KB Home

NYSE:KBH Rapport sur les actions

Capitalisation boursière : US$3.5b

KB Home Résultats passés

Passé contrôle des critères 1/6

Les bénéfices de KB Home ont diminué à un taux annuel moyen de -6.6%, tandis que le secteur Consumer Durables a vu ses bénéfices augmenter de en baisse à 4.2% par an. Les revenus ont augmenté de en à un taux moyen de 1.9% par an. Le rendement des capitaux propres de KB Home est 7.2% et ses marges nettes sont de 4.9%.

Informations clés

-6.60%

Taux de croissance des bénéfices

-0.67%

Taux de croissance du BPA

Consumer Durables Croissance de l'industrie24.52%
Taux de croissance des recettes1.89%
Rendement des fonds propres7.17%
Marge nette4.92%
Dernière mise à jour des bénéfices31 May 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit • Jul 22

KBH: Margin Recovery And Built To Order Mix Will Support Future Returns

KB Home's updated analyst price target rises from about $71.64 to roughly $75.21, reflecting analysts' focus on the company's slightly higher projected profit margin, a modestly richer future P/E of about 13.25x, and recent research highlighting margin recovery, built to order mix, and a rebuilding California pipeline. Analyst Commentary Recent Street research on KB Home points to a mixed but generally constructive backdrop, with several bullish analysts lifting price targets and highlighting improving margin trends, a supportive built to order mix, and a rebuilding California community pipeline as key positives for the stock.
Seeking Alpha • Jul 20

KB Home: BTO Is Working, But Demand Is Still A Problem (Rating Upgrade)

Summary KB Home is upgraded to Hold as built-to-order (BTO) reduces unsold inventory, shortens build times, and supports margin recovery. BTO now represents 73% of orders, with finished unsold homes dropping to 11% of production and build times at a decade low. Despite operational improvements, weak buyer conversion, negative cash flow, and elevated leverage, limit upside and keep a buy rating unjustified for KBH stock. Current valuation (~14x NTM P/E) already prices in a meaningful earnings recovery, with FY2027 EPS bridge supporting little further upside. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 07

KBH: Buybacks And Built To Order Shift Will Support Mixed Margin Outlook

KB Home's analyst fair value estimate has shifted from $61.42 to $58.25 as analysts weigh higher long term margin and revenue assumptions against updated P/E expectations and refreshed price targets that now cluster in the mid $50s to mid $60s range. Analyst Commentary Recent Street research on KB Home points to a mixed but informative setup for investors, with several firms revising price targets and sharpening views on margins, orders, and the company’s positioning in potential sector consolidation.
Mise à jour du récit • Jun 23

KBH: Entry-Level Demand Pressures Will Constrain Margins And Future Upside

Analysts maintained their $43.00 fair value estimate for KB Home while trimming earnings and revenue expectations, citing macro pressures on entry-level demand and a series of lower Street price targets that reflect softer absorptions and more cautious assumptions around near-term closings and margins. Analyst Commentary Recent Street research on KB Home highlights a more cautious tone, with several bearish analysts revisiting their models and price targets as they reassess earnings power, valuation support, and execution risks in light of softer absorptions and macro pressure on entry level buyers.
Article d’analyse • Jun 20

KB Home (KBH) Stock Could Be 12% Undervalued Ahead Of June 23 Earnings

KB Home (KBH) is drawing attention ahead of its June 23 earnings release, as investors weigh expected declines in revenue, earnings, and home deliveries against management’s efforts to improve operations and manage softer housing demand. See our latest analysis for KB Home. KB Home’s share price has been firming up into the June 23 earnings release, with a 1 day share price return of 3.40% and a 30 day share price return of 12.87%. However, the year to date share price return is down 5.03%...
Mise à jour du récit • Jun 07

KBH: Consolidation Floor And Tight Supply Will Support Future Returns

KB Home's updated analyst price target has been trimmed by about $1 to roughly $72, as analysts factor in expectations for lower revenue and slightly softer profit margins, alongside recent earnings estimate cuts and cautious sector commentary. Analyst Commentary Recent research on KB Home points to a mixed but generally constructive tone, with some firms trimming targets and earnings estimates while others highlight potential support for housing valuations and deal interest across the sector.
Mise à jour du récit • May 24

