Homebuilding stock D.R. Horton Inc (NYSE:DHI) is sinking today, following the company's disappointing fiscal fourth-quarter results and full-year guidance due to demand pressure. Earnings came in at $3.92 per share, missing analyst estimates of $4.17 cents per share, while revenue of $10 billion came in just below expectations of $10.22 billion. At last glance, DHI was down 9.2% at $163.83, and headed for its largest single-day percentage drop since March 2020 -- the time of the market's infamous Covid-19 c ...

Key TakeawaysD.R. Horton shares tumbled 12% Tuesday morning to lead S&P 500 decliners as the homebuilder's fourth-quarter results and 2025 outlook fell short of analysts' expectations.Quarterly revenue and profit both fell from last year, as the company said lower mortgage rates weren't driving sales as much as expected.The company's revenue projections for fiscal 2025 also came in well below estimates. Shares of homebuilder D.R. Horton (DHI) sank 12% Tuesday morning to lead S&P 500 decliners after the comp ...

文章核心观点 - 公司第三季度营收为100亿美元,同比下降4.8%,每股收益为3.92美元,低于上年同期的4.45美元[1] - 公司的关键经营指标如房屋销售、订单等与分析师预期存在一定差距[3] 公司经营情况总结 - 房屋销售收入为89.3亿美元,同比增长1.7%[3] - 金融服务收入为2.22亿美元,同比增长1.1%[3] - 租赁收入为7.05亿美元,同比下降49.2%[3] - 房地产开发收入为8.95亿美元,同比增长1.8%[3] - 土地/地块销售及其他收入为2070万美元,同比增长21.1%[3] - Forestar收入为5.514亿美元,同比增长0.3%[3] 行业分析 - 公司的关键经营指标如房屋销售、订单等与分析师预期存在一定差距[3] - 公司股价在过去一个月内下跌5.5%,低于大盘涨幅1.7%,目前评级为卖出[4]

D.R. Horton (DHI) came out with quarterly earnings of $3.92 per share, missing the Zacks Consensus Estimate of $4.20 per share. This compares to earnings of $4.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.67%. A quarter ago, it was expected that this homebuilder would post earnings of $3.80 per share when it actually produced earnings of $4.10, delivering a surprise of 7.89%.Over the last four quarters, the company ha ...

文章核心观点 - D.R. Horton公司预计将在2024年10月29日公布2024财年第四季度(截至2024年9月30日)的业绩报告 [1] - 该公司在过去22个季度中有21个季度的业绩超出预期 [2] - 分析师预计该公司第四季度的每股收益(EPS)将同比下降5.6%至4.20美元,收入将同比下降2.4%至102.5亿美元 [3] 公司业务表现 - 公司的Forestar和Rental Property业务可能拖累总收入 [4] - 但Homebuilding业务收入有望同比增长5.5%至92.8亿美元,主要受益于交付房屋数量的增加 [6] - 财务服务业务收入有望同比增长9.2%至2.397亿美元 [7] - 租赁物业业务收入和Forestar业务收入则可能同比下降50.6%和18.4% [7] 经营成本和利润 - 土地、劳动力和材料成本上升可能压缩毛利率,预计第四季度毛利率将从25.1%下降至24% [8] - 销售、一般及管理费用占收入比例预计将从6.6%上升至7% [9] - 财务服务业务预计税前利润率为35%,整体所得税率为24%-24.3% [9] 订单和库存 - 新销售订单有望同比增长14.5%至21,692套 [10] - 但库存价值可能同比下降6.4%至55.4亿美元 [10]

Analysts on Wall Street project that D.R. Horton (DHI) will announce quarterly earnings of $4.16 per share in its forthcoming report, representing a decline of 6.5% year over year. Revenues are projected to reach $10.25 billion, declining 2.4% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.6% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timef ...

文章核心观点 - 该文章作者是一名资深研究分析师,拥有10年投资银行从业经验,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险[1] - 作者希望通过自身独特的见解和知识,为其他投资者提供一个与众不同的投资组合视角[1] 行业总结 - 作者表示自己没有持有任何公司的股票、期权或类似衍生工具,也没有在未来72小时内进行任何此类投资的计划[1] - 作者表示自己撰写了这篇文章,文中表达的都是自己的观点,并没有从其他渠道获得任何报酬[1] - 作者与文中提到的任何公司都没有任何业务关系[1] 公司总结 - 该分析仅供参考,不应被视为专业投资建议,投资者在做出任何投资决策前,都应该进行深入的个人研究和尽职调查,因为交易存在许多风险,包括资本损失[2] - Seeking Alpha声明过去的业绩不能保证未来的结果,他们的分析师是第三方作者,既有专业投资者也有个人投资者,可能没有得到任何机构或监管机构的认证[2]

文章核心观点 - 飓风Milton对佛罗里达州的新房建设造成负面影响,可能拖慢整个美国房地产市场的发展 [1] - 飓风Milton给佛罗里达州造成严重破坏,需要一定时间进行清理和修复 [1] - 飓风可能会延迟佛罗里达州的新房建设许可和交付,给建筑商带来额外成本 [1] 行业总结 - 佛罗里达州占美国单户新房许可证的14%,位居第二,是新房建设的重要市场 [2] - 佛罗里达州在新房建设方面排名第五,其中杰克逊维尔、奥兰多和坦帕位列前12名大城市 [2] - 未来几家主要房地产公司的财报可能会受到飓风影响而保守或下调指引 [3] - 房地产ETF ITB重仓了多家受影响的房地产公司,如DR Horton、Lennar和Pulte [3]

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These stocks are already solid winners in 2024. They should be able to keep the momentum going.No one knows for sure how any stock will perform over the next 12 months. There are simply too many variables that can come into play.However, that doesn't mean that analysts and investors can't have pretty good hunches about what certain stocks will do over the near term. And they can certainly have a reasonable idea about how some stocks will perform over the long term. With these two premises in mind, I'll make ...