Toll Brothers, Inc.

NYSE:TOL 株式レポート

時価総額:US$13.7b

Toll Brothers 過去の業績

過去 基準チェック /26

Toll Brothersは、平均年間8.1%の収益成長を遂げていますが、 Consumer Durables業界の収益は、年間 減少しています。収益は、平均年間6.2% 4.4%収益成長率で 成長しています。 Toll Brothersの自己資本利益率は14%であり、純利益率は11.1%です。

主要情報

8.05%

収益成長率

12.77%

EPS成長率

Consumer Durables 業界の成長24.52%
収益成長率4.40%
株主資本利益率14.03%
ネット・マージン11.14%
前回の決算情報31 Jul 2026

最近の業績更新

Recent updates

Seeking Alpha Aug 19

Toll Brothers: Relatively Resilient To Rate Pressures

Summary Toll Brothers remains resilient in a challenging housing market, benefiting from its focus on higher-end buyers and a strong balance sheet. Despite macro headwinds, TOL's Q3 EPS of $2.97 beat estimates, but margins and backlog are under pressure amid weak orders and elevated rates. Management maintains a conservative approach to land inventory, prioritizing financial flexibility and shareholder returns through buybacks and dividends. With shares trading at 10.5x 2027 EPS, I maintain a 'hold' rating, awaiting a pullback to $135 for a more attractive entry. Read the full article on Seeking Alpha
新しいナラティブ Aug 19

Toll Brothers: Q3 Shows Resilient Demand, But Margins Remain Under Pressure

Disclosure: I do not hold shares in Toll Brothers. Toll Brothers' latest quarter presents a mixed picture.
ナラティブ更新 Aug 11

TOL: Luxury Demand Resilience Will Likely Be Constrained By Peer Multiple Compression

Analysts have nudged the Toll Brothers fair value estimate higher, with the implied target moving about $3 to $134.86 as they point to resilient luxury housing demand, margin defense and a more favorable view of future price-to-earnings and revenue growth assumptions. Analyst Commentary Recent Street views on Toll Brothers show a mixed picture.
ナラティブ更新 Jul 28

TOL: Resilient Luxury Demand And New Communities Will Shape Future Returns

The updated analyst price target for Toll Brothers reflects a modest fair value adjustment to $168.20, supported by slightly lower discount rate assumptions, marginally higher revenue growth and profit margin estimates, and a small upward revision to the assumed future P/E multiple, as analysts highlight the company's exposure to resilient luxury housing demand. Analyst Commentary Recent research on Toll Brothers points to a mix of optimism and caution.
ナラティブ更新 Jul 14

TOL: Luxury Demand Strength Will Likely Struggle Against Ongoing Peer Multiple Pressure

The analyst price target for Toll Brothers has been revised higher, reflecting a fair value estimate increase from about $126.90 to $131.73. This revision is supported by updated assumptions around revenue growth, profit margins, and future P/E, which are aligned with recent Street research highlighting the company's exposure to resilient luxury housing demand.
ナラティブ更新 Jun 30

TOL: Luxury Expansion And Resilient Affluent Demand Will Shape Future Returns

The analyst price target for Toll Brothers has been revised in a tight range, with recent moves such as Keefe Bruyette lifting its target to $161 from $158 and Argus raising its target to $170 from $165. Analysts point to resilient luxury demand, margin support from affluent buyer segments, and company specific factors like long land positions and post earnings fundamentals in a challenging housing market.
分析記事 Jun 18

Toll Brothers (TOL) Stock Could Be 11% Undervalued After Earnings And Raised Guidance

Toll Brothers (TOL) stock has been in focus after a strong earnings report, raised guidance, and a series of upbeat analyst updates that coincided with a shift away from high profile technology stocks. See our latest analysis for Toll Brothers. Toll Brothers' share price has pulled back by 2.36% over the last day to $149.66, but that comes after a strong run, with a 30 day share price return of 17.87% and a 1 year total shareholder return of 43.02%. This suggests momentum has recently been...
ナラティブ更新 Jun 16

TOL: Luxury Demand Strength Will Face Pressure From Sector Multiple Compression

Toll Brothers' analyst price target has shifted modestly, with the fair value estimate moving about $3 lower to roughly $126.90 as analysts factor in a slightly lower discount rate, higher expected revenue growth and margins, and a reduced future P/E multiple, supported by recent research highlighting resilient luxury demand, margin defense, and mixed but generally constructive updates to Street price targets. Analyst Commentary Recent Street commentary on Toll Brothers centers on how the luxury focus, order trends, and peer comparisons feed into valuation and execution risks.
ナラティブ更新 Jun 02

