earnings
confidence high
sentiment neutral
materiality 0.75
Toll Brothers Q4 EPS $4.58 vs $4.63; revenue up to $3.41B; FY2026 deliveries guided 10,300-10,700
Toll Brothers, Inc.
2025-FY EPS
reported $13.49
vs consensus $4.94
▲ beat
(+173.1%)
- Q4 net income $446.7M, diluted EPS $4.58 (vs $4.63); pre-tax income $593M (down from $621.1M).
- Home sales revenue $3.41B (+5% YoY); net signed contract value $2.53B (-5%); backlog $5.5B (-15%).
- Adjusted home sales gross margin 27.1% in Q4 (vs 27.9% YoY); full-year FY2025 adjusted margin 27.3% (vs 28.4%).
- FY2026 guidance: Q1 deliveries 1,800-1,900; full-year deliveries 10,300-10,700; adjusted gross margin 26.0%; community count 480-490.
- Agreed to sell Apartment Living interests to Kennedy Wilson for $380M; expects to close in Q1 FY2026 and exit multifamily.