KB Home

NYSE:KBH 주식 리포트

시가총액: US$3.2b

KB Home 경영진

경영진 기준 점검 4/4

KB Home CEO는 Rob McGibney, Feb2024 에 임명되었습니다 의 임기는 2.25 년입니다. 총 연간 보상은 $7.31M, 12.5% 급여 및 87.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.71M 가치에 해당하는 회사 주식의 0.3% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 13 년과 5.6 년입니다.

핵심 정보

Rob McGibney

최고경영자

US$7.3m

총 보수

CEO 급여 비율12.48%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간13yrs
이사회 평균 재임 기간5.6yrs

최근 경영진 업데이트

Recent updates

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.

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.

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.

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.

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.

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.

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

Jan 26
KB Home (NYSE:KBH) Is Paying Out A Dividend Of $0.25

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.

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.

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.

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.

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.

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.

KB Home (NYSE:KBH) Will Pay A Dividend Of $0.25

Oct 28
KB Home (NYSE:KBH) Will Pay A Dividend Of $0.25

Disciplined Cost Moves And New Communities Will Drive Uncertain Upside Ahead

Analysts have raised their price targets for KB Home by amounts ranging from $1 to $8 per share. They cite the company's disciplined strategies, improved profit margins, and resilient earnings performance amid ongoing industry challenges.

KB Home's (NYSE:KBH) Dividend Will Be $0.25

Oct 13
KB Home's (NYSE:KBH) Dividend Will Be $0.25

Faster Homes And Vegas Land Buys Will Yield Mixed Results

Analysts have raised their average price target for KB Home by approximately $1.67 per share. This change reflects improved confidence following the company's stronger-than-expected earnings and its disciplined operating approach in a challenging housing market.

Faster Homes And Vegas Land Buys Will Yield Mixed Results

Driven by better-than-expected Q3 earnings, disciplined cost management, and increased investor optimism around interest rate trends despite ongoing housing demand challenges, the consensus analyst price target for KB Home has been raised from $63.58 to $66.00. Analyst Commentary Better-than-expected Q3 earnings and disciplined cost management are driving increased confidence in KB Home's near-term performance.

CEO 보수 분석

Rob McGibney의 보수는 KB Home의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Feb 28 2026n/an/a

US$351m

Nov 30 2025US$7mUS$913k

US$426m

Aug 31 2025n/an/a

US$514m

May 31 2025n/an/a

US$561m

Feb 28 2025n/an/a

US$621m

Nov 30 2024US$8mUS$892k

US$650m

Aug 31 2024n/an/a

US$610m

May 31 2024n/an/a

US$603m

Feb 29 2024n/an/a

US$599m

Nov 30 2023US$7mUS$821k

US$586m

Aug 31 2023n/an/a

US$652m

May 31 2023n/an/a

US$757m

Feb 28 2023n/an/a

US$804m

Nov 30 2022US$6mUS$771k

US$812m

Aug 31 2022n/an/a

US$771m

May 31 2022n/an/a

US$666m

Feb 28 2022n/an/a

US$599m

Nov 30 2021US$5mUS$558k

US$562m

보상 대 시장: Rob의 총 보수(USD7.31M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.20M) 수준입니다.

보상과 수익: Rob의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Rob McGibney (50 yo)

2.3yrs
재임 기간
US$7,311,553
보수

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...


리더십 팀

이름직위재임 기간보수지분
Jeffrey Mezger
Executive Chairman19.5yrsUS$14.72m3.02%
$ 97.4m
Robert McGibney
CEO, President & Director2.3yrsUS$7.31m0.30%
$ 9.7m
Robert Dillard
CFO & Executive VP1.2yrsUS$4.25m0.027%
$ 877.5k
Brian Woram
Executive VP & General Counsel15.8yrsUS$2.99m0.34%
$ 11.0m
Albert Praw
Executive Vice President of Real Estate & Business Development24.3yrsUS$3.09m0.20%
$ 6.5m
William Hollinger
Senior VP & Chief Accounting Officer25.3yrsUS$1.68m0.23%
$ 7.6m
Dan Bridleman
Senior Vice President of Sustainabilityno data데이터 없음데이터 없음
Jill Peters
Senior Vice President of Investor Relations10.3yrs데이터 없음데이터 없음
Amit Desai
Senior VP & Chief Marketing Officer6.5yrs데이터 없음데이터 없음
Thomas Norton
Senior Vice President of Human Resources17.3yrs데이터 없음데이터 없음
Vince DePorre
Southeast Regional Presidentno data데이터 없음데이터 없음
Thad Johnson
Senior VP & Treasurer15.8yrs데이터 없음데이터 없음
13.0yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 관리: KBH의 경영진은 노련하고 경험이 풍부합니다(평균 재임 13 년).


이사회 구성원

이름직위재임 기간보수지분
Jeffrey Mezger
Executive Chairman19.5yrsUS$14.72m3.02%
$ 97.4m
Robert McGibney
CEO, President & Directorless than a yearUS$7.31m0.30%
$ 9.7m
Stuart Gabriel
Independent Director10.1yrsUS$275.00k0.070%
$ 2.3m
Dorene Dominguez
Independent Director8.8yrsUS$285.00k0.048%
$ 1.6m
Jodeen Kozlak
Lead Independent Director5.3yrsUS$323.50k0.049%
$ 1.6m
Thomas Gilligan
Independent Director13.8yrsUS$300.00k0.087%
$ 2.8m
Jose Barra
Independent Director3.1yrsUS$285.00k0.027%
$ 881.7k
Cheryl Henry
Independent Director1.6yrsUS$282.50k0.011%
$ 362.9k
Arthur Collins
Independent Director5.6yrsUS$282.50k0.021%
$ 676.8k
Kevin Eltife
Independent Director5.6yrsUS$285.00k0.037%
$ 1.2m
5.6yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: KBH의 이사회경험이 있음으로 간주됩니다(평균 재임 5.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 11:47
종가2026/05/01 00:00
수익2026/02/28
연간 수익2025/11/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

KB Home는 27명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher GrajaArgus Research Company
Matthew BouleyBarclays
Stephen KimBarclays