NYSE$KBH

KB Home · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

KB Home's Q2 2023 financial results were reported, demonstrating revenue growth and strong earnings per share.

KB Home reported strong financial results for the second quarter of 2023, exceeding guidance with revenue growth to $1.77 billion and diluted earnings per share of $1.94. The company saw sustained improvement in demand and a sequential increase in backlog, positioning it well for achieving its revenue target for 2023.

  • Revenues rose 3% to $1.77 billion.
  • Diluted earnings per share reached $1.94.
  • Net orders increased 1% to 3,936.
  • Average selling price decreased 3% to $479,500.

Headline financials

Total Revenue

$1.77B

Previous: $1.72B+2.6%
EPS (adj)

$1.94

Previous: $2.32-16.4%
Total ASP

$480K

Previous: $494K-3.0%
Capital Expenditures

-$18.3M

Previous: -$22.1M+17.2%
Free Cash Flow

$146M

Previous: $189M-22.5%
Net Income

$164M

Previous: $211M-21.9%
Operating Income

-$17.8M

Previous: -$15.5M-14.3%
Gross Profit

$379M

Previous: $433M-12.5%
Cash & Equivalents

$557M

Previous: $247M+125.9%
Total Assets

$6.48B

Previous: $6.58B-1.5%
Stock-Based Comp

$8.82M

Previous: $9.02M-2.2%

Revenue & EPS history

KB Home · Revenue · Quarterly

$1.77B

Q2 2023+2.6%vs Q2 2022
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

KB Home · $1.39B total across 1 segment · Q1 2022

  • Housing
    $1.39B+22.6%

Forward guidance

KB Home provided full year 2023 guidance including housing revenues in the range of $5.80 billion to $6.20 billion and an average selling price of approximately $485,000.

Tailwinds

  • Housing revenues in the range of $5.80 billion to $6.20 billion.
  • Average selling price of approximately $485,000.
  • Homebuilding operating income as a percentage of revenues of about 11.0%, assuming no inventory-related charges.
  • Housing gross profit margin of approximately 21.2%, assuming no inventory-related charges.
  • Average community count up about 10%, with ending community count flat, year over year.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.3%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+2.2%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+17.2%

Q4 2021

Best reaction

-18.3%

Q4 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-0.8%+6.5%
Q4 2025-8.7%-8.5%-2.3%
Q3 2025-0.1%+2.0%+1.0%
Q2 2025+2.3%+1.1%+17.2%
Q1 2025-5.2%-6.6%-12.2%
Q4 2024+6.3%+7.4%+1.2%
Q3 2024-6.2%-2.6%-10.8%
Q2 2024+0.7%+1.5%+14.9%
Q1 2024+0.6%+0.2%-10.6%
Q4 2023-0.2%-3.1%-2.6%
Q3 2023-5.0%-4.3%-12.6%
Q2 2023+1.0%+0.2%+3.1%
Q1 2023+8.0%+9.4%+13.8%
Q4 2022+0.2%+0.7%+7.2%
Q3 2022-7.2%-9.2%-4.6%
Q2 2022+11.2%+14.4%+26.6%
Q1 2022-9.0%-10.5%-14.4%
Q4 2021+17.2%+16.3%-8.5%
Q3 2021+1.3%+2.1%+1.2%
Q2 2021-6.4%-6.1%-4.0%
Q1 2021+2.4%+3.6%+10.3%
Q4 2020+3.9%+6.1%+32.6%
Q3 2020-3.8%-6.5%-6.1%
Q2 2020-13.8%-12.1%-2.5%
Q1 2020-7.8%-7.0%+13.9%
Q4 2019-3.1%-2.4%+3.0%
Q3 2019+4.1%+8.1%+16.3%
Q2 2019+6.6%+8.9%+12.6%
Q1 2019+3.6%+1.3%+7.1%
Q4 2018-0.6%-2.7%+1.7%
Q3 2018-4.0%-6.3%-22.5%
Q2 2018+9.1%+6.0%-5.5%
Q1 2018-0.7%-5.4%-11.5%
Q4 2017+12.8%+8.1%-14.0%
Q3 2017+11.6%+14.1%+25.2%
Q2 2017+5.6%+5.2%+1.6%
Q1 2017+2.6%+3.7%+6.9%
Q4 2016+2.5%+0.0%+1.8%
Q3 2016-0.5%+2.6%-1.2%
Q2 2016+2.6%+2.3%+13.3%
Q1 2016+2.3%
Q4 2015-14.5%
Q3 2015+0.5%
Q2 2015+11.4%
Q1 2015+6.5%
Q4 2014-18.3%
Q3 2014-8.2%
Q2 2014+4.5%
Q1 2014+3.0%
Q4 2013-3.6%
Q3 2013+6.3%
Q2 2013-1.3%
Q1 2013+0.9%
Q4 2012-9.0%
Q3 2012+11.6%
Q2 2012+11.1%
Q1 2012-14.4%
Q4 2011-8.4%
Q3 2011+4.9%
Q2 2011+0.6%
Q1 2011-2.3%
Q4 2010+1.5%
Q3 2010-0.2%
Q2 2010-1.1%
Q1 2009+1.3%

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