Current guidance
24 items
Each item compared with the same item in the previous release (Feb 11, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | SG&A as a Percentage of Home Closings Revenue | for Q2 FY2026 | — | “Not provided” | Filing ↗ |
| New | Home Closings Gross Margin (excluding any inventory-related charges) | for Q2 FY2026 | — | “At least 20%” | Filing ↗ |
| New | Average Closing Price | for Q2 FY2026 | — | “Approximately $575,000” | Filing ↗ |
| New | Average Diluted Share Count | for Q2 FY2026 | — | “Approximately 95 million” | Filing ↗ |
| New | Effective Tax Rate | for Q2 FY2026 | — | “Approximately 25.5%” | Filing ↗ |
| New | Ending Community Count | for Q2 FY2026 | — | “Around 370” | Filing ↗ |
| New | Home Closings | for Q2 FY2026 | — | “Between 2,500 to 2,600” | Filing ↗ |
| New | Homebuilding Land Investment | for Q2 FY2026 | — | “Not provided” | Filing ↗ |
| New | New Communities | for FY2026 | — | “more than 125” | Filing ↗ |
| Reiterated | SG&A as a Percentage of Home Closings Revenue | for FY2026 | “Mid-10% range” | “Mid-10% range” | Filing ↗ |
| Reiterated | Home Closings Gross Margin (excluding any inventory-related charges) | for FY2026 | “Not provided” | “Not provided” | Filing ↗ |
| Reiterated | Average Closing Price | for FY2026 | “Between $580,000 to $590,000” | “Between $580,000 to $590,000” | Filing ↗ |
| Reiterated | Effective Tax Rate | for FY2026 | “Approximately 25.0%” | “Approximately 25.0%” | Filing ↗ |
| Reiterated | Ending Community Count | for FY2026 | “Between 365 to 370” | “Between 365 to 370” | Filing ↗ |
| Reiterated | Home Closings | for FY2026 | “Approximately 11,000” | “Approximately 11,000” | Filing ↗ |
| Reiterated | Homebuilding Land Investment | for FY2026 | “Approximately $2 billion” | “Approximately $2 billion” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Home closings | for FY2028 | “20,000” | — | Filing ↗ |
| Not restated | Absorption pace | for the long term | “an annualized low-three absorption pace” | — | Filing ↗ |
| Not restated | Return on equity | for the long term | “mid-to-high teens” | — | Filing ↗ |
| Not restated | Returns on equity | No period stated | “high-teen” | — | Filing ↗ |
| Not restated | Returns on equity | for the long term | “high-teen” | — | 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 |
|---|---|---|---|---|---|---|
| SG&A as a Percentage of Home Closings Revenue | “Mid-10% range” | for FY2026 | GAAP-tied | Feb 11, 2026 | 2 | Filing ↗ |
| SG&A as a Percentage of Home Closings Revenue | “Not provided” | for Q2 FY2026 | GAAP-tied | Apr 22, 2026 | 1 | Filing ↗ |
| Home Closings Gross Margin (excluding any inventory-related charges) | “At least 20%” | for Q2 FY2026 | GAAP-tied | Apr 22, 2026 | 1 | Filing ↗ |
| Home Closings Gross Margin (excluding any inventory-related charges) | “Not provided” | for FY2026 | GAAP-tied | Feb 11, 2026 | 2 | Filing ↗ |
| Average Closing Price | “Approximately $575,000” | for Q2 FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| Average Closing Price | “Between $580,000 to $590,000” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Average Diluted Share Count | “Approximately 95 million” | for Q2 FY2026 | GAAP-tied | Apr 22, 2026 | 1 | Filing ↗ |
| Average Diluted Share Count | “Approximately 95 million” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Effective Tax Rate | “Approximately 25.5%” | for Q2 FY2026 | GAAP-tied | Apr 22, 2026 | 1 | Filing ↗ |
| Effective Tax Rate | “Approximately 25.0%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 2 | Filing ↗ |
| Ending Community Count | “Around 370” | for Q2 FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| Ending Community Count | “Between 365 to 370” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Home Closings | “Between 2,500 to 2,600” | for Q2 FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| Home Closings | “Approximately 11,000” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Homebuilding Land Investment | “Approximately $2 billion” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Homebuilding Land Investment | “Not provided” | for Q2 FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| New Communities | “more than 125” | for FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| Share repurchase authorization | “up to $1 billion” | for FY2026 | Declared action | Oct 23, 2024 | 1 | Filing ↗ |
| Share Repurchases | “Approximately $400 million” | for FY2026 | Declared action | Feb 11, 2026 | 2 | Filing ↗ |
| Share Repurchases | “Not provided” | for Q2 FY2026 | Declared action | Apr 22, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Home closings gross margin | “low-to-mid 20%” | for the long term | GAAP-tied | Apr 23, 2025 | 1 | Filing ↗ |
| Home closings gross margins | “low-to-mid 20%” | for the long term | GAAP-tied | Jul 24, 2024 | 2 | Filing ↗ |
| Absorption pace | “an annualized low-three absorption pace” | for the long term | Company-defined | Oct 23, 2024 | 1 | Filing ↗ |
| Annual home closings growth | “10%” | for the long term | Company-defined | Jul 24, 2024 | 2 | Filing ↗ |
| Return on equity | “mid-to-high teens” | for the long term | Company-defined | Feb 12, 2025 | 2 | Filing ↗ |
| Returns on equity | “high-teen” | for the long term | Company-defined | Jul 24, 2024 | 3 | Filing ↗ |
Returns on equity, No period stated — 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 | FY2028 | FY2027 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|---|
| SG&A as a Percentage of Home Closings Revenue | — | — | 4 statements | 4 statements | 2 statements | — | — |
| Adjusted home closings gross margin excluding impairment and certain warranty charges | — | — | — | 2 statements | — | — | — |
| GAAP home closings gross margin | — | — | — | 2 statements | — | — | — |
| GAAP home closings gross margin including impairment and certain warranty charges | — | — | — | 2 statements | — | — | — |
| Home Closings Gross Margin (excluding any inventory-related charges) | — | — | 4 statements | 3 statements | 3 statements | 3 statements | 3 statements |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Apr 22, 2026 | FY2026 Q1 | 0001193125-26-168218 | 18 | Open filing ↗ |
| Feb 11, 2026 | FY2025 Q4 | 0001193125-26-045475 | 19 | Open filing ↗ |
| Oct 22, 2025 | FY2025 Q3 | 0001193125-25-245802 | 14 | Open filing ↗ |
| Jul 23, 2025 | FY2025 Q2 | 0001193125-25-162909 | 18 | Open filing ↗ |
| Apr 23, 2025 | FY2025 Q1 | 0001193125-25-089989 | 19 | Open filing ↗ |
| Feb 12, 2025 | FY2024 Q4 | 0001193125-25-024748 | 16 | Open filing ↗ |
| Oct 23, 2024 | FY2024 Q3 | 0001193125-24-241415 | 21 | Open filing ↗ |
| Jul 24, 2024 | FY2024 Q2 | 0001193125-24-183274 | 20 | Open filing ↗ |