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Toll Brothers Earnings Calls
| Release date | May 19, 2026 |
| EPS estimate | $2.58 |
| EPS actual | $2.72 |
| EPS Surprise | 5.43% |
| Revenue estimate | 2.415B |
| Revenue actual | 2.531B |
| Revenue Surprise | 4.80% |
| Release date | Feb 17, 2026 |
| EPS estimate | $2.05 |
| EPS actual | $2.19 |
| EPS Surprise | 6.83% |
| Revenue estimate | 1.854B |
| Revenue actual | 2.146B |
| Revenue Surprise | 15.73% |
| Release date | Dec 08, 2025 |
| EPS estimate | $4.88 |
| EPS actual | $4.58 |
| EPS Surprise | -6.15% |
| Revenue estimate | 3.303B |
| Revenue actual | 3.423B |
| Revenue Surprise | 3.66% |
| Release date | Aug 19, 2025 |
| EPS estimate | $3.60 |
| EPS actual | $3.73 |
| EPS Surprise | 3.61% |
| Revenue estimate | 2.856B |
| Revenue actual | 2.945B |
| Revenue Surprise | 3.12% |
Last 4 Quarters for Toll Brothers
Below you can see how TOL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 19, 2025 |
| Price on release | $132.18 |
| EPS estimate | $3.60 |
| EPS actual | $3.73 |
| EPS surprise | 3.61% |
| Date | Price |
|---|---|
| Aug 13, 2025 | $133.35 |
| Aug 14, 2025 | $131.01 |
| Aug 15, 2025 | $130.50 |
| Aug 18, 2025 | $131.18 |
| Aug 19, 2025 | $132.18 |
| Aug 20, 2025 | $131.43 |
| Aug 21, 2025 | $131.58 |
| Aug 22, 2025 | $139.17 |
| Aug 25, 2025 | $138.61 |
| 4 days before | -0.88% |
| 4 days after | 4.86% |
| On release day | -0.567% |
| Change in period | 3.94% |
| Release date | Dec 08, 2025 |
| Price on release | $136.20 |
| EPS estimate | $4.88 |
| EPS actual | $4.58 |
| EPS surprise | -6.15% |
| Date | Price |
|---|---|
| Dec 02, 2025 | $139.10 |
| Dec 03, 2025 | $142.71 |
| Dec 04, 2025 | $141.06 |
| Dec 05, 2025 | $138.94 |
| Dec 08, 2025 | $136.20 |
| Dec 09, 2025 | $132.90 |
| Dec 10, 2025 | $138.55 |
| Dec 11, 2025 | $139.82 |
| Dec 12, 2025 | $139.06 |
| 4 days before | -2.08% |
| 4 days after | 2.10% |
| On release day | -2.42% |
| Change in period | -0.0288% |
| Release date | Feb 17, 2026 |
| Price on release | $163.83 |
| EPS estimate | $2.05 |
| EPS actual | $2.19 |
| EPS surprise | 6.83% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $161.32 |
| Feb 11, 2026 | $161.47 |
| Feb 12, 2026 | $162.61 |
| Feb 13, 2026 | $166.12 |
| Feb 17, 2026 | $163.83 |
| Feb 18, 2026 | $160.00 |
| Feb 19, 2026 | $160.20 |
| Feb 20, 2026 | $162.00 |
| Feb 23, 2026 | $158.44 |
| 4 days before | 1.56% |
| 4 days after | -3.29% |
| On release day | -2.34% |
| Change in period | -1.79% |
| Release date | May 19, 2026 |
| Price on release | $124.13 |
| EPS estimate | $2.58 |
| EPS actual | $2.72 |
| EPS surprise | 5.43% |
| Date | Price |
|---|---|
| May 13, 2026 | $132.88 |
| May 14, 2026 | $132.00 |
| May 15, 2026 | $126.22 |
| May 18, 2026 | $126.97 |
| May 19, 2026 | $124.13 |
| May 20, 2026 | $136.31 |
| May 21, 2026 | $134.51 |
| May 22, 2026 | $134.33 |
| May 26, 2026 | $137.85 |
| 4 days before | -6.58% |
| 4 days after | 11.05% |
| On release day | 9.81% |
| Change in period | 3.74% |
Toll Brothers Earnings Call Transcript Summary of Q2 2026
Toll Brothers reported a strong Q2 FY2026: deliveries of 2,491 homes at an average price of $1,009k generated $2.5B of homebuilding revenue, beating guidance on top and bottom lines. Adjusted gross margin was 26.2% and SG&A was 10.3% of revenue, both better than guidance. Net orders rose 7% (2,834 agreements, ~$2.8B). Management raised full-year guidance (now 10,400–10,700 deliveries; avg. price $985k–$1.0M; full-year gross margin 26.1%) and reiterated a $650M share repurchase target for FY2026 (year-to-date ~$226M repurchased) and a higher quarterly dividend. Liquidity remains strong (~$3.3B: $1.1B cash + $2.2B revolver availability) and net debt-to-capital improved to 15.4%. Business highlights: expansion of community count (459 selling communities vs. 421 a year ago; expected 480–490 year-end, including Buffington Homes acquisition in Northwest Arkansas), continued focus on luxury move-up buyers (largest, highest-margin segment), disciplined spec strategy (specs ~51% of deliveries; reduced finished spec inventory by 28%), low cancellation rate (2.9% of beginning backlog), and continued cost / production efficiency (cycle times ~9 months for build-to-order). Management emphasized resilience from serving higher-end buyers and continued land discipline and selective M&A bolt-ons rather than transformational deals.
