财务数据和关键指标变化 - 第三季度每股收益为3.35美元，同比增长16% [3][20] - 前三季度每股收益为10.28美元，同比增长22% [4] - 净收入为698亿美元，同比增长9% [20] - 资本回报率为27%，债务资本比率降至12% [4][22] 各条业务线数据和关键指标变化 - 第三季度房屋销售收入为43亿美元，同比增长12% [10] - 第三季度新订单总数为7031套，与去年持平 [12] - 第三季度的平均销售价格为548,000美元，与去年持平 [10] 各个市场数据和关键指标变化 - 30年期抵押贷款利率在2024年初为6.75%，9月降至6%后又回升至6.75% [5][6] - 佛罗里达市场表现良好，库存趋势有所改善 [35][63] - 德克萨斯州市场竞争激烈，激励措施有所增加 [56] 公司战略和发展方向和行业竞争 - 公司计划在2024年投资超过50亿美元用于土地收购和开发 [23][20] - 目标是将土地控制的选项比例提高到70% [65] - 在竞争激烈的市场中，公司将继续保持价格竞争力，同时确保盈利能力 [24] 管理层对经营环境和未来前景的评论 - 管理层对未来的春季销售季节持乐观态度，认为将是评估基本住房需求的最佳时机 [6][41] - 预计未来几个月内，抵押贷款利率的改善将有利于购房者 [39] - 由于市场的不确定性，活跃成人买家的需求受到影响 [40] 其他重要信息 - 第三季度的总预税收入为906亿美元，同比增长7% [19] - 公司在第三季度回购了250万股股票，回购金额为3.2亿美元 [22] - 预计第四季度的毛利率将在27.5%至27.8%之间 [17] 问答环节所有提问和回答 问题: 关于第四季度毛利率的变化 - 毛利率从第三季度的28.8%下降至27.5%至27.8%是由于市场竞争和激励措施的增加 [28][29] 问题: 风暴对业务的影响 - 风暴造成的主要影响是时间损失和电力恢复的延迟，但对在建社区的损害很小 [30][32] 问题: 佛罗里达市场的前景 - 公司对佛罗里达市场持乐观态度，认为库存趋势有所改善，预计第四季度表现良好 [35][63] 问题: 成本和通货膨胀 - 垂直成本保持在每平方英尺80美元，预计全年将有低单数字的通货膨胀 [46] 问题: 激励措施的变化 - 激励措施在第三季度保持高位，预计在第四季度仍将维持 [51][52]

公司财务数据 - 2024年9月季度公司PulteGroup(PHM)营收为44.8亿美元同比增长11.8%[1] - 该季度每股收益(EPS)为3.35美元去年同期为2.90美元[1] - 营收较Zacks共识预估的42.6亿美元高出5.13%[1] - 每股收益较共识预估的3.10美元高出8.06%[1] - 税前利润金融服务平均预估为4776万美元实际为5493万美元[2] 公司股票表现 - 过去一个月公司股票回报率为+0.5%而Zacks标准普尔500指数综合回报率为+2.8%[2] - 公司股票目前Zacks评级为3(持有)表明近期表现可能与大盘一致[2]

PulteGroup (PHM) came out with quarterly earnings of $3.35 per share, beating the Zacks Consensus Estimate of $3.10 per share. This compares to earnings of $2.90 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.06%. A quarter ago, it was expected that this homebuilder would post earnings of $3.21 per share when it actually produced earnings of $3.58, delivering a surprise of 11.53%.Over the last four quarters, the company has ...

