20-quarter listed-company comparison

Residential Construction Stocks

Residential Construction: D.R. Horton, Inc. owns the largest revenue base; Champion Homes, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Residential Construction moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 55% behind S&P 500. Earnings across its companies fell 23% on average over the last four reported quarters.

ASLEEP · 1y −26.5%⚠Price down, no fundamental support2 of 18 companies ahead of S&P 500 by 5% or more over three months

RS — · 5/18 >200d (−7) · 2/18 lead (−12) · EPS 3/18↑

Residential Construction, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 18 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Residential Construction outperforming S&P 500?

Residential Construction has underperformed S&P 500 by 22% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 8.4%. 3 of 18 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Beazer Homes USA, Inc. is the strongest against the sector itself at +38.1%.

-8.4%Sector vs S&P 500 · 13 weeks

-22.0%Sector vs S&P 500 · 52 weeks

3/18Stocks leading S&P 500

7/18Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Residential Construction has underperformed S&P 500 by 22% over 52 weeks and 8.4% over 13 weeks. 3 of 18 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 18 beat the sector itself. D.R. Horton, Inc. leads with revenue of $33,350 million, based on 12 of 18 comparable companies through Jun 2026.

Companies

complete canonical membership

Combined market value

$147.0B

D.R. Horton, Inc.

Revenue growing

3/12

positive TTM year-on-year growth

Beating S&P 500

3/18

positive Mansfield relative strength

Comparing 5 of 18

03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%

Legacy Housing Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% evidence confidence.

Taylor Morrison Home Corporation looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

Taylor Morrison Home Corporation has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

Company	Score	Price stage	Growth & earnings/35	Capital efficiency/25	Valuation/20	Relative strength/20
1Legacy Housing CorporationLEGH	65.3/100Favorable setup81% evidence	BREAKING OUT	20.9/35 Revenue -8% · PAT -24.6% · OPM change 3.6 pp 83% evidence	13.7/25 ROCE 2.4% · OPM 36.1% 76% evidence	11.2/20 P/E 11.5× · PEG 1.47 65% evidence	19.5/20 RS sector 24% · RS bench 11.9% · 1Y 1.5%12 of 12 weeks ahead 100% evidence
Exact sum: 20.9 + 13.7 + 11.2 + 19.5 = 65.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Champion Homes, Inc.SKY	54.4/100Mixed-positive evidence81% evidence	FADING	22.9/35 Revenue 7.2% · PAT 5.4% · OPM change -1.3 pp 83% evidence	10.2/25 ROCE 2.2% · OPM 5.8% 76% evidence	5.0/20 P/E 19.8× · PEG 2.82 65% evidence	16.3/20 RS sector 7.6% · RS bench -3.3% · 1Y 14.1%5 of 12 weeks ahead 100% evidence
Exact sum: 22.9 + 10.2 + 5 + 16.3 = 54.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Taylor Morrison Home CorporationTMHC	53.0/100Mixed-positive evidence81% evidence		11.0/35 Revenue -9% · PAT -25.5% · OPM change -4.9 pp 83% evidence	10.8/25 ROCE 1.7% · OPM 10.2% 76% evidence	14.5/20 P/E 8.7× · PEG 0.81 65% evidence	16.7/20 RS sector 8.7% · RS bench 5.4% · 1Y 19.3%4 of 4 weeks ahead to 2026-07-24 100% evidence
Exact sum: 11 + 10.8 + 14.5 + 16.7 = 53 · Decision use: Price leads the evidence: RS versus the benchmark is 5.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
4PulteGroup, Inc.PHM	51.7/100Mixed-positive evidence85% evidence	ASLEEP	9.8/35 Revenue -7.3% · PAT -30.4% · OPM change -2.8 pp 95% evidence	18.7/25 ROCE 16.7% · OPM 15.7% 76% evidence	14.6/20 P/E 13.7× · PEG 0.52 65% evidence	8.6/20 RS sector -2.1% · RS bench -12% · 1Y -10.9%4 of 12 weeks ahead 100% evidence
Exact sum: 9.8 + 18.7 + 14.6 + 8.6 = 51.7 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
5Cavco Industries, Inc.CVCO	50.8/100Thin evidence · provisional58% evidence	ASLEEP	20.4/35 Revenue — · PAT — · OPM change 1.8 pp 45% evidence	13.9/25 ROCE 4.7% · OPM 9.4% 76% evidence	9.0/20 P/E 26.9× · PEG — 15% evidence	7.5/20 RS sector -0.2% · RS bench -10.4% · 1Y -3.5%4 of 12 weeks ahead 100% evidence
Exact sum: 20.4 + 13.9 + 9 + 7.5 = 50.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Toll Brothers, Inc.TOL	50.2/100Mixed-positive evidence85% evidence	ASLEEP	17.1/35 Revenue 3.6% · PAT -6.6% · OPM change -2.7 pp 95% evidence	13.8/25 ROCE 3.5% · OPM 13.7% 76% evidence	15.0/20 P/E 10.8× · PEG 0.76 65% evidence	4.3/20 RS sector -3.3% · RS bench -13% · 1Y -5%3 of 12 weeks ahead 100% evidence
Exact sum: 17.1 + 13.8 + 15 + 4.3 = 50.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7M/I Homes, Inc.MHO	48.6/100Thin evidence · provisional58% evidence	ASLEEP	14.2/35 Revenue — · PAT — · OPM change -5.1 pp 45% evidence	11.5/25 ROCE 2.4% · OPM 9.3% 76% evidence	10.3/20 P/E 13.5× · PEG — 15% evidence	12.6/20 RS sector 6.4% · RS bench -4.2% · 1Y -4.9%9 of 12 weeks ahead 100% evidence
Exact sum: 14.2 + 11.5 + 10.3 + 12.6 = 48.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Green Brick Partners, Inc.GRBK	48.0/100Thin evidence · provisional58% evidence	ASLEEP	15.3/35 Revenue — · PAT — · OPM change -3.6 pp 45% evidence	14.8/25 ROCE 4.4% · OPM 17.9% 76% evidence	10.8/20 P/E 12.1× · PEG — 15% evidence	7.1/20 RS sector -0.5% · RS bench -10.5% · 1Y -7%5 of 12 weeks ahead 100% evidence
Exact sum: 15.3 + 14.8 + 10.8 + 7.1 = 48 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9D.R. Horton, Inc.DHI	47.9/100Mixed-negative evidence85% evidence	ASLEEP	19.8/35 Revenue -3.5% · PAT -22.7% · OPM change -1.2 pp 95% evidence	14.4/25 ROCE 4.7% · OPM 12.5% 76% evidence	8.9/20 P/E 15.5× · PEG 1.6 65% evidence	4.8/20 RS sector -4.4% · RS bench -14.1% · 1Y -17.8%0 of 12 weeks ahead 100% evidence
Exact sum: 19.8 + 14.4 + 8.9 + 4.8 = 47.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10NVR, Inc.NVR	46.5/100Thin evidence · provisional58% evidence	ASLEEP	14.0/35 Revenue — · PAT — · OPM change -3.3 pp 45% evidence	15.3/25 ROCE 7% · OPM 13.5% 76% evidence	9.4/20 P/E 17.7× · PEG — 15% evidence	7.8/20 RS sector -6.8% · RS bench -16.5% · 1Y -23.6%1 of 12 weeks ahead 100% evidence
Exact sum: 14 + 15.3 + 9.4 + 7.8 = 46.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11LGI Homes, Inc.LGIH	43.9/100Mixed-negative evidence65% evidence	ASLEEP	15.5/35 Revenue -22.6% · PAT -61.4% · OPM change -0.2 pp 83% evidence	6.3/25 ROCE 0% · OPM -0.2% 76% evidence	10.4/20 P/E 13× · PEG — 15% evidence	11.7/20 RS sector 2.2% · RS bench -8.2% · 1Y -13.3%9 of 12 weeks ahead 70% evidence
Exact sum: 15.5 + 6.3 + 10.4 + 11.7 = 43.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
12Hovnanian Enterprises, Inc.HOV	43.4/100Mixed-negative evidence79% evidence	ASLEEP	13.1/35 Revenue -4.7% · PAT -83.3% · OPM change -1.7 pp 95% evidence	5.7/25 ROCE 0.8% · OPM 2.3% 76% evidence	13.7/20 P/E 30.9× · PEG 0.23 65% evidence	10.9/20 RS sector 1.3% · RS bench -9% · 1Y -19.4%10 of 12 weeks ahead 70% evidence
Exact sum: 13.1 + 5.7 + 13.7 + 10.9 = 43.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
13Lennar CorporationLEN	39.7/100Mixed-negative evidence85% evidence	ASLEEP	14.5/35 Revenue -7.5% · PAT -50.4% · OPM change -2.4 pp 95% evidence	8.4/25 ROCE 1.3% · OPM 5.3% 76% evidence	11.7/20 P/E 14.1× · PEG 1.02 65% evidence	5.1/20 RS sector -19.9% · RS bench -28.4% · 1Y -38.5%0 of 12 weeks ahead 100% evidence
Exact sum: 14.5 + 8.4 + 11.7 + 5.1 = 39.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Installed Building Products, Inc.IBP	39.1/100Mixed-negative evidence81% evidence	ASLEEP	19.1/35 Revenue 0.4% · PAT 3.7% · OPM change -1.5 pp 83% evidence	12.0/25 ROCE 3.3% · OPM 8.7% 76% evidence	3.9/20 P/E 28.3× · PEG 4.06 65% evidence	4.1/20 RS sector -19.7% · RS bench -28% · 1Y -23.2%5 of 12 weeks ahead 100% evidence
Exact sum: 19.1 + 12 + 3.9 + 4.1 = 39.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
15Meritage Homes CorporationMTH	37.2/100Thin evidence · provisional58% evidence	ASLEEP	15.3/35 Revenue — · PAT — · OPM change -5.2 pp 45% evidence	9.3/25 ROCE 1.6% · OPM 5.8% 76% evidence	9.6/20 P/E 17.5× · PEG — 15% evidence	3.0/20 RS sector -5% · RS bench -14.7% · 1Y -15.2%5 of 12 weeks ahead 100% evidence
Exact sum: 15.3 + 9.3 + 9.6 + 3 = 37.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Beazer Homes USA, Inc.BZH	36.3/100Mixed-negative evidence65% evidence	LEADER	6.9/35 Revenue -13.4% · PAT -104.2% · OPM change -7 pp 83% evidence	3.9/25 ROCE -0.8% · OPM -4.6% 76% evidence	8.5/20 P/E 67.6× · PEG — 15% evidence	17.0/20 RS sector 38.1% · RS bench 24.6% · 1Y 33.9%12 of 12 weeks ahead 70% evidence
Exact sum: 6.9 + 3.9 + 8.5 + 17 = 36.3 · Decision use: Price leads the evidence: RS versus the benchmark is 24.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
17Dream Finders Homes, Inc.DFH	34.5/100Thin evidence · provisional52% evidence	ASLEEP	12.9/35 Revenue — · PAT — · OPM change -5.7 pp 45% evidence	8.0/25 ROCE 1.3% · OPM 2.1% 76% evidence	10.6/20 P/E 12.1× · PEG — 15% evidence	3.0/20 RS sector -27.2% · RS bench -35.2% · 1Y -56.4%2 of 12 weeks ahead 70% evidence
Exact sum: 12.9 + 8 + 10.6 + 3 = 34.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18KB HomeKBH	32.4/100Adverse evidence85% evidence	ASLEEP	5.6/35 Revenue -17.6% · PAT -51.9% · OPM change -5.9 pp 95% evidence	7.4/25 ROCE 0.8% · OPM 2.9% 76% evidence	15.1/20 P/E 11.9× · PEG 0.64 65% evidence	4.3/20 RS sector -11.2% · RS bench -20.5% · 1Y -23.9%5 of 12 weeks ahead 100% evidence
Exact sum: 5.6 + 7.4 + 15.1 + 4.3 = 32.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

