D.R. Horton Shares Up 5.7% Despite 9.5% Q4 Revenue Drop
D.R. Horton’s shares have rallied 5.7% over the past month despite reporting $6.89 billion in fourth-quarter revenues, a 9.5% year-over-year decline. The homebuilder posted EPS of $2.03, down from $2.61, forecasts $2.18 for the current quarter with estimates unchanged, and holds a Strong Sell rating.
1. Recent Share Performance
D.R. Horton’s shares climbed 5.7% over the past month, outperforming its homebuilder peers despite ongoing market challenges in affordability and mortgage rates.
2. Q4 2025 Financial Results
In the quarter ended December 2025, the company reported revenues of $6.89 billion, a 9.5% year-over-year decline, and delivered earnings of $2.03 per share versus $2.61 a year earlier.
3. Current Quarter Estimates and Ratings
Analysts maintain EPS forecasts at $2.18 for the current quarter, leaving consensus estimates unchanged, while the company holds a Strong Sell rating and a VGM Score of B based on downward revisions and valuation factors.