NYSE$DHI

D.R. Horton Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

D.R. Horton reported an increase in net income and revenue for the second quarter of fiscal year 2022.

D.R. Horton reported strong second-quarter results, with a 59% increase in EPS to $4.03 and a 55% increase in net income to $1.4 billion. Consolidated revenues increased by 24% to $8.0 billion, and the pre-tax profit margin improved to 23.5%.

  • Net income per diluted share increased 59% to $4.03.
  • Net income attributable to D.R. Horton increased 55% to $1.4 billion.
  • Consolidated revenues increased 24% to $8.0 billion.
  • Consolidated pre-tax income increased 60% to $1.9 billion.

Headline financials

Total Revenue

$8B

Previous: $6.45B+24.1%
EPS (adj)

$4.03

Previous: $2.53+59.3%
Homes Closed

19.8K

Previous: 19.7K+0.6%
Net Sales Orders

24.3K

Previous: 27.1K-10.0%
Cancellation Rate

16.0%

Previous: 15.0%+6.7%
Capital Expenditures

-$72.5M

Previous: -$30.5M-137.7%
Free Cash Flow

$1.36B

Previous: $899M+51.7%
Net Income

$1.44B

Previous: $930M+54.5%
Operating Income

$1.92B

Previous: $1.21B+58.3%
Gross Profit

$2.57B

Previous: $1.8B+43.0%
Cash & Equivalents

$1.66B

Previous: $2.21B-24.5%
Total Assets

$26.7B

Previous: $21.1B+26.6%
Stock-Based Comp

$30.9M

Previous: $25.4M+21.7%

Revenue & EPS history

D.R. Horton · Revenue · Quarterly

$8B

Q2 2022+24.1%vs Q2 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

D.R. Horton · $445M total across 2 segments · Q2 2022

  • Rental Property Sales
    $223M
  • Financial Services
    $222M-1.3%

Forward guidance

D.R. Horton is updating its fiscal 2022 guidance based on current market conditions and the Company’s results for the first half of fiscal 2022.

Tailwinds

  • Consolidated revenues in a range from $35.3 billion to $36.1 billion
  • Homes closed between 88,000 and 90,000 homes
  • Income tax rate of approximately 24%
  • Outstanding share count at the end of fiscal 2022 approximately 3% lower than at the end of fiscal 2021
  • Company plans to also provide guidance for its third quarter of fiscal 2022 on its conference call today.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.3%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.4%

Avg return

30 days after

43%

30 / 69 earnings

Positive

+15.3%

Q2 2020

Best reaction

-12.9%

Q3 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.2%-1.8%-11.3%
Q1 2026-1.7%-3.5%+5.0%
Q4 2025-3.2%-6.2%-1.3%
Q3 2025-1.0%+1.5%+7.4%
Q2 2025+3.2%+6.3%+7.0%
Q1 2025-0.5%-3.2%-12.8%
Q4 2024-6.1%-7.1%-6.1%
Q3 2024+10.4%+12.1%+13.0%
Q2 2024-2.4%+1.6%+4.0%
Q1 2024-11.7%-10.9%-8.0%
Q4 2023+3.5%+4.2%+15.8%
Q3 2023-0.2%+2.5%-8.2%
Q2 2023+4.6%+6.2%+8.2%
Q1 2023-0.2%+0.9%-3.6%
Q4 2022+14.6%+11.2%+16.5%
Q3 2022+5.9%+2.9%+1.6%
Q2 2022-5.5%-6.2%-1.8%
Q1 2022-1.4%-4.6%-4.5%
Q4 2021+2.5%+5.5%+15.4%
Q3 2021+2.3%+1.8%+3.7%
Q2 2021+5.3%+7.8%-3.0%
Q1 2021-5.5%-2.7%-5.6%
Q4 2020+12.2%+12.8%+7.7%
Q3 2020+0.0%-0.6%+8.9%
Q2 2020+15.3%+10.5%+32.8%
Q1 2020+4.9%+1.2%-3.3%
Q4 2019+3.2%+1.6%+3.2%
Q3 2019+4.4%+6.8%+12.0%
Q2 2019-5.7%-5.1%-4.4%
Q1 2019-5.0%-1.9%+6.6%
Q4 2018-8.5%-7.7%-3.0%
Q3 2018+11.0%+10.5%+13.7%
Q2 2018+0.4%-1.5%-5.1%
Q1 2018-0.9%-7.8%-13.4%
Q4 2017+1.3%+4.9%+11.8%
Q3 2017-2.5%-3.5%-3.3%
Q2 2017-3.2%-3.8%-0.5%
Q1 2017+9.2%+7.7%+7.8%
Q4 2016-6.2%-6.9%+0.4%
Q3 2016-1.3%-1.4%-7.4%
Q2 2016-0.9%
Q1 2016-1.3%
Q4 2015+11.3%
Q3 2015+6.9%
Q2 2015-8.4%
Q1 2015+4.6%
Q4 2014+2.5%
Q3 2014-12.9%
Q2 2014+5.3%
Q1 2014+10.4%
Q4 2013+5.5%
Q3 2013-8.8%
Q2 2013+8.1%
Q1 2013+8.2%
Q4 2012-6.6%
Q3 2012-4.8%
Q2 2012+1.0%
Q1 2012-0.3%
Q4 2011-2.5%
Q4 2010-4.2%
Q3 2011-4.2%
Q2 2011-0.1%
Q1 2010-3.3%
Q1 2011+2.7%
Q4 2008-3.4%
Q2 2010-3.4%
Q3 2009-6.8%
Q3 2010-6.8%
Q4 2009-6.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro