Key Takeaways Housing Starts & Building Permits Lower than Expectations for AugustProspective Homebuyers Likely Await Lower Mortgage RatesThe Fed Is Widely Expected to Lower Interest Rates TodayWednesday, September 17, 2025Ahead of today’s biggest market news item — the Fed rate cut, expected at 1pm ET today — we see an economic segment directly affected by interest rates, Housing. As we’ll see, the homebuilding side of the housing market continues to cool down — clearly a result of still-high interest rate ...

核心观点 - KB Home预计在2025年8月结束的季度财报中营收和盈利同比下滑 但实际业绩与预期的对比可能影响短期股价走势[1][2] - 公司盈利预期差（Earnings ESP）为+1.40% 结合Zacks评级第3级 显示大概率超出每股收益共识预期[12] - 历史数据显示上一季度每股收益超出预期3.45% 过去四个季度中有两次超出共识预期[13][14] 财务预期数据 - 季度每股收益预期为1.50美元 同比下降26.5%[3] - 季度营收预期为16亿美元 同比下降8.9%[3] - 过去30天内共识每股收益预期下调2.62%[4] 预期修正模型分析 - Zacks盈利ESP模型通过对比"最精确预期"与"共识预期"来预测偏差 修订频率更高的数据被认为更准确[7][8] - 正ESP值结合Zacks评级1-3级时 预测盈利超预期的准确率接近70%[10] - 负ESP值不具备预测盈利不及预期的显著意义[11] 股价影响因素 - 实际盈利与预期差异可能驱动股价波动 但非唯一因素 其他未预见催化剂也可能影响股价[15][16] - 公司当前Zacks评级为第3级（持有）[12]

Accessibility StatementSkip Navigation Rustic Meadows to Bring Stylish Condominiums and Resort-Style Living to the Heart of the Inland Empire MURRIETA, Calif., Sept. 17, 2025 /PRNewswire/ --Â Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—is excited to announce the upcoming Grand Opening of Rustic Meadows, the Company's anticipated new community in ...

WASHINGTON (Reuters) -U.S. single-family homebuilding and permits for future construction dropped in August amid a glut of unsold new houses and a softening labor market, shrugging off falling mortgage rates. Single-family housing starts, which account for the bulk of homebuilding, fell 7.0% to a seasonally adjusted annual rate of 890,000 units last month, the Commerce Department's Census Bureau said on Wednesday. Permits for future single-family homebuilding decreased 2.2% to a rate of 856,000 units. Th ...

THE WOODLANDS, Texas, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LGI Homes, Inc. (NASDAQ: LGIH) announced the start of its highly anticipated “Make Your Move” National Sales Event. Running for a limited time, special pricing and financing offers by LGI Homes and Terrata Homes give homebuyers across the country an unmatched opportunity to purchase a brand-new, move-in-ready home at an exceptional value. “Our goal has always been to make homeownership more accessible, and this event helps us take that a step further, ...

The Make Your Move National Sales Event is Back! Take Advantage of Limited-Time Deals on Move-in Ready Homes THE WOODLANDS, Texas, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LGI Homes, Inc. (NASDAQ: LGIH) announced the start of its highly anticipated “Make Your Move” National Sales Event. Running for a limited time, special pricing and financing offers by LGI Homes and Terrata Homes give homebuyers across the country an unmatched opportunity to purchase a brand-new, move-in-ready home at an exceptional value. “ ...

Toll Brothers, Inc. (NYSE:TOL) is one of the Best Housing Stocks to Buy According to Hedge Funds. On September 11, the company announced that its newest community, Coldwater Ridge of Northville, is now open in Northville, Michigan. It features luxury condos possessing modern home designs providing first- and second-floor primary bedrooms. Toll Brothers, Inc. (NYSE:TOL) stated that homes are being priced from the low $500,000s. Toll Brothers (TOL) Announces That Coldwater Ridge of Northville Is Now Open in ...

融资活动 - 公司宣布定价3亿美元本金总额的6.875%优先无担保票据私募发行 预计净收益约2.95亿美元 [1] - 计划将净收益用于偿还部分循环信贷设施借款及一般公司用途 [1] 财务表现 - 2025年第二季度住宅建设收入达11亿美元 与去年同期基本持平 [2] - 住宅成交数量增长10% 净销售额增长13% [2] 战略发展 - 收购Alliant Title增强了垂直整合能力 [2] - 扩展了金融服务能力和产品供应 [2]

Green Brick Partners, Inc. (NYSE:GRBK) is one of the Best Housing Stocks to Buy According to Hedge Funds. On September 10, Morningstar noted that James Hardie Building Products Inc. announced the renewal of its relationship with Green Brick Partners, Inc. (NYSE:GRBK). The new 3-year agreement solidifies Hardie® siding and trim products as the exclusive choice for new developments by Green Brick Partners, Inc. (NYSE:GRBK) through 2028. James Hardie Building Products Inc. Announces Renewal of Relationship W ...

融资活动 - 全资子公司K Hovnanian Enterprises完成9亿美元高级票据私募发行 包括4.5亿美元2031年到期8.000%票据和4.5亿美元2033年到期8.375%票据 [1] 财务表现 - 2025财年第三季度业绩达到或超出所有指导指标预期范围 [1] - 通过提高激励措施应对 affordability 压力 实现本财年社区季度合同量首次同比增长 [2] 战略规划 - 执行短期策略 出售部分低利润率住宅和土地 为购置更高利润率的新土地提供资金 [2] - 公司认为消费者正逐步适应当前房价和抵押贷款利率水平 [2] - 看好被抑制的住房需求与有利的长期人口趋势将推动新房需求增长 [2] 业务概况 - 主要从事住宅的设计、建造、营销和销售业务 [3] 行业观点 - 尽管承认投资潜力 但分析认为部分人工智能股票具备更大上涨空间和更低下行风险 [3]