secwatch.observer — SEC 8-K summary
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Issuer:     Toll Brothers, Inc. (TOL)
CIK:        0000794170
Form:       8-K
Filed at:   2026-05-19T20:42:45+00:00
Accession:  0000794170-26-000083
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01, 99.1
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/794170/000079417026000083/0000794170-26-000083-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/794170/000079417026000083/tol-20260519.htm
  HTML page:      https://secwatch.observer/filing/0000794170-26-000083

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