文章核心观点 - 美国领先的豪华房地产开发商Toll Brothers公司将在北卡罗来纳州达勒姆市开发一个新的33套现代化联排别墅社区Rollingdale by Toll Brothers [1][2][3] - Rollingdale社区位置优越,距离The Streets at Southpoint购物中心仅5分钟路程,交通便利,紧邻I-40高速公路,靠近研究三角区和罗利市中心 [3] - 该社区将提供4卧3.5卫的三层联排别墅,起价中40万美元,配备开放式客厅、多功能空间和2车位车库,满足买家的高端生活需求 [2][3] - Toll Brothers公司在该地区还有其他几个新房社区,包括55+社区Regency at Olde Towne和Regency at Holly Springs,以及Overlook at Brier Creek、Knightdale Station和Forestville Village等 [4] 公司概况 - Toll Brothers是美国领先的豪华房地产开发商,成立于1967年,1986年上市,目前在24个州和华盛顿特区拥有60多个市场 [6][7] - 公司为首次购房者、改善性购房者、空巢族、成人社区和二次置业者等多类客户提供服务,同时也开发大型社区和高尔夫球场社区 [6][7] - 公司连续10年入选《财富》世界最受尊敬公司榜单,并两次获得《建筑商》杂志和《专业建筑商》杂志的"年度建筑商"称号 [8] 行业信息 - 公司在北卡罗来纳州罗利地区拥有多个新房社区,包括55+社区和家庭社区,满足不同客户群体的需求 [4] - 公司自有建筑、工程、抵押贷款、土地开发、智能家居技术和园林景观等多个子公司,实现全产业链布局 [7]

Toll Brothers公司新社区发布 - Toll Brothers公司宣布将在Charlotte的Lower South End地区推出新社区Chambray at LoSo[1] - Chambray at LoSo将提供82套新的Toll Brothers联排别墅，配有现代化设计和豪华生活空间[2] - 该社区位于Charlotte市中心，拥有便利的购物、餐饮和娱乐设施，以及便捷的交通通道[3] Toll Brothers公司背景介绍 - Toll Brothers是一家成立于1967年的财富500强公司，是美国领先的豪华住宅建筑商，拥有多个子公司和业务领域[6]

WEST WINDSOR TOWNSHIP, N.J., April 17, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced its newest community designed exclusively for active adults, Regency at West Windsor, is coming soon to the intersection of Old Trenton Road and Dorchester Drive in West Windsor Township, New Jersey. Construction is underway on the Toll Brothers Sales Center and model homes, and sales will start this summer. Located just outside Princeton, New Jersey, ...

公司概况 - TOL在美国建造豪华住宅，拥有四个品牌，近60年的行业经验，过去12个月营收约100亿美元，净利润14亿美元，1Q24财报显示营收增长9.4%，订单增长40%[2] - 公司通过增加现货房供应来应对供应不足问题，提高现金生成和支持股东回报，包括今年修订的5亿美元股票回购目标[5] - 预计TOL短期内的利润率前景有所不同，销售季节加速将提振利润率，但现货销售利润较低可能对利润率造成阻力，预计FY24利润率将保持平稳[6] 投资建议 - 建议购买TOL股票，预计公司将继续受益于当前宏观背景，最近关于2024年2月强劲需求的评论是一个好迹象[1] - 预计TOL将继续受益于美国住房供应不足的情况，需求势头将持续，销售季节中的需求势头强劲，定金转换率高，销售中有25%是现金支付，价格上涨显示潜在需求健康[3] - 根据作者的估值模型，TOL的估值为140美元，预计股价将上涨17%，FY25的增长估计建立在三个因素上：营收增长、利润率扩张和股票回购[7] - TOL目前以8.7倍的前PE交易，行业平均为9.5倍，预计折扣将恢复到历史水平，预计为9.2倍[8] - 总结建议购买TOL股票，由于豪华住宅需求强劲以及公司能够利用这一趋势，短期内可能会有利润率的阻力，但潜在的价格上涨应该能够缓解一些阻力，持续的股票回购应该支持EPS增长，估值模型显示股价上涨17%的潜力[10] 风险因素 - 风险因素包括联邦基准利率的变化可能影响抵押贷款利率，现有房主可能更愿意重新上市房屋出售，缓解供应不足情况[9]

