per diluted share increased 5% to $4.10 on net income of $1.4 billion • Consolidated pre-tax income increased 1% to $1.8 billion, with a pre-tax profit margin of 18.1% • Consolidated revenues increased 2% to $10.0 billion • Homes ...

D.R. Horton, Inc. (DHI) reported third-quarter fiscal 2024 (ended Jun 30, 2024) results, with earnings and revenues surpassing Zacks Consensus Estimate. On a year-over-year basis, both the top and bottom lines increased.Despite elevated inflation and mortgage interest rates, D.R. Horton experienced strong performance in the fiscal third quarter due to the limited supply of both new and existing homes at affordable price points and favorable housing demand demographics. The company's strategic positioning wi ...