[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 73.7K followers Created: 2025-07-22 10:09:50 UTC $DHI | D.R. Horton Q3 2025 Earnings Highlights 🔹 Revenue: $9.23B (Est. $8.8B) 🟢; DOWN -X% YoY 🔹 EPS: $XXXX (Est. $2.90) 🟢; DOWN -XX% YoY 🔹 Net Income: $1.0B; DOWN -XX% YoY FY25 Guidance 🔹 Revenue: $33.7B to $34.2B (Est. $34.04B) 🟡 🔹 Homes Closed: XXXXXX to XXXXXX (Prior: 85,000–87,000) 🔹 Share Repurchases: $4.2B to $4.4B 🔹 Income Tax Rate: ~24% 🔹 Cash Flow from Ops: >$3.0B 🔹 Dividend Payments: ~$500M Q3 Homebuilding 🔹 Revenue: $8.6B; DOWN -X% YoY 🔹 Homes Closed: 23,160; DOWN -X% YoY 🔹 Pre-tax Income: $1.2B; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 17.0%) 🔹 Net Sales Orders: XXXXXX homes (flat YoY); Order Value: $8.4B; DOWN -X% YoY 🔹 Sales Backlog: XXXXXX homes; DOWN -XX% YoY 🔹 Inventory: XXXXXX homes (25,000 unsold) 🔹 Return on Inventory: XXXX% 🔹 Cancellation Rate: XX% (vs. 18%) Q3 Rental Operations 🔹 Revenue: $380.7M; DOWN -X% YoY 🔹 Pre-tax Income: $54.8M; DOWN -XX% YoY 🔹 Single-Family Rentals Sold: XXXXX homes; UP +35% YoY 🔹 Multi-Family Units Sold: 328; DOWN -XX% YoY Q3 Forestar (FOR) 🔹 Lots Sold: 3,605; UP +11% YoY 🔹 Revenue: $390.5M; UP +23% YoY 🔹 Pre-tax Income: $43.6M; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 16.2%) Q3 Financial Services 🔹 Revenue: $227.8M; DOWN -X% YoY 🔹 Pre-tax Income: $81.3M; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 37.7%) Q3 Capital Allocation 🔹 Dividend Declared: $0.40/share 🔹 Dividends Paid (Q3): $122.4M 🔹 Share Repurchases (Q3): 9.7M shares for $1.2B 🔹 YTD Share Repurchases: 26.2M shares for $3.6B 🔹 Shares Outstanding: 298.9M (DOWN -X% YoY) 🔹 Remaining Buyback Authorization: $4.0B Q3 Balance Sheet & Liquidity 🔹 Cash Balance: $2.6B 🔹 Credit Facility Available: $2.9B 🔹 Total Liquidity: $5.5B 🔹 Debt: $7.2B; Debt/Capital Ratio: XXXX% 🔹 ROE: 16.1%; ROA: XXXX% CEO Commentary: David Auld 🔸 “The team delivered a strong Q3, with EPS of $XXXX and $1.3B returned to shareholders.” 🔸 “We closed more homes than guidance and maintained gross margin of 21.8%.” 🔸 “Sales incentives will likely increase further in Q4 depending on demand and rates.” 🔸 “Our flexible lot supply, affordable products, and disciplined capital allocation position us well.” XXXXX engagements  **Related Topics** [$30b](/topic/$30b) [cash flow](/topic/cash-flow) [tax bracket](/topic/tax-bracket) [$44b](/topic/$44b) [$42b](/topic/$42b) [homes](/topic/homes) [$3404b](/topic/$3404b) [$342b](/topic/$342b) [Post Link](https://x.com/wallstengine/status/1947599962310873340)
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Wall St Engine @wallstengine on x 73.7K followers
Created: 2025-07-22 10:09:50 UTC
$DHI | D.R. Horton Q3 2025 Earnings Highlights
🔹 Revenue: $9.23B (Est. $8.8B) 🟢; DOWN -X% YoY 🔹 EPS: $XXXX (Est. $2.90) 🟢; DOWN -XX% YoY 🔹 Net Income: $1.0B; DOWN -XX% YoY
FY25 Guidance 🔹 Revenue: $33.7B to $34.2B (Est. $34.04B) 🟡 🔹 Homes Closed: XXXXXX to XXXXXX (Prior: 85,000–87,000) 🔹 Share Repurchases: $4.2B to $4.4B 🔹 Income Tax Rate: ~24% 🔹 Cash Flow from Ops: >$3.0B 🔹 Dividend Payments: ~$500M
Q3 Homebuilding 🔹 Revenue: $8.6B; DOWN -X% YoY 🔹 Homes Closed: 23,160; DOWN -X% YoY 🔹 Pre-tax Income: $1.2B; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 17.0%) 🔹 Net Sales Orders: XXXXXX homes (flat YoY); Order Value: $8.4B; DOWN -X% YoY 🔹 Sales Backlog: XXXXXX homes; DOWN -XX% YoY 🔹 Inventory: XXXXXX homes (25,000 unsold) 🔹 Return on Inventory: XXXX% 🔹 Cancellation Rate: XX% (vs. 18%)
Q3 Rental Operations 🔹 Revenue: $380.7M; DOWN -X% YoY 🔹 Pre-tax Income: $54.8M; DOWN -XX% YoY 🔹 Single-Family Rentals Sold: XXXXX homes; UP +35% YoY 🔹 Multi-Family Units Sold: 328; DOWN -XX% YoY
Q3 Forestar (FOR) 🔹 Lots Sold: 3,605; UP +11% YoY 🔹 Revenue: $390.5M; UP +23% YoY 🔹 Pre-tax Income: $43.6M; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 16.2%)
Q3 Financial Services 🔹 Revenue: $227.8M; DOWN -X% YoY 🔹 Pre-tax Income: $81.3M; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 37.7%)
Q3 Capital Allocation 🔹 Dividend Declared: $0.40/share 🔹 Dividends Paid (Q3): $122.4M 🔹 Share Repurchases (Q3): 9.7M shares for $1.2B 🔹 YTD Share Repurchases: 26.2M shares for $3.6B 🔹 Shares Outstanding: 298.9M (DOWN -X% YoY) 🔹 Remaining Buyback Authorization: $4.0B
Q3 Balance Sheet & Liquidity 🔹 Cash Balance: $2.6B 🔹 Credit Facility Available: $2.9B 🔹 Total Liquidity: $5.5B 🔹 Debt: $7.2B; Debt/Capital Ratio: XXXX% 🔹 ROE: 16.1%; ROA: XXXX%
CEO Commentary: David Auld 🔸 “The team delivered a strong Q3, with EPS of $XXXX and $1.3B returned to shareholders.” 🔸 “We closed more homes than guidance and maintained gross margin of 21.8%.” 🔸 “Sales incentives will likely increase further in Q4 depending on demand and rates.” 🔸 “Our flexible lot supply, affordable products, and disciplined capital allocation position us well.”
XXXXX engagements
Related Topics $30b cash flow tax bracket $44b $42b homes $3404b $342b