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Analyst
Alex Barron
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 9 of 9 questions from 1 company
DHID. R. Horton9 questions · 5 reporting periods · 0 of 9 challenging
Calendar 2026 Q2
it seems the business has sort of been winding down. Is that the basic idea of what's going to happen
Show response
Mike said SFR is not winding down but shifting to a more capital-efficient delivery model with a lower inventory balance.
Calendar 2026 Q1
I was recently in San Antonio and saw you guys had several communities priced in the high 100s, low 200s. And I was wondering if that's just something you're only doing in that market
Show response
Romanowski said they're pursuing affordable product wherever lot size requirements allow. Texas markets enable lowest prices. Minimum lot size and square footage regulations remain the biggest barrier.
are you finding above average sales pace for that price point
Show response
Romanowski confirmed above-average pace at lowest price points. Opens homeownership where no other new home options exist. Higher pace driven by unmet demand at affordable levels.
Calendar 2025 Q4
Was that mainly driven by you know, offering higher incentives in the way of rate buy downs or more, like, in the way of price cuts
Show response
Murray confirmed mostly buydown incentives driving Q2 guide. Hansen said no significant material cost increases from tariffs yet.
I just wanted to confirm the volume guide you guys are giving, is that just for the wholly owned communities, or does that also include the homes you guys are doing in rental
Show response
Hansen clarified home closings guide (86-88K) is homebuilding only, but consolidated revenue guide includes rental revenue.
Calendar 2025 Q2
What about efforts to drive, you know, greater affordability such as smaller lot sizes or smaller floor plans. Any initiatives on that front
Show response
Romanowski said both smaller lots and floor plans are being pursued. Hansen noted average square footage at 1,956, down 1% YoY and high single-digit over five years.
can you repeat that? And is there any particular initiatives to try to lower that, you know, such as, you know, more in-house labor or manufacturing
Show response
Romanowski said no plans to integrate labor or manufacturing given strong trade base. Cycle times at about three months, below historical norms, with no significant further decline expected.
Calendar 2024 Q4
It seems like there are a number of lots sold, I suppose, mostly to you was lower than expected generally, but they seem to maintain the same number for the year
Show response
Forestar Q1 lot delivery shortfall purely timing. Heavy Q4 deliveries followed by lighter Q1. Expect ramp through remainder of year.
some of your competitors seem to have a philosophy of trying to sell a certain number of homes and do whatever it takes to get there
Show response
No change in strategy. Community-by-community approach focused on returns. Competitive on incentives when needed to achieve target absorptions.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| DHI D. R. Horton | 9 | 0%none of 9 questions |
- DHID. R. Horton · 9 questions0%none of 9 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing5
- Demand4
- Supply Chain2
- Competitive Dynamics2
- Capital Allocation1
- Trade Tariffs1
- Guidance Reliability1