PulteGroup Résultats passés
Passé contrôle des critères 2/6
PulteGroup a connu une croissance annuelle moyenne de ses bénéfices de 7.6%, tandis que le secteur Consumer Durables a vu ses bénéfices augmenter de en hausse à 1.2% par an. Les revenus ont augmenté de en hausse à un taux moyen de 7% par an. Le rendement des capitaux propres de PulteGroup est 15.8% et ses marges nettes sont de 12.1%.
Informations clés
7.65%
Taux de croissance des bénéfices
13.27%
Taux de croissance du BPA
| Consumer Durables Croissance de l'industrie | 24.52% |
| Taux de croissance des recettes | 6.97% |
| Rendement des fonds propres | 15.77% |
| Marge nette | 12.14% |
| Prochaine mise à jour des résultats | 22 Jul 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 02
PHM: Antitrust Probe And Housing Cycle Pressures Will Weigh On Margins
Analysts have adjusted the PulteGroup fair value estimate from $115.00 to about $104.11, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are also reflected in recent mixed price target changes across firms such as UBS, Evercore ISI, Wells Fargo, BofA, Truist and Raymond James. Analyst Commentary Recent Street research on PulteGroup shows a split view, with some firms lifting price targets while others cut targets or shifted to a more cautious stance.
Mise à jour du récit • Apr 17
PHM: Constrained Supply And Buybacks Will Support Future Margin Repricing
The analyst price target for PulteGroup has been revised from $170 to $159 as analysts incorporate a slightly higher discount rate, modest adjustments to long-term growth and margin assumptions, and a lower future P/E multiple, while still citing supportive industry research and recent rating actions. Analyst Commentary Recent Street research on PulteGroup reflects a mix of cautious valuation resets and ongoing confidence in the company’s earnings power and execution.Seeking Alpha • Apr 12
PulteGroup: Macro Challenges Limit Upside (Rating Downgrade)
Summary PulteGroup is downgraded to 'hold' as macro headwinds dampen near-term housing market prospects. PHM faces margin pressure from higher construction costs, limited pricing power, and a shrinking backlog. Management guides for 2026 closings of 28,500–29,000 homes, with average selling prices and margins at the low end of prior expectations. PHM's strong balance sheet and ongoing buybacks support valuation, but shares appear fairly valued at 12x earnings given cyclical risks. Read the full article on Seeking AlphaMise à jour du récit • Apr 01
PHM: Incentives And Affordability Pressures Will Shape Margins And Earnings Visibility
PulteGroup's updated analyst price target of $115.00, up from $112.40, reflects analysts' view that revenue growth, profit margins, and a lower assumed future P/E multiple now better capture the company's earnings potential highlighted in recent initiations and target hikes across the Street. Analyst Commentary Recent research on PulteGroup shows a mix of optimism on earnings power and caution around housing affordability, margin risk, and broader construction end markets.Mise à jour du récit • Mar 18
PHM: Constrained Supply And Buybacks Will Support Multi Year Profitability Repricing
The analyst price target for PulteGroup is maintained at $170, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These changes reflect analysts' view that the market is still underappreciating the company's multi year profitability potential, even though they expect weaker industry margins and demand in 2026.Mise à jour du récit • Mar 04
PHM: Constrained Supply And Buybacks Will Support Future Profitability Repricing
The analyst price target for PulteGroup has been raised from $160 to $170, with analysts pointing to updated views on the company’s earnings potential, supported by recent initiations and target hikes that highlight perceived mispricing of its profitability over the next few years. Analyst Commentary Recent research on PulteGroup has leaned constructive, with several bullish analysts highlighting what they view as a gap between the current share price and the company’s earnings potential over the next few years.
Nouveau récit • Feb 21
Structural Housing Shortage and Low Leverage Drive PulteGroup’s 11% Long-Term Growth
Analyst Commentary PulteGroup has transformed from a cyclical builder to a highly efficienct capital machine. They focus on leveraging asset light strategies to build strategic advantages within the housing market supported by structural undersupply.