Showing 10 of 18 companies

04 · what price has already done

Market action

Beazer Homes USA, Inc. has the strongest one-year price move in Residential Construction at +33.9%. It also leads on Mansfield relative strength against the S&P 500 at +24.6%. 3 of 18 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

D.R. Horton, Inc. has the highest Revenue among the 18 Residential Construction companies compared here, at $33,350 million. Lennar Corporation is next at $32,737 million. Champion Homes, Inc. has the highest Revenue growth at 7.2%, so level and change sit with different companies. 12 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: D.R. Horton, Inc. is the scale leader at $33,350 million, 1.9% ahead of Lennar Corporation. Champion Homes, Inc.'s growth is 7.2% from a $2,663 million base, with 18 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderD.R. Horton, Inc. · $33,350 million

Gap1.9% versus #2 · Lennar Corporation

Persistence1/8 recent comparable periods

Coverage12/18 companies · 346 observations

Investor read: D.R. Horton, Inc. is the scale benchmark; Champion Homes, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: D.R. Horton, Inc.'s growth falls below Champion Homes, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenuelargest

1D.R. Horton, Inc. DHI$33.4B

2Lennar Corporation LEN$32.7B

3PulteGroup, Inc. PHM$16.4B

4Toll Brothers, Inc. TOL$11.0B

5Taylor Morrison Home Corporation TMHC$7.6B

Revenue growthfastest growers

1Champion Homes, Inc. SKY7.2%

2Toll Brothers, Inc. TOL3.6%

3Installed Building Products, Inc. IBP0.4%

4D.R. Horton, Inc. DHI-3.6%

5Hovnanian Enterprises, Inc. HOV-4.7%

Revenue · company comparison

12/18 level · 12/18 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
D.R. Horton, Inc. DHI	$9.2B	0.0%	Jun 2026
Lennar Corporation LEN	$7.9B	-5.2%	Jun 2026
PulteGroup, Inc. PHM	$4.0B	-9.6%	Jun 2026
Toll Brothers, Inc. TOL	$2.5B	-7.6%	Jun 2026
NVR, Inc. NVR	$1.9B	-21%	Jun 2026
Taylor Morrison Home Corporation TMHC	$1.4B	-27%	Mar 2026
Meritage Homes Corporation MTH	$1.1B	-18%	Jun 2026
KB Home KBH	$1.1B	-27%	Jun 2026
M/I Homes, Inc. MHO	$921M	-5.6%	Jun 2026
Dream Finders Homes, Inc. DFH	$888M	-10%	Jun 2026
Hovnanian Enterprises, Inc. HOV	$668M	-2.6%	Jun 2026
Installed Building Products, Inc. IBP	$661M	-3.5%	Mar 2026
Champion Homes, Inc. SKY	$621M	4.6%	Mar 2026
Cavco Industries, Inc. CVCO	$550M	8.3%	Jun 2026
Green Brick Partners, Inc. GRBK	$465M	-4.9%	Jun 2026
Beazer Homes USA, Inc. BZH	$410M	-27%	Mar 2026
LGI Homes, Inc. LGIH	$320M	-8.8%	Mar 2026
Legacy Housing Corporation LEGH	$34M	-5.6%	Mar 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021$330M

Dec 2021$360M

Mar 2022$432M

Jun 2022$505M

Sep 2022$588M

Dec 2022$577M

Mar 2023—

Jun 2023$476M

Sep 2023$476M

Dec 2023$447M

Mar 2024$420M

Jun 2024$478M

Sep 2024$507M

Dec 2024$522M

Mar 2025$508M

Jun 2025$557M

Sep 2025$557M

Dec 2025$581M

Mar 2026$550M

Jun 2026—

Champion Homes, Inc. · SKY

Sep 2021$510M

Dec 2021$524M

Mar 2022$535M

Jun 2022$638M

Sep 2022$726M

Dec 2022$807M

Mar 2023—

Jun 2023$492M

Sep 2023$465M

Dec 2023$559M

Mar 2024$536M

Jun 2024$628M

Sep 2024$617M

Dec 2024$645M

Mar 2025$594M

Jun 2025$701M

Sep 2025$684M

Dec 2025$657M

Mar 2026$621M

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 2021$8.1B

Dec 2021$7.1B

Mar 2022$8.0B

Jun 2022$8.8B

Sep 2022$9.6B

Dec 2022$7.3B

Mar 2023$8.0B

Jun 2023$9.7B

Sep 2023$10.5B

Dec 2023$7.7B

Mar 2024$9.1B

Jun 2024$10.0B

Sep 2024$10.0B

Dec 2024$7.6B

Mar 2025$7.7B

Jun 2025$9.2B

Sep 2025$9.7B

Dec 2025$6.9B

Mar 2026$7.6B

Jun 2026$9.2B

Installed Building Products, Inc. · IBP

Sep 2021$510M

Dec 2021$534M

Mar 2022$587M

Jun 2022$677M

Sep 2022$719M

Dec 2022$686M

Mar 2023$659M

Jun 2023$692M

Sep 2023$707M

Dec 2023$721M

Mar 2024$693M

Jun 2024$738M

Sep 2024$761M

Dec 2024$750M

Mar 2025$685M

Jun 2025$760M

Sep 2025$778M

Dec 2025$748M

Mar 2026$661M

Jun 2026—

KB Home · KBH

Sep 2021$1.5B

Dec 2021$1.7B

Mar 2022$1.4B

Jun 2022$1.7B

Sep 2022$1.8B

Dec 2022$1.9B

Mar 2023$1.4B

Jun 2023$1.8B

Sep 2023$1.6B

Dec 2023$1.7B

Mar 2024$1.5B

Jun 2024$1.7B

Sep 2024$1.8B

Dec 2024$2.0B

Mar 2025$1.4B

Jun 2025$1.5B

Sep 2025$1.6B

Dec 2025$1.7B

Mar 2026$1.1B

Jun 2026$1.1B

Lennar Corporation · LEN

Sep 2021$6.9B

Dec 2021$8.4B

Mar 2022$6.2B

Jun 2022$8.4B

Sep 2022$8.9B

Dec 2022$10.2B

Mar 2023$6.5B

Jun 2023$8.0B

Sep 2023$8.7B

Dec 2023$11.0B

Mar 2024$7.3B

Jun 2024$8.8B

Sep 2024$9.4B

Dec 2024$9.9B

Mar 2025$7.6B

Jun 2025$8.4B

Sep 2025$8.8B

Dec 2025$9.4B

Mar 2026$6.6B

Jun 2026$7.9B

M/I Homes, Inc. · MHO

Sep 2021$904M

Dec 2021$1.1B

Mar 2022$861M

Jun 2022$1.0B

Sep 2022$1.0B

Dec 2022$1.2B

Mar 2023$1.0B

Jun 2023$1.0B

Sep 2023$1.0B

Dec 2023$973M

Mar 2024$1.0B

Jun 2024$1.1B

Sep 2024$1.1B

Dec 2024$1.2B

Mar 2025$976M

Jun 2025$1.2B

Sep 2025$1.1B

Dec 2025$1.1B

Mar 2026$921M

Jun 2026—

Meritage Homes Corporation · MTH

Sep 2021$1.3B

Dec 2021$1.5B

Mar 2022$1.3B

Jun 2022$1.4B

Sep 2022$1.6B

Dec 2022$2.0B

Mar 2023$1.3B

Jun 2023$1.6B

Sep 2023$1.6B

Dec 2023$1.7B

Mar 2024$1.5B

Jun 2024$1.7B

Sep 2024$1.6B

Dec 2024$1.6B

Mar 2025$1.4B

Jun 2025$1.6B

Sep 2025$1.4B

Dec 2025$1.4B

Mar 2026$1.1B

Jun 2026—

NVR, Inc. · NVR

Sep 2021$2.4B

Dec 2021$2.2B

Mar 2022$2.4B

Jun 2022$2.7B

Sep 2022$2.8B

Dec 2022$2.7B

Mar 2023$2.2B

Jun 2023$2.4B

Sep 2023$2.6B

Dec 2023$2.5B

Mar 2024$2.4B

Jun 2024$2.7B

Sep 2024$2.8B

Dec 2024$2.9B

Mar 2025$2.4B

Jun 2025$2.6B

Sep 2025$2.6B

Dec 2025$2.7B

Mar 2026$1.9B

Jun 2026—

PulteGroup, Inc. · PHM

Sep 2021$3.5B

Dec 2021$4.4B

Mar 2022$3.2B

Jun 2022$3.9B

Sep 2022$3.9B

Dec 2022$5.1B

Mar 2023$3.6B

Jun 2023$4.2B

Sep 2023$4.0B

Dec 2023$4.3B

Mar 2024$3.9B

Jun 2024$4.6B

Sep 2024$4.5B

Dec 2024$4.9B

Mar 2025$3.9B

Jun 2025$4.4B

Sep 2025$4.4B

Dec 2025$4.6B

Mar 2026$3.4B

Jun 2026$4.0B

Taylor Morrison Home Corporation · TMHC

Sep 2021$1.9B

Dec 2021$2.5B

Mar 2022$1.7B

Jun 2022$2.0B

Sep 2022$2.0B

Dec 2022$2.5B

Mar 2023$1.7B

Jun 2023$2.1B

Sep 2023$1.7B

Dec 2023$2.0B

Mar 2024$1.7B

Jun 2024$2.0B

Sep 2024$2.1B

Dec 2024$2.4B

Mar 2025$1.9B

Jun 2025$2.0B

Sep 2025$2.1B

Dec 2025$2.1B

Mar 2026$1.4B

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021$2.3B

Dec 2021$3.0B

Mar 2022$1.8B

Jun 2022$2.3B

Sep 2022$2.5B

Dec 2022$3.7B

Mar 2023$1.8B

Jun 2023$2.5B

Sep 2023$2.7B

Dec 2023$3.0B

Mar 2024$1.9B

Jun 2024$2.8B

Sep 2024$2.7B

Dec 2024$3.3B

Mar 2025$1.9B

Jun 2025$2.7B

Sep 2025$2.9B

Dec 2025$3.4B

Mar 2026$2.1B

Jun 2026$2.5B

Revenue growth · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202278%

Dec 202260%

Mar 2023—

Jun 2023-5.7%

Sep 2023-19%

Dec 2023-23%

Mar 2024—

Jun 20240.4%

Sep 20246.5%

Dec 202417%

Mar 202521%

Jun 202517%

Sep 20259.9%

Dec 202511%

Mar 20268.3%

Jun 2026—

Champion Homes, Inc. · SKY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202242%

