Dec 31, 2020

PulteGroup Q4 2020 Earnings Report

PulteGroup's financial performance reflected strength in the housing market, driven by a 24% increase in net new orders and a 220 basis point increase in gross margin.

Key Takeaways

PulteGroup reported a strong fourth quarter with net income of $1.62 per share. Net new orders increased 24% and home sale revenues increased 5%. The company's backlog grew 44% to 15,158 homes.

Net income of $1.62 per share was reported.

Net new orders increased 24% to 7,056 homes; order value increased 33% to $3.3 billion.

Home sale revenues increased 5% to $3.1 billion.

Backlog increased 44% to 15,158 homes with a value of $6.8 billion.

Total Revenue
$3.19B
Previous year: $3.02B
+5.8%
EPS
$1.49
Previous year: $1.14
+30.7%
Total Closings Units
6.86K
Previous year: 6.82K
+0.6%
Total Avg Selling Price
$446K
Previous year: $429K
+4.0%
Total Backlog Units
15.16K
Previous year: 10.51K
+44.3%
Gross Profit
$809M
Previous year: $701M
+15.3%
Cash and Equivalents
$2.58B
Previous year: $1.22B
+112.0%
Free Cash Flow
$504M
Previous year: $480M
+5.1%
Total Assets
$12.2B
Previous year: $10.7B
+13.9%

PulteGroup

PulteGroup

PulteGroup Revenue by Segment

PulteGroup Revenue by Geographic Location

Forward Guidance

PulteGroup enters 2021 with tremendous momentum supported by outstanding operating metrics and a backlog of more than 15,000 homes.

Positive Outlook

  • Ongoing strength in demand for new homes.
  • Low mortgage rates.
  • Years of underbuilding new homes.
  • Limited supply of homes for sale.
  • Increasing desire for homeownership and single-family living.

Challenges Ahead

  • Interest rate changes and the availability of mortgage financing.
  • Competition within the industries in which we operate.
  • The availability and cost of land and other raw materials used by us in our homebuilding operations.
  • The impact of any changes to our strategy in responding to the cyclical nature of the industry
  • The availability and cost of insurance covering risks associated with our businesses.