America's largest homebuilder, D.R. Horton buys land, builds houses, and sells them to first-time buyers across 31 states—think of it as the McDonald's of new homes.
Home sales drive revenue, with USD 34.25B in fiscal 2025 and a 22.61% gross margin; mortgage and title services add recurring fees, but net margin slipped to 9.15% from 12.92% in 2024.
Scale and land positions across 98 markets give cost advantages over Lennar and PulteGroup, but rising rates and competition from NVR and Taylor Morrison are squeezing margins.
Hold (sector percentile 64) — value B+, growth C-, profitability C+, momentum C+, revisions A+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Berkshire's Q2 new position signals value investing endorsement
Q3 beat but FY guidance cut; multiple analyst actions and divergent SA articles.
Swedish pension fund raises stake in D.R. Horton, signaling institutional confidence in long-term value.
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Homebuilders like DHI are struggling due to a bond market sell-off freezing the U.S. housing market, with falling housing starts and high mortgage rates impacting demand.
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