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DHDHI

D.R. Horton, Inc.

$DHI·$47B·Residential Construction·Consumer Cyclical
$166.29-0.4%YTD+15.2%1Y+30.8%
Mentions · last 7 days
2026-06-20: 1 posts2026-06-21: 3 posts2026-06-22: 4 posts2026-06-23: 10 posts2026-06-24: 33 posts2026-06-25: 7 posts2026-06-26: 7 posts65
Price updated 16h ago·X counts updated 16h ago
DHDHI
$DHID.R. Horton, Inc.
$166.29-0.40%65 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Established in Arlington, Texas, in 1978, D.R. Horton, Inc. operates as a prominent residential construction enterprise. The company's core business involves acquiring and preparing land, then constructing and marketing homes across a substantial portion of the United States. Its operations span 31 states and 98 distinct markets, covering the East, North, Southeast, South Central, Southwest, and Northwest regions. Under several well-known brand names, including D.R. Horton, America's Builder, Express Homes, Emerald Homes, and Freedom Homes, the firm develops diverse housing types. This includes both individual detached houses and attached residences such as townhomes, duplexes, and triplexes. Beyond its primary homebuilding activities, D.R. Horton offers a range of complementary services. These encompass providing mortgage financing to its clientele, as well as furnishing title insurance, examination, and closing services. The company is also engaged in the development of residential lots. Additionally, D.R. Horton's portfolio extends to the creation, ownership, leasing, and sale of multi-family and single-family rental properties. It also holds non-residential real estate, such as ranch land and related facilities, and manages assets within the energy sector. The company primarily caters to individuals purchasing new homes.

Industry overviewAI analysisGenerated by AI from underlying data

Where Residential Construction sits in its cycle right now — and what that implies for $DHI.

Residential Construction · Consumer Cyclical

Affordability compression at 7%+ mortgage rates is the structural headwind, but Lennar's Q2 beat on cost discipline confirms builders can maintain earnings through incentives and rate buy-downs. Luxury and active-adult (TOL) holds better; manufactured housing (SKY) benefits from affordability constraint driving alternative format demand.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+8.5%YTD
+13.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 21, 2026$2.24$2.15+4.2%
Q4 2025Jan 20, 2026$2.03$1.93+5.2%
Q3 2025Oct 28, 2025$3.04$3.27-7.0%
Q2 2025Jul 22, 2025$3.36$2.94+14.3%
Next earningsTue, Jul 21·consensus EPS $3.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$7.6B-2.3%22.5%10.6%$2.25$-449.7M
Q1 FY26$6.9B-9.5%23.2%10.6%$2.03$826.6M
Q4 FY25$9.7B-3.2%21.7%11.6%$3.06$2.4B
Q3 FY25$9.2B-7.4%23.9%13.7%$3.37$692.6M

Forward consensus

3-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$33.5B$33.0B – $33.9B$10.57$9.86 – $10.9412
FY27$35.5B$32.5B – $37.6B$11.87$10.48 – $13.2314
FY28$37.5B$36.7B – $38.3B$13.87$11.51 – $15.616

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 250.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 33 other (17 exempts · 12 inkinds · 4 awards) in window

See when $DHI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Home Builder Stocks Are Showing Newfound Strength. Why a 30% Gain Is Possible.barrons.com·1d agoDHI Group: Strong Cash Flows And A Solid Balance Sheetseekingalpha.com·8d agoD.R. Horton (DHI) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·10d agoHome Construction Drops to Slowest Pace Since 2020. Why Builder Stocks Are Shrugging It Off.barrons.com·11d ago2 Homebuilding Stocks in Focus as Construction Spending Reboundszacks.com·17d ago

More in Residential Construction

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$KBH$SKY$TMHC$LEN$TOL$BZH
Voices on X · top 1 · last 7 days

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