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Companies / Homebuilders & building products / KBH

KB Home

KBH · Homebuilders & building products sector group
Guidance from KB Home’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
11 items
Releases tracked
8
Latest release
Sep 22, 2026
Data checked
Sep 22, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Sep 22, 2026 release

Each item compared with the same item in the previous release (Jun 23, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewSelling, general and administrative expenses as a percentage of revenuesfor Q4 FY2026—“in the range of 10.3% to 10.9%”Filing ↗
NarrowedSelling, general and administrative expenses as a percentage of revenuesfor FY2026“11.4% to 11.8%”“in the range of 11.5% to 11.7%”Filing ↗
NewHousing gross profit marginfor Q4 FY2026—“in the range of 16.0% to 16.6%, assuming no inventory-related charges”Filing ↗
LoweredHousing gross profit marginfor FY2026“16.1% to 16.5%, assuming no inventory-related charges”“in the range of 16.0% to 16.2%, assuming no inventory-related charges”Filing ↗
NewDeliveriesfor Q4 FY2026—“in the range of 3,000 to 3,500 homes”Filing ↗
NewEffective tax ratefor Q4 FY2026—“approximately 26%”Filing ↗
NarrowedEffective tax ratefor FY2026“22% to 24%”“approximately 23%”Filing ↗
NewEnding community countfor Q4 FY2026—“in the range of 270 to 275”Filing ↗
ReiteratedDeliveriesfor FY2026“10,500 to 11,000 homes”“in the range of 10,500 to 11,000 homes”Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Housing revenues“$4.90 billion to $5.30 billion”for FY2026GAAP-tiedDec 18, 20253Filing ↗
Selling, general and administrative expenses as a percentage of revenues“in the range of 10.3% to 10.9%”for Q4 FY2026GAAP-tiedSep 22, 20261Filing ↗
Selling, general and administrative expenses as a percentage of revenues“in the range of 11.5% to 11.7%”for FY2026GAAP-tiedJun 23, 20262Filing ↗
Housing gross profit margin“in the range of 16.0% to 16.6%, assuming no inventory-related charges”for Q4 FY2026GAAP-tiedSep 22, 20261Filing ↗
Housing gross profit margin“in the range of 16.0% to 16.2%, assuming no inventory-related charges”for FY2026GAAP-tiedJun 23, 20262Filing ↗
Housing gross profit margin, assuming no inventory-related charges“16.1% to 16.5%”for FY2026GAAP-tiedJun 23, 20261Filing ↗
Deliveries“in the range of 3,000 to 3,500 homes”for Q4 FY2026Company-definedSep 22, 20261Filing ↗
Deliveries“in the range of 10,500 to 11,000 homes”for FY2026Company-definedDec 18, 20254Filing ↗
Effective tax rate“approximately 26%”for Q4 FY2026GAAP-tiedSep 22, 20261Filing ↗
Effective tax rate“approximately 23%”for FY2026GAAP-tiedDec 18, 20254Filing ↗
Ending community count“in the range of 270 to 275”for Q4 FY2026Company-definedSep 22, 20261Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Common stock repurchase authorization“up to $1.00 billion”—Declared actionDec 18, 20251Filing ↗

How one item moved

Effective tax rate, for FY2026 — every statement across the year, each linked to its filing.

Dec 18, 2025
New
“24.0% to 26.0%”
Filing ↗
Mar 24, 2026
Lowered
“23% to 25%”
Filing ↗
Jun 23, 2026
Lowered
“22% to 24%”
Filing ↗
Sep 22, 2026
Narrowed
“approximately 23%”
Filing ↗

How your Homebuilders & building products sector group guides

12 companies in Homebuilders & building products. What they guide on, and who reported this season.

Most-guided metric families
Revenue
12
Buybacks
9
Tax rate
8
Gross margin
5
GAAP EPS
3
Dividends
3
Free cash flow
2
Capex
2
This season’s releases
KB HomeSep 22, 20268 changes
LennarSep 16, 202610 changes
Toll BrothersAug 18, 202613 changes
Fortune Brands InnovationsAug 4, 20269 changes
LGI HomesAug 4, 20266 changes
Builders FirstSourceJul 30, 202611 changes
MascoJul 29, 20267 changes
Meritage HomesJul 29, 20262 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025No period
Homebuilding operating income as a percentage of revenues, assuming no inventory-related charges—4 statements—
Housing revenues6 statements4 statements—
Selling, general and administrative expenses as a percentage of housing revenues—4 statements—
Selling, general and administrative expenses as a percentage of revenues6 statements——
Housing gross profit margin6 statements4 statements—
The full record for KB Home and its Homebuilders & building products peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Sep 22, 2026FY2026 Q30000795266-26-0000689Open filing ↗
Jun 23, 2026FY2026 Q20000795266-26-00006013Open filing ↗
Mar 24, 2026FY2026 Q10000795266-26-00003711Open filing ↗
Dec 18, 2025FY2025 Q40000795266-25-00010911Open filing ↗
Sep 24, 2025FY2025 Q30000795266-25-0000928Open filing ↗
Jun 23, 2025FY2025 Q20000795266-25-0000789Open filing ↗
Mar 24, 2025FY2025 Q10000795266-25-0000358Open filing ↗
Jan 13, 2025FY2024 Q40000795266-25-0000038Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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