KBH Earnings

KBH reported its FY2025Q4 earnings on 2025-12-18, showcasing a revenue of 2.00B against an estimate of 2.00B, resulting in a 1.96% surprise. The EPS was 1.92, surpassing the expected 1.79 by 7.26% . The stock experienced a -8.54% price change on the earnings day and a -8.49% change over the next five days, reflecting market reactions to the results.

Following KBH's FY2025Q4 earnings announcement on 2025-12-18, the stock price moved by -8.54% on the day of the release. Over the subsequent five days, it saw a -8.49% change. Historically, KBH's stock price tends to shift by an average of +0.57% in the 10 days leading up to earnings and -4.28% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate KBH’s annual revenue to reach 1.00B, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -3.09% and EPS estimates Revise Downward by -3.91% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between KBH's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -3.09%, while EPS estimates moved Revise Downward by -3.91% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, KBH's stock price typically moves by +0.57% in the 10 days before its earnings and -4.28% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.00 and revenue of 1.00B.

The company's strategic plan highlights a focus on build-to-order homes, which should enhance margins and backlog. The stable pricing strategy amid competitive incentives, the expected increase in average selling price, and ongoing share repurchases all suggest positive sentiment. The Q&A section supports this with management's confidence in margin improvements and a strong sales pace target. Despite a decline in Q1 margins, the outlook is optimistic with improvements anticipated. The lack of significant price cuts from competitors and the absence of larger impairment charges further bolster a positive outlook.