Dec 202254%

Mar 2023—

Jun 2023-23%

Sep 2023-36%

Dec 2023-31%

Mar 2024—

Jun 202428%

Sep 202433%

Dec 202415%

Mar 202511%

Jun 202512%

Sep 202511%

Dec 20251.9%

Mar 20264.6%

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202221%

Sep 202219%

Dec 20222.9%

Mar 2023-0.3%

Jun 202311%

Sep 20239.0%

Dec 20236.5%

Mar 202414%

Jun 20242.5%

Sep 2024-4.8%

Dec 2024-1.5%

Mar 2025-15%

Jun 2025-7.4%

Sep 2025-3.3%

Dec 2025-9.5%

Mar 2026-2.3%

Jun 20260.0%

Installed Building Products, Inc. · IBP

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202239%

Sep 202241%

Dec 202228%

Mar 202312%

Jun 20232.2%

Sep 2023-1.7%

Dec 20235.1%

Mar 20245.2%

Jun 20246.7%

Sep 20247.6%

Dec 20244.0%

Mar 2025-1.2%

Jun 20253.0%

Sep 20252.2%

Dec 2025-0.3%

Mar 2026-3.5%

Jun 2026—

KB Home · KBH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202226%

Dec 202216%

Mar 2023-1.1%

Jun 20232.6%

Sep 2023-14%

Dec 2023-14%

Mar 20246.1%

Jun 2024-3.1%

Sep 202410%

Dec 202419%

Mar 2025-5.2%

Jun 2025-11%

Sep 2025-7.6%

Dec 2025-15%

Mar 2026-23%

Jun 2026-27%

Lennar Corporation · LEN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202229%

Dec 202221%

Mar 20234.6%

Jun 2023-3.8%

Sep 2023-2.3%

Dec 20237.8%

Mar 202413%

Jun 20249.0%

Sep 20247.9%

Dec 2024-9.3%

Mar 20254.4%

Jun 2025-4.4%

Sep 2025-6.4%

Dec 2025-5.8%

Mar 2026-13%

Jun 2026-5.2%

M/I Homes, Inc. · MHO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20228.3%

Sep 202212%

Dec 202216%

Mar 202316%

Jun 2023-2.6%

Sep 20233.3%

Dec 2023-20%

Mar 20244.6%

Jun 20249.5%

Sep 20249.3%

Dec 202424%

Mar 2025-6.8%

Jun 20254.8%

Sep 2025-1.0%

Dec 2025-4.8%

Mar 2026-5.6%

Jun 2026—

Meritage Homes Corporation · MTH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202211%

Sep 202225%

Dec 202233%

Mar 2023-0.5%

Jun 202311%

Sep 20232.2%

Dec 2023-17%

Mar 202415%

Jun 20248.1%

Sep 2024-1.4%

Dec 2024-2.3%

Mar 2025-7.5%

Jun 2025-4.1%

Sep 2025-11%

Dec 2025-11%

Mar 2026-18%

Jun 2026—

NVR, Inc. · NVR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202217%

Sep 202216%

Dec 202223%

Mar 2023-7.1%

Jun 2023-11%

Sep 2023-6.3%

Dec 2023-9.5%

Mar 20247.5%

Jun 202412%

Sep 20246.0%

Dec 202416%

Mar 20252.3%

Jun 2025-0.9%

Sep 2025-4.9%

Dec 2025-5.0%

Mar 2026-21%

Jun 2026—

PulteGroup, Inc. · PHM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202216%

Sep 202212%

Dec 202217%

Mar 202314%

Jun 20238.0%

Sep 20232.8%

Dec 2023-15%

Mar 202410%

Jun 20249.8%

Sep 202412%

Dec 202415%

Mar 2025-1.4%

Jun 2025-4.3%

Sep 2025-1.6%

Dec 2025-6.3%

Mar 2026-12%

Jun 2026-9.6%

Taylor Morrison Home Corporation · TMHC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202216%

Sep 20229.5%

Dec 2022-0.5%

Mar 2023-2.4%

Jun 20233.3%

Sep 2023-18%

Dec 2023-19%

Mar 20242.3%

Jun 2024-3.4%

Sep 202427%

Dec 202417%

Mar 202512%

Jun 20252.0%

Sep 2025-1.2%

Dec 2025-11%

Mar 2026-27%

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202211%

Dec 202222%

Mar 2023-0.6%

Jun 202310%

Sep 20237.7%

Dec 2023-19%

Mar 20249.4%

Jun 202413%

Sep 20241.5%

Dec 202410%

Mar 2025-4.6%

Jun 2025-3.5%

Sep 20258.0%

Dec 20252.7%

Mar 202615%

Jun 2026-7.6%

06 · compare level, then change

Operating Economics & Margin Trend

Legacy Housing Corporation has the highest OPM among the 18 Residential Construction companies compared here, at 36.1%. Green Brick Partners, Inc. is next at 17.9%. The same company also holds the highest Margin change, at +3.6 percentage points. 18 of 18 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Legacy Housing Corporation leads both opm at 36.1% and margin change at +3.6 percentage points.

LeaderLegacy Housing Corporation · 36.1%

Gap101.7% versus #2 · Green Brick Partners, Inc.

Persistence2/8 recent comparable periods

Coverage18/18 companies · 346 observations

Investor read: Legacy Housing Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

OPMhighest

1Legacy Housing Corporation LEGH36%

2Green Brick Partners, Inc. GRBK18%

3PulteGroup, Inc. PHM16%

4Toll Brothers, Inc. TOL14%

5NVR, Inc. NVR14%

Margin changefastest expanders

1Legacy Housing Corporation LEGH+3.6 pp

2Cavco Industries, Inc. CVCO+1.8 pp

3LGI Homes, Inc. LGIH−0.2 pp

4D.R. Horton, Inc. DHI−1.2 pp

5Champion Homes, Inc. SKY−1.3 pp

Operating margin · company comparison

18/18 level · 18/18 change

All-company data · latest reported quarter

Company	OPM	Margin change	Reported
Legacy Housing Corporation LEGH	36%	+3.6 pp	Mar 2026
Green Brick Partners, Inc. GRBK	18%	−3.6 pp	Jun 2026
PulteGroup, Inc. PHM	16%	−2.8 pp	Jun 2026
Toll Brothers, Inc. TOL	14%	−2.7 pp	Jun 2026
NVR, Inc. NVR	14%	−3.3 pp	Jun 2026
D.R. Horton, Inc. DHI	13%	−1.2 pp	Jun 2026
Taylor Morrison Home Corporation TMHC	10%	−4.9 pp	Mar 2026
Cavco Industries, Inc. CVCO	9.4%	+1.8 pp	Jun 2026
M/I Homes, Inc. MHO	9.3%	−5.1 pp	Jun 2026
Installed Building Products, Inc. IBP	8.7%	−1.5 pp	Mar 2026
Champion Homes, Inc. SKY	5.8%	−1.3 pp	Mar 2026
Meritage Homes Corporation MTH	5.8%	−5.2 pp	Jun 2026
Lennar Corporation LEN	5.3%	−2.4 pp	Jun 2026
KB Home KBH	2.9%	−5.9 pp	Jun 2026
Hovnanian Enterprises, Inc. HOV	2.3%	−1.7 pp	Jun 2026
Dream Finders Homes, Inc. DFH	2.1%	−5.7 pp	Jun 2026
LGI Homes, Inc. LGIH	-0.2%	−0.2 pp	Mar 2026
Beazer Homes USA, Inc. BZH	-4.6%	−7.0 pp	Mar 2026

Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 202110%

Dec 202112%

Mar 202213%

Jun 202214%

Sep 202213%

Dec 202216%

Mar 2023—

Jun 202311%

Sep 202312%

Dec 20238.9%

Mar 20248.9%

Jun 20248.1%

Sep 20249.7%

Dec 202412%

Mar 20257.6%

Jun 202511%

Sep 202511%

Dec 20259.4%

Mar 20269.4%

Jun 2026—

Champion Homes, Inc. · SKY

Sep 202111%

Dec 202113%

Mar 202217%

Jun 202218%

Sep 202222%

Dec 202224%

Mar 2023—

Jun 202314%

Sep 202313%

Dec 202310%

Mar 20241.4%

Jun 20248.8%

Sep 202411%

Dec 202411%

Mar 20257.1%

Jun 202511%

Sep 202511%

Dec 20259.5%

Mar 20265.8%

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 202121%

Dec 202121%

Mar 202223%

Jun 202225%

Sep 202221%

Dec 202217%

Mar 202315%

Jun 202318%

Sep 202318%

Dec 202315%

Mar 202416%

Jun 202417%

Sep 202416%

Dec 202414%

Mar 202513%

Jun 202514%

Sep 202512%

Dec 202511%

Mar 202611%

Jun 202613%

Installed Building Products, Inc. · IBP

Sep 202111%

Dec 20218.9%

Mar 20229.7%

Jun 202214%

Sep 202213%

Dec 202213%

Mar 202312%

Jun 202313%

Sep 202315%

Dec 202314%

Mar 202413%

Jun 202413%

Sep 202413%

Dec 202413%

Mar 202510%

Jun 202513%

Sep 202514%

Dec 202515%

Mar 20268.7%

Jun 2026—

KB Home · KBH

Sep 202112%

Dec 202113%

Mar 202212%

Jun 202216%

Sep 202218%

Dec 202215%

Mar 202312%

Jun 202312%

Sep 202312%

Dec 202311%

Mar 202411%

Jun 202411%

Sep 202411%

Dec 202412%

Mar 20259.4%

Jun 20258.8%

Sep 20258.4%

Dec 20257.3%

Mar 20263.4%

Jun 20262.9%

Lennar Corporation · LEN

Sep 202119%

Dec 202121%

Mar 202218%

Jun 202222%

Sep 202222%

Dec 202219%

Mar 202313%

Jun 202315%

Sep 202317%

Dec 202318%

Mar 202413%

Jun 202414%

Sep 202415%

Dec 202414%

Mar 20259.9%

Jun 20257.7%

Sep 20258.0%

Dec 20257.7%

Mar 20263.6%

Jun 20265.3%

M/I Homes, Inc. · MHO

Sep 202114%

Dec 202114%

Mar 202214%

Jun 202218%

Sep 202217%

Dec 202214%

Mar 202314%

Jun 202315%

Sep 202317%

Dec 202313%

Mar 202417%

Jun 202417%

Sep 202416%

Dec 202414%

Mar 202514%

Jun 202513%

Sep 202512%

Dec 20256.5%

Mar 20269.3%

Jun 2026—

Meritage Homes Corporation · MTH

Sep 202121%

Dec 202121%

Mar 202222%

Jun 202223%

Sep 202221%

Dec 202217%

Mar 202312%

Jun 202315%

Sep 202317%

Dec 202315%

Mar 202416%

Jun 202417%

Sep 202415%

Dec 202413%

Mar 202511%

Jun 202511%

Sep 20258.4%

Dec 20256.0%

Mar 20265.8%

Jun 2026—

NVR, Inc. · NVR

Sep 202119%

Dec 202120%

Mar 202224%

Jun 202222%

Sep 202220%

Dec 202221%

Mar 202320%

Jun 202320%

Sep 202321%

Dec 202320%

Mar 202420%

Jun 202420%

Sep 202420%

Dec 202420%

Mar 202517%

Jun 202517%

Sep 202517%

Dec 202517%

Mar 202614%

Jun 2026—

PulteGroup, Inc. · PHM

Sep 202118%

Dec 202120%

Mar 202219%

Jun 202222%

Sep 202221%

Dec 202221%

Mar 202320%

Jun 202322%

Sep 202321%

Dec 202322%

Mar 202421%

Jun 202423%

Sep 202420%

Dec 202424%

Mar 202518%

Jun 202519%

Sep 202517%

Dec 202518%

Mar 202613%

Jun 202616%

Taylor Morrison Home Corporation · TMHC

Sep 202112%

Dec 202115%

Mar 202214%

Jun 202219%

Sep 202220%

Dec 202217%

Mar 202315%

Jun 202315%

Sep 202313%

Dec 202315%

Mar 202415%

Jun 202414%

Sep 202416%

Dec 202415%

Mar 202515%

Jun 202514%

Sep 202514%

Dec 202513%

Mar 202610%

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 202112%

Dec 202115%

Mar 20229.8%

Jun 202212%

Sep 202215%

Dec 202219%

Mar 202313%

Jun 202317%

Sep 202319%

Dec 202319%

Mar 202416%

Jun 202422%

Sep 202418%

Dec 202418%

Mar 202512%

Jun 202516%

Sep 202517%

Dec 202517%

Mar 202610%

Jun 202614%

Margin change · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+3.4 pp

Dec 2022+3.3 pp

Mar 2023—

Jun 2023−2.4 pp

Sep 2023−1.6 pp

Dec 2023−6.8 pp

Mar 2024—

Jun 2024−3.3 pp

Sep 2024−2.1 pp

Dec 2024+3.4 pp

Mar 2025−1.3 pp

Jun 2025+2.7 pp

Sep 2025+1.5 pp

Dec 2025−2.9 pp

Mar 2026+1.8 pp

Jun 2026—

Champion Homes, Inc. · SKY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+10.3 pp

Dec 2022+10.6 pp

Mar 2023—

Jun 2023−4.2 pp

Sep 2023−8.9 pp

Dec 2023−13.6 pp

Mar 2024—

Jun 2024−5.2 pp

Sep 2024−1.9 pp

Dec 2024+1.3 pp

Mar 2025+5.7 pp

Jun 2025+2.4 pp

Sep 2025+0.1 pp

Dec 2025−1.8 pp

Mar 2026−1.3 pp

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+5.3 pp

Sep 2022+0.1 pp

Dec 2022−4.1 pp

Mar 2023−8.3 pp

Jun 2023−6.9 pp

Sep 2023−2.8 pp

Dec 2023−1.7 pp

Mar 2024+0.8 pp

Jun 2024−0.6 pp

Sep 2024−2.5 pp

Dec 2024−1.6 pp

Mar 2025−3.0 pp

Jun 2025−3.5 pp

Sep 2025−4.3 pp

Dec 2025−3.0 pp

Mar 2026−2.3 pp

Jun 2026−1.2 pp

Installed Building Products, Inc. · IBP

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.6 pp

Sep 2022+2.4 pp

Dec 2022+3.7 pp

Mar 2023+2.0 pp

Jun 2023−0.3 pp

Sep 2023+1.4 pp

Dec 2023+0.9 pp

Mar 2024+1.0 pp

Jun 2024−0.4 pp

Sep 2024−1.2 pp

Dec 2024−0.4 pp

Mar 2025−2.5 pp

Jun 2025+0.4 pp

Sep 2025+0.4 pp

Dec 2025+1.5 pp

Mar 2026−1.5 pp

Jun 2026—

KB Home · KBH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+6.0 pp

Dec 2022+1.6 pp

Mar 2023−0.8 pp

Jun 2023−3.8 pp

Sep 2023−6.2 pp

Dec 2023−3.4 pp

Mar 2024−0.5 pp

Jun 2024−0.4 pp

Sep 2024−0.6 pp

Dec 2024+0.4 pp

Mar 2025−1.7 pp

Jun 2025−2.6 pp

Sep 2025−2.7 pp

Dec 2025−4.4 pp

Mar 2026−6.0 pp

Jun 2026−5.9 pp

Lennar Corporation · LEN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.4 pp

Dec 2022−2.7 pp

Mar 2023−4.5 pp

Jun 2023−7.4 pp

Sep 2023−4.6 pp

Dec 2023−0.8 pp

Mar 2024+0.3 pp

Jun 2024−0.9 pp

Sep 2024−2.0 pp

Dec 2024−3.9 pp

Mar 2025−3.5 pp

Jun 2025−6.4 pp

Sep 2025−7.1 pp

Dec 2025−6.2 pp

Mar 2026−6.3 pp

Jun 2026−2.4 pp

M/I Homes, Inc. · MHO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.9 pp

Sep 2022+2.7 pp

Dec 20220.0 pp

Mar 2023−0.8 pp

Jun 2023−2.7 pp

Sep 20230.0 pp

Dec 2023−0.2 pp

Mar 2024+3.1 pp

Jun 2024+1.9 pp

Sep 2024−0.6 pp

Dec 2024+0.3 pp

Mar 2025−2.2 pp

Jun 2025−3.4 pp

Sep 2025−3.9 pp

Dec 2025−7.1 pp

Mar 2026−5.1 pp

Jun 2026—

Meritage Homes Corporation · MTH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+5.3 pp

Sep 2022+0.2 pp

Dec 2022−3.7 pp

Mar 2023−9.9 pp

Jun 2023−8.5 pp

Sep 2023−4.0 pp

Dec 2023−2.1 pp

Mar 2024+3.3 pp

Jun 2024+2.0 pp

Sep 2024−1.6 pp

Dec 2024−2.1 pp

Mar 2025−4.5 pp

Jun 2025−5.7 pp

Sep 2025−6.7 pp

Dec 2025−6.6 pp

Mar 2026−5.2 pp

Jun 2026—

NVR, Inc. · NVR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+3.2 pp

Sep 2022+0.9 pp

Dec 2022+1.5 pp

Mar 2023−4.4 pp

Jun 2023−1.9 pp

Sep 2023+1.4 pp

Dec 2023−1.4 pp

Mar 2024+0.2 pp

Jun 2024+0.3 pp

Sep 2024−1.2 pp

Dec 2024+0.3 pp

Mar 2025−3.3 pp

Jun 2025−3.1 pp

Sep 2025−2.6 pp

Dec 2025−2.8 pp

Mar 2026−3.3 pp

Jun 2026—

PulteGroup, Inc. · PHM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+3.3 pp

Sep 2022+3.5 pp

Dec 2022+1.8 pp

Mar 2023+0.4 pp

Jun 20230.0 pp

Sep 2023−0.7 pp

Dec 2023+0.6 pp

Mar 2024+1.1 pp

Jun 2024+0.1 pp

Sep 2024−0.7 pp

Dec 2024+2.0 pp

Mar 2025−2.8 pp

Jun 2025−4.0 pp

Sep 2025−2.7 pp

Dec 2025−5.9 pp

Mar 2026−4.7 pp

Jun 2026−2.8 pp

Taylor Morrison Home Corporation · TMHC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+9.4 pp

Sep 2022+8.1 pp

Dec 2022+2.5 pp

Mar 2023+0.7 pp

Jun 2023−3.5 pp

Sep 2023−6.8 pp

Dec 2023−2.1 pp

Mar 20240.0 pp

Jun 2024−1.5 pp

Sep 2024+2.2 pp

Dec 2024+0.3 pp

Mar 2025+0.6 pp

Jun 2025+0.2 pp

Sep 2025−1.5 pp

Dec 2025−2.5 pp

Mar 2026−4.9 pp

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.2 pp

Dec 2022+4.1 pp

Mar 2023+2.9 pp

Jun 2023+4.6 pp

Sep 2023+4.7 pp

Dec 2023−0.1 pp

Mar 2024+3.1 pp

Jun 2024+5.0 pp

Sep 2024−1.0 pp

Dec 2024−0.2 pp

Mar 2025−4.0 pp

Jun 2025−5.6 pp

Sep 2025−1.6 pp

Dec 2025−1.8 pp

Mar 2026−1.6 pp

Jun 2026−2.7 pp

07 · compare level, then change

Profit Scale & Acceleration

D.R. Horton, Inc. has the highest Net profit among the 18 Residential Construction companies compared here, at $3,095 million. PulteGroup, Inc. is next at $1,907 million. Champion Homes, Inc. has the highest Profit growth at 5.4%, so level and change sit with different companies. 12 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: D.R. Horton, Inc. leads with $3,095 million of TTM profit, 62.3% above PulteGroup, Inc.. Champion Homes, Inc. shows 5.4% growth from a $214 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderD.R. Horton, Inc. · $3,095 million

Gap62.3% versus #2 · PulteGroup, Inc.

