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Added to YB: 2025-08-19

Pitch date: 2025-08-16

DHI [bearish]

D.R. Horton, Inc.

+5.74%

current return

Author Info

No bio for this author

Company Info

D.R. Horton, Inc. operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States.

Market Cap

$42.8B

Pitch Price

$165.98

Price Target

N/A

Dividend

1.23%

EV/EBITDA

9.65

P/E

12.68

EV/Sales

1.36

Sector

Household Durables

Category

N/A

Show full summary:
Deep Dive: Shorting Homebuilders - D.R. Horton, Inc.

DHI (short): Q3 FY2025 revenue $9.23B (-7% YoY), EPS $3.36 (-18-24%), gross margin flat at 21.8% (down from mid-20s) due to construction costs, mortgage buydowns & tariffs. Closings -4%, orders flat, avg price -4% to $365K. Backlog -16-19% YoY. FY2025 guide $33.7-34.2B rev, 21-21.5% margins amid continued incentives.

Read full article (1 min)