NYSE$DHI

D.R. Horton Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

D.R. Horton reported strong earnings in Q3 2023, with increased revenues and net sales orders.

D.R. Horton reported a strong Q3 2023 with an 11% increase in consolidated revenues to $9.7 billion and a 37% increase in net sales orders. Net income attributable to D.R. Horton was $1.3 billion, or $3.90 per diluted share.

  • Net income attributable to D.R. Horton was $1.3 billion, or $3.90 per diluted share.
  • Consolidated revenues increased 11% to $9.7 billion.
  • Net sales orders increased 37% to 22,879 homes.
  • Rental operations pre-tax income was $162.1 million on $667.1 million of revenues.

Headline financials

Total Revenue

$9.73B

Previous: $8.79B+10.7%
EPS (adj)

$3.90

Previous: $4.67-16.5%
Homes Closed

23.0K

No prior period
Net Sales Orders

22.9K

No prior period
Cancellation Rate

18.0%

Previous: 24.0%-25.0%
Capital Expenditures

-$108M

Previous: -$108M-0.3%
Free Cash Flow

$1.23B

Previous: $1.54B-20.3%
Net Income

$1.34B

Previous: $1.65B-19.0%
Operating Income

$1.82B

Previous: $2.26B-19.2%
Gross Profit

$2.58B

Previous: $2.91B-11.2%
Cash & Equivalents

$3.38B

Previous: $1.66B+104.1%
Total Assets

$32.3B

Previous: $28.9B+12.0%
Stock-Based Comp

$29.3M

Previous: $24.8M+18.1%

Revenue & EPS history

D.R. Horton · Revenue · Quarterly

$9.73B

Q3 2023+10.7%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

D.R. Horton · $896M total across 2 segments · Q3 2023

  • Rental Property Sales
    $667M+508.1%
  • Financial Services
    $229M-10.1%

Forward guidance

D.R. Horton is updating its fiscal 2023 guidance based on current market conditions and the Company’s results for the first nine months of the year.

Tailwinds

  • Consolidated revenues in a range from $34.7 billion to $35.1 billion
  • Homes closed between 82,800 and 83,300 homes
  • Rental homes/units closed between 6,500 and 7,000 homes/units
  • Cash provided by operations greater than $3.0 billion

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 Q3 2023

Historical avgQ3 2023

+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%

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