US · Consumer Cyclical · Residential Construction
EPS came in at 1.05 against a street estimate of 0.88 — a beat of 19.3%.
Analysts rate KB Home a hold (3 buy, 9 hold, 4 sell out of 16) with an average price target of $51.57.
CAUTIOUS KB Home Q3 FY26 beat guidance with $1.3B revenue and $1.05 EPS, but market softened sharply. Built-to-order model now 74% of mix provides stability. Q4 guidance moderately cut on ASP and margin pressure. Q3 FY26 Northern California performing solidly; Southern California facing competitive pressures requiring pricing adjustments; Las Vegas Valley positioning two major new communities for growth. Analysts pressed on mix sustainability for 2027 and margin targets; management defended 22% target as still operative and emphasized selective deal-walking. Labor cost question fielded with confidence: starts down, labor not a concern. Southern California underperformance acknowledged but framed as temporary deviation. 2026-09-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.26% |
| FMR Inc | 8.54% |
| State Street Corp | 5.83% |
| Vanguard Portfolio Management, LLC | 5.30% |
| Capital World Investors | 4.98% |
| Vanguard Capital Management, LLC | 4.47% |
| Dimensional Fund Advisors, Inc. | 3.79% |
| Two Sigma Investments LLC | 3.09% |
| Document | Date |
|---|---|
| Board / officer change · Q4 FY2026 OTHER NOTABLE POINTS • KB Home filed a Form 8-K dated October 8, 2026, covering long-term incentive awards for named executive officers. • The award | 2026-10-14 |
| Quarterly report · Q3 FY2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,297,101, down from $1,620,474 in the third quarter of 2025. • Third-quarter 2026 net income was | 2026-10-08 |
| Results announced · Q4 FY2026 KB HOME Q3 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 2026 revenues: $1.30 billion (down 20% year-over-year) • Q3 homes delivered: 2,732 (down 19% | 2026-09-22 |
| Quarterly report · Q2 FY2026 KB HOME (KBH) – Q2 2026 QUARTERLY SUMMARY HEADLINE NUMBERS • Six-month revenue: $2,189.4 million (down 25% vs. $2,921.4 million prior year) • Six-mo | 2026-07-09 |
| Results announced · Q3 FY2026 KB HOME Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1.11 billion (Q2); $2.19 billion (six months) — down 27% and 25% year-over-year respec | 2026-06-23 |
| Board / officer change · Q2 FY2026 KB HOME (KBH) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: KB Home, Delaware incorporation, traded on NYSE under ticker KBH • Headquarters: 10990 | 2026-05-01 |
| Shareholder vote results · Q2 FY2026 KB HOME FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: April 23, 2026 • Total Shares Voted: Approximately 51.6 million shares present or r | 2026-04-24 |
| Quarterly report · Q1 FY2026 KB HOME - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income: $33.4 million (Q1 2026) vs. $109.6 million (Q1 2025) — down 69.5% • Diluted EPS: $0.52 | 2026-04-09 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Nov 12, 2026 · pay Nov 25, 2026 | 2026-11-12 |
| Dividend | $0.25 / share ex-date Aug 6, 2026 · pay Aug 20, 2026 | 2026-08-06 |
| Dividend | $0.25 / share ex-date May 7, 2026 · pay May 21, 2026 | 2026-05-07 |
| Dividend | $0.25 / share ex-date Feb 5, 2026 · pay Feb 19, 2026 | 2026-02-05 |
| Dividend | $0.25 / share ex-date Nov 13, 2025 · pay Nov 26, 2025 | 2025-11-13 |
| Announcement | Date |
|---|---|
| Board approves new $1 billion share repurchase authorization KB Home's Board of Directors approved a new $1 billion stock repurchase authorization on October 27, 2025, replacing a prior authorization. This means the company can buy back up to $1 billi | 2025-10-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.