[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.]  EndGame Macro [@onechancefreedm](/creator/twitter/onechancefreedm) on x 39.7K followers Created: 2025-07-22 15:40:14 UTC The real story is how broad the slowdown is. Revenue came in lower, and while costs came down a bit, not enough to protect margins. Profit per share dropped from $XXXX to $3.37, which shows they’re losing some of the operating leverage they had when things were booming. That’s usually a sign demand is cooling but their cost base is still pretty fixed. Interest expenses also jumped pretty noticeably, $XX million this quarter vs $XX million last year and that’s a problem when rates are high. Depreciation and amortization rose too, which tells you they’re still sitting on a lot of capital they need to maintain. Their tax bill fell, but that’s just because they made less money, not because of some strategic tax move. This is a clear sign things are slowing. And when the biggest homebuilder in the country is seeing revenues and profits shrink while financing costs rise, it raises questions about how long the housing market can hold up, especially with high mortgage rates and stretched affordability. The next move in rates and housing demand will be key. XXXXX engagements  [Post Link](https://x.com/onechancefreedm/status/1947683108926455830)
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EndGame Macro @onechancefreedm on x 39.7K followers
Created: 2025-07-22 15:40:14 UTC
The real story is how broad the slowdown is. Revenue came in lower, and while costs came down a bit, not enough to protect margins. Profit per share dropped from $XXXX to $3.37, which shows they’re losing some of the operating leverage they had when things were booming. That’s usually a sign demand is cooling but their cost base is still pretty fixed.
Interest expenses also jumped pretty noticeably, $XX million this quarter vs $XX million last year and that’s a problem when rates are high. Depreciation and amortization rose too, which tells you they’re still sitting on a lot of capital they need to maintain. Their tax bill fell, but that’s just because they made less money, not because of some strategic tax move.
This is a clear sign things are slowing. And when the biggest homebuilder in the country is seeing revenues and profits shrink while financing costs rise, it raises questions about how long the housing market can hold up, especially with high mortgage rates and stretched affordability. The next move in rates and housing demand will be key.
XXXXX engagements
