普得集团(PHM)
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PulteGroup (PHM) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Zacks Investment Research· 2024-01-25 23:20
In its upcoming report, PulteGroup (PHM) is predicted by Wall Street analysts to post quarterly earnings of $3.20 per share, reflecting a decline of 11.9% compared to the same period last year. Revenues are forecasted to be $4.48 billion, representing a year-over-year decrease of 13.3%. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during ...
Factors Setting the Tone for PulteGroup's (PHM) Q4 Earnings
Zacks Investment Research· 2024-01-25 00:36
PulteGroup Inc. (PHM) is scheduled to report fourth-quarter 2023 results on Jan 30, before the opening bell. In the last reported quarter, the company’s earnings per share (EPS) beat the Zacks Consensus Estimate by 4.3% but revenues missed the same by 1%. Adjusted EPS and revenues increased 7.8% and 2.8% on a year-over-year basis, respectively. PulteGroup’s earnings topped the consensus mark in all the trailing four quarters, the average surprise being 21%. Trend in Estimate Revision The Zacks Consensus Est ...
Analysts Estimate PulteGroup (PHM) to Report a Decline in Earnings: What to Look Out for
Zacks Investment Research· 2024-01-24 00:07
The market expects PulteGroup (PHM) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...
Is It Worth Investing in PulteGroup (PHM) Based on Wall Street's Bullish Views?
Zacks Investment Research· 2024-01-19 23:31
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about PulteGroup (PHM) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. PulteGroup currently has an av ...
Del Webb Rocking K Announces Grand Opening
Businesswire· 2024-01-18 22:50
TUCSON, Ariz.--(BUSINESS WIRE)--Del Webb, the nation’s leading builder of active adult communities for those 55 and older, will grand open its newest community, Del Webb Rocking K, on Saturday, January 20th. Join us from 11am-1pm for food trucks, entertainment, and giveaways while you tour 6 brand new model homes. Nestled in the scenic foothills of the Rincon Mountains, Del Webb at Rocking K is a resort-style community offering the best of Arizona living. “This isn't just a community – it's a Tucson masterp ...
Investors Heavily Search PulteGroup, Inc. (PHM): Here is What You Need to Know
Zacks Investment Research· 2024-01-15 23:32
PulteGroup (PHM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this homebuilder have returned +2.4%, compared to the Zacks S&P 500 composite's +3.1% change. During this period, the Zacks Building Products - Home Builders industry, which PulteGroup falls in, has gained 9%. The key question now is: What could be the stock's future direction? Altho ...
PulteGroup (PHM) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Zacks Investment Research· 2024-01-10 07:47
股价表现 - PulteGroup (PHM) 最近的股价为103.31美元,较前一个交易日下跌了0.4% [1] - PulteGroup 过去一个月的股价上涨了8%,超过了建筑行业的5.37%和标普500指数的3.5% [2] 财务预期 - PulteGroup 即将公布的财报显示,分析师预计每股收益为3.20美元,同比下降11.85%,预计净销售额为44.8亿美元,同比下降13.36% [3] 分析评级 - PulteGroup 目前的 Zacks Rank 为 2 (买入),过去一个月的 Zacks Consensus EPS 估计上调了0.35% [6] 估值比较 - PulteGroup 目前的 Forward P/E 比率为9.13,低于行业平均值9.69 [7] - PHM 目前的 PEG 比率为0.3,低于行业平均值0.88 [8] 行业排名 - 建筑产品 - 住宅建筑行业属于建筑行业,行业排名为27,位于所有250+行业的前11% [9] 行业评级 - Zacks Industry Rank 显示,评级较高的行业通常表现优于评级较低的行业,比例为2比1 [10]
Here is What to Know Beyond Why PulteGroup, Inc. (PHM) is a Trending Stock
Zacks Investment Research· 2024-01-04 23:33
PulteGroup 股价表现 - PulteGroup 的股价在过去一个月中上涨了 +8.7%,而 Zacks S&P 500 综合指数上涨了 +3.4%。PulteGroup 所属的 Zacks 建筑产品 - 住宅建筑行业在此期间上涨了 11.8%[2] - 总体来说,PulteGroup 在短期内可能会胜过更广泛的市场[18] PulteGroup 盈利预期 - PulteGroup 当前季度预计每股盈利为 $3.20,较去年同期下降了 -11.9%。Zacks 一致预期在过去 30 天内保持不变[5] - 对于当前财年,一致预期每股盈利为 $11.49,较去年同期增长了 +6.4%。在过去 30 天内,这一预期增长了 +0.4%[6] - 对于下一个财年,一致预期每股盈利为 $11.37,较 PulteGroup 一年前预计的数据下降了 -1.1%。在过去一个月内,这一预期增长了 +0.4%[7] PulteGroup 评级和价值评分 - PulteGroup 的 Zacks Rank 评级为 2 (买入),这是由于最近一致预期的变化以及其他三个与盈利预期相关的因素[8] - PulteGroup 的 Zacks Value Style Score 为 A,表明它正在以折扣价交易,相对于同行公司[17]
Should Value Investors Buy PulteGroup (PHM) Stock?
Zacks Investment Research· 2024-01-04 00:19
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics an ...
PulteGroup(PHM) - 2023 Q3 - Earnings Call Transcript
2023-10-24 23:41
财务数据和关键指标变化 - 第三季度营收增长3%至39亿美元,主要由于平均销售价格上涨2%至54.9万美元 [27] - 毛利率保持行业领先水平,达到29.5% [37] - 第三季度净利润增长1.8%至6.39亿美元,每股收益增长7.8%至2.90美元 [42] 各条业务线数据和关键指标变化 - 首次购房者订单增长53%,占总订单的42% [29] - 刚需购房者订单增长56%,占总订单的36% [29] - 活跃成人订单增长双位数,占总订单的22% [29] 各个市场数据和关键指标变化 - 第三季度平均每月吸收率为2.5套,高于去年同期的2.0套 [30] - 取消率为9%,与去年同期持平 [31] 公司战略和发展方向及行业竞争 - 公司采取多元化的经营模式,在不同购房群体间保持均衡发展 [12][17] - 公司加大对现金购房者的服务,活跃成人业务毛利率最高 [15] - 公司加快建筑周期,从峰值170天缩短至140天,目标2024年恢复至100天以下 [20][21] - 公司持续优化资本配置,加大土地投资,同时大幅回购股票和偿还债务 [22] 管理层对经营环境和未来前景的评论 - 公司认为当前经济环境存在一定挑战,但仍看好长期住房需求 [52] - 公司将保持谨慎经营,关注客户需求、员工支持和资本配置 [24] 问答环节重要的提问和回答 问题1 **Carl Reichardt 提问** 询问公司缩短建筑周期的具体措施 [60] **Ryan Marshall 回答** 公司通过优化老项目交付和加快新项目开工来实现建筑周期的缩短 [61] 问题2 **Matthew Bouley 提问** 询问公司在应对房地产市场变化方面采取的措施,如利率优惠等 [68][69] **Ryan Marshall 和 Robert O'Shaughnessy 回答** 公司通过提供5.75%的30年固定利率优惠来应对买家的负担能力挑战 [70][132] 问题3 **Michael Rehaut 提问** 询问公司利率优惠对毛利率的影响 [77][78] **Ryan Marshall 和 Robert O'Shaughnessy 回答** 利率优惠已经包含在公司的毛利率指引中,不会对毛利率产生重大影响 [82][83]