earnings
confidence high
sentiment negative
materiality 0.75
KB Home Q4 EPS $1.55 (adj. $1.92), revenue $1.69B down 15.5% YoY; guides Q1 2026 deliveries 2,300-2,500
KB HOME
2025-FY EPS reported
$6.15
revenue$6,236,214,000
- Q4 revenues $1.69B vs $2.00B YoY; deliveries down 9% to 3,619; avg selling price down 7% to $465,600.
- Q4 net income $101.5M ($1.55 diluted EPS); adjusted EPS $1.92 excluding $13.7M inventory charges and $16.0M accelerated equity comp.
- Full year 2025 revenues $6.24B vs $6.93B; net income $428.8M ($6.15 diluted EPS) down 35% YoY.
- Repurchased $100M of stock in Q4; new $1.2B credit facility maturing 2030; extended $360M term loan to 2029.
- Q1 2026 guidance: deliveries 2,300-2,500, housing revenues $1.05-1.15B, gross margin 15.4-16.0%; FY26 deliveries 11,000-12,500.