Toll Brothers Q2 EPS $2.72, down 22% YoY; orders up 7%; raises FY guidance

Toll Brothers, Inc.

Net income $260.6M ($2.72 diluted EPS) vs $352.4M ($3.50) in Q2 FY2025; home sales revenue $2.51B, down 7%.
Net signed contract value $2.81B (2,834 homes), up 8% in dollars and 7% in units year-over-year.
Adjusted home sales gross margin 26.2%, down 130 bps; SG&A as % of revenue 10.3% vs 9.5%.
Raised FY2026 guidance: deliveries 10,400-10,700 units; adjusted gross margin ~26.1%; Q3 deliveries guided 2,600-2,700.
Repurchased ~1.2M shares for $175.4M in Q2; quarterly dividend raised 4% to $0.26/share.

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