earnings
confidence high
sentiment negative
materiality 0.75
D.R. Horton Q4 EPS $3.04 (-22% YoY); dividend raised 13% to $0.45
HORTON D R INC /DE/
2025-FY EPS
reported $11.57
vs consensus $1.95
▲ beat
(+492.6%)
- Q4 net income $905.3M ($3.04 diluted EPS), down 29% YoY; consolidated revenue $9.7B.
- FY2025 net income $3.6B ($11.57 EPS), down 25% YoY; total revenue $34.3B; home closings 84,863 (-5%).
- FY2026 guidance: consolidated revenue $33.5-35.0B, home closings 86k-88k; cash from ops >=$3.0B.
- Quarterly dividend increased 13% to $0.45/share, payable Nov 20, 2025; repurchased 30.7M shares for $4.3B in FY2025.
- Homebuilding pre-tax margin 11.7% in Q4 (down from prior year); rental ops pre-tax income $80.5M on $805.4M revenue.