Current guidance
4 items
Each item compared with the same item in the previous release (Apr 21, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Lowered | Consolidated revenues | for FY2026 | “$33.5 billion to $34.5 billion” | “$32.5 billion to $33.0 billion” | Filing ↗ |
| Lowered | Homes closed by homebuilding operations | for FY2026 | “86,000 homes to 87,500 homes” | “83,800 homes to 84,300 homes” | Filing ↗ |
| Raised | Income tax rate | for FY2026 | “approximately 24.5%” | “approximately 25.0%” | Filing ↗ |
| Reiterated | Consolidated cash flow provided by operations | for FY2026 | “at least $3.0 billion” | “at least $3.0 billion” | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Consolidated revenues | “$32.5 billion to $33.0 billion” | for FY2026 | GAAP-tied | Oct 28, 2025 | 4 | Filing ↗ |
| Consolidated cash flow provided by operations | “at least $3.0 billion” | for FY2026 | Company-defined | Oct 28, 2025 | 4 | Filing ↗ |
| Dividend payments | “approximately $500 million” | for FY2026 | Declared action | Oct 28, 2025 | 4 | Filing ↗ |
| Homes closed by homebuilding operations | “83,800 homes to 84,300 homes” | for FY2026 | Company-defined | Oct 28, 2025 | 4 | Filing ↗ |
| Income tax rate | “approximately 25.0%” | for FY2026 | Company-defined | Oct 28, 2025 | 4 | Filing ↗ |
| Share repurchases | “approximately $2.5 billion” | for FY2026 | Declared action | Oct 28, 2025 | 4 | Filing ↗ |
Share repurchases, for FY2025 — every statement across the year, each linked to its filing.
12 companies in Homebuilders & building products. What they guide on, and who reported this season.
| KB Home | Sep 22, 2026 | 8 changes |
| Lennar | Sep 16, 2026 | 10 changes |
| Toll Brothers | Aug 18, 2026 | 13 changes |
| Fortune Brands Innovations | Aug 4, 2026 | 9 changes |
| LGI Homes | Aug 4, 2026 | 6 changes |
| Builders FirstSource | Jul 30, 2026 | 11 changes |
| Masco | Jul 29, 2026 | 7 changes |
| Meritage Homes | Jul 29, 2026 | 2 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | No period |
|---|---|---|---|
| Consolidated revenues | 4 statements | 4 statements | — |
| Consolidated cash flow provided by operations | 4 statements | 4 statements | — |
| Dividend payments | 4 statements | 4 statements | — |
| Homes closed by homebuilding operations | 4 statements | 4 statements | — |
| Income tax rate | 4 statements | 4 statements | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 21, 2026 | FY2026 Q3 | 0000882184-26-000092 | 7 | Open filing ↗ |
| Apr 21, 2026 | FY2026 Q2 | 0000882184-26-000062 | 7 | Open filing ↗ |
| Jan 20, 2026 | FY2026 Q1 | 0000882184-26-000007 | 8 | Open filing ↗ |
| Oct 28, 2025 | FY2025 Q4 | 0000882184-25-000044 | 7 | Open filing ↗ |
| Jul 22, 2025 | FY2025 Q3 | 0000882184-25-000036 | 7 | Open filing ↗ |
| Apr 17, 2025 | FY2025 Q2 | 0000882184-25-000018 | 8 | Open filing ↗ |
| Jan 21, 2025 | FY2025 Q1 | 0000882184-25-000009 | 7 | Open filing ↗ |
| Oct 29, 2024 | FY2024 Q4 | 0000882184-24-000051 | 7 | Open filing ↗ |
2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Sales incentives = expected to remain elevated | span gate: value not verbatim in filing | Jan 20, 2026 |
| Sales incentives = expected to remain elevated | span gate: value not verbatim in filing | Oct 28, 2025 |