Mar 31, 2021

PulteGroup Q1 2021 Earnings Report

PulteGroup reported strong first-quarter results driven by high demand and increased closings.

Key Takeaways

PulteGroup reported a strong start to the year, with a 31% increase in net new orders and a 12% increase in closings. The company's adjusted earnings per share increased by 60%, driven by gains in core homebuilding operations and strong cash flows.

Net income was $1.13 per share, and adjusted net income was $1.28 per share.

Closings increased by 12% to 6,044 homes.

Net new orders increased by 31% to 9,852 homes.

Backlog increased by 50% to 18,966 homes with a value of $8.8 billion.

Total Revenue
$2.73B
Previous year: $2.3B
+19.0%
EPS
$1.28
Previous year: $0.74
+73.0%
Total Closings Units
6.04K
Previous year: 5.37K
+12.5%
Total Avg Selling Price
$430K
Previous year: $413K
+4.1%
Total Backlog Units
18.97K
Previous year: 12.63K
+50.2%
Gross Profit
$661M
Previous year: $527M
+25.4%
Cash and Equivalents
$1.58B
Previous year: $1.82B
-13.1%
Free Cash Flow
$162M
Previous year: $184M
-12.2%
Total Assets
$11.4B
Previous year: $11.4B
+0.2%

PulteGroup

PulteGroup

PulteGroup Revenue by Segment

Forward Guidance

The company is optimistic about future housing conditions and the opportunity to drive additional gains in business results, citing favorable demographics, low interest rates, and improving consumer confidence.

Positive Outlook

  • Favorable demographics support housing demand.
  • Low interest rates make homeownership more accessible.
  • Improving consumer confidence boosts buyer activity.
  • Increased desire for single-family living drives demand.
  • Limited supply of new and existing homes creates favorable conditions.

Challenges Ahead

  • Interest rate changes could impact mortgage financing.
  • Competition within the homebuilding industry may affect results.
  • Availability and cost of land and raw materials could pose challenges.
  • Shortages and the cost of labor could impact construction activities.
  • Economic changes nationally or in local markets could affect the housing market.