Toll Brothers Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
5.9%projected annual EPS growth
Analyst Coverage
15analysts covering
FY EPS (est.)
$12.77next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q4 FY 2026 Earnings Release | 8 Dec 2026 |
| Q1 FY 2027 Earnings Release | 23 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Home Deliveries Quarterly2.5KTarget: 10,400 - 10,700
Average Selling Price per Home Delivered Quarterly1MTarget: $985,000 - $1,000,000
Adjusted Home Sales Gross Margin Quarterly2,620.0%Target: 26.10%
SG&A Expense as a Percentage of Home Sales Revenue Quarterly10.3Target: 10.10%
Selling Community Count Quarterly459Target: 480 - 490
Watch Items
- Mortgage Rate Volatility and Affordability PressuresTrigger: 30-Year Fixed Mortgage Rates remaining above 6.5%Action: Increase sales incentives, expand quick move-in (speculative) inventory, or adjust pricing strategies in rate-sensitive markets.
- Geographic Demand DivergenceTrigger: Sustained order softness in West Coast and select Southern markets (e.g., Seattle, Portland, San Francisco, Atlanta, San Antonio)Action: Reallocate land acquisition capital to stronger performing regions like Florida, Boston, and select Mountain/Southern markets.
- Joint-Venture ImpairmentsTrigger: Additional write-downs in the remaining Apartment Living rental portfolio exceeding $15 millionAction: Accelerate the exit of multifamily joint ventures and focus capital allocation strictly on core for-sale luxury housing.
Research as of 2 Sep 2026