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Industry top-down

Residential Construction

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

20 companiesMedian revenue YoY: +4.4%EPS beat rate:

AI industry top-down

The residential construction industry generally experienced mixed performance. Many companies saw year-over-year revenue decreases or decelerated growth, and notably, most companies experienced a significant decline in earnings per share (EPS). Conversely, some companies demonstrated robust results, recording double-digit revenue growth. This highlights the varying performance among companies within the industry.

  • Year-over-year EPS decline for most companies
  • Slowdown in sales growth or negative growth
  • Solid sales growth for some companies
Where companies diverge: Significant variation in revenue growth rates by company · Stark contrast in EPS performance

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
DHIHORTON D R INC /DE/FY2026 Q2$15.35B-8.8%$5.19-18.1%
PHMPULTEGROUP INC/MI/FY2026 Q1$3.89B-1.4%$2.57-17.1%
LENLENNAR CORP /NEW/FY2026 Q1$7.63B+4.4%$1.96-23.7%
LEN-BLENNAR CORP /NEW/FY2026 Q1$7.63B+4.4%$1.96-23.7%
NVRNVR INCFY2026 Q1$2.4B+3.0%$94.83-18.5%
IBPInstalled Building Products, Inc.FY2026 Q1$684.8M-1.2%$1.64-16.8%
MTHMeritage Homes CORPFY2022 Q2$2.36B$7.80
CVCOCAVCO INDUSTRIES, INC.FY2026 Q3$1.51B+9.6%$16.25+13.3%
MHOM/I HOMES, INC.FY2026 Q1$976.09M-6.7%$3.98-16.7%
KBHKB HOMEFY2026 Q1$1.39B-5.2%$1.49-15.3%
GRBKGreen Brick Partners, Inc.FY2025 Q3$1.53B+15.4%$6.12+34.5%
DFHDream Finders Homes, Inc.FY2026 Q1$989.87M+19.6%$0.54-1.8%
LGIHLGI Homes, Inc.FY2026 Q1$351.42M-10.1%$0.17-76.4%
BZHBEAZER HOMES USA INCFY2026 Q2$1.03B+11.4%$0.52-73.5%
HOVHOVNANIAN ENTERPRISES INCFY2026 Q1$673.62M+13.4%$3.58+23.0%
HOVVBHOVNANIAN ENTERPRISES INCFY2026 Q1$673.62M+13.4%$3.58+23.0%
LEGHLegacy Housing CorpFY2026 Q1$24.29M-21.2%$0.41-31.7%
NOBHNOBILITY HOMES INCFY2026 Q1$12.24M-17.1%$0.60-15.5%
DREMDream Homes & Development Corp.FY2025 Q3$4.31M+24.8%$0.00-100.0%
GRBK-PAGreen Brick Partners, Inc.FY2025 Q3$1.53B+15.4%$6.12+34.5%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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