KBH: Weaker Margins And Lot Constraints Will Limit Future Upside

Analysts have trimmed KB Home's average price target by about $1, reflecting slightly more cautious assumptions on margins and revenue while still keeping fair value close to $43 per share. Analyst Commentary Recent Street research on KB Home has tilted more cautious, with several price target cuts and at least one downgrade offsetting a smaller number of supportive views.
Mise à jour du récit • May 05

KBH: Margin Pressures And Antitrust Risks Will Limit Future Upside

KB Home's analyst price targets have seen mixed revisions recently, with several firms trimming estimates by $1 to $14 while others raised or initiated targets. Analysts point to weaker margins versus peers, lot supply constraints and limited near term catalysts, even as they acknowledge support from the company's build to order model and shareholder returns.
Mise à jour du récit • Apr 20

KBH: Margin And Regulatory Pressures Will Constrain Future Upside Potential

KB Home's updated analyst price target has shifted to $43, guided by lower fair value estimates and P/E assumptions, even as analysts factor in higher profit margins and more modest revenue declines in their models. Analyst Commentary Street research around KB Home has turned more cautious, even as some firms maintain constructive views.
Mise à jour du récit • Apr 05

KBH: Tight Housing Supply And Margin Improvement Will Support Future Returns

KB Home's updated analyst price target has been trimmed by roughly $4 to reflect analysts' use of a lower fair value estimate, more moderate revenue and margin assumptions, and a slightly higher future P/E, following a series of recent target cuts across the Street. Analyst Commentary Recent research has leaned cautious on KB Home's near term revenue growth and margins, which is why so many price targets have been trimmed at the same time.
Mise à jour du récit • Mar 22

KBH: Incentives Margins And Regulatory Overhang Will Shape A Balanced Outlook

KB Home's analyst price target has shifted modestly to $65 to $71 per share, as analysts balance weaker recent margin assumptions and a higher implied future P/E of about 14x with ongoing support from the company's build to order model and shareholder return focus. Analyst Commentary Recent Street research on KB Home reflects a mixed but increasingly cautious tone, with several firms refining price targets and pointing to execution and growth risks that could influence valuation.
Mise à jour du récit • Mar 08

KBH: Buybacks And Build To Order Model Will Offset Antitrust Probe Risk

Analysts modestly lifted their average price target for KB Home to about $61.42 from $61.18, reflecting updated views that balance improved fair value and a slightly lower discount rate against pressure on revenue growth, margins, and a higher assumed future P/E, informed by recent research highlighting restrained near term catalysts, softer gross margins, and varied views on 2026 demand. Analyst Commentary Recent research on KB Home highlights a mix of optimism and caution, with views shaped by the company’s build to order model, margin profile, shareholder returns, and the outlook for future housing demand.
Mise à jour du récit • Feb 22

KBH: Cost Discipline And Buybacks Will Balance Antitrust And Housing Demand Risks

Analysts have made only modest adjustments to their models. The latest Street research shows price targets moving within a relatively tight $66 to $71 range, as they balance softer year-end housing activity and higher incentives against constrained housing supply and potential sentiment shifts tied to macro conditions.
Mise à jour du récit • Feb 08

KBH: Cost Discipline And Buybacks Will Offset Margin And Regulatory Pressures

Narrative Update The updated analyst price target for KB Home shifts modestly to about $61.18 from $63.75, as analysts factor in higher assumed revenue growth and profit margins, along with a lower future P/E. This is informed by recent research that highlights slower year-end housing activity, pressure on builder margins from incentives, and cautious longer-term demand visibility.
Article d’analyse • Jan 26

KB Home (NYSE:KBH) Is Paying Out A Dividend Of $0.25

KB Home's ( NYSE:KBH ) investors are due to receive a payment of $0.25 per share on 19th of February. This means that...
Mise à jour du récit • Jan 24

