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Analyst
Buck Horne
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 6questioned at least once
- Reporting periods
- 6with 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 11 of 11 questions from 6 companies
DHID. R. Horton4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
was the can rate also the increase there back-end loaded, or was it more of a slowdown in kind of the incoming gross orders
Show response
Bill said both softening gross orders and a rising cancellation rate contributed to weaker demand late in the quarter.
Calendar 2026 Q1
I was just wondering if you could clarify for me, the changes to the top end of the revenue guidance for the year
Show response
Hansen said closings were light in both Q1 and Q2 vs. expectations. Combined with lighter-than-expected ASP, prudent to lower the top end. Still well positioned for the heart of original guide.
does that -- if we see an elevated energy price outlook longer term, do you start to reevaluate some of the locations where your communities are
Show response
Romanowski said community pipeline takes time to bring online so no proactive changes needed. Would adjust if market behavior shifted based on commuting distances but nothing warranting action now.
Calendar 2024 Q4
I was wondering if you've seen any inbound or uptick in inbound interest from single-family rental investors in some of the longer-dated finished unsold inventory
Show response
Not selling bulk inventory to SFR investors. Comfortable with inventory levels entering spring. Forward sales ahead of stabilization being explored.
WYWeyerhaeuser3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
any thoughts on the Canadian wildfire situation this year and either in terms of the longer-term impact on fiber supply
Show response
Devin said WY's operating areas (notably Alberta) have been largely spared and he does not see a massive influx of salvage logs into the Canadian system.
Calendar 2025 Q1
Is there any update in terms of market momentum in terms of option conversions
Show response
Devin reported strong progress with first operating solar site, two more under construction. Pipeline growing with focus on large, sophisticated counterparties.
are there any maybe noncore timber positions you would think about monetizing or could monetize in the near term
Show response
Dave Wold emphasized balanced capital allocation with no need to monetize assets. Nearly completed $1B buyback authorization and will continue to be opportunistic.
INVHInvitation Homes1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I was wondering if you guys might have detected or tracked anything similar in terms of new lease demand
Show response
Tanner cited survey data showing no meaningful net migration shift; Lobner added third-party data projecting favorable in-migration to 65-70% of markets.
LENLennar1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
the comment that you believe some meaningful federal action is closer than the market may be believing
Show response
Stuart declined to give specifics on Washington discussions but stressed unprecedented federal attention on housing affordability that could become a tailwind.
MAAMid-America Apartment Communities1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
I was wondering if you could help us stratify maybe the recent performance between your Class A units versus Class B
Show response
Tim found no meaningful A/B performance split but noted encouraging urban vs suburban differentiation over last 2 quarters: urban/CBD areas showing 40bps better blended pricing and 10bps higher occupancy. Particularly visible in Dallas and Atlanta in-town properties working through supply. Direct with helpful alternative framing.
PHMPulteGroup1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
are we seeing any particular buyers responding more positively right now? It seems to be coinciding with a decline in resale inventory in Florida
Show response
Marshall highlighted Florida move-up buyers up 18% YoY, active adult performing well, NE Florida softer on entry-level affordability. Inventory clearing positively.
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 | 4 | 0%none of 4 questions |
| WY Weyerhaeuser | 3 | 0%none of 3 questions |
| INVH Invitation Homes | 1 | —Rate withheld: fewer than 3 questions |
| LEN Lennar | 1 | —Rate withheld: fewer than 3 questions |
| MAA Mid-America Apartment Communities | 1 | —Rate withheld: fewer than 3 questions |
| PHM PulteGroup | 1 | —Rate withheld: fewer than 3 questions |
- DHID. R. Horton · 4 questions0%none of 4 questions
- WYWeyerhaeuser · 3 questions0%none of 3 questions
- INVHInvitation Homes · 1 question—rate withheld: under 3 questions
- LENLennar · 1 question—rate withheld: under 3 questions
- MAAMid-America Apartment Communities · 1 question—rate withheld: under 3 questions
- PHMPulteGroup · 1 question—rate withheld: under 3 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 4 | 0%none of 4 questions | 4 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 4 companies
Topics
Topics tagged on this analyst’s questions.
- Demand7
- Macroeconomic4
- Geographic Expansion2
- Guidance Reliability1
- Regulation Policy1
- Supply Chain1
- Pricing1
- Inventory1
- Innovation & R&D1
- Revenue Growth1
Show all 12 topics
- Capital Allocation1
- M&A1