Mise à jour du récit • Feb 18
PHM: Margins Cash Returns And Antitrust Risks Will Shape Balanced Prospects
Analysts have inched their price targets on PulteGroup higher, reflected in a modest uptick in our fair value estimate to $141.38 as they factor in updated views on homebuilding demand, margin resilience, and the company’s future P/E profile. Analyst Commentary Recent research on PulteGroup points to a split view, with many price targets moving higher while a few firms take a more cautious stance.Mise à jour du récit • Feb 04
PHM: Margins Cash Returns And New Markets Will Guide Balanced Prospects
Analysts have nudged their implied fair value estimate for PulteGroup slightly higher to about $141, after a series of recent price target increases that lean on expectations for healthier revenue trends, firmer profit margins and a lower future P/E assumption, partly offset by a modestly higher discount rate. Analyst Commentary Recent Street research on PulteGroup shows a generally constructive tone, with several firms adjusting price targets and one new initiation, while a couple of voices are more guarded on housing and broader building products exposure.Mise à jour du récit • Jan 21
PHM: Elevated Incentives And Margin Pressure Will Weigh On Future Returns
Analysts have lifted their PulteGroup fair value estimate by about US$10 to roughly US$112, reflecting updated price targets that factor in slower projected revenue growth, some pressure on profit margins, and a higher assumed future P/E multiple supported by recent research highlighting the resilience of its move up and active adult mix in a tougher affordability backdrop. Analyst Commentary Street research on PulteGroup has been active, with several firms revisiting their price targets and assumptions as housing affordability and demand visibility remain key swing factors.Mise à jour du récit • Jan 06
PHM: Constrained Housing Supply And Buybacks Will Support Future Earnings Resilience
Analysts have inched their average PulteGroup price target slightly lower to about $159, a trim of roughly $1, as they factor in a modestly higher discount rate and small tweaks to long term margin and P/E assumptions, while still pointing to constrained housing supply and potential macro improvement as key supports for the homebuilder. Analyst Commentary Bullish analysts trimming their PulteGroup price targets slightly while maintaining positive ratings see the recent move as more of a fine tuning of models than a change in conviction.Article d’analyse • Jan 01
An Intrinsic Calculation For PulteGroup, Inc. (NYSE:PHM) Suggests It's 24% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, PulteGroup fair value estimate is US$154 PulteGroup is...Mise à jour du récit • Dec 23
PHM: Sector Multiple Expansion And Buybacks Will Support Earnings Resilience
Analysts have nudged their fair value estimate for PulteGroup slightly lower to $160 from $163, reflecting modestly softer long term revenue growth and margin assumptions, even as sector multiple expansion supports a higher $143 Street price target. Analyst Commentary Bullish analysts highlight that the recent lift in the PulteGroup price target to $143 reflects growing confidence that the company can sustain attractive returns even as volume growth moderates.Mise à jour du récit • Dec 08
PHM: Resilient Margins And Sector Multiple Expansion Will Drive Upside
Analysts have nudged their fair value estimate for PulteGroup higher to about $139 from roughly $137, citing sector multiple expansion, resilient margins, and only modest expected volume pressure, despite a slightly higher discount rate and softer revenue growth outlook. Analyst Commentary Recent research updates on PulteGroup reflect a broadly constructive stance, with valuation moving higher as analysts reassess sector dynamics and company specific execution.Article d’analyse • Dec 05
PulteGroup (NYSE:PHM) Is Increasing Its Dividend To $0.26
PulteGroup, Inc. ( NYSE:PHM ) has announced that it will be increasing its dividend from last year's comparable payment...Article d’analyse • Sep 27
PulteGroup, Inc. (NYSE:PHM) Shares Could Be 48% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for PulteGroup is US$252 based on 2 Stage Free Cash Flow to Equity Current share...Mise à jour du récit • Sep 19