Persistence0/8 recent comparable periods

Coverage12/18 companies · 346 observations

Investor read: D.R. Horton, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profitlargest

1D.R. Horton, Inc. DHI$3.1B

2PulteGroup, Inc. PHM$1.9B

3Lennar Corporation LEN$1.6B

4Toll Brothers, Inc. TOL$1.3B

5Taylor Morrison Home Corporation TMHC$677M

Profit growthfastest growers

1Champion Homes, Inc. SKY5.4%

2Installed Building Products, Inc. IBP3.7%

3Toll Brothers, Inc. TOL-6.6%

4D.R. Horton, Inc. DHI-23%

5Legacy Housing Corporation LEGH-25%

Net profit · company comparison

12/18 level · 12/18 change

All-company data · latest reported quarter

Company	Net profit	Profit growth	Reported
D.R. Horton, Inc. DHI	$919M	-11%	Jun 2026
PulteGroup, Inc. PHM	$472M	-22%	Jun 2026
Lennar Corporation LEN	$300M	-36%	Jun 2026
Toll Brothers, Inc. TOL	$261M	-26%	Jun 2026
NVR, Inc. NVR	$198M	-34%	Jun 2026
Taylor Morrison Home Corporation TMHC	$100M	-53%	Mar 2026
M/I Homes, Inc. MHO	$68M	-39%	Jun 2026
Green Brick Partners, Inc. GRBK	$66M	-21%	Jun 2026
Meritage Homes Corporation MTH	$55M	-55%	Jun 2026
Cavco Industries, Inc. CVCO	$42M	17%	Jun 2026
Installed Building Products, Inc. IBP	$35M	-22%	Mar 2026
Champion Homes, Inc. SKY	$32M	-16%	Mar 2026
KB Home KBH	$27M	-75%	Jun 2026
Dream Finders Homes, Inc. DFH	$14M	-75%	Jun 2026
Legacy Housing Corporation LEGH	$11M	10%	Mar 2026
LGI Homes, Inc. LGIH	$2M	-50%	Mar 2026
Beazer Homes USA, Inc. BZH	$-1M	-108%	Mar 2026
Hovnanian Enterprises, Inc. HOV	$-1M	-105%	Jun 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021$27M

Dec 2021$38M

Mar 2022$80M

Jun 2022$53M

Sep 2022$60M

Dec 2022$74M

Mar 2023—

Jun 2023$47M

Sep 2023$46M

Dec 2023$36M

Mar 2024$34M

Jun 2024$34M

Sep 2024$44M

Dec 2024$56M

Mar 2025$36M

Jun 2025$52M

Sep 2025$52M

Dec 2025$44M

Mar 2026$42M

Jun 2026—

Champion Homes, Inc. · SKY

Sep 2021$43M

Dec 2021$51M

Mar 2022$68M

Jun 2022$87M

Sep 2022$117M

Dec 2022$144M

Mar 2023—

Jun 2023$58M

Sep 2023$51M

Dec 2023$47M

Mar 2024$10M

Jun 2024$47M

Sep 2024$56M

Dec 2024$62M

Mar 2025$38M

Jun 2025$67M

Sep 2025$60M

Dec 2025$55M

Mar 2026$32M

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 2021$1.3B

Dec 2021$1.1B

Mar 2022$1.4B

Jun 2022$1.7B

Sep 2022$1.6B

Dec 2022$968M

Mar 2023$950M

Jun 2023$1.4B

Sep 2023$1.5B

Dec 2023$956M

Mar 2024$1.2B

Jun 2024$1.4B

Sep 2024$1.3B

Dec 2024$852M

Mar 2025$819M

Jun 2025$1.0B

Sep 2025$917M

Dec 2025$601M

Mar 2026$658M

Jun 2026$919M

Installed Building Products, Inc. · IBP

Sep 2021$35M

Dec 2021$28M

Mar 2022$34M

Jun 2022$60M

Sep 2022$61M

Dec 2022$53M

Mar 2023$49M

Jun 2023$62M

Sep 2023$68M

Dec 2023$65M

Mar 2024$56M

Jun 2024$65M

Sep 2024$69M

Dec 2024$67M

Mar 2025$45M

Jun 2025$69M

Sep 2025$74M

Dec 2025$77M

Mar 2026$35M

Jun 2026—

KB Home · KBH

Sep 2021$150M

Dec 2021$174M

Mar 2022$134M

Jun 2022$211M

Sep 2022$255M

Dec 2022$216M

Mar 2023$126M

Jun 2023$164M

Sep 2023$150M

Dec 2023$150M

Mar 2024$139M

Jun 2024$168M

Sep 2024$157M

Dec 2024$191M

Mar 2025$110M

Jun 2025$108M

Sep 2025$110M

Dec 2025$102M

Mar 2026$33M

Jun 2026$27M

Lennar Corporation · LEN

Sep 2021$1.4B

Dec 2021$1.2B

Mar 2022$498M

Jun 2022$1.3B

Sep 2022$1.5B

Dec 2022$1.3B

Mar 2023$590M

Jun 2023$858M

Sep 2023$1.1B

Dec 2023$1.3B

Mar 2024$712M

Jun 2024$944M

Sep 2024$1.2B

Dec 2024$1.1B

Mar 2025$515M

Jun 2025$471M

Sep 2025$586M

Dec 2025$486M

Mar 2026$227M

Jun 2026$300M

M/I Homes, Inc. · MHO

Sep 2021$91M

Dec 2021$113M

Mar 2022$92M

Jun 2022$137M

Sep 2022$132M

Dec 2022$130M

Mar 2023$103M

Jun 2023$118M

Sep 2023$139M

Dec 2023$105M

Mar 2024$138M

Jun 2024$147M

Sep 2024$145M

Dec 2024$133M

Mar 2025$111M

Jun 2025$121M

Sep 2025$106M

Dec 2025$64M

Mar 2026$68M

Jun 2026—

Meritage Homes Corporation · MTH

Sep 2021$201M

Dec 2021$237M

Mar 2022$217M

Jun 2022$250M

Sep 2022$262M

Dec 2022$262M

Mar 2023$131M

Jun 2023$187M

Sep 2023$222M

Dec 2023$199M

Mar 2024$186M

Jun 2024$232M

Sep 2024$196M

Dec 2024$173M

Mar 2025$123M

Jun 2025$147M

Sep 2025$99M

Dec 2025$84M

Mar 2026$55M

Jun 2026—

NVR, Inc. · NVR

Sep 2021$332M

Dec 2021$335M

Mar 2022$426M

Jun 2022$433M

Sep 2022$411M

Dec 2022$455M

Mar 2023$344M

Jun 2023$404M

Sep 2023$433M

Dec 2023$410M

Mar 2024$394M

Jun 2024$401M

Sep 2024$429M

Dec 2024$457M

Mar 2025$300M

Jun 2025$334M

Sep 2025$343M

Dec 2025$364M

Mar 2026$198M

Jun 2026—

PulteGroup, Inc. · PHM

Sep 2021$472M

Dec 2021$657M

Mar 2022$451M

Jun 2022$649M

Sep 2022$624M

Dec 2022$877M

Mar 2023$530M

Jun 2023$718M

Sep 2023$637M

Dec 2023$709M

Mar 2024$663M

Jun 2024$809M

Sep 2024$698M

Dec 2024$913M

Mar 2025$523M

Jun 2025$608M

Sep 2025$586M

Dec 2025$502M

Mar 2026$347M

Jun 2026$472M

Taylor Morrison Home Corporation · TMHC

Sep 2021$172M

Dec 2021$283M

Mar 2022$178M

Jun 2022$293M

Sep 2022$309M

Dec 2022$275M

Mar 2023$191M

Jun 2023$235M

Sep 2023$170M

Dec 2023$173M

Mar 2024$191M

Jun 2024$200M

Sep 2024$251M

Dec 2024$244M

Mar 2025$214M

Jun 2025$196M

Sep 2025$204M

Dec 2025$177M

Mar 2026$100M

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021$235M

Dec 2021$374M

Mar 2022$152M

Jun 2022$221M

Sep 2022$273M

Dec 2022$641M

Mar 2023$192M

Jun 2023$320M

Sep 2023$415M

Dec 2023$446M

Mar 2024$240M

Jun 2024$482M

Sep 2024$375M

Dec 2024$475M

Mar 2025$178M

Jun 2025$352M

Sep 2025$370M

Dec 2025$447M

Mar 2026$211M

Jun 2026$261M

Profit growth · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022122%

Dec 202295%

Mar 2023—

Jun 2023-11%

Sep 2023-23%

Dec 2023-51%

Mar 2024—

Jun 2024-28%

Sep 2024-4.4%

Dec 202456%

Mar 20255.9%

Jun 202553%

Sep 202518%

Dec 2025-21%

Mar 202617%

Jun 2026—

Champion Homes, Inc. · SKY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022172%

Dec 2022182%

Mar 2023—

Jun 2023-33%

Sep 2023-56%

Dec 2023-67%

Mar 2024—

Jun 2024-19%

Sep 20249.8%

Dec 202432%

Mar 2025280%

Jun 202543%

Sep 20257.1%

Dec 2025-11%

Mar 2026-16%

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202249%

Sep 202222%

Dec 2022-16%

Mar 2023-34%

Jun 2023-19%

Sep 2023-7.4%

Dec 2023-1.2%

Mar 202425%

Jun 20241.1%

Sep 2024-15%

Dec 2024-11%

Mar 2025-31%

Jun 2025-24%

Sep 2025-29%

Dec 2025-29%

Mar 2026-20%

Jun 2026-11%

Installed Building Products, Inc. · IBP

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202262%

Sep 202274%

Dec 202289%

Mar 202344%

Jun 20233.3%

Sep 202311%

Dec 202323%

Mar 202414%

Jun 20244.8%

Sep 20241.5%

Dec 20243.1%

Mar 2025-20%

Jun 20256.2%

Sep 20257.3%

Dec 202515%

Mar 2026-22%

Jun 2026—

KB Home · KBH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202270%

Dec 202224%

Mar 2023-6.0%

Jun 2023-22%

Sep 2023-41%

Dec 2023-31%

Mar 202410%

Jun 20242.4%

Sep 20244.7%

Dec 202427%

Mar 2025-21%

Jun 2025-36%

Sep 2025-30%

Dec 2025-47%

Mar 2026-70%

Jun 2026-75%

Lennar Corporation · LEN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20224.5%

