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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Moody's recently upgraded our senior unsecured notes to Baa1.”
Moody's upgraded PulteGroup's senior unsecured notes to Baa1, reflecting the company's strong balance sheet position this quarter.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Lovallo | UBS | 12 (8%) |
| Mike Rehaut | JPMorgan | 12 (17%) |
| Steve Kim | Evercore ISI | 11 (9%) |
| Matt Bouley | Barclays | 10 (20%) |
| Alan Ratner | Zelman & Associates | 9 (22%) |
| Mike Dahl | RBC Capital Markets | 9 (0%) |
| Sam Reid | Wells Fargo | 7 (0%) |
| Tony Pettinari | Citigroup | 6 (0%) |
| Trevor Allinson | Wolfe Research | 6 (0%) |
| Rafe Jadrosich | Bank of America | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 12 (17%) |
| UBS | 1 | 12 (8%) |
| Zelman & Associates | 2 | 11 (18%) |
| Evercore ISI | 1 |
| 11 (9%) |
| Barclays | 1 | 10 (20%) |
| RBC Capital Markets | 1 | 9 (0%) |
| Wolfe Research | 2 | 7 (0%) |
| Wells Fargo | 1 | 7 (0%) |
PulteGroup closed FY25 with over 29,500 homes closed, exceeding guidance, but Q4 EPS of $2.56 declined 42% from $4.43 as gross margins compressed to 24.7% on elevated incentives of 9.9% and $35 million in land impairments. A $81 million ICG off-site manufacturing charge was taken. Florida orders surged 13%. The strategic shift back to build-to-order from the inverted spec mix was underway. FY2026 guidance was introduced with 28,500-29,000 closings, $550-$560K ASP, and 24.5-25% gross margins.
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 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PHM PulteGroup | 2 | -12.4% | |
| DHI D. R. Horton | 2 | -2.3% | |
| LEN Lennar | 1 | -5.2% |