Tag Archives: Toll Brothers

Toll Brothers’ 23Q2 EPS was $2.85, up 54% from 22Q2’s $1.85 and above my estimate of $1.87.  Revenues increased 10.1% to $2.51 billion and exceeded my estimate of $2.17 billion.  Deliveries of 2,492 units increased 3.5% exceeding management’s guidance.  The … Continue reading →

Toll Brothers’ 23Q1 EPS was $1.70, up 38% from 22Q1’s $1.24 and above my estimate of $1.37.  Revenues decreased 0.6% to $1.78 billion, below my $1.80 billion.  Deliveries of 1,826 units fell 5.3%, but topped my estimate.  The average sales … Continue reading →

Toll Brothers reported fiscal 22Q4 results that were much stronger than I anticipated.  22Q4 diluted earnings per share were $5.63 up 86% from $3.02 in 21Q4 and better than my estimate of $3.93.  Excluding a $140 million (estimated $0.94 per … Continue reading →

Toll Brothers’ 22Q3 EPS was $2.35, up 25.7% from 21Q3’s $1.87 and above my estimate of $2.22.  Revenues increased 10.6% to $2.49 billion, slightly below my projections.  Deliveries of 2,414 units fell 7.1%, more than expected, but the average sales … Continue reading →

Since my last report on December 9, 2021, Toll’s stock has fallen 26.3%, much more than the S&P Mid-Cap 400’s 2.6% decline.  As I noted back then, shares of Toll and other homebuilders were ripe for a correction following their … Continue reading →

Toll Brothers reported stronger-than anticipated fiscal 21Q3 results that once again exceeded my estimates.  Its diluted earnings per share were $1.86, up 71% from $0.59 in 20Q2.  My estimate was $1.48 and the consensus estimate was $1.53.