Active Adult Communities And Sunbelt Migration Will Drive Opportunity
Analysts have raised PulteGroup's price target to $137.38, reflecting strong Q2 results, solid execution of strategy, and sector optimism, despite some near-term demand concerns. Analyst Commentary Bullish analysts have raised price targets in response to PulteGroup's strong Q2 results, which beat both internal forecasts and consensus estimates, reflecting solid operational performance.Article d’analyse • Sep 08
Why The 23% Return On Capital At PulteGroup (NYSE:PHM) Should Have Your Attention
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Article d’analyse • Jul 07
Why Investors Shouldn't Be Surprised By PulteGroup, Inc.'s (NYSE:PHM) Low P/E
PulteGroup, Inc.'s ( NYSE:PHM ) price-to-earnings (or "P/E") ratio of 7.4x might make it look like a strong buy right...Seeking Alpha • Apr 24
PulteGroup: Recent Volatility Has Led To A Compelling Price-To-Value Proposition
Summary PulteGroup, a leading U.S. homebuilder, is recognized for its diverse offerings and strong financial position, including a "net cash" status and significant share repurchases. Despite recent market challenges, Pulte's long-term positioning and compelling price-to-value proposition make it an attractive investment, particularly given its above-average margins and scale. Pulte, Lennar, and D.R. Horton have evolved to more defensive business models, securing land through options and generating significant free cash flow without land reinvestment. Fund Management believes these companies can maintain profitability, sustain share repurchases, and improve their cost of capital over time, emulating successful "land light" and "net cash" models. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
PulteGroup: Cheap With High Demand In 2025
Summary PulteGroup, Inc. reported a strong Q4 with a 17.2% revenue increase, driven by higher home closings and average selling prices. Despite margin pressures, PulteGroup's administrative expenses improved significantly, contributing to strong income growth. New orders dipped slightly, but the value of these orders rose 4%, and the backlog remains robust at 10,153 homes valued at $6.5 billion. With a healthy balance sheet, ongoing share buybacks, and stable margins, PulteGroup is poised for continued growth, making PHM stock a strong buy opportunity on any weakness. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
PulteGroup: A Top Homebuilder For 2025
Summary In this article, I revisit the homebuilders to assess which is my top choice to lead the industry in 2025. PulteGroup remains my favorite pick due to its solid fundamentals, diversified portfolio, and attractive total shareholder returns. Its balanced operating model, combining speculative and build-to-order homebuilding, allows the company to adapt to shifting consumer preferences. Despite margin pressures and elevated interest rates, its low debt and strong cash position support long-term growth and shareholder returns. D.R. Horton and Green Brick Partners also stand out in my analysis. The former offers industry-leading scale and a higher dividend while the latter has a favorable valuation and operations in high-growth markets. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
PulteGroup: Margins Are A Concern In A Mixed Q3 (Downgrade)
Summary PulteGroup shares fell 7% after Q3 earnings amid fears of rising mortgage rates despite Fed cuts could reduce housing demand. Q3 EPS beat estimates, but new orders fell 0.5% while increased incentives and higher SG&A expenses pressured margins. Pulte's backlog supports current production, but higher land spending and Florida's weak performance pose risks. Despite challenges, strong cash flow and low debt make Pulte a hold, with a revised price target of $140. Read the full article on Seeking AlphaSeeking Alpha • Sep 20
PulteGroup: Overvalued As Housing Shortage Slows And Home Prices Falter
Summary PulteGroup's high valuation and profit margins are unsustainable due to low home affordability and a fading housing shortage, making it a potential short opportunity. Despite strong recent performance, PulteGroup's backlog and new orders are declining, signaling reduced demand and increased risk exposure. The Federal Reserve's interest rate cuts should not significantly lower mortgage rates, meaning home affordability is unlikely to improve without lower prices. PulteGroup's aggressive investment in new projects amidst economic uncertainty could exacerbate losses if the economy enters a broader recession, though a 2008-repeat is unlikely for numerous reasons. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
