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DHINYSE/consumer discretionary

D.R. Horton, Inc.

$148.85下跌-2,73 (-1,80%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

D.R. Horton, Inc. operates in Homebuilding within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Abertura
151,85
Máxima
153,41
Mínima
147,97
Valor de mercado
42,21 bi
P/L
13.96
Máxima de 52 semanas
--
Dividendo
1.190%
Dividendo trimestral
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
Purchasing power, geographic breadth and local operating teams can support share gains. The base case remains conditional on mortgage affordability staying manageable.
多头情景
Purchasing power, geographic breadth and local operating teams can support share gains. Entry-level positioning and mortgage incentives can reach structurally undersupplied buyers. Lot options and inventory turns can preserve flexibility through housing cycles.
空头情景
High rates and home prices can require costly incentives or cause cancellations. Local demand declines can reduce lot values and slow inventory turns. Credit-market disruption can affect buyer qualification, originations and retained risk.
论点失效条件
Reassess the thesis if high rates and home prices can require costly incentives or cause cancellations.

关键催化剂

  • National scale

    Purchasing power, geographic breadth and local operating teams can support share gains.

  • Affordable product mix

    Entry-level positioning and mortgage incentives can reach structurally undersupplied buyers.

  • Land-light discipline

    Lot options and inventory turns can preserve flexibility through housing cycles.

主要风险

  • Mortgage affordability

    High rates and home prices can require costly incentives or cause cancellations.

  • Land and inventory impairment

    Local demand declines can reduce lot values and slow inventory turns.

  • Mortgage credit exposure

    Credit-market disruption can affect buyer qualification, originations and retained risk.

最新财报研究

Q2 FY2026

D.R. Horton's second-quarter fiscal 2026 update showed continued home closings and community investment as affordability incentives and disciplined inventory management supported demand in a high-rate market.

估值解读

  • D.R. Horton's scale advantage is most valuable if incentives preserve volume without structurally resetting margins.
  • Book value and cash generation should be stress-tested for rates, cancellations and regional land exposure.

同行比较入口

LENAMZNHD

近期新闻

Zacks · há 10 horas

Landmark Housing Affordability Bill Becomes Law: ETFs in Focus

MarketBeat · há 3 dias

MarketBeat Week in Review – 07/06 - 07/10

Stocktwits · há 4 dias

Wall Street Analyst Picks DR Horton Over Lennar And PulteGroup — Here's The Valuation Case For Each Rating

MT Newswires · há 4 dias

D.R. Horton Quarterly Earnings Poised for Beat Amid Multiple Tailwinds, Oppenheimer Says

StockStory · há 5 dias

D.R. Horton, Champion Homes, and PulteGroup Shares Are Falling, What You Need To Know

MarketBeat · há 10 dias

D.R. Horton Is Defying the Housing Gloom

数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
D.R. Horton Reports Second Quarter Fiscal 2026 ResultsD.R. Horton, Inc. · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/4/21 上午12:00:00

查看原始来源
D.R. Horton, Inc. Investor RelationsD.R. Horton, Inc. · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
D.R. Horton, Inc. SEC filingsU.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/4/21 上午12:00:00

查看原始来源

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