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
CCSCentury Communities, Inc.Backlog of Sold HomesFY2026-Q2+3.9%-30.6%
HOVHovnanian Enterprises, Inc.Consolidated Contract Backlog ValueFY2026-Q3+5.1%-27.7%
DFHDream Finders Homes, Inc.Backlog unitsFY2026-Q2-7.7%-40.2%
BZHBeazer Homes USA, Inc.Backlog HomesFY2026-Q3-3.6%-30.6%
LGIHLGI Homes, Inc.Home closingsFY2026-Q2+6.0%-20.1%
PHMPulteGroup, Inc.Net new ordersFY2026-Q2+6.4%-7.4%
MHOM/I Homes, Inc.New ContractsFY2026-Q1+2.5%-10.0%
KBHKB HomeNet OrdersFY2026-Q2-4.1%-13.4%
LENLennar CorporationNet Margin on Home SalesFY2026-Q2-2.5 pts-6.2 pts
TMHCTaylor Morrison Home CorporationTotal ending active selling communitiesFY2026-Q2+1.4%-0.6%
JOEThe St. Joe CompanyOperational hotel roomsFY2026-Q2+0.0%+0.0%
SDHCSmith Douglas Homes Corp.Active CommunitiesFY2026-Q2+19.6%+22.7%
NVRNVR, Inc.SettlementsFY2026-Q2-7.6%-3.3%
DHID.R. Horton, Inc.Forestar lots soldFY2026-Q3+1.5%+10.8%
TOLToll Brothers, Inc.Homes DeliveredFY2026-Q3-10.0%+5.2%
SKYChampion Homes, Inc.Ending Manufacturing BacklogFY2026-Q4-8.0%+8.7%
MTHMeritage Homes CorporationTotal lots controlledFY2026-Q2-10.6%+15.7%

Where they use the same metric

  • Ending Backlog Value — reported by 5 of 25
  • Active communities — reported by 5 of 25
  • Consolidated Gross Contract Cancellation Rate — reported by 5 of 25
  • Ending Backlog Homes — reported by 5 of 25
  • Earnings Before Interest, Taxes, Depreciation and Amortization — reported by 4 of 25
  • Net Orders — reported by 4 of 25
  • Homes Delivered — reported by 4 of 25
  • Cancellation rate — reported by 4 of 25

A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.

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