PulteGroup: Solid Margins In Undersupplied Industry
Summary PulteGroup, Inc. has achieved growth in line with industry peers as home builders have benefited from a widening housing undersupply, but with much greater margins than its large peers. The short-term industry outlook has been more cloudy with fluctuating interest rates and a weaker labor market, but long-term industry trends should remain healthy. PulteGroup's stock is valued at a reasonable margin of safety compared to my estimated intrinsic value and peers' EV/EBITDA ratios. Read the full article on Seeking AlphaSeeking Alpha • Aug 06
PulteGroup: A Top Homebuilder For Dividend Growth And Total Return
Summary Homebuilders have absolutely crushed the broader market over the past decade, nearly doubling the total return of the S&P 500. After screening the Homebuilding industry for high-growth, dividend-paying companies, I identify PulteGroup as a particularly strong performer. I also find PHM’s current valuation to be somewhat more favorable than those of its peers at this time. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment PulteGroup gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 16,828 | 2,043 | 1,561 | 0 |
| 31 Dec 25 | 17,312 | 2,219 | 1,574 | 0 |
| 30 Sep 25 | 17,623 | 2,630 | 1,380 | 0 |
| 30 Jun 25 | 17,695 | 2,742 | 1,386 | 0 |
| 31 Mar 25 | 17,890 | 2,943 | 1,357 | 0 |
| 31 Dec 24 | 17,947 | 3,083 | 1,321 | 0 |
| 30 Sep 24 | 17,319 | 2,879 | 1,434 | 0 |
| 30 Jun 24 | 16,846 | 2,817 | 1,380 | 0 |
| 31 Mar 24 | 16,435 | 2,726 | 1,334 | 0 |
| 31 Dec 23 | 16,062 | 2,593 | 1,313 | 0 |
| 30 Sep 23 | 16,847 | 2,761 | 1,355 | 0 |
| 30 Jun 23 | 16,738 | 2,749 | 1,352 | 0 |
| 31 Mar 23 | 16,429 | 2,680 | 1,389 | 0 |
| 31 Dec 22 | 16,003 | 2,601 | 1,381 | 0 |
| 30 Sep 22 | 15,283 | 2,382 | 1,375 | 0 |
| 30 Jun 22 | 14,867 | 2,229 | 1,345 | 0 |
| 31 Mar 22 | 14,347 | 2,080 | 1,266 | 0 |
| 31 Dec 21 | 13,737 | 1,930 | 1,209 | 0 |
| 30 Sep 21 | 12,761 | 1,707 | 1,144 | 0 |
| 30 Jun 21 | 12,237 | 1,648 | 1,095 | 0 |
| 31 Mar 21 | 11,471 | 1,494 | 1,009 | 0 |
| 31 Dec 20 | 11,036 | 1,394 | 1,011 | 0 |
| 30 Sep 20 | 10,861 | 1,293 | 983 | 0 |
| 30 Jun 20 | 10,616 | 1,150 | 982 | 0 |
| 31 Mar 20 | 10,511 | 1,043 | 1,055 | 0 |
| 31 Dec 19 | 10,213 | 1,006 | 1,044 | 0 |
| 30 Sep 19 | 10,195 | 909 | 1,075 | 0 |
| 30 Jun 19 | 10,134 | 925 | 1,057 | 0 |
| 31 Mar 19 | 10,215 | 1,005 | 1,024 | 0 |
| 31 Dec 18 | 10,188 | 1,011 | 1,012 | 0 |
| 30 Sep 18 | 9,984 | 852 | 921 | 0 |
| 30 Jun 18 | 9,466 | 742 | 906 | 0 |
| 31 Mar 18 | 8,918 | 523 | 896 | 0 |
| 31 Dec 17 | 8,578 | 443 | 892 | 0 |
| 30 Sep 17 | 8,276 | 637 | 888 | 0 |
| 30 Jun 17 | 8,088 | 589 | 901 | 0 |
| 31 Mar 17 | 7,866 | 606 | 941 | 0 |
| 31 Dec 16 | 7,677 | 598 | 947 | 0 |
| 30 Sep 16 | 7,237 | 553 | 1,091 | 0 |
| 30 Jun 16 | 6,801 | 533 | 1,006 | 0 |
| 31 Mar 16 | 6,281 | 519 | 906 | 0 |
| 31 Dec 15 | 5,982 | 491 | 824 | 0 |
| 30 Sep 15 | 5,743 | 480 | 629 | 0 |
| 30 Jun 15 | 5,831 | 512 | 610 | 0 |
Des revenus de qualité: PHM a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de PHM sont inférieures à celles de l'année dernière PHM. (12.1%) sont inférieures à celles de l'année dernière (16.5%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de PHM ont augmenté de 7.6% par an au cours des 5 dernières années.
Accélération de la croissance: PHM 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: PHM a enregistré une croissance négative de ses bénéfices ( -30.6% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Consumer Durables ( -16.4% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de PHM ( 15.8% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 01:51 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment 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
PulteGroup, Inc. est couverte par 34 analystes. 13 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.
| Analyste | Institution |
|---|---|
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |
| Rafe Jadrosich | BofA Global Research |