托尔兄弟(TOL)
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Toll Brothers Honored at the Best in Pennsylvania Living Awards
globenewswire.com· 2024-05-30 02:54
FT. WASHINGTON, Pa., May 29, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation’s leading builder of luxury homes, today announced the Company’s Pennsylvania Division was honored with multiple awards at the 2024 Best in Pennsylvania Living Awards, recently held at The Alloy Hotel in King of Prussia, Pennsylvania. Presented by the Home Builder’s Association of Bucks and Montgomery Counties and Home Builder’s Association of Chester and Delaware Counties, the Best in Pennsylvania Living Awards ...
Is Trending Stock Toll Brothers Inc. (TOL) a Buy Now?
zacks.com· 2024-05-28 22:05
Toll Brothers (TOL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this home builder have returned +1.1%, compared to the Zacks S&P 500 composite's +4.2% change. During this period, the Zacks Building Products - Home Builders industry, which Toll Brothers falls in, has gained 0.3%. The key question now is: What could be the stock's ...
Toll Brothers(TOL) - 2024 Q2 - Earnings Call Transcript
2024-05-23 00:21
财务数据和关键指标变化 - 公司在第二季度交付2,641套房屋,平均价格约100万美元,创下第二季度收入纪录,达26.5亿美元,较去年增长6% [1] - 公司签订3,041套新合同,总金额29.4亿美元,较去年同期分别增长30%和29% [1] - 公司调整后的毛利率为28.2%,超出指引60个基点,销售费用占收入的9.0%,也好于指引70个基点 [3][4] - 公司全年收入和利润指引上调,预计全年交付10,600套房屋,收入102.3亿美元,每股收益约14美元,经营利润率超过18% [1][3] 各条业务线数据和关键指标变化 - 公司豪华房产销售占比37%的单位和53%的金额,经济型豪华房产占44%的单位和31%的金额,55+社区占19%的单位和16%的金额 [1] - 公司约60%的社区上调了平均售价,导致整体平均售价上涨约1万美元 [1] 各个市场数据和关键指标变化 - 公司在波士顿到亚特兰大、德克萨斯、加州、博伊西、科罗拉多等地区需求均保持良好 [1] - 佛罗里达市场表现也不错,但没有列为公司前五大市场 [9] 公司战略和发展方向及行业竞争 - 公司通过扩大价格区间、增加现房销售等策略,抓住了市场需求旺盛和库存不足的特点,提高了市场份额 [1] - 公司控制了足够的土地资源,未来几年的社区数量有望保持10%左右的增长 [10][11] - 公司看到了来自小型建商的土地交易机会,同时也在探索新的土地获取模式,如延迟付款、利润分成等 [11][12] 管理层对经营环境和未来前景的评论 - 尽管利率从6.75%升至7.5%,但需求仍然保持韧性,5月前三周销售情况也很好 [1] - 公司认为新房与二手房的差距越来越大,新房更有吸引力,这一趋势将持续下去 [1] - 公司对未来前景充满信心,认为可以持续生成高回报 [1][3] 问答环节重要的提问和回答 问题1 **Stephen Kim 提问** 公司现房销售对毛利率的影响有多大 [6] **Douglas Yearley 回答** 公司现房销售毛利率略低于定制房,主要有三个原因:1)选址较便宜的地块;2)装修升级较少;3)需要提供一定的销售激励 [6][7] 但整体来看,公司认为27%-28%的毛利率区间是合适的,能够实现高的资本回报 [7][8] 问题2 **Ivy Zelman 提问** 近期二手房库存有所回升,对公司业务有何影响 [9] **Douglas Yearley 回答** 公司在佛罗里达等市场二手房库存有所增加,但目前还没有对公司业务产生明显影响,5月销售情况仍然很好 [9] 问题3 **Rafe Jadrosich 提问** 公司未来几年的土地储备和社区数量增长计划 [10][11] **Douglas Yearley 和 Martin Connor 回答** 公司目前已经控制了足够的土地资源,未来几年社区数量有望保持10%左右的增长,同时也在探索新的土地获取模式,如延迟付款、利润分成等 [10][11][12]
Toll Brothers (TOL) Q2 Earnings Miss, Revenues Beat, Guidance Up
zacks.com· 2024-05-22 22:50
Toll Brothers, Inc. (TOL) reported mixed results for second-quarter fiscal 2024 (ended Apr 30, 2024), wherein its earnings missed the Zacks Consensus Estimate but revenues beat the same. Nonetheless, both the top and bottom lines increased on a year-over-year basis. Shares of this leading luxury homebuilder gained 1.2% in the after-hours trading session on May 21, 2024, following the earnings release. Toll Brothers' fiscal second-quarter success was driven by strong demand for new homes, bolstered by a resi ...