财务业绩 - 第三季度收入增长12%至43.43亿美元[1] - 第三季度净收益增长16%至每股3.35美元[1] - 2024年前三季度营业收入为127.07亿美元，同比增长10.1%[15] - 2024年前三季度净利润为22.63亿美元，同比增长10.4%[15] 房地产销售 - 第三季度交付房屋数量增长12%至7,924套[1] - 第三季度净新订单7,031套,价值39亿美元[3] - 第三季度末订单总额12,089套,价值77亿美元[4] - 2024年第三季度新房销售订单7,031套，同比持平[19] - 2024年前三季度新房销售订单23,059套，同比增长3.1%[19] - 2024年第三季度新房销售订单金额为39.29亿美元，同比增长2.7%[19] - 2024年前三季度新房销售订单金额为129.86亿美元，同比增长9.3%[19] - 2024年9月30日新房销售订单总金额为76.95亿美元，同比下降5.3%[19] 毛利率和税前利润 - 第三季度毛利率为28.8%[3] - 第三季度整体税前利润增长7%至9.06亿美元[4] - 第三季度金融服务业务税前利润增长90%至5,500万美元[4] 股票回购和资本结构 - 第三季度公司回购了320万股普通股,共计8.8亿美元[5] - 公司有15亿美元现金,资产负债率为12.3%[5] - 公司总债务为16.24亿美元，股东权益为115.64亿美元，总资本为131.88亿美元[25] - 公司债务资本比率为12.3%，较上年同期的15.9%有所下降[25] - 公司净债务为1.69亿美元，较上年同期的1.13亿美元有所增加[25] - 公司使用净债务资本比率作为衡量公司整体负债水平的指标[24] - 公司认为这些指标能为投资者提供有用的信息，用于评估和比较公司的盈利能力和流动性[24] 抵押贷款业务 - 2024年第三季度抵押贷款发放量为21.03亿美元，同比增长20.5%[21] - 2024年前三季度抵押贷款发放量为59.98亿美元，同比增长18.7%[21] - 2024年第三季度抵押贷款业务的客户占有率为86.7%，同比提高3.2个百分点[21]

PulteGroup Inc. (PHM) is scheduled to report third-quarter 2024 results on Oct. 22, before the opening bell.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.In the second quarter of 2024, earnings and revenues handily beat the Zacks Consensus Estimate by 11.5% and 2.7%, respectively. PulteGroup’s balanced operating model resulted in increases in closings, average sales price, and gross margin, which collectively led to a 19.3% increase in earnings per share (EPS).Strong cash flows pr ...

Wall Street analysts forecast that PulteGroup (PHM) will report quarterly earnings of $3.10 per share in its upcoming release, pointing to a year-over-year increase of 6.9%. It is anticipated that revenues will amount to $4.26 billion, exhibiting an increase of 6.4% compared to the year-ago quarter.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projec ...

In the latest market close, PulteGroup (PHM) reached $144.62, with a +1.46% movement compared to the previous day. This move outpaced the S&P 500's daily loss of 0.76%. Elsewhere, the Dow lost 0.75%, while the tech-heavy Nasdaq lost 1.01%.Heading into today, shares of the homebuilder had gained 1.77% over the past month, lagging the Construction sector's gain of 2.69% and the S&P 500's gain of 4.31% in that time.The upcoming earnings release of PulteGroup will be of great interest to investors. The company' ...

PulteGroup, Inc. (PHM) stock is currently trading at a discount relative to the Zacks Building Products - Home Builders industry. With a forward 12-month Price/Earnings ratio of 10.31x, it sits well below the industry average of 11.06x and the broader Construction sector’s 18.06x. PHM stock also has a Value Score of A.Over the past three months, PHM stock surged 32.5%, outpacing the industry’s 29.9% growth and the Zacks S&P 500 Composite's 2.5% gain.PHM is currently trading at only a 4.4% discount to its 52 ...

For those looking to find strong Construction stocks, it is prudent to search for companies in the group that are outperforming their peers. Is PulteGroup (PHM) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Construction peers, we might be able to answer that question.PulteGroup is a member of the Construction sector. This group includes 91 individual stocks and currently holds a Zacks Sector Rank of #3. The Zacks Sector Rank considers 16 differe ...

In the latest trading session, PulteGroup (PHM) closed at $143.54, marking a +1.18% move from the previous day. The stock exceeded the S&P 500, which registered a gain of 0.28% for the day. Meanwhile, the Dow experienced a rise of 0.15%, and the technology-dominated Nasdaq saw an increase of 0.15%.Shares of the homebuilder have appreciated by 4.98% over the course of the past month, underperforming the Construction sector's gain of 7.51% and outperforming the S&P 500's gain of 2%.Analysts and investors alik ...