KB Home Gestione
Criteri Gestione verificati 4/4
KB Home Il CEO è Rob McGibney, nominato in Feb2024, e ha un mandato di 2.33 anni. la retribuzione annua totale è $ 7.31M, composta da 12.5% di stipendio e 87.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.3% delle azioni della società, per un valore di $ 9.70M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 15.8 anni e 5.7 anni.
Informazioni chiave
Rob McGibney
Amministratore delegato
US$7.3m
Compenso totale
| Percentuale dello stipendio del CEO | 12.48% |
| Mandato del CEO | 2.3yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 15.8yrs |
| Durata media del Consiglio di amministrazione | 5.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • Nov 08
KBH: Future Housing Market Stability Will Balance Recent Share Repurchases And Cost Controls
Analysts have raised their price targets on KB Home, with increases ranging from $1 to $10 per share. They cite the company's resilient earnings, disciplined operating strategies, and signs of stabilization in the housing market despite ongoing near-term challenges.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Feb 28 2026 | n/a | n/a | US$351m |
| Nov 30 2025 | US$7m | US$913k | US$426m |
| Aug 31 2025 | n/a | n/a | US$514m |
| May 31 2025 | n/a | n/a | US$561m |
| Feb 28 2025 | n/a | n/a | US$621m |
| Nov 30 2024 | US$8m | US$892k | US$650m |
| Aug 31 2024 | n/a | n/a | US$610m |
| May 31 2024 | n/a | n/a | US$603m |
| Feb 29 2024 | n/a | n/a | US$599m |
| Nov 30 2023 | US$7m | US$821k | US$586m |
| Aug 31 2023 | n/a | n/a | US$652m |
| May 31 2023 | n/a | n/a | US$757m |
| Feb 28 2023 | n/a | n/a | US$804m |
| Nov 30 2022 | US$6m | US$771k | US$812m |
| Aug 31 2022 | n/a | n/a | US$771m |
| May 31 2022 | n/a | n/a | US$666m |
| Feb 28 2022 | n/a | n/a | US$599m |
| Nov 30 2021 | US$5m | US$558k | US$562m |
Compensazione vs Mercato: La retribuzione totale di Rob ($USD 7.31M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 7.03M ).
Compensazione vs guadagni: La retribuzione di Rob è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Rob McGibney (51 yo)
2.3yrs
Mandato
US$7,311,553
Compensazione
Mr. Robert V. McGibney, also known as Rob, is CEO & Director of KB Home from March 1, 2026 and serves as its President since February 1, 2024. He joined KB Home in 2000 in its Las Vegas division had been C...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 19.6yrs | US$14.72m | 3.02% $ 97.4m | |
| CEO, President & Director | 2.3yrs | US$7.31m | 0.30% $ 9.7m | |
| Executive VP & General Counsel | 15.9yrs | US$2.99m | 0.34% $ 11.0m | |
| Executive Vice President of Real Estate & Business Development | 24.4yrs | US$3.09m | 0.20% $ 6.5m | |
| Senior VP & Chief Accounting Officer | 25.4yrs | US$1.68m | 0.23% $ 7.6m | |
| Senior Vice President of Sustainability | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Investor Relations | 10.4yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Marketing Officer | 6.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Human Resources | 17.4yrs | Nessun dato | Nessun dato | |
| Southeast Regional President | no data | Nessun dato | Nessun dato | |
| Senior VP & Treasurer | 15.8yrs | Nessun dato | Nessun dato | |
| Regional GM & President of Coastal Division | no data | Nessun dato | Nessun dato |
15.8yrs
Durata media
66yo
Età media
Gestione esperta: Il team dirigenziale di KBH è esperto e expertise (durata media dell'incarico 15.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 19.6yrs | US$14.72m | 3.02% $ 97.4m | |
| CEO, President & Director | less than a year | US$7.31m | 0.30% $ 9.7m | |
| Independent Director | 10.2yrs | US$275.00k | 0.070% $ 2.3m | |
| Independent Director | 8.9yrs | US$285.00k | 0.048% $ 1.6m | |
| Lead Independent Director | 5.4yrs | US$323.50k | 0.049% $ 1.6m | |
| Independent Director | 13.9yrs | US$300.00k | 0.087% $ 2.8m | |
| Independent Director | 3.2yrs | US$285.00k | 0.027% $ 881.4k | |
| Independent Director | 1.7yrs | US$282.50k | 0.011% $ 362.7k | |
| Independent Director | 5.7yrs | US$282.50k | 0.021% $ 676.5k | |
| Independent Director | 5.7yrs | US$285.00k | 0.037% $ 1.2m |
5.7yrs
Durata media
64.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di KBH sono considerati esperti (durata media dell'incarico 5.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/09 09:25 |
| Prezzo dell'azione a fine giornata | 2026/06/09 00:00 |
| Utili | 2026/02/28 |
| Utili annuali | 2025/11/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
KB Home è coperta da 27 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Graja | Argus Research Company |
| Matthew Bouley | Barclays |
| Stephen Kim | Barclays |