Consumer Cyclical · Residential Construction · NYSE
| Market cap | $5.85B |
|---|---|
| Trailing P/E | 20.6 |
| Price / book | 9.2 |
| Price / sales | 2.0 |
| FCF yield | 5.0% |
| Dividend yield | 0.7% |
| Gross margin | 33.6% |
| Operating margin | 12.4% |
| Net margin | 8.5% |
| Revenue growth (YoY) | +1.0% |
| Revenue growth (3-yr annual) | +3.6% |
| EPS growth (YoY) | +3.7% |
| FCF/share growth (YoY) | +23.4% |
| Beta | 1.7 |
| Exchange | NYSE |
| Sector | Consumer Cyclical |
| Industry | Residential Construction |
Next report: Feb 25, 2027 (Q4 2026, EPS estimate $2.42). Beat the EPS estimate in 2 of 4 recent quarters.
| Quarter | Reported | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | $2.76 | $2.83 | -2.5% | — |
| Q2 2026 | Aug 6, 2026 | $2.91 | $2.56 | +13.7% | $777.80M |
| Q1 2026 | May 7, 2026 | $1.79 | $1.96 | -8.7% | $660.50M |
| Q4 2025 | Feb 26, 2026 | $3.24 | $2.75 | +17.8% | $747.50M |
Median target $212.50 from 14 analysts, ranging $160.00 – $257.00.
| Ticker | Company | Market cap | P/E |
|---|---|---|---|
| DHI | D.R. Horton | $41.33B | 15.0 |
| PHM | PulteGroup | $25.24B | 13.7 |
| LEN | Lennar | $21.11B | 16.3 |
| NVR | NVR | $16.66B | 17.4 |
| TOL | Toll Brothers | $14.06B | 12.2 |
| SKY | Champion Homes | $4.91B | 26.3 |
| CVCO | Cavco Industries | $4.87B | 27.1 |
| MTH | Meritage Homes | $4.38B | 14.8 |
Installed Building Products trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →
| Member | Chamber | Trade | Amount | Disclosed |
|---|---|---|---|---|
| David J. Taylor | House | Buy | $1,001 - $15,000 | Sep 17, 2026 |
| David J. Taylor | House | Buy | $1,001 - $15,000 | Aug 20, 2026 |
| David J. Taylor | House | Buy | $1,001 - $15,000 | Jul 1, 2026 |
| David J. Taylor | House | Buy | $1,001 - $15,000 | Apr 2, 2026 |
| David J. Taylor | House | Buy | $1,001 - $15,000 | Mar 20, 2026 |
| David J. Taylor | House | Sell | $1,001 - $15,000 | Mar 6, 2026 |
| David J. Taylor | House | Buy | $1,001 - $15,000 | Feb 2, 2026 |
| David J. Taylor | House | Sell | $1,001 - $15,000 | Feb 2, 2026 |
| David J. Taylor | House | Buy | $1,001 - $15,000 | Nov 18, 2025 |
| David J. Taylor | House | Sell | $1,001 - $15,000 | Sep 2, 2025 |
| David J. Taylor | House | Sell | $1,001 - $15,000 | Sep 2, 2025 |
| David J. Taylor | House | Buy | $1,001 - $15,000 | Jun 2, 2025 |