文章核心观点 - 寻找表现优异的建筑类股票可关注跑赢同行的公司，如托尔兄弟公司和三尖点住宅公司，投资者可继续关注这两只股票 [1][2][3] 行业情况 - 建筑板块在Zacks板块排名中位列第1，该排名考量16个不同板块，通过衡量板块内个股的平均Zacks排名来评估各板块实力 [1] - 建筑产品 - 住宅建筑行业包含16只个股，在Zacks行业排名中位列第21 [3] 托尔兄弟公司情况 - 托尔兄弟公司是建筑板块94家公司之一，目前Zacks排名为2（买入） [1] - 过去一个季度，市场对托尔兄弟公司全年收益的普遍预期上调12.1%，分析师情绪更乐观，盈利前景改善 [2] - 截至目前，托尔兄弟公司今年回报率为27.6%，表现优于建筑板块平均约10.9%的涨幅，也优于建筑产品 - 住宅建筑行业平均8.9%的涨幅 [2][3] 三尖点住宅公司情况 - 三尖点住宅公司今年至今表现跑赢建筑板块，涨幅达12.7% [2] - 过去三个月，市场对三尖点住宅公司本年度每股收益的普遍预期提高25.2%，目前Zacks排名为1（强力买入） [2] - 三尖点住宅公司与托尔兄弟公司同属建筑产品 - 住宅建筑行业 [3]

文章核心观点 华尔街分析师预测托尔兄弟公司即将发布的季度报告中，每股收益和营收将同比增长，且多项关键指标有不同变化，公司股票过去一个月表现优于市场，有望在近期跑赢大盘 [1][4] 分组1：季度收益与营收预测 - 华尔街分析师预测公司季度每股收益为4.13美元，同比增长44.9% [1] - 预测季度营收为25.2亿美元，同比增长0.5% [1] - 过去30天，该季度每股收益的普遍预期未变 [1] 分组2：关键指标平均估计 - 预计“房屋销售收入”达24.3亿美元，同比变化-2.4% [2] - 预计“土地销售收入”为8217万美元，同比变化+386.8% [2] - 预计“已完成/交付单元”为2461个，去年同期为2492个 [2] - 预计“积压单元”达7080个，去年同期为7574个 [3] - 预计“平均交付价格（每单元总平均价格）”为1003.98美元，去年同期为999.20美元 [3] - 预计“净合同单元”达2858个，去年同期为2333个 [3] - 预计“平均积压价格”为1033.84美元，去年同期为1105.90美元 [3] - 预计“销售社区数量”为385个，去年同期为350个 [3] - 预计“积压价值”为71.8亿美元，去年同期为83.8亿美元 [3] - 预计“房屋销售毛利率”达6.4224亿美元，去年同期为6.5722亿美元 [4] 分组3：股票表现与评级 - 公司股票过去一个月回报率为+19%，同期标准普尔500综合指数变化为+5% [4] - 公司股票获Zacks排名第2（买入），有望在近期跑赢大盘 [4]

