PulteGroup, Inc. · PHM · Next earnings

PulteGroup, Inc. reports Thursday, Feb 4, 2027

PHM reports before market open with consensus EPS at $2.58 and revenue at $4.21B. Last quarter: PulteGroup Holds Guidance as Buyer Traffic Slows

Reports Before market open92 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $2.58 Calendar consensus
Consensus revenue $4.21B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 92 days away

Where PHM left off: FY2026 Q3

Full report

PulteGroup Holds Guidance as Buyer Traffic Slows

EPS surprise -4.5% Reported $2.53 vs $2.65
Revenue surprise -4.2% Reported $3.97B vs $4.15B
Stock move +5.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Full-year gross-margin guidance of 24.5%-25.0% and community-count growth guidance of 3%-5% were maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated mortgage costs and weaker consumer confidence could suppress demand.
  • Lower traffic may increase incentives and pressure margins.
  • Spec inventory conversion and the planned mix shift could affect execution.
  • Labor, commodity and land-price changes could alter future economics.

Questions analysts left open

  • Buyer traffic fell across segments, particularly among first-time buyers.
  • Higher rates could require greater incentives and pressure demand.
  • Slower absorption could reduce SG&A leverage and challenge spec-home assumptions.
  • Land pricing and the decision to walk away from option lots remain execution considerations.

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Recent PHM quarters

All PHM earnings
+5.8%FY2026 Q3+2.0%FY2026 Q2+2.4%FY2026 Q1+3.2%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.