KNIGHTDALE, N.C., April 11, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced the highly anticipated opening of Forestville Village by Toll Brothers, a new community of luxury townhomes and single-family homes offering low-maintenance living and future onsite amenities in Knightdale, North Carolina. Prospective home buyers are invited to tour the three professionally designed model homes located at 917 Parkfront Drive in Knightdale. Forest ...

KUNA, Idaho, April 10, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced the grand opening of the model homes at Paloma Ridge, a new home community in Kuna, Idaho. Paloma Ridge is ideally located on the southeast corner of Linder Road and Columbia Road, offering easy access to Interstate 84. The community Sales Center and two professionally decorated Toll Brothers model homes are now open daily at 8523 South Cobalt Sky Avenue in Kuna. Palo ...

SPRING CITY, Pa., April 10, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced its newest community, Riverstone Crossing, is coming soon to East Vincent Township in Chester County, Pennsylvania. Construction of the Toll Brothers Sales Center and model homes, located at 202 Polaris Drive in Spring City, Pennsylvania, is set to begin in the summer of 2024 and sales will start this fall. Located just minutes from Phoenixville and Collegeville, ...

Toll Brothers公司新推出的豪华住宅 - Toll Brothers公司宣布在德克萨斯州弗里斯科的Toll Brothers at Fields社区推出四个快速入住的豪华住宅[1] - Toll Brothers at Fields提供两种单户家庭住宅系列，价格从127万美元起，面积从2917到4940平方英尺不等[2] - Toll Brothers公司的总裁Jay Saunders表示，购房者可以通过快速入住的住宅更快地享受房屋所有权的好处，满足各种入住时间表[3]

SALINE, Mich., April 09, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced the company's newest luxury single-family home community, Toll Brothers at Fosdick Glen, is coming soon to Saline, Michigan. Toll Brothers will offer 15 available home sites in this exclusive community located just 15 minutes from downtown Ann Arbor. Sales will begin in summer 2024. Located off Bemis Road and Fosdick Road, just five minutes from Saline's charming Ma ...

股价表现 - Toll Brothers (TOL) 最新股价为 $125.14，较前一天上涨了 +1.74% [1] - 分析显示，TOL 股票在过去一个月内上涨了 2.38%，超过了建筑行业的涨幅 1.42% 和标普500指数的涨幅 0.48% [2] 财报预测 - 分析师和投资者将密切关注 Toll Brothers 即将公布的财报。预计公司每股收益将达到 $4.14，同比增长 45.26%，营收预计为 $2.56 亿美元，同比增长 1.94% [3] - 根据 Zacks 共识预测，TOL 全年每股收益预计为 $13.73，营收预计为 100.6 亿美元，同比增长分别为 +11.08% 和 +0.66% [4] 分析师评级 - 近期分析师对 Toll Brothers 的预测调整也值得投资者注意，这些调整通常反映了短期业务模式的变化 [5] - Zacks Rank 系统显示，Toll Brothers 目前持有 1（强热门）的评级，Zacks 共识每股收益预测已上调 0.06% [7] 估值比较 - Toll Brothers 目前的前瞻市盈率为 8.96，相对于行业平均前瞻市盈率 9.66，显示出一定的折价 [8] - TOL 目前的 PEG 比率为 1.04，略高于行业平均值 0.92 [9] 行业排名 - 建筑产品 - 住宅建筑行业属于建筑行业，目前行业排名第 45，位于所有 250+ 行业的前 18% [10] - Zacks Industry Rank 评估了各行业群体的实力，研究显示，排名前 50% 的行业胜过后 50% 的行业 2 倍 [11]