Q3 FY2026 EarningsQ3 FY26 results beat consensus on top and bottom lines, with revenue of $2.66B vs. $2.62B expected and GAAP EPS of $2.97 vs. $2.94 consensus. While home sales gross margin of 23.9% missed the mean estimate of 24.70%, adjusted gross margin of 25.6% outperformed management's own guidance. Net signed contracts grew 5% YoY in value, providing a solid backlog of $6.24B. The company raised its FY26 share repurchase target to $700M, reflecting confidence in its luxury market position despite macro headwinds.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Toll Brothers(TOL) the Revenue is 2.659 B (-9.72%), Beat estimate;the EBIT is 359.15 M (-26.36%), Miss estimate;the EPS is 2.97 (-20.38%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.66B9.72%
2.62B11.11%
+0.04B1.39%
EBITMiss expectations
0.36B26.36%
0.37B23.76%
-0.01B2.60%
EPSExceed expectations
2.9720.38%
2.942921.10%
+0.02710.72%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf