Homebuilders

HUD, USDA kill energy rule builders called a barrier

The Department of Housing and Urban Development and Department of Agriculture are rescinding a Biden administration-era policy that they say added up to $31,000 to the cost of new homes. Processing Content President Joe Biden issued a final rule in 2024 that required newly constructed homes to abide by the 2021 International Energy Conservation Code, […]

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Century’s spec and land optionality model zigs as others zag

As public homebuilders work to reduce their spec inventory and strike price-pace-and-incentives balances that best fit their land positions and operational fortes, Century Communities strategists are betting they can win on underpricing peers and rebuilding margins on the back of operational excellence and production velocity. So while other top-15 ranked public builder competitors have chosen

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PulteGroup targets margin stability through an upward mix shift

Confronting heavier incentives, price cuts, tepid demand and margin pressure, PulteGroup opened the year with a mix-shift pivot that leans more heavily on build-to-order and active adult sales. Pulte’s Q1 2026 earnings call, held on Thursday, indicates that the nation’s third-largest homebuilder by sales volume made progress on this goal, despite an added layer of

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Meritage Q1 2026 shows why incentives are the new battlefield

The mid-spring earnings cycle has produced a common-language reality check for America’s public homebuilders: the operating backdrop worsened faster than many management teams expected. In such a context of nearly-universal challenge, doing less-worse may count as a win. Meritage Homes’ Q1 2026 numbers serve as a case in point Orders fell 5% year over year,

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Taylor Morrison pares incentives and leans into buyer choice

Tactical discounts, escalating incentives, absorption-at-any-cost strategies, … you all well know the routine of buying sales and making next to no money in Spring 2026. But that’s not for everybody. Exceptions are out there, public and private. Taylor Morrison has chosen a playbook and is well into executing a game plan that leans on the

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Beazer Homes CEO Allan Merrill on sustainability and affordability

Success in business is rarely a solo act. Great careers are often shaped by great mentors, and exceptional teams make for exceptional companies.  Allan Merrill, Chairman, President and CEO of Beazer Homes, attests to both truisms. Under Merrill’s leadership, Beazer Homes has become a leader in delivering durable, energy-efficient homes, becoming the first national homebuilder

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D.R. Horton, NVR, Taylor Morrison, M/I Homes earnings recap for mortgage lenders

Mortgage banking units operated by major U.S. homebuilders saw their pre-tax income slide for the period ended March 31, reflecting the significant year-over-year declines in net income for the period ended March 31 was reported at a quartet of U.S. homebuilders. Processing Content Some analysts are even warning of a lost earnings season for the

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Toll Brothers acquires private Arkansas homebuilder

Toll Brothers, one of the largest homebuilders in the United States, is acquiring a private homebuilder based in Fayetteville, Arkansas. Processing Content Headquartered in Fort Washington, Pennsylvania, Toll Brothers’ purchase of Buffington Homes of Arkansas will expand its national footprint with a strong presence in northwest Arkansas, the company said in a press release Tuesday.

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Toll Brothers expands luxury footprint with Buffington acquisition

The market reaction to homebuilder earnings this spring has carried a clear message: scale, discipline, and positioning still matter­. Where you choose to deploy them may matter even more. On Tuesday, Toll Brothers signaled its next move in that equation by announcing a deal to acquire substantially all the assets of Fayetteville-based Buffington Homes of

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D.R. Horton executed again, and smaller builders feel the squeeze

D.R. Horton’s stock arc mapped a familiar story Tuesday. Of investor recognition. Of the power and primacy of no financial or operational surprises to the negative. Shares traded modestly higher on elevated volume following the company’s fiscal Q2 earnings release this morning, as investors processed a result that checked the right boxes: a beat on

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