KBH: Elevated Incentives And Margin Pressure Will Likely Restrain Future Upside

Narrative update on KB Home The analyst fair value estimate for KB Home has been adjusted to $50.00 from $49.00, as analysts weigh mixed target changes across firms against recent research pointing to softer margins, cautious longer term demand visibility, and the potential for gradual improvement in homebuilding conditions over time. Analyst Commentary Recent Street research on KB Home reflects a mix of higher price targets alongside a cautious tone on margins, demand visibility, and the pace of any improvement in homebuilding conditions.
Mise à jour du récit • Jan 10

KBH: Tight Housing Supply And Disciplined Building Will Support Shares

Analysts have trimmed their price expectations for KB Home, with the average target moving from about US$80 to roughly US$76.60. They cite a slightly higher discount rate and lower margin assumptions, which are partly offset by firmer revenue growth expectations and a modestly higher future P/E.
Mise à jour du récit • Dec 23

KBH: Cost Discipline And Buybacks Will Drive Future Earnings Resilience

Analysts have modestly lowered our KB Home fair value estimate from $68.00 to $63.75 per share, even as they lift price targets following a Q3 earnings beat. They cite a better revenue growth outlook, a slightly lower discount rate, and higher future valuation multiples that are partially offset by expectations for softer profit margins.
Mise à jour du récit • Dec 09

KBH: Cost Discipline And Buybacks Will Support Earnings Amid Housing Uncertainty

Analysts have raised their price target on KB Home by about $3 to roughly $68 per share, citing stronger than expected Q3 earnings, disciplined cost management, and signs that housing market conditions may be stabilizing despite ongoing demand challenges. Analyst Commentary Street research following KB Home's Q3 earnings beat reflects a generally constructive tone on the stock, with most firms nudging price targets higher while still acknowledging a challenging operating backdrop.
Mise à jour du récit • Nov 23

KBH: Disciplined Cost Controls And Share Repurchases Will Guide Through Housing Uncertainty

Analysts have raised their price targets on KB Home, with increases ranging from $1 to $8 per share. They cite the company's disciplined operating strategies, improved earnings performance, and steps to offset revenue challenges.

Ventilation des recettes et des dépenses

Comment KB Home gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NYSE:KBH Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 May 265,5042716020
28 Feb 265,9213516330
30 Nov 256,2364266460
31 Aug 256,5425146640
31 May 256,6745616740
28 Feb 256,8546216820
30 Nov 246,9306506870
31 Aug 246,6046106640
31 May 246,4396036520
29 Feb 246,4945996500
30 Nov 236,4115866320
31 Aug 236,6776526240
31 May 236,9357576270
28 Feb 236,8898046260
30 Nov 226,9048126300
31 Aug 226,6397716460
31 May 226,2616666180
28 Feb 225,9825996030
30 Nov 215,7255625740
31 Aug 215,2444945300
31 May 214,7764235020
28 Feb 214,2493324560
30 Nov 204,1832954640
31 Aug 204,5483124820
31 May 204,7093015020
29 Feb 204,8172975170
30 Nov 194,5532674970
31 Aug 194,3432414770
31 May 194,4072604650
28 Feb 194,4872704550
30 Nov 184,5471694440
31 Aug 184,6021574560
31 May 184,5201204500
28 Feb 184,422944410
30 Nov 174,3691794380
31 Aug 174,1571334180
31 May 173,9271224020
28 Feb 173,7351063920
30 Nov 163,5951053890
31 Aug 163,3881123760
31 May 163,318963780
29 Feb 163,130903620
30 Nov 153,032843430
31 Aug 152,8428913270

Des revenus de qualité: KBH a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de KBH sont inférieures à celles de l'année dernière KBH. (4.9%) sont inférieures à celles de l'année dernière (8.4%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de KBH ont diminué de 6.6% par an au cours des 5 dernières années.

Accélération de la croissance: KBH a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: KBH a enregistré une croissance négative de ses bénéfices ( -51.8% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Consumer Durables ( -14% ).

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de KBH ( 7.2% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/30 14:01
Cours de l'action en fin de journée2026/07/30 00:00
Les revenus2026/05/31
Revenus annuels2025/11/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

KB Home est couverte par 26 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Christopher GrajaArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays