Meritage Homes Corporation MTH

Zacks Investment Research 28 oct

Meritage Homes reported Q3 2026 revenue of $1.17 billion, down 17.5% year-over-year and missing the consensus estimate of $1.31 billion by 10.81%. EPS of $1.11 also fell short of the $1.18 estimate. Key metrics including homes ordered, homes closed, and order backlog all came in below analyst expectations. The stock has a Zacks Rank #5 (Strong Sell) rating.

Zacks Investment Research 28 oct

Meritage Homes reported Q3 2026 earnings of $1.11 per share, missing consensus estimates of $1.18 and falling from $1.39 year-ago. Revenue also disappointed at $1.17 billion versus estimates of $1.31 billion. The company received a Zacks Rank #5 (Strong Sell) rating due to unfavorable estimate revisions, with the homebuilding industry ranking in the bottom 6% of sectors. Quanta Services is expected to report stronger results with projected earnings growth of 51.1% year-over-year.

Zacks Investment Research 22 oct

NVR reported quarterly earnings of $89.45 per share, missing consensus estimates of $106.11 and falling 20.5% year-over-year. The homebuilder also underperformed on revenue expectations, posting $2.35 billion versus the estimated $2.57 billion. With unfavorable estimate revisions, NVR received a Zacks Rank #5 (Strong Sell) rating. The Building Products - Home Builders industry ranks in the bottom 5% of sectors, suggesting broader industry headwinds.

Zacks Investment Research 5 oct

Lennar Corporation (LEN) has significantly underperformed the broader market, declining 22.4% year-to-date amid persistent housing market challenges. The homebuilder faces elevated mortgage rates, affordability constraints, and increased competition from resale inventory. Fiscal 2026 results show home-sales revenues fell 7% with deliveries down 2% and average selling price declining 5%. Gross margins contracted sharply to 15.5% from 18%, while the company reduced its full-year delivery target to 80,000-81,000 homes. With fiscal 2026 EPS expected to decline 38.6% and the stock trading at a premium valuation relative to peers, analysts recommend avoiding the stock until market conditions improve.

GlobeNewswire Inc. 25 ago

Meritage Homes, the fifth-largest U.S. homebuilder, released its 2025 Sustainability and Corporate Responsibility Data Update, highlighting delivery of approximately 156,000 ENERGY STAR certified homes since 2009, improved energy efficiency scores (HERS Index of 48), and 93% of homes priced below FHA loan limits. The company is transitioning to biannual comprehensive sustainability reports while maintaining annual data updates. Customer satisfaction achieved 95.9% AvidCX rating, exceeding peer average.