Mar 31

PulteGroup Q1 2025 Earnings Report

Reported $523 million in net income with revenues totaling $3.89 billion, reflecting disciplined operations amidst affordability headwinds.

Key Takeaways

PulteGroup delivered solid Q1 2025 results, with $522.8 million in net income and home sale revenues of $3.75 billion. Despite a year-over-year decline in closing volume, higher average selling prices supported strong profitability and returns. Operating income remained robust, backed by a 27.5% gross margin and continued focus on disciplined underwriting and capital allocation.

Net income totaled $522.8 million, or $2.57 per share, for the quarter.

Home sale revenues reached $3.75 billion on 6,583 closings, with a 27.5% gross margin.

Backlog stood at 11,335 homes valued at $7.22 billion.

Quarter-end cash position was $1.24 billion after $300 million in share repurchases.

Total Revenue
$3.89B
Previous year: $3.95B
-1.4%
EPS
$2.57
Previous year: $2.87
-10.5%
Total Closings
6.58K
Previous year: 7.1K
-7.2%
Avg Selling Price
$570K
Previous year: $538K
+5.9%
Backlog Units
11.34K
Previous year: 13.43K
-15.6%
Gross Profit
$1.02B
Previous year: $828M
+23.3%
Cash and Equivalents
$1.24B
Previous year: $1.72B
-28.1%
Free Cash Flow
$134M
Previous year: $216M
-37.8%
Total Assets
$17.3B
Previous year: $16.5B
+5.1%

PulteGroup

PulteGroup

PulteGroup Revenue by Segment

PulteGroup Revenue by Geographic Location

Forward Guidance

The company maintains a constructive long-term view on housing demand, while closely monitoring affordability challenges and economic uncertainty in the near term.

Positive Outlook

  • Diversified operating model provides geographic balance.
  • Disciplined underwriting continues to protect margins.
  • Strong capture rate of 86% in financial services.
  • Solid cash position of $1.3 billion supports capital deployment.
  • Continued investment in growth and shareholder returns.

Challenges Ahead

  • Affordability challenges persist amid high home prices and monthly payments.
  • Lower net new orders due to macroeconomic uncertainty.
  • Reduced backlog value and units from prior year.
  • Decline in financial services income due to fewer closings.
  • Home sale revenues declined 2% year-over-year.