文章核心观点 - 托尔兄弟公司（Toll Brothers）将于5月21日收盘后公布2024财年第二季度财报，其过往业绩表现良好，但本季度面临成本压力，模型预测部分指标有变化，且定量模型未明确显示会盈利超预期，同行近期财报表现出色 [1][5][6] 财报时间 - 托尔兄弟公司定于5月21日收盘后公布2024财年第二季度（截至2024年4月30日）财报 [1] 过往业绩表现 - 上一季度公司盈利和营收分别超Zacks共识预期27.1%和4.1%，较上年同期分别增长32.4%和9.4% [1] - 过去四个季度盈利均超分析师预期，平均超预期幅度为30.2% [1] 预期指标变化 - 过去60天，Zacks对财年第二季度每股收益（EPS）的共识预期从4.14美元降至4.13美元，较去年同期的2.85美元增长44.9% [2] - 营收共识预期为25.2亿美元，同比增长0.5% [2] 影响因素 - 因价格上涨，公司财年第二季度房屋销售预计较去年同期略有增加，虽高房贷利率影响销量，但低现房库存推动新屋需求，有助于公司本季度订单增加 [3] - 公司专注豪华改善型买家，对价格变化敏感度低，公司定价能力强，且拓展产品线、价格点和地域以及特销策略使其受益 [3] - 公司预计本季度房屋交付量略低于去年同期，平均价格有所上升 [4] - 土地、劳动力和原材料成本上升，预计给财年第二季度利润率带来压力，调整后房屋销售毛利率预计降至27.6%，销售、一般和行政费用预计占房屋销售收入的9.7%，有效税率预计为25.8% [4] 模型预测 - 因预计交付量下降2%至2443套，模型预测房屋销售收入同比下降1.3%至24.6亿美元 [5] - 预计净签约合同约2508套，较去年同期增长7.5% [5] - 预计积压订单为6758套，较去年同期下降10.8%，积压订单价值预计为70.3亿美元，较2023财年第二季度末的8.38亿美元下降16.1% [5] 定量模型情况 - 公司盈利ESP为0.00%，目前Zacks排名为2，模型未明确预测公司此次会盈利超预期 [6][7] 同行表现 - 美地家园公司（Meritage Homes）2024年第一季度财报出色，盈利和总收盘收入超Zacks共识预期且同比增长，特建和精简策略使其积压订单转化率达138%，股本回报率达18% [8] - 普尔特集团（PulteGroup）2024年第一季度财报出色，盈利和营收超Zacks共识预期且同比增长，得益于有利需求条件和平衡运营模式 [8] - D.R. 霍顿公司（D.R. Horton）2024财年第二季度财报显示，盈利和营收超Zacks共识预期且同比增长，受新房和现房供应及强劲住房需求支撑 [9]

Toll Brothers (TOL) ended the recent trading session at $126.48, demonstrating a +1.96% swing from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.51%. Elsewhere, the Dow gained 0.85%, while the tech-heavy Nasdaq added 0.27%.The the stock of home builder has risen by 4.61% in the past month, leading the Construction sector's loss of 2.38% and the S&P 500's loss of 0.25%.The upcoming earnings release of Toll Brothers will be of great interest to investors ...

BICKFORD, Calif., May 08, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, announced its newest community, Ridgeline at Bickford, is now open at the intersection of Sierra College Blvd and Lower Ranch Road in Bickford, California, near Sacramento. Ridgeline at Bickford is an exclusive gated luxury community offering new homes in Placer County, with four unique home designs ranging from 3,100 to 4,900+ square feet featuring 4 to 6 bedrooms, 3.5 to 5.5 bat ...

LAKE MARY, Fla., May 08, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced the highly anticipated opening of Fontaine by Toll Brothers, an exclusive community of just 23 home sites located at Longwood Lake Mary Avenue and Washington Avenue in Lake Mary in Seminole County, Florida. Pre-model sales are now underway and home buyers are invited to visit the off-site Sales Center currently located in the company's Riverside Oaks model home at 3 ...

RALEIGH, N.C., May 08, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced its newest active-adult 55+ community, Regency at Auburn Station, is coming soon to Raleigh, North Carolina. Construction of the Sales Center and model homes is in progress, and sales will start in the summer of 2024. Regency at Auburn Station is nestled near Garner in Wake County and within proximity to popular restaurants, shops, and recreation in Raleigh. This acti ...

FREEHOLD, N.J., May 07, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced that the Company's New Jersey Division was honored with six awards at the 2024 Fabulous Achievements in Marketing Excellence (FAME) Awards held at South Gate Manor in Freehold, New Jersey. Presented by the Shore Builders Association of Central New Jersey, the FAME Awards honor home builders of the New Jersey Builders Associations who have made major contributions to ...

GILBERT, Ariz., May 07, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced its newest community, Stonegate Court, is coming soon to the intersection of South Greenfield Road and East Superstition Drive in Gilbert, Arizona. Construction of the Sales Center and model home is underway and sales will start later this spring.    Located in the south of Gilbert, Stonegate Court is a gated community that will include 22 expansive new homes. Home b ...

APOLLO BEACH, Fla., May 03, 2024 (GLOBE NEWSWIRE) -- Toll Brothers, Inc (NYSE:TOL), the nation's leading builder of luxury homes, today announced the highly anticipated opening of Regency at Waterset, a luxury active-adult 55+ community in Apollo Beach, offering three distinct collections of low-maintenance villas and single-family homes in Hillsborough County, Florida. Home buyers are invited to visit the Sales Center and tour the professionally designed model homes located at 5561 Freestone Circle in Apol ...