TOL: Luxury Buyer Resilience And Cash Returns Will Support Future Upside

The analyst price target for Toll Brothers has been revised down by $11 to $187 from $198, as analysts factor in updated views on peer multiples, margins, and the luxury housing backdrop. Analyst Commentary Recent research updates on Toll Brothers show a mix of reduced targets and selective increases, as analysts recalibrate their views around peer valuations, margins, and the luxury housing backdrop.
分析記事 May 23

Results: Toll Brothers, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Toll Brothers, Inc. ( NYSE:TOL ) just released its latest quarterly results and things are looking bullish. The company...
ナラティブ更新 May 16

TOL: Luxury Demand And Capital Returns Will Support Future Upside Potential

The analyst price target for Toll Brothers has been trimmed by $4.38 to $168.38, as analysts weigh expectations for stronger revenue growth and slightly higher profit margins against a higher discount rate and a lower future P/E multiple, following recent mixed rating and target changes across the Street. Analyst Commentary Recent Street research on Toll Brothers reflects a mix of optimism on earnings power and concerns about where the stock is currently trading, which helps explain the modest trim to the blended price target.
ナラティブ更新 Apr 29

TOL: Luxury Demand Resilience And 2027 Recovery Expectations Will Shape Balanced Outlook

The updated analyst price target for Toll Brothers reflects a modest trim of fair value to about $130, as analysts factor in softer revenue growth assumptions and slightly lower profit margins, while still recognizing differentiated positioning in higher end housing and a range of recent target increases from firms across the Street. Analyst Commentary Street research on Toll Brothers over the past few months has centered on how much earnings power to ascribe to the higher end housing segment and what valuation multiple is appropriate after a strong run in homebuilder shares.
ナラティブ更新 Apr 15

TOL: Luxury Buyer Strength And Cash Returns Will Drive Future Upside

The analyst fair value estimate for Toll Brothers has increased to $198 from $181. Analysts are balancing slightly softer growth and margin assumptions with a higher future P/E and a series of recent target increases tied to Q1 results, relative valuation, and expectations for the luxury buyer.

収支内訳

Toll Brothers の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:TOL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Jul 2610,7591,1981,0650
30 Apr 2611,0451,2881,0530
31 Jan 2611,2531,3801,0500
31 Oct 2510,9671,3461,0330
31 Jul 2510,8771,3751,0190
30 Apr 2510,6601,3801,0110
31 Jan 2510,7581,5099930
31 Oct 2410,8471,5719830
31 Jul 2410,5331,5419540
30 Apr 2410,4931,5829380
31 Jan 2410,1631,4209280
31 Oct 239,9951,3729090
31 Jul 2310,6871,5679420
30 Apr 2310,4941,4269450
31 Jan 2310,2651,3269610
31 Oct 2210,2761,2879760
31 Jul 229,6051,0209600
30 Apr 229,3659829610
31 Jan 229,0188899360
31 Oct 218,7908349200
31 Jul 218,2956599080
30 Apr 217,6915388680
31 Jan 217,3104868580
31 Oct 207,0784478660
31 Jul 206,9114509740
30 Apr 207,0254819670
31 Jan 207,1925359370
31 Oct 197,2245908790
31 Jul 197,3006997140
30 Apr 197,4487467020
31 Jan 197,3317286900
31 Oct 187,1437488220
31 Jul 186,7166296670
30 Apr 186,3055846480
31 Jan 186,0705976280
31 Oct 175,8155356070
31 Jul 175,6434585890
30 Apr 175,4104155690
31 Jan 175,1623795510
31 Oct 165,1703825350
31 Jul 164,7514155100
30 Apr 164,5093764910
31 Jan 164,2463554710
31 Oct 154,1713634550

質の高い収益: TOLは 高品質の収益 を持っています。

利益率の向上: TOLの現在の純利益率 (11.1%)は、昨年(12.6%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: TOLの収益は過去 5 年間で年間8.1%増加しました。

成長の加速: TOLは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: TOLは過去 1 年間で収益成長率がマイナス ( -12.9% ) となったため、 Consumer Durables業界平均 ( -11.4% ) と比較することが困難です。


株主資本利益率

高いROE: TOLの 自己資本利益率 ( 14% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/20 08:09
終値2026/08/20 00:00
収益2026/07/31
年間収益2025/10/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Toll Brothers, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
Christopher GrajaArgus Research Company
Matthew BouleyBarclays
Stephen KimBarclays