PHMPulteGroup, Inc.
PulteGroup, Inc. (PHM) builds and sells single-family homes, focusing on upscale and active-adult communities. The next catalyst is Oct 20, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to deliver on its margin guidance and navigate a slowing housing market.
- Revenue fell 3.5% YoY to $16.20B, with net income at $2.01B and diluted EPS of $2.48.
- Free cash flow (TTM) stands at $1.62B, with a net margin of 12.4% and zero debt-to-equity leverage.
- Shareholders’ equity is $12.99B, reflecting a strong balance sheet and stable capital structure.
The schedule
- Tue20Oct
- Sun17Jan
- Thu22Apr
- Tue20Jul
Past
- Tue21Jul
Actual outcome: Bull · $134.75 at outcome
PulteGroup met Q2 EPS expectations and reaffirmed its full-year delivery guidance of 28,500 to 29,000 homes alongside its margin outlook. Despite facing industry-wide affordability pressures, the company reported growing net new orders, a strong backlog, and ongoing share buybacks. The stock rose as investors were encouraged by this resilient demand and management's ability to maintain its operational targets through tighter spec inventory management.
- Thu23Apr
Actual outcome: Bear · $115.15 at outcome
PulteGroup missed Q1 earnings estimates and reported a significant year-over-year profit decline as shrinking margins and elevated sales incentives were required to combat a stagnant housing market. While the company increased its share repurchase authorization by $1.5 billion, the stock trended toward the bear floor as rising mortgage rates and industry-wide sales weakness dampened investor sentiment.
- Sun1Mar
Actual outcome: Bear · $122.36 at outcome
Despite news of falling mortgage rates which typically benefits homebuilders, PulteGroup's stock price stagnated near the $130.00 bear floor, suggesting the positive rate outlook was already priced in. This 'sell the news' sentiment was reinforced by significant institutional selling, including a 52% position reduction by Andra AP fonden, which offset any gains from the Fed's rate path clarity.
- Wed4Feb
Actual outcome: Bull · $134.05 at outcome
PulteGroup reported Q4 2025 EPS of $2.58, exactly in line with consensus estimates. The stock rallied 5.3% to $134.05, easily surpassing the $128.50 bull target, as the market reacted positively to the steady earnings performance and underlying business stability.
