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Jun 30, 2022

PulteGroup Q2 2022 Earnings Report

Reported record second quarter homebuilding revenues and gross margin, which drove a significant increase in earnings per share.

Key Takeaways

PulteGroup reported strong Q2 2022 results with a net income of $2.73 per share, a 59% increase over the prior year. Home sale revenues increased by 18% to $3.8 billion, and the home sale gross margin increased by 430 basis points to 30.9%.

Net Income of $2.73 Per Share Increased 59% Over Prior Year

Closings of 7,177 Homes Comparable with Prior Year; Average Sales Price Increased 19% to $531,000

Home Sale Revenues Increased 18% to $3.8 Billion

Home Sale Gross Margin Increased 430 Basis Points to 30.9%

Total Revenue
$3.93B
Previous year: $3.36B
+16.9%
EPS
$2.73
Previous year: $1.72
+58.7%
Total Closings Units
7.18K
Previous year: 7.23K
-0.8%
Total Avg Selling Price
$531K
Previous year: $447K
+18.8%
Total Backlog Units
19.18K
Previous year: 20.06K
-4.4%
Gross Profit
$1.18B
Previous year: $860M
+37.0%
Cash and Equivalents
$663M
Previous year: $1.66B
-60.2%
Free Cash Flow
-$137M
Previous year: $239M
-157.5%
Total Assets
$13.7B
Previous year: $12.1B
+13.4%

PulteGroup

PulteGroup

PulteGroup Revenue by Segment

Forward Guidance

PulteGroup did not provide detailed forward guidance in this earnings report. However, they mentioned that they remain disciplined in their business practices and focused on delivering high returns on invested capital. They believe they are extremely well-positioned to manage through today’s changing market conditions.

Positive Outlook

  • Company continues to deliver outstanding financial results.
  • Company maintains a large backlog of sold homes.
  • Company remains disciplined in its business practices.
  • Company is focused on delivering high returns on invested capital.
  • Company believes it is extremely well positioned to manage through today’s changing market conditions.

Challenges Ahead

  • Federal Reserve actions to raise interest rates to combat inflation have worked to cool the demand environment.
  • Lower consumer confidence has slowed demand.
  • Increasing fears of a recession have worked to cool the demand environment.
  • Recent 200-basis point increase in mortgage rates has impacted affordability.
  • Net new orders in the second quarter were lower by 23% from last year to 6,418 homes