KB Home

NYSE:KBH Voorraadrapport

Marktkapitalisatie: US$3.0b

KB Home Beheer

Beheer criteriumcontroles 4/4

De CEO KB Home is Rob McGibney, benoemd in Feb2024, heeft een ambtstermijn van 2.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 7.31M, bestaande uit 12.5% salaris en 87.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.3% van de aandelen van het bedrijf, ter waarde $ 9.17M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 15.8 jaar en 5.6 jaar.

Belangrijke informatie

Rob McGibney

Algemeen directeur

US$7.3m

Totale compensatie

Percentage CEO-salaris12.48%
Dienstverband CEO2.3yrs
Eigendom CEO0.3%
Management gemiddelde ambtstermijn15.8yrs
Gemiddelde ambtstermijn bestuur5.6yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel Oct 28

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

The board of KB Home ( NYSE:KBH ) has announced that it will pay a dividend on the 26th of November, with investors...
Narratiefupdate Oct 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.
Analyseartikel Oct 13

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

The board of KB Home ( NYSE:KBH ) has announced that it will pay a dividend of $0.25 per share on the 26th of November...

Analyse CEO-vergoeding

Hoe is Rob McGibney's beloning veranderd ten opzichte van KB Home's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 7.31M ) Rob } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.02M ).

Compensatie versus inkomsten: De vergoeding van Rob is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Rob McGibney (50 yo)

2.3yrs
Tenure
US$7,311,553
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Jeffrey Mezger
Executive Chairman19.5yrsUS$14.72m3.02%
$ 92.1m
Robert McGibney
CEO, President & Director2.3yrsUS$7.31m0.30%
$ 9.2m
Brian Woram
Executive VP & General Counsel15.8yrsUS$2.99m0.34%
$ 10.4m
Albert Praw
Executive Vice President of Real Estate & Business Development24.3yrsUS$3.09m0.20%
$ 6.1m
William Hollinger
Senior VP & Chief Accounting Officer25.3yrsUS$1.68m0.23%
$ 7.1m
Dan Bridleman
Senior Vice President of Sustainabilityno datageen gegevensgeen gegevens
Jill Peters
Senior Vice President of Investor Relations10.3yrsgeen gegevensgeen gegevens
Amit Desai
Senior VP & Chief Marketing Officer6.5yrsgeen gegevensgeen gegevens
Thomas Norton
Senior Vice President of Human Resources17.3yrsgeen gegevensgeen gegevens
Vince DePorre
Southeast Regional Presidentno datageen gegevensgeen gegevens
Thad Johnson
Senior VP & Treasurer15.8yrsgeen gegevensgeen gegevens
Steve Ruffner
Regional GM & President of Coastal Divisionno datageen gegevensgeen gegevens
15.8yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van KBH is doorgewinterd en ervaren (gemiddelde ambtstermijn van 15.8 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Jeffrey Mezger
Executive Chairman19.5yrsUS$14.72m3.02%
$ 92.1m
Robert McGibney
CEO, President & Directorless than a yearUS$7.31m0.30%
$ 9.2m
Stuart Gabriel
Independent Director10.1yrsUS$275.00k0.070%
$ 2.1m
Dorene Dominguez
Independent Director8.8yrsUS$285.00k0.048%
$ 1.5m
Jodeen Kozlak
Lead Independent Director5.3yrsUS$323.50k0.049%
$ 1.5m
Thomas Gilligan
Independent Director13.8yrsUS$300.00k0.087%
$ 2.6m
Jose Barra
Independent Director3.1yrsUS$285.00k0.027%
$ 833.0k
Cheryl Henry
Independent Director1.6yrsUS$282.50k0.011%
$ 342.8k
Arthur Collins
Independent Director5.6yrsUS$282.50k0.021%
$ 639.4k
Kevin Eltife
Independent Director5.6yrsUS$285.00k0.037%
$ 1.1m
5.6yrs
Gemiddelde duur
63.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van KBH wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.6 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 16:25
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/02/28
Jaarlijkse inkomsten2025/11/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

KB Home wordt gevolgd door 27 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Christopher GrajaArgus Research Company
Matthew BouleyBarclays
Stephen KimBarclays