Dec 202211%

Mar 202318%

Jun 2023-34%

Sep 2023-25%

Dec 20232.8%

Mar 202421%

Jun 202410%

Sep 20245.1%

Dec 2024-19%

Mar 2025-28%

Jun 2025-50%

Sep 2025-49%

Dec 2025-55%

Mar 2026-56%

Jun 2026-36%

M/I Homes, Inc. · MHO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202227%

Sep 202245%

Dec 202215%

Mar 202312%

Jun 2023-14%

Sep 20235.3%

Dec 2023-19%

Mar 202434%

Jun 202425%

Sep 20244.3%

Dec 202427%

Mar 2025-20%

Jun 2025-18%

Sep 2025-27%

Dec 2025-52%

Mar 2026-39%

Jun 2026—

Meritage Homes Corporation · MTH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202250%

Sep 202230%

Dec 202211%

Mar 2023-40%

Jun 2023-25%

Sep 2023-15%

Dec 2023-24%

Mar 202442%

Jun 202424%

Sep 2024-12%

Dec 2024-13%

Mar 2025-34%

Jun 2025-37%

Sep 2025-49%

Dec 2025-51%

Mar 2026-55%

Jun 2026—

NVR, Inc. · NVR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202235%

Sep 202224%

Dec 202236%

Mar 2023-19%

Jun 2023-6.7%

Sep 20235.4%

Dec 2023-9.9%

Mar 202415%

Jun 2024-0.7%

Sep 2024-0.9%

Dec 202411%

Mar 2025-24%

Jun 2025-17%

Sep 2025-20%

Dec 2025-20%

Mar 2026-34%

Jun 2026—

PulteGroup, Inc. · PHM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202229%

Sep 202232%

Dec 202233%

Mar 202318%

Jun 202311%

Sep 20232.1%

Dec 2023-19%

Mar 202425%

Jun 202413%

Sep 20249.6%

Dec 202429%

Mar 2025-21%

Jun 2025-25%

Sep 2025-16%

Dec 2025-45%

Mar 2026-34%

Jun 2026-22%

Taylor Morrison Home Corporation · TMHC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022134%

Sep 202280%

Dec 2022-2.8%

Mar 20237.3%

Jun 2023-20%

Sep 2023-45%

Dec 2023-37%

Mar 20240.0%

Jun 2024-15%

Sep 202448%

Dec 202441%

Mar 202512%

Jun 2025-2.0%

Sep 2025-19%

Dec 2025-27%

Mar 2026-53%

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202216%

Dec 202271%

Mar 202326%

Jun 202345%

Sep 202352%

Dec 2023-30%

Mar 202425%

Jun 202451%

Sep 2024-9.6%

Dec 20246.5%

Mar 2025-26%

Jun 2025-27%

Sep 2025-1.3%

Dec 2025-5.9%

Mar 202619%

Jun 2026-26%

08 · compare level, then change

Return On Capital Employed

PulteGroup, Inc. has the highest ROCE among the 18 Residential Construction companies compared here, at 16.7%. NVR, Inc. is next at 7%. Legacy Housing Corporation has the highest ROCE change at 0 percentage points, so level and change sit with different companies. 18 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: PulteGroup, Inc. leads ROCE at 16.7%, 9.7 percentage points above NVR, Inc.. Legacy Housing Corporation has the strongest latest improvement at 0 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderPulteGroup, Inc. · 16.7%

Gap138.6% versus #2 · NVR, Inc.

Persistence2/8 recent comparable periods

Coverage18/18 companies · 347 observations

Investor read: PulteGroup, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

ROCEhighest

1PulteGroup, Inc. PHM17%

2NVR, Inc. NVR7.0%

3Cavco Industries, Inc. CVCO4.7%

4D.R. Horton, Inc. DHI4.7%

5Green Brick Partners, Inc. GRBK4.4%

ROCE changefastest improvers

1Legacy Housing Corporation LEGH0.0 pp

2LGI Homes, Inc. LGIH0.0 pp

3D.R. Horton, Inc. DHI−0.4 pp

4Champion Homes, Inc. SKY−0.4 pp

5Hovnanian Enterprises, Inc. HOV−0.7 pp

Return on capital · company comparison

18/18 level · 18/18 change

All-company data · latest reported quarter

Company	ROCE	ROCE change	Reported
PulteGroup, Inc. PHM	17%	−7.1 pp	Jun 2026
NVR, Inc. NVR	7.0%	−2.1 pp	Jun 2026
D.R. Horton, Inc. DHI	4.7%	−0.4 pp	Jun 2026
Cavco Industries, Inc. CVCO	4.7%	−0.8 pp	Jun 2026
Green Brick Partners, Inc. GRBK	4.4%	−1.4 pp	Jun 2026
Toll Brothers, Inc. TOL	3.5%	−1.4 pp	Jun 2026
Installed Building Products, Inc. IBP	3.3%	−0.9 pp	Mar 2026
M/I Homes, Inc. MHO	2.4%	−1.6 pp	Jun 2026
Legacy Housing Corporation LEGH	2.4%	0.0 pp	Mar 2026
Champion Homes, Inc. SKY	2.2%	−0.4 pp	Mar 2026
Taylor Morrison Home Corporation TMHC	1.7%	−2.0 pp	Mar 2026
Meritage Homes Corporation MTH	1.6%	−1.1 pp	Jun 2026
Lennar Corporation LEN	1.3%	−0.7 pp	Jun 2026
Dream Finders Homes, Inc. DFH	1.3%	−2.1 pp	Jun 2026
KB Home KBH	0.8%	−2.6 pp	Jun 2026
Hovnanian Enterprises, Inc. HOV	0.8%	−0.7 pp	Jun 2026
LGI Homes, Inc. LGIH	0.0%	0.0 pp	Mar 2026
Beazer Homes USA, Inc. BZH	-0.8%	−1.4 pp	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021—

