Toll Brothers, Inc. · TOL · Next earnings

Toll Brothers, Inc. reports Monday, Dec 14, 2026

TOL reports after market close with consensus EPS at $4.87 and revenue at $3.52B. Last quarter: Toll Brothers: Luxury demand supports Q3 margin and outlook

Reports After market close39 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $4.87 Calendar consensus
Consensus revenue $3.52B Calendar consensus
Report date Dec 14, 2026 Monday, date estimated
Session After market close 39 days away

Where TOL left off: FY2026 Q3

Full report

Toll Brothers: Luxury demand supports Q3 margin and outlook

EPS surprise +1.4% Reported $2.97 vs $2.93
Revenue surprise +1.5% Reported $2.66B vs $2.62B
Stock move +4.0% Event window
Subsequent drift -9.6% Up to 20 sessions

Management raised the full-year average home-price outlook and increased the 2026 share-repurchase target to $700 million from $650 million; community-count growth remains targeted at 8–10%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated mortgage rates and low consumer confidence could weigh on demand.
  • Luxury move-up demand could soften if equity or employment conditions weaken.
  • Land-cost and other input-cost pressures remain uncertain.
  • Texas, Seattle, Portland, San Francisco and other weaker markets present geographic headwinds.

Questions analysts left open

  • How conservative is the margin guidance?
  • Can 8–10% community-count growth hold if housing conditions soften?
  • How will the Buffington acquisition affect earnings and integration?
  • What is the future mix of spec homes versus build-to-order homes and incentives?

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Recent TOL quarters

All TOL earnings
+4.0%FY2026 Q3+9.8%FY2026 Q2-2.3%FY2026 Q1-2.4%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.