NYSE$HOV

Hovnanian Enterprises Inc · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Hovnanian Enterprises reported fiscal Q2 2026 results with total revenues of $667.6 million and a net loss of $0.6 million.

The company met or exceeded guidance on nearly all metrics. Homebuilding gross margins improved sequentially from the first quarter trough. Total liquidity remained strong at $442 million, well above the target range.

  • Total revenues of $667.6 million were within the provided guidance range.
  • Homebuilding gross margin before interest and land charges was 14.3%, above the high end of guidance.
  • Consolidated domestic contracts increased 1.0% year-over-year to 1,412 homes.
  • Adjusted EBITDA of $41.1 million exceeded the guidance range provided.

Headline financials

Total Revenue

$668M

Previous: $686M-2.7%
EPS (adj)

-$0.46

Previous: $2.43-118.9%
Homebuilding gross margin % before interest/land

14.3%

No prior period
Total SG&A

$84M

No prior period
SG&A as % of revenues

12.6%

Previous: 11.7%+7.7%
EBITDA

$32.3M

No prior period
Adjusted EBITDA

$41.1M

No prior period
Consolidated contracts

1.4K

No prior period
Consolidated communities

125

Previous: 125+0.0%
Contracts per community

11.3

Previous: 11.2+0.9%
Contract backlog $

$938M

No prior period
Cancellation rate

17.0%

Previous: 15.0%+13.3%
Land spending

$232M

No prior period
Total liquidity

$442M

Previous: $202M+118.4%
Controlled lots

33.6K

No prior period
QMIs

731

No prior period
Homebuilding gross margin %

10.2%

Previous: 13.8%-26.1%
Net Income

-$595K

Previous: $19.7M-103.0%
Operating Income

$339K

Previous: $679M-100.0%
Gross Profit

$61.9M

Previous: $686M-91.0%
Cash & Equivalents

$311M

Previous: $12.3M+2427.8%
Total Assets

$2.83B

Previous: $2.55B+10.8%

Revenue & EPS history

Hovnanian · Revenue · Quarterly

$668M

Q2 2026-2.7%vs Q2 2025
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Revenue by segment

Hovnanian · $668M total across 3 segments · Q2 2026

  • Sale of homes
    $604M
  • Land sales and other
    $40.1M
  • Financial services
    $23.4M

Forward guidance

Q3 2026 guidance: total revenues $650-750 million, adjusted homebuilding gross margin 14.0-15.0%, adjusted income before taxes breakeven to $10 million, adjusted EBITDA $30-40 million.

Tailwinds

  • Margins expected to improve with deliveries from newer communities
  • Current demand trends are encouraging

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+1.0%

Avg return

Earnings day

+1.4%

Avg return

5 days after

-2.5%

Avg return

30 days after

48%

32 / 67 earnings

Positive

+53.3%

Q3 2019

Best reaction

-23.5%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+15.8%
Q1 2026+3.1%-1.6%-13.1%
Q4 2025-23.5%-25.6%-27.0%
Q3 2025-11.9%-5.3%-3.4%
Q2 2025-12.6%-17.2%-16.7%
Q1 2025-12.4%-16.3%-12.5%
Q4 2024-10.5%-11.8%-31.7%
Q3 2024+10.0%+6.6%+3.5%
Q2 2024-16.3%-17.5%-16.0%
Q1 2024-12.6%-11.4%-11.1%
Q4 2023+19.6%+40.6%+49.6%
Q3 2023+18.4%+24.9%+1.3%
Q2 2023-9.3%-4.7%+5.7%
Q1 2023-1.5%+3.6%-3.8%
Q4 2022-11.9%-6.0%-7.0%
Q3 2022+2.7%-2.7%-11.0%
Q2 2022+10.5%+16.2%-9.7%
Q1 2022-4.4%-12.3%-38.5%
Q4 2021+22.6%+9.3%+4.5%
Q3 2021+10.1%+7.5%-12.2%
Q2 2021-19.3%-21.0%-26.2%
Q1 2021+48.9%+34.4%+97.5%
Q4 2020-8.2%-13.0%-16.7%
Q3 2020-14.7%-16.3%+4.8%
Q2 2020+48.7%+59.3%+26.6%
Q1 2020-13.0%-36.6%-75.9%
Q4 2019+25.6%+29.0%-2.4%
Q3 2019+53.3%+84.7%+126.9%
Q2 2019-15.2%-15.7%-18.0%
Q1 2019+7.8%+1.7%-11.5%
Q4 2018+6.4%+0.0%-29.1%
Q3 2018+3.2%+10.4%+0.0%
Q2 2018-3.0%+0.0%-13.4%
Q1 2018-6.6%-5.3%-18.0%
Q4 2017+4.9%+7.5%-4.1%
Q3 2017-7.0%-6.5%+21.0%
Q2 2017-9.6%-9.2%+11.6%
Q1 2017-9.9%-7.9%-9.5%
Q4 2016+2.5%+9.8%+11.5%
Q3 2016-15.2%-16.2%-16.2%
Q2 2016-14.0%-8.3%-11.4%
Q1 2016-16.5%
Q4 2015+7.6%
Q3 2015+2.6%
Q2 2015-8.5%
Q1 2015-0.6%
Q4 2014+10.0%
Q3 2014+1.9%
Q2 2014-2.8%
Q1 2014-14.0%
Q4 2013+7.6%
Q3 2013+0.8%
Q2 2013+2.3%
Q1 2013-2.3%
Q4 2012-3.5%
Q3 2012-1.9%
Q2 2012+22.4%
Q1 2011+16.3%
Q1 2012+16.3%
Q2 2011+9.2%
Q4 2011+9.2%
Q4 2009+9.2%
Q3 2010-12.2%
Q3 2011-12.2%
Q4 2010-12.2%
Q2 2010-13.1%
Q1 2010+2.4%

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