Dec 20216.2%

Mar 20227.2%

Jun 20228.9%

Sep 20229.8%

Dec 202211%

Mar 2023—

Jun 20235.8%

Sep 20235.8%

Dec 20233.9%

Mar 20243.6%

Jun 20243.6%

Sep 20244.6%

Dec 20245.9%

Mar 20253.5%

Jun 20255.5%

Sep 20255.6%

Dec 20254.9%

Mar 20264.6%

Jun 20264.7%

Champion Homes, Inc. · SKY

Sep 2021—

Dec 202110%

Mar 202213%

Jun 202215%

Sep 202219%

Dec 202220%

Mar 2023—

Jun 20236.3%

Sep 20235.0%

Dec 20234.0%

Mar 20240.5%

Jun 20243.8%

Sep 20244.4%

Dec 20244.6%

Mar 20252.6%

Jun 20254.8%

Sep 20254.5%

Dec 20253.7%

Mar 20262.2%

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 202113%

Dec 202110%

Mar 202212%

Jun 202213%

Sep 202212%

Dec 20226.7%

Mar 20236.3%

Jun 20238.5%

Sep 20239.0%

Dec 20235.3%

Mar 20246.4%

Jun 20247.3%

Sep 20246.5%

Dec 20244.2%

Mar 20254.1%

Jun 20255.1%

Sep 20254.5%

Dec 20252.9%

Mar 20263.3%

Jun 20264.7%

Installed Building Products, Inc. · IBP

Sep 20215.5%

Dec 20214.2%

Mar 20224.9%

Jun 20227.8%

Sep 20227.7%

Dec 20226.2%

Mar 20235.5%

Jun 20236.5%

Sep 20236.8%

Dec 20236.3%

Mar 20245.6%

Jun 20245.9%

Sep 20246.2%

Dec 20245.9%

Mar 20254.2%

Jun 20256.1%

Sep 20256.3%

Dec 20256.4%

Mar 20263.3%

Jun 2026—

KB Home · KBH

Sep 2021—

Dec 20217.7%

Mar 20225.9%

Jun 20228.7%

Sep 202210%

Dec 20228.5%

Mar 20234.7%

Jun 20235.9%

Sep 20235.1%

Dec 20235.0%

Mar 20244.3%

Jun 20245.0%

Sep 20245.0%

Dec 20246.0%

Mar 20253.3%

Jun 20253.4%

Sep 20253.4%

Dec 20253.1%

Mar 20260.9%

Jun 20260.8%

Lennar Corporation · LEN

Sep 202115%

Dec 20215.9%

Mar 20223.7%

Jun 20226.1%

Sep 20226.2%

Dec 20225.7%

Mar 20232.6%

Jun 20233.7%

Sep 20234.5%

Dec 20235.4%

Mar 20242.7%

Jun 20243.6%

Sep 20243.8%

Dec 20243.8%

Mar 20252.2%

Jun 20252.0%

Sep 20252.1%

Dec 20251.9%

Mar 20260.7%

Jun 20261.3%

M/I Homes, Inc. · MHO

Sep 20215.5%

Dec 20216.0%

Mar 20225.0%

Jun 20227.1%

Sep 20226.1%

Dec 20225.7%

Mar 20234.6%

Jun 20234.9%

Sep 20235.4%

Dec 20233.9%

Mar 20245.0%

Jun 20245.3%

Sep 20245.0%

Dec 20244.4%

Mar 20253.7%

Jun 20254.0%

Sep 20253.4%

Dec 20251.8%

Mar 20262.1%

Jun 20262.4%

Meritage Homes Corporation · MTH

Sep 20217.2%

Dec 20218.2%

Mar 20227.3%

Jun 20227.9%

Sep 20227.5%

Dec 20227.3%

Mar 20233.3%

Jun 20234.7%

Sep 20235.3%

Dec 20234.6%

Mar 20244.2%

Jun 20244.9%

Sep 20244.1%

Dec 20243.4%

Mar 20252.4%

Jun 20252.7%

Sep 20251.8%

Dec 20251.3%

Mar 20260.9%

Jun 20261.6%

NVR, Inc. · NVR

Sep 20219.8%

Dec 20219.5%

Mar 202213%

Jun 202214%

Sep 202213%

Dec 202213%

Mar 20239.6%

Jun 202310%

Sep 202312%

Dec 20239.9%

Mar 20249.3%

Jun 202411%

Sep 202410%

Dec 202411%

Mar 20257.9%

Jun 20259.1%

Sep 20258.8%

Dec 20259.4%

Mar 20265.4%

Jun 20267.0%

PulteGroup, Inc. · PHM

Sep 202122%

Dec 202123%

Mar 202225%

Jun 202227%

Sep 202228%

Dec 202227%

Mar 202328%

Jun 202328%

Sep 202327%

Dec 202325%

Mar 202426%

Jun 202426%

Sep 202426%

Dec 202426%

Mar 202526%

Jun 202524%

Sep 202523%

Dec 202520%

Mar 202618%

Jun 202617%

Taylor Morrison Home Corporation · TMHC

Sep 20213.3%

Dec 20215.4%

Mar 20223.4%

Jun 20225.4%

Sep 20225.8%

Dec 20226.1%

Mar 20233.4%

Jun 20234.3%

Sep 20233.1%

Dec 20234.2%

Mar 20243.3%

Jun 20243.7%

Sep 20244.4%

Dec 20244.7%

Mar 20253.7%

Jun 20253.6%

Sep 20253.6%

Dec 20253.2%

Mar 20261.7%

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021—

Dec 20215.7%

Mar 20222.4%

Jun 20223.8%

Sep 20224.8%

Dec 20228.8%

Mar 20232.9%

Jun 20235.5%

Sep 20236.5%

Dec 20236.8%

Mar 20243.7%

Jun 20247.4%

Sep 20245.7%

Dec 20246.9%

Mar 20252.4%

Jun 20254.9%

Sep 20255.2%

Dec 20255.8%

Mar 20262.2%

Jun 20263.5%

ROCE change · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+4.3 pp

Mar 2023—

Jun 2023−3.1 pp

Sep 2023−4.0 pp

Dec 2023−6.6 pp

Mar 2024—

Jun 2024−2.2 pp

Sep 2024−1.2 pp

Dec 2024+2.0 pp

Mar 2025−0.1 pp

Jun 2025+1.9 pp

Sep 2025+1.0 pp

Dec 2025−1.0 pp

Mar 2026+1.1 pp

Jun 2026−0.8 pp

Champion Homes, Inc. · SKY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+10.4 pp

Mar 2023—

Jun 2023−8.8 pp

Sep 2023−13.5 pp

Dec 2023−16.4 pp

Mar 2024—

Jun 2024−2.5 pp

Sep 2024−0.6 pp

Dec 2024+0.6 pp

Mar 2025+2.1 pp

Jun 2025+1.0 pp

Sep 2025+0.1 pp

Dec 2025−0.9 pp

Mar 2026−0.4 pp

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.8 pp

Dec 2022−3.6 pp

Mar 2023−6.0 pp

Jun 2023−4.8 pp

Sep 2023−2.7 pp

Dec 2023−1.4 pp

Mar 2024+0.1 pp

Jun 2024−1.2 pp

Sep 2024−2.5 pp

Dec 2024−1.1 pp

Mar 2025−2.3 pp

Jun 2025−2.2 pp

Sep 2025−2.0 pp

Dec 2025−1.3 pp

Mar 2026−0.8 pp

Jun 2026−0.4 pp

Installed Building Products, Inc. · IBP

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.2 pp

Dec 2022+2.0 pp

Mar 2023+0.6 pp

Jun 2023−1.3 pp

Sep 2023−0.9 pp

Dec 2023+0.1 pp

Mar 2024+0.1 pp

Jun 2024−0.6 pp

Sep 2024−0.6 pp

Dec 2024−0.4 pp

Mar 2025−1.4 pp

Jun 2025+0.2 pp

Sep 2025+0.1 pp

Dec 2025+0.5 pp

Mar 2026−0.9 pp

Jun 2026—

KB Home · KBH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.8 pp

Mar 2023−1.2 pp

Jun 2023−2.8 pp

Sep 2023−5.3 pp

Dec 2023−3.5 pp

Mar 2024−0.4 pp

Jun 2024−0.9 pp

Sep 2024−0.1 pp

Dec 2024+1.0 pp

Mar 2025−1.0 pp

Jun 2025−1.6 pp

Sep 2025−1.6 pp

Dec 2025−2.9 pp

Mar 2026−2.4 pp

Jun 2026−2.6 pp

Lennar Corporation · LEN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−8.6 pp

Dec 2022−0.2 pp

Mar 2023−1.1 pp

Jun 2023−2.4 pp

Sep 2023−1.7 pp

Dec 2023−0.3 pp

Mar 2024+0.1 pp

Jun 2024−0.1 pp

Sep 2024−0.7 pp

Dec 2024−1.6 pp

Mar 2025−0.5 pp

Jun 2025−1.6 pp

Sep 2025−1.7 pp

Dec 2025−1.9 pp

Mar 2026−1.5 pp

Jun 2026−0.7 pp

M/I Homes, Inc. · MHO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.6 pp

Dec 2022−0.3 pp

Mar 2023−0.4 pp

Jun 2023−2.2 pp

Sep 2023−0.7 pp

Dec 2023−1.8 pp

Mar 2024+0.4 pp

Jun 2024+0.4 pp

Sep 2024−0.4 pp

Dec 2024+0.5 pp

Mar 2025−1.3 pp

Jun 2025−1.3 pp

Sep 2025−1.6 pp

Dec 2025−2.6 pp

Mar 2026−1.6 pp

Jun 2026−1.6 pp

Meritage Homes Corporation · MTH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.3 pp

Dec 2022−0.9 pp

Mar 2023−4.0 pp

Jun 2023−3.2 pp

Sep 2023−2.2 pp

Dec 2023−2.7 pp

Mar 2024+0.9 pp

Jun 2024+0.2 pp

Sep 2024−1.2 pp

Dec 2024−1.2 pp

Mar 2025−1.8 pp

Jun 2025−2.2 pp

Sep 2025−2.3 pp

Dec 2025−2.1 pp

Mar 2026−1.5 pp

Jun 2026−1.1 pp

NVR, Inc. · NVR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.7 pp

Dec 2022+3.3 pp

Mar 2023−3.3 pp

Jun 2023−3.2 pp

Sep 2023−0.7 pp

Dec 2023−2.9 pp

Mar 2024−0.3 pp

Jun 2024+0.1 pp

Sep 2024−1.4 pp

Dec 2024+1.0 pp

Mar 2025−1.4 pp

Jun 2025−1.4 pp

Sep 2025−1.6 pp

Dec 2025−1.5 pp

Mar 2026−2.5 pp

Jun 2026−2.1 pp

PulteGroup, Inc. · PHM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+5.7 pp

Dec 2022+3.8 pp

Mar 2023+2.7 pp

Jun 2023+0.8 pp

Sep 2023−0.7 pp

Dec 2023−2.6 pp

Mar 2024−2.6 pp

Jun 2024−1.6 pp

Sep 2024−1.1 pp

Dec 2024+1.1 pp

Mar 2025+0.2 pp

Jun 2025−2.1 pp

Sep 2025−3.2 pp

Dec 2025−6.0 pp

Mar 2026−7.6 pp

Jun 2026−7.1 pp

Taylor Morrison Home Corporation · TMHC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.5 pp

Dec 2022+0.7 pp

Mar 20230.0 pp

Jun 2023−1.1 pp

Sep 2023−2.7 pp

Dec 2023−1.9 pp

Mar 2024−0.1 pp

Jun 2024−0.6 pp

Sep 2024+1.3 pp

Dec 2024+0.5 pp

Mar 2025+0.4 pp

Jun 2025−0.1 pp

Sep 2025−0.8 pp

Dec 2025−1.5 pp

Mar 2026−2.0 pp

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+3.1 pp

Mar 2023+0.5 pp

Jun 2023+1.7 pp

Sep 2023+1.7 pp

Dec 2023−2.0 pp

Mar 2024+0.8 pp

Jun 2024+1.9 pp

Sep 2024−0.8 pp

Dec 2024+0.1 pp

Mar 2025−1.3 pp

Jun 2025−2.5 pp

Sep 2025−0.5 pp

Dec 2025−1.1 pp

Mar 2026−0.2 pp

Jun 2026−1.4 pp

09 · compare level, then change

Valuation Against Growth & Quality

Hovnanian Enterprises, Inc. has the lowest PEG among the 18 Residential Construction companies compared here, at 0.23×. PulteGroup, Inc. is next at 0.52×. Taylor Morrison Home Corporation has the lowest P/E at 8.69×, so level and change sit with different companies. 10 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Hovnanian Enterprises, Inc. has the lowest comparable PEG at 0.23×, 55.8% below PulteGroup, Inc.. Only 10 of 18 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderHovnanian Enterprises, Inc. · 0.23×

Gap55.8% versus #2 · PulteGroup, Inc.

Persistence0/8 recent comparable periods

Coverage10/18 companies · 85 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

PEGlowest PEG

1Hovnanian Enterprises, Inc. HOV0.2

2PulteGroup, Inc. PHM0.5

3KB Home KBH0.6

4Toll Brothers, Inc. TOL0.8

5Taylor Morrison Home Corporation TMHC0.8

P/Elowest P/E

1Taylor Morrison Home Corporation TMHC8.7

2Toll Brothers, Inc. TOL10.8

3Legacy Housing Corporation LEGH11.5

4KB Home KBH11.9

5Dream Finders Homes, Inc. DFH12.1

Valuation · company comparison

10/18 level · 18/18 change

All-company data · latest reported quarter

Company	PEG	P/E	Reported
Installed Building Products, Inc. IBP	4.1	28.3	Mar 2026
Champion Homes, Inc. SKY	2.8	19.8	Mar 2026
NVR, Inc. NVR	1.7	17.7	Jun 2026
D.R. Horton, Inc. DHI	1.6	15.5	Jun 2026
Legacy Housing Corporation LEGH	1.5	11.5	Mar 2026
Cavco Industries, Inc. CVCO	1.3	26.9	Jun 2026
Green Brick Partners, Inc. GRBK	1.1	12.1	Jun 2026
Lennar Corporation LEN	1.0	14.1	Jun 2026
Taylor Morrison Home Corporation TMHC	0.8	8.7	Mar 2026
Toll Brothers, Inc. TOL	0.8	10.8	Jun 2026
M/I Homes, Inc. MHO	0.7	13.5	Jun 2026
KB Home KBH	0.6	11.9	Jun 2026
PulteGroup, Inc. PHM	0.5	13.7	Jun 2026
Dream Finders Homes, Inc. DFH	0.5	12.1	Jun 2026
Meritage Homes Corporation MTH	0.3	17.5	Jun 2026
Hovnanian Enterprises, Inc. HOV	0.2	30.9	Jun 2026
Beazer Homes USA, Inc. BZH	0.1	67.6	Mar 2026
LGI Homes, Inc. LGIH	—	13.0	Mar 2026

Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20252.7

Jun 20250.6

Sep 20250.6

Dec 20252.0

Mar 20261.3

Jun 2026—

Champion Homes, Inc. · SKY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20251.1

