NYSE$PHM

PulteGroup Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Financial results for the second quarter of 2023 were reported.

PulteGroup reported strong second-quarter results, with net income of $3.21 per share. Home sale revenues increased by 8% to $4.1 billion, driven by higher closings and average sales prices. Net new orders also saw a significant increase of 24%, reflecting strong demand for new homes.

  • Net income was $3.21 per share, including a $0.21 per share insurance benefit.
  • Home sale revenues increased 8% year-over-year to $4.1 billion.
  • Closings increased 5% to 7,518 homes, with the average sales price up 3% to $540,000.
  • Net new orders increased 24% to 7,947 homes, valued at $4.3 billion.

Headline financials

Total Revenue

$4.19B

Previous: $3.93B+6.7%
EPS (adj)

$3.00

Previous: $2.73+9.9%
Total Closings

7.5K

Previous: 7.2K+4.8%
Avg Selling Price

$540K

Previous: $531K+1.7%
Backlog Units

13.6K

Previous: 19.2K-29.3%
Backlog Value

$8.19B

Previous: $11.6B-29.5%
Capital Expenditures

-$45.1M

Previous: -$62.6M+27.9%
Free Cash Flow

$675M

Previous: $590M+14.5%
Net Income

$720M

Previous: $652M+10.4%
Operating Income

$899M

Previous: $3.54B-74.6%
Gross Profit

$1.3B

Previous: $3.92B-66.9%
Cash & Equivalents

$1.73B

Previous: $663M+160.8%
Total Assets

$15.2B

Previous: $13.7B+11.1%
Stock-Based Comp

$15.5M

Previous: $13M+18.8%

Revenue & EPS history

PulteGroup · Revenue · Quarterly

$4.19B

Q2 2023+6.7%vs Q2 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

PulteGroup · $92.2M total across 1 segment · Q2 2023

  • Financial Services
    $92.2M+11.4%

Forward guidance

This release includes “forward-looking statements.” These statements are subject to a number of risks, uncertainties and other factors that could cause our actual results, performance, prospects or opportunities, as well as those of the markets we serve or intend to serve, to differ materially from those expressed in, or implied by, these statements.

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 2023

Historical avgQ2 2023

+1.3%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+3.6%

Avg return

30 days after

59%

41 / 69 earnings

Positive

+19.9%

Q2 2012

Best reaction

-11.3%

Q2 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-2.1%-8.7%
Q4 2025+1.5%+5.8%+11.3%
Q3 2025-0.1%-2.2%-7.2%
Q2 2025-1.1%+0.3%+5.5%
Q1 2025+8.4%+9.4%+5.9%
Q4 2024+4.9%-2.3%-8.6%
Q3 2024-7.7%-8.2%-11.2%
Q2 2024-2.5%+3.5%+2.8%
Q1 2024+4.1%+5.5%+4.6%
Q4 2023-1.4%-0.1%+2.2%
Q3 2023+0.6%+1.9%+24.6%
Q2 2023+7.3%+8.0%-0.2%
Q1 2023+1.2%+5.2%+4.2%
Q4 2022+12.4%+13.1%+4.4%
Q3 2022+2.4%+6.2%+17.8%
Q2 2022-2.3%-2.4%-3.7%
Q1 2022+0.3%+4.7%+9.7%
Q4 2021+3.2%-7.5%-6.5%
Q3 2021-2.2%-3.6%+5.6%
Q2 2021-1.4%+2.8%+0.9%
Q1 2021+7.1%+7.9%+5.6%
Q4 2020-7.9%-2.7%-4.5%
Q3 2020-2.8%-8.6%-3.5%
Q2 2020+8.1%+10.3%+20.4%
Q1 2020+6.5%+20.4%+38.4%
Q4 2019+3.9%+0.8%-5.8%
Q3 2019+4.3%+5.8%+2.1%
Q2 2019-7.7%-4.8%-1.0%
Q1 2019+5.4%+4.1%+4.5%
Q4 2018+0.8%+1.2%-0.1%
Q3 2018+6.0%+14.6%+22.9%
Q2 2018-2.9%-1.7%-1.5%
Q1 2018+5.9%+7.8%+4.5%
Q4 2017-4.8%-8.2%-14.1%
Q3 2017+4.8%+7.8%+17.7%
Q2 2017-0.5%-0.3%+2.0%
Q1 2017-1.6%-1.8%-0.8%
Q4 2016+4.0%+5.2%+6.3%
Q3 2016-4.1%-6.6%-5.2%
Q2 2016+7.0%+8.2%+3.8%
Q1 2016-0.7%
Q4 2015+4.2%
Q3 2015-5.7%
Q2 2015-3.3%
Q1 2015-7.2%
Q4 2014+0.0%
Q3 2014+1.9%
Q2 2014-5.6%
Q1 2014-0.7%
Q4 2013+4.6%
Q3 2013+8.2%
Q2 2013-11.3%
Q1 2013+8.4%
Q4 2012-3.3%
Q3 2012-1.0%
Q2 2012+19.9%
Q1 2012+15.7%
Q4 2010+1.6%
Q4 2011+1.6%
Q3 2011-4.3%
Q2 2011-9.0%
Q1 2010+1.9%
Q1 2011+0.5%
Q4 2008-2.2%
Q3 2010+2.6%
Q3 2009+2.6%
Q2 2010+3.5%
Q4 2009+3.5%
Q2 2009+3.5%

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