Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at PulteGroup (NYSE: PHM) and its peers.

Traditionally, homebuilders have built competitive advantages with economies of scale that lead to advantaged purchasing and brand recognition among consumers. Aesthetic trends have always been important in the space, but more recently, energy efficiency and conservation are driving innovation. However, these companies are still at the whim of the macro, specifically interest rates that heavily impact new and existing home sales. In fact, homebuilders are one of the most cyclical subsectors within industrials.

The 12 home builders stocks we track reported a mixed Q1. As a group, revenues missed analysts’ consensus estimates by 0.6%.

In light of this news, share prices of the companies have held steady as they are up 2.9% on average since the latest earnings results.

PulteGroup (NYSE: PHM)

Having delivered over 850,000 homes since its founding in 1950, PulteGroup (NYSE: PHM) is one of America's largest homebuilders, constructing single-family homes, townhouses, and condominiums for first-time, move-up, and active adult buyers across 46 markets in 25 states.

PulteGroup reported revenues of $3.41 billion, down 12.4% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a narrow beat of analysts’ adjusted operating income estimates but a miss of analysts’ EPS estimates.

“Our first quarter results reflect PulteGroup’s ability to successfully navigate current market conditions as we work to meet buyer demand, turn our assets and drive high returns,” said PulteGroup President and CEO Ryan Marshall.

The market seems disappointed with the results as the stock is down 2.1% since reporting and currently trades at $124.93.

Is now the time to buy PulteGroup? Access our full analysis of the earnings results here, it’s free.

Best Q1: Taylor Morrison Home (NYSE: TMHC)

Named “America’s Most Trusted Home Builder” in 2019, Taylor Morrison Home (NYSE: TMHC) builds single family homes and communities across the United States.

Taylor Morrison Home reported revenues of $1.39 billion, down 26.8% year on year, outperforming analysts’ expectations by 4.1%. The business had an incredible quarter with a beat of analysts’ EPS and adjusted operating income estimates.

The market seems happy with the results as the stock is up 16% since reporting. It currently trades at $71.87.

Is now the time to buy Taylor Morrison Home? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: NVR (NYSE: NVR)

Known for its unique land acquisition strategy, NVR (NYSE: NVR) is a respected homebuilder and mortgage company in the United States.

NVR reported revenues of $1.88 billion, down 21.7% year on year, falling short of analysts’ expectations by 7.8%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.

NVR delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 7.2% since the results and currently trades at $6,437.

Read our full analysis of NVR’s results here.

KB Home (NYSE: KBH)

The first homebuilder to be listed on the NYSE, KB Home (NYSE: KBH) is a homebuilding company targeting the first-time home buyer and move-up buyer markets.

KB Home reported revenues of $1.08 billion, down 22.6% year on year. This print missed analysts’ expectations by 1.8%. It was a slower quarter as it also recorded a significant miss of analysts’ EPS and revenue estimates.

The stock is up 1.8% since reporting and currently trades at $53.88.

Read our full, actionable report on KB Home here, it’s free.

D.R. Horton (NYSE: DHI)

One of the largest homebuilding companies in the U.S., D.R. Horton (NYSE: DHI) builds a variety of new construction homes across multiple markets.

D.R. Horton reported revenues of $7.56 billion, down 2.3% year on year. This number came in 0.7% below analysts’ expectations. Aside from that, it was a strong quarter as it produced a solid beat of analysts’ adjusted operating income estimates and full-year revenue guidance slightly topping analysts’ expectations.

The stock is flat since reporting and currently trades at $153.00.

Read our full, actionable report on D.R. Horton here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.