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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Lovallo | UBS | 14 questions · 7% challenging |
| Stephen Kim | Evercore ISI | 13 questions · 31% challenging |
| Mike Rehaut | JPMorgan | 12 questions · 25% challenging |
| Matthew Bouley | Barclays | 12 questions · 17% challenging |
| Mike Dahl | RBC Capital Markets | 11 questions · 36% challenging |
| Alan Ratner | Zelman & Associates | 10 questions · 50% challenging |
| Sam Reid | Wells Fargo | 9 questions · 0% challenging |
| Trevor Allinson | Wolfe Research | 8 questions · 0% challenging |
| Anthony Pettinari | Citigroup | 8 questions · 0% challenging |
| Rafe Jadrosich | Bank of America | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 14 questions · 7% challenging |
| Evercore ISI | 1 analyst | 13 questions · 31% challenging |
| Zelman & Associates | 2 analysts | 12 questions · 42% challenging |
| Barclays | 1 analyst | 12 questions · 17% challenging |
| JPMorgan | 1 analyst | 12 questions · 25% challenging |
| RBC Capital Markets | 1 analyst | 11 questions · 36% challenging |
| Wolfe Research | 2 analysts | 9 questions · 0% challenging |
| Wells Fargo | 1 analyst | 9 questions · 0% challenging |
Reporting soon: earnings call Thursday, Oct 22
A pre-earnings brief is ready for PHM: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
PulteGroup reported Q1 home sale revenues of $3.3 billion, down 12%, with EPS of $1.79 versus $2.57 a year earlier. Gross margin declined to 24.4% on a 10.9% incentive load. Orders grew 3% driven by 18% Florida growth. The build-to-order mix was improving to 43% of orders, but the transition depressed near-term cash flow. House costs declined 5% year-over-year to $75 per square foot. FY2026 guidance was reaffirmed with margins likely at the lower end. The K-shaped economy persisted with first-time buyers most challenged.
Demand | Pricing | Margin | Capex Investment | Cost Pressure | Inventory | Geographic Expansion | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 5 | 1 | 3 | 3 | 3 | 1 |
| 2025Q1 | 6 | 3 | 4 | 3 | 1 | 3 | 1 | 1 |
| 2025Q2 | 4 | 6 | 5 | 6 | 4 | 1 | 1 | |
| 2025Q3 | 4 | 4 | 3 | 2 | 2 | 2 | 3 | 1 |
| 2025Q4 | 6 | 7 | 6 | 4 | 3 | 3 | 2 | 2 |
| 2026Q1 | 4 | 5 | 4 | 2 | 2 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 6 | 4 | 4 | 6 | 4 |
| Pricing | 4 | 3 | 6 | 4 | 7 | 5 |
| Margin | 5 | 4 | 5 | 3 | 6 | 4 |
| Capex Investment | 1 | 3 | 6 | 2 | 4 | 2 |
| Cost Pressure | 3 | 1 | 4 | 2 | 3 | 2 |
| Inventory | 3 | 3 | 2 | 3 | 3 | |
| Geographic Expansion | 3 | 1 | 1 | 3 | 2 | 2 |
| Revenue Growth | 1 | 1 | 1 | 1 | 2 | 1 |
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 23, 2026
FY2026 Q1 in brief
PulteGroup reported Q1 home sale revenues of $3.3 billion, down 12%, with EPS of $1.79 versus $2.57 a year earlier.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for PulteGroup (PHM), FY2026 Q1: 2/10. Scores: PulteGroup’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: PHM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.92B | +14.6% | $4.43 | +35.1% | 18.6% | $543M |
| FY2025 Q1 | $3.89B | -1.4% | $2.57 | -17.1% | 13.4% | $105M |
| FY2025 Q2 | $4.40B | -4.3% | $3.03 | -20.9% | 13.8% | $253M |
| FY2025 Q3 | $4.40B | -1.6% | $2.96 | -11.6% | 13.3% | $651M |
| FY2025 Q4 | $4.61B | -6.3% | $2.56 | -42.2% | 10.9% | $740M |
| FY2026 Q1Selected | $3.41B | -12.4% | $1.79 | -30.4% | 10.2% | $134,355 |
| FY2026 Q2 | $3.98B | -9.6% | $2.43 | -19.8% | 11.9% | $-12,850 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY -12.4% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PHM PulteGroup | 2 | -12.4% | |
| DHI D. R. Horton | 2 | -2.3% | |
| LEN Lennar | 2 | -13.1% |