Toll Brothers (TOL) Reports Q2 Earnings: What Key Metrics Have to Say
zacks.com· 2024-05-22 07:31
Toll Brothers (TOL) reported $2.84 billion in revenue for the quarter ended April 2024, representing a year- over-year increase of 13.2%. EPS of $3.38 for the same period compares to $2.85 a year ago. The reported revenue represents a surprise of +12.57% over the Zacks Consensus Estimate of $2.52 billion. With the consensus EPS estimate being $4.13, the EPS surprise was -18.16%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...
Toll Brothers Earnings Grow 60%; Luxury Homebuilder Raises Full-Year Outlook
investors.com· 2024-05-22 05:14
Luxury homebuilder Toll Brothers (TOL) reported better-than-expected fiscal second-quarter earnings late Tuesday and forecast full fiscal-year profit growing 13% as it increased delivery expectations. Williams- Sonoma (WSM), another upscale housing-related play, reports early Wednesday. X Toll Brothers' fiscal Q2 earnings grew 60% to $4.55 per share with revenue totaling $2.84 billion, up 13% vs. a year ago. The homebuilder delivered 2,641 homes at an average price of $1 million, generating home sales of $2 ...
Toll Brothers(TOL) - 2024 Q2 - Quarterly Results
2024-05-22 04:40
净收入和利润 - FY 2024第二季度净收入为4.816亿美元,每股收益为4.55美元,较FY 2023第二季度的净收入3.202亿美元和每股收益2.85美元有显著增长[2] - 公司2024年第二季度净利润为481,617千美元,较去年同期的320,216千美元有所增长[30] - 公司调整后的净收入为597.1亿美元,较去年同期511.7亿美元有所增长[42] 销售情况 - FY 2024第二季度房屋销售收入为26.5亿美元,交付房屋数量为2,641套,较FY 2023第二季度分别增长6%[3] - FY 2024第二季度签约房屋价值为29.4亿美元,签约房屋数量为3,041套,较FY 2023第二季度分别增长29%和30%[3] - 公司2024年第二季度营收为2,837,486千美元,较去年同期的2,506,979千美元有所增长[30] - 公司在2024年上半年的家庭建筑销售收入为4785.3亿美元,较去年同期4287.1亿美元增长[34] 财务状况 - FY 2024全年预计每股收益约为14.00美元,资本回报率约为22%[4] - FY 2024第二季度末现金及现金等价物约为10.3亿美元,可用于债务的授信额度为17亿美元[8] - FY 2024第二季度末股东权益为73.1亿美元,每股净值为70.98美元[10] - FY 2024第二季度末净债务占资本比率为18.7%,较FY 2024第一季度末和FY 2023末有所下降[10] - 公司财报显示,2024年4月30日,现金及现金等价物为1,030,530千美元,较2023年10月31日下降至1,300,068千美元[29] - 2024年4月30日,公司总资产为13,250,359千美元,较2023年10月31日的12,527,018千美元有所增长[29] - 公司的净负债资本比率为18.7%,较上一期21.4%有所下降[43] 地区销售情况 - 公司2024年第二季度销售额最高的地区为Pacific,达到674.7百万美元,较去年同期的605.9百万美元有所增长[33] - 公司2024年第二季度签约额最高的地区为Mountain,达到814.6百万美元,较去年同期的449.4百万美元大幅增长[33] - 公司2024年第二季度未完工订单最多的地区为South,达到2,120.2百万美元,较去年同期的2,362.4百万美元有所下降[33]
Toll Brothers Reports FY 2024 2nd Quarter Results
Newsfilter· 2024-05-22 04:30
FORT WASHINGTON, Pa., May 21, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL) (TollBrothers.com), the nation's leading builder of luxury homes, today announced results for its second quarter ended April 30, 2024. FY 2024's Second Quarter Financial Highlights (Compared to FY 2023's Second Quarter): Net income and earnings per share were $481.6 million and $4.55 per diluted share, compared to net income of $320.2 million and $2.85 per diluted share in FY 2023's second quarter. Net income and earnings ...
Toll Brothers Reports FY 2024 2nd Quarter Results
globenewswire.com· 2024-05-22 04:30
FORT WASHINGTON, Pa., May 21, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL) (TollBrothers.com), the nation's leading builder of luxury homes, today announced results for its second quarter ended April 30, 2024. FY 2024's Second Quarter Financial Highlights (Compared to FY 2023's Second Quarter): Net income and earnings per share were $481.6 million and $4.55 per diluted share, compared to net income of $320.2 million and $2.85 per diluted share in FY 2023's second quarter. Net income and earnings ...
Earnings Preview: What To Expect From Toll Brothers
forbes.com· 2024-05-21 22:20
SOUTH BARRINGTON, IL - DECEMBER 04: A home site is listed as sold in a Toll Brothers housing ... [+] development on December 4, 2012 in South Barrington, Illinois. Toll Brothers beat fiscal fourth-quarter earnings expectations which CEO Douglas Yearley Jr. attributed to an increase in home prices, low interest rates and a pent up demand. Nationwide home prices increased 6.3% in October from a year earlier, the biggest year- over-year gain since 2006. (Photo by Scott Olson/Getty Images) Getty Images Toll Bro ...