Dec 31, 2023

PulteGroup Q4 2023 Earnings Report

PulteGroup's Q4 2023 financial results were released, showing a mix of increased orders and decreased revenue compared to the previous year.

Key Takeaways

PulteGroup reported a net income of $3.28 per share for Q4 2023. Net new orders increased by 57% to 6,214 homes, while closings decreased to 7,615 homes, resulting in home sale revenues of $4.2 billion. The company's backlog stands at 12,146 homes with a value of $7.3 billion. They repurchased 3.6 million common shares for