Residential Construction Industry — Tellvest

Residential Construction

Earnings sentiment for Residential Construction — aggregated from 3 earnings calls in the Consumer Cyclical sector

2.0out of 10Cautious

Aggregated from 3 earnings calls

Industry Sentiment Index

Cautious sentiment across Residential Construction

A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).

Sentiment Index

2/10-0.7

vs prior Q (same-company basis)

current panel (3 companies)

Companies analyzed

Biggest shifts this quarter

vs Q4 '25 · 3 cos in both

HousingDeteriorating

-1co

2 → 1

Macro Signal Heatmap

Signals mentioned across earnings calls

Improving Stable Mixed Deteriorating

Sort by:

Signal	Companies	Direction breakdown
Consumer Demand	3	21
Housing	3	21

Top Themes

Trending topics in Residential Construction

Margin7Demand6Cost Pressure6Pricing5Guidance Reliability4Innovation & R&D3Revenue Growth3Capital Allocation2Inventory2Macroeconomic2Supply Chain1Geographic Expansion1

Companies

3 in Residential Construction

Company	Sector	Sentiment	Quarter
DHI D. R. Horton	Consumer Cyclical	2/10	Q1 2026
LEN Lennar	Consumer Cyclical	2/10	Q1 2026
PHM PulteGroup	Consumer Cyclical	2/10	Q1 2026