ETF Movers on Tuesday: FIG, ITB
iShares U.S. Home Construction ETF Performance: The iShares U.S. Home Construction ETF is down approximately 2.8% in Tuesday afternoon trading, underperforming other ETFs.
Weakest Components: Notable declines among ETF components include D.R. Horton, which fell about 5.3%, and Century Communities, which decreased by about 5.1%.
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Company Overview: D.R. Horton, Inc. is recognized as America's builder, focusing on residential construction and development.
Earnings Report: The company reported its fiscal 2026 second quarter earnings, indicating financial performance and growth.
Dividend Announcement: D.R. Horton declared a quarterly dividend of $0.45 per share, reflecting its commitment to returning value to shareholders.
Financial Highlights: The earnings report and dividend declaration are key indicators of the company's financial health and operational success.

Q2 EPS Estimates: Horton reported an estimated Q2 EPS of USD 2.24, indicating a strong performance.
Comparison with Previous Estimates: This estimate is higher than the previous consensus estimate of USD 2.15, suggesting positive market expectations.
- Revenue and Profit Performance: D.R. Horton reported a consolidated pretax income of $867 million and revenues of $7.6 billion for Q2 FY2026, achieving a pretax profit margin of 11.5%, demonstrating resilience amid market pressures.
- Sales Order Growth: Net sales orders increased by 11% year-over-year to 24,992 homes, with total order value rising 10% to $9.2 billion, aligning with the company's business plan and indicating a gradual recovery in market demand.
- Future Outlook Adjustment: The company expects Q3 revenues to range between $8.8 billion and $9.3 billion, with full-year revenue guidance adjusted to approximately $33.5 billion to $34.5 billion, reflecting cautious optimism regarding market conditions.
- Shareholder Return Plan: In Q2, D.R. Horton repurchased 6 million shares for $904 million, reducing outstanding shares by 8%, while also planning approximately $2.5 billion in stock buybacks and $500 million in dividend payments, underscoring the company's commitment to shareholder returns.
- Valmont Industries Strong Performance: The agricultural products and infrastructure company saw its stock rise 12% after reporting better-than-expected first-quarter results, driven by strong demand in its North American utility business, while also raising the lower end of its full-year earnings guidance, indicating market confidence in future growth.
- Pitney Bowes Revenue Beat: Mailing equipment and services giant Pitney Bowes reported first-quarter revenue of $477 million, exceeding the market consensus of $465.9 million, leading to an 8% stock increase, which reflects the company's solid performance in a competitive market.
- UnitedHealth Earnings Surprise: UnitedHealth reported first-quarter earnings of $7.23 per share and revenue of $11.72 billion, both surpassing analyst expectations, resulting in a 9% stock increase, while the company also raised its full-year earnings outlook, showcasing its strong market position.
- Quest Diagnostics Strong Results: Laboratory testing services company Quest Diagnostics posted first-quarter earnings of $2.50 per share, exceeding the expected $2.37, with revenue reaching $2.90 billion, surpassing the $2.83 billion consensus estimate, leading to a 5.2% stock increase, highlighting its competitive edge in the industry.
- Oil Price Impact: The U.S. oil benchmark West Texas Intermediate crude rose about 4% to $93 per barrel ahead of the Iran war ceasefire agreement, causing the stock market to turn lower after Tuesday's Morning Meeting, indicating market sensitivity to oil price fluctuations.
- CrowdStrike Upgrade: KeyBanc upgraded CrowdStrike from hold to buy with a price target of $525, citing AI-driven cybersecurity demand as a catalyst, although Jim Cramer noted that the market's reaction to this upgrade was tepid, reflecting skepticism about AI's impact on the company.
- Cautious Outlook for Capital One: Capital One is set to report earnings Tuesday night, and Jim Cramer expressed concerns about the stock's recent rally ahead of earnings, emphasizing the need for a more aggressive stock buyback strategy and rationalization of its acquisitions.
- Market Snapshot: Stocks mentioned in Tuesday's rapid-fire segment included GE Aerospace, RTX, UnitedHealth Group, 3M, and D.R. Horton, highlighting investor interest across diverse sectors and reflecting a broad market engagement.