Jun 20250.4

Sep 20250.4

Dec 20250.7

Mar 20262.8

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.1

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 20241.6

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Installed Building Products, Inc. · IBP

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.3

Sep 20230.4

Dec 20231.9

Mar 20245.1

Jun 20244.0

Sep 2024—

Dec 20243.4

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20253.9

Mar 20264.1

Jun 2026—

KB Home · KBH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.3

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20240.5

Mar 20250.6

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Lennar Corporation · LEN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20241.0

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

M/I Homes, Inc. · MHO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.1

Jun 20230.3

Sep 2023—

Dec 2023—

Mar 2024—

Jun 20240.9

Sep 20241.1

Dec 20240.3

Mar 20250.7

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Meritage Homes Corporation · MTH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.4

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20240.7

Jun 20240.3

Sep 20240.3

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

NVR, Inc. · NVR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.4

Jun 20231.1

Sep 20232.1

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20241.7

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

PulteGroup, Inc. · PHM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.1

Jun 20230.2

Sep 20230.2

Dec 20231.5

Mar 20241.2

Jun 20241.0

Sep 20241.0

Dec 20240.3

Mar 20250.5

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Taylor Morrison Home Corporation · TMHC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.1

Jun 20230.2

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20240.4

Mar 20250.3

Jun 20250.3

Sep 20250.8

Dec 2025—

Mar 2026—

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.1

Sep 2023—

Dec 20230.5

Mar 20240.6

Jun 20240.5

Sep 2024—

Dec 20240.5

Mar 20250.8

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

P/E · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Cavco Industries, Inc. · CVCO

Sep 2021—

Dec 202120.5

Mar 202217.4

Jun 202211.4

Sep 20228.1

Dec 20227.0

Mar 2023—

Jun 202311.8

Sep 202311.5

Dec 202317.6

Mar 202421.7

Jun 202420.2

Sep 202424.4

Dec 202421.8

Mar 202524.8

Jun 202518.7

Sep 202523.5

Dec 202526.1

Mar 202619.4

Jun 202626.9

Champion Homes, Inc. · SKY

Sep 2021—

Dec 202123.3

Mar 202223.2

Jun 202212.8

Sep 20228.9

Dec 20227.3

Mar 2023—

Jun 202310.8

Sep 202311.2

Dec 202321.3

Mar 202433.6

Jun 202427.8

Sep 202436.4

Dec 202431.1

Mar 202527.5

Jun 202516.6

Sep 202519.3

Dec 202522.8

Mar 202619.8

Jun 2026—

D.R. Horton, Inc. · DHI

Sep 20217.4

Dec 20218.7

Mar 20225.3

Jun 20224.3

Sep 20224.1

Dec 20225.5

Mar 20236.6

Jun 20238.7

Sep 20237.8

Dec 202310.9

Mar 202411.2

Jun 20249.5

Sep 202413.3

Dec 20249.9

Mar 20259.6

Jun 202510.3

Sep 202514.7

Dec 202513.1

Mar 202612.9

Jun 202615.5

Installed Building Products, Inc. · IBP

Sep 202127.1

Dec 202134.8

Mar 202218.5

Jun 202215.5

Sep 202212.8

Dec 202211.1

Mar 202313.6

Jun 202316.6

Sep 202314.3

Dec 202321.2

Mar 202429.3

Jun 202423.0

Sep 202427.4

Dec 202419.3

Mar 202519.6

Jun 202520.1

Sep 202526.6

Dec 202526.7

Mar 202628.3

Jun 2026—

KB Home · KBH

Sep 2021—

Dec 20216.7

Mar 20226.0

Jun 20224.7

Sep 20223.4

Dec 20223.5

Mar 20233.9

Jun 20235.0

Sep 20236.6

Dec 20237.4

Mar 20249.0

Jun 20249.3

Sep 202410.7

Dec 20249.8

Mar 20257.4

Jun 20256.8

Sep 20258.9

Dec 202510.5

Mar 202612.3

Jun 202611.9

Lennar Corporation · LEN

Sep 20218.1

Dec 20217.4

Mar 20227.0

Jun 20225.5

Sep 20225.1

Dec 20225.6

Mar 20236.0

Jun 20237.3

Sep 20238.8

Dec 20239.3

Mar 202411.1

Jun 202410.9

Sep 202412.1

Dec 202412.2

Mar 20258.7

Jun 20258.8

Sep 202513.2

Dec 202516.5

Mar 202616.4

Jun 202614.1

M/I Homes, Inc. · MHO

Sep 20214.8

Dec 20214.7

Mar 20223.3

Jun 20222.7

Sep 20222.2

Dec 20222.7

Mar 20233.6

Jun 20235.1

Sep 20234.9

Dec 20238.5

Mar 20247.8

Jun 20246.7

Sep 20249.2

Dec 20246.8

Mar 20256.0

Jun 20256.2

Sep 20258.5

Dec 20258.7

Mar 20269.2

Jun 202613.5

Meritage Homes Corporation · MTH

Sep 20215.7

Dec 20216.3

Mar 20223.7

Jun 20223.0

Sep 20222.7

Dec 20223.5

Mar 20234.8

Jun 20236.3

Sep 20235.7

Dec 20238.7

Mar 20246.5

Jun 20245.8

Sep 20247.5

Dec 20247.2

Mar 20257.2

Jun 20257.6

Sep 20259.7

Dec 202510.4

Mar 202611.4

Jun 202617.5

NVR, Inc. · NVR

Sep 202115.5

Dec 202118.4

Mar 202211.9

Jun 20229.6

Sep 20228.9

Dec 20229.4

Mar 202311.7

Jun 202313.6

Sep 202312.6

Dec 202315.1

Mar 202416.9

Jun 202415.7

Sep 202420.1

Dec 202416.1

Mar 202514.9

Jun 202515.6

Sep 202517.6

Dec 202516.7

Mar 202616.1

Jun 202617.7

PulteGroup, Inc. · PHM

Sep 20217.0

Dec 20217.5

Mar 20224.9

Jun 20224.2

Sep 20223.7

Dec 20224.0

Mar 20234.9

Jun 20236.3

Sep 20235.9

Dec 20238.6

Mar 20249.3

Jun 20248.2

Sep 202410.4

Dec 20247.2

Mar 20257.0

Jun 20257.7

Sep 20259.9

Dec 202510.3

Mar 202611.0

Jun 202613.7

Taylor Morrison Home Corporation · TMHC

Sep 20216.9

Dec 20216.8

Mar 20224.6

Jun 20223.2

Sep 20222.7

Dec 20223.4

Mar 20234.1

Jun 20235.4

Sep 20235.4

Dec 20237.6

Mar 20248.9

Jun 20248.2

Sep 20249.3

Dec 20247.4

Mar 20257.0

Jun 20257.1

Sep 20258.0

Dec 20257.6

Mar 20268.7

Jun 2026—

Toll Brothers, Inc. · TOL

Sep 2021—

Dec 20219.1

Mar 20228.3

Jun 20225.8

Sep 20225.8

Dec 20224.0

Mar 20235.2

Jun 20235.1

Sep 20235.8

Dec 20235.7

Mar 20247.7

Jun 20248.1

Sep 20249.8

Dec 20249.8

Mar 20259.4

Jun 20257.5

Sep 20258.7

Dec 202510.0

Mar 202610.3

Jun 202610.8

10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Residential Construction comparison names 4 specific ways its own evidence can mislead, all listed below. All 18 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 18 Residential Construction companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-09-16. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-09-16 · weekly price and relative-strength history

Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.

Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.

12 · questions investors ask, short speakable answers

Residential Construction company comparison FAQs

These 22 answers restate the Residential Construction comparison above in question form. Every one is computed from the same 18 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-09-16. Nothing here is estimated, and none of it is a recommendation.

Is the Residential Construction sector outperforming S&P 500?

Which Residential Construction company is largest by revenue?

D.R. Horton, Inc. leads with revenue of $33,350 million, based on 12 of 18 comparable companies through Jun 2026.

Which Residential Construction company is growing fastest?

Champion Homes, Inc. has the fastest current revenue growth at 7.2%, across 12 of 18 comparable companies.

Which Residential Construction company has the strongest 4-Factor Sector Score?

Legacy Housing Corporation ranks first at 65.3/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Residential Construction company has the lowest comparable PEG?

Hovnanian Enterprises, Inc. has the lowest comparable PEG at 0.23, among 10 of 18 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Residential Construction comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Residential Construction company is the biggest?

D.R. Horton, Inc. is the largest, with trailing-twelve-month revenue of $33,350 million, ahead of Lennar Corporation at $32,737 million. That covers 12 of 18 companies with comparable reporting through Jun 2026.

Which Residential Construction company has the best profit margins?

Legacy Housing Corporation has the highest operating margin at 36.1%, from 18 of 18 comparable companies. Legacy Housing Corporation shows the biggest recent improvement, at +3.6 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Residential Construction company makes the most profit?

D.R. Horton, Inc. earns the most, at $3,095 million of trailing-twelve-month net profit, from 12 of 18 comparable companies. Champion Homes, Inc. has the fastest profit growth at 5.4%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Residential Construction company earns the highest return on capital?

PulteGroup, Inc. leads on return on capital employed at 16.7%, across 18 of 18 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Residential Construction stock is the cheapest?

On PEG — where a LOWER number is cheaper — Hovnanian Enterprises, Inc. screens cheapest at 0.23×. Only 10 of 18 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Residential Construction sector beating the market?

Residential Construction has underperformed S&P 500 by 22% over the last 52 weeks and 8.4% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 3 of 18 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Residential Construction stock has the strongest price momentum?

Beazer Homes USA, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Residential Construction company scores highest for research priority?

Legacy Housing Corporation scores 65.3 out of 100 with 81.1% evidence confidence, from 20.9 points on growth and earnings, 13.7 on capital efficiency, 11.2 on valuation and 19.5 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Residential Construction companies does this comparison cover, and over what period?

It compares 18 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Residential Construction sector?

The 18 Residential Construction companies on this page carry $146,975 million of combined market value. D.R. Horton, Inc. is the largest at $38,688 million, about 26% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.

What is the Residential Construction sector's P/E ratio?

The median price-to-earnings ratio across the 18 Residential Construction companies on this page is 14.1×, measured on the 18 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-09-16.

How is the Residential Construction sector performing?

3 of the 18 covered Residential Construction companies are beating S&P 500 on Mansfield relative strength. The sector itself is 22% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.

How many Residential Construction stocks are listed in the US?

This comparison covers 18 listed Residential Construction companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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