Homebuilder

Public residential homebuilders that generate revenue by selling newly built homes to consumers, with economics driven by unit closings, average selling price, gross margin, community count, absorption, backlog conversion, land control, and balance-sheet leverage. Revenue is recognized at home closing, not ratably and not as rental income. The central cross-issuer comparison is capital-light lot-o

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
GEOThe GEO Group, Inc.Adjusted_net_income_per_diluted_shareFY2026-Q1+107.1%-22.2%
PHMPulteGroup, Inc.Net new ordersFY2026-Q2+6.4%-7.4%
MHOM/I Homes, Inc.New ContractsFY2026-Q1+2.5%-10.0%
DHID.R. Horton, Inc.Homebuilding revenueFY2026-Q3+1.3%-7.2%
CCSCentury Communities, Inc.Adjusted Homebuilding Gross MarginFY2026-Q2+0.0 pts-4.0 pts
LEN.BLENNAR CORP /NEW/Homebuilding RevenueFY2026-Q2-2.9%-6.4%
HOVHovnanian Enterprises, Inc.Adjusted Homebuilding Gross MarginFY2026-Q3-2.7 pts-4.8 pts
BZHBeazer Homes USA, Inc.Homebuilding Gross Margin Excluding Impairments, Abandonments, and Amortized InterestFY2026-Q2-2.7 pts-3.4 pts
LGIHLGI Homes, Inc.Average Sales Price per Home ClosedFY2026-Q2+0.5%+0.4%
SDHCSmith Douglas Homes Corp.Active CommunitiesFY2026-Q2+19.6%+22.7%
DFHDream Finders Homes, Inc.Home closingsFY2026-Q2+2.6%+9.9%
MTHMeritage Homes CorporationHome ClosingsFY2026-Q1-13.1%-2.6%
TMHCTaylor Morrison Home CorporationSales Order Backlog UnitsFY2026-Q1-31.6%-18.8%
TOLToll Brothers, Inc.Home Building RevenueFY2026-Q3-7.9%+5.7%
SKYChampion Homes, Inc.Ending Manufacturing BacklogFY2026-Q4-8.0%+8.7%
LEGHLegacy Housing CorporationDirect SalesFY2026-Q2-46.9%-25.4%
NVRNVR, Inc.Homebuilding Settlements (Units)FY2026-Q1-21.8%+0.9%
LENLennar CorporationFinancial services operating earningsFY2026-Q2-36.4%+7.0%
KBHKB HomeHomebuilding Operating IncomeFY2026-Q2-78.6%-30.1%
CVCOCavco Industries, Inc.BacklogFY2026-Q4
JOEThe St. Joe CompanyOperational hotel roomsFY2026-Q2+0.0%+0.0%

Where they use the same metric

  • Backlog Value at Period End — reported by 12 of 25
  • Sales Orders — reported by 11 of 25
  • Selling Communities at Period End — reported by 11 of 25
  • Backlog Homes at Fiscal Year-End — reported by 10 of 25
  • Home Closings — reported by 10 of 25
  • Cancellation Rate — reported by 9 of 25
  • Average Closing Price — reported by 8 of 25
  • Homebuilding Lots Owned and Controlled — reported by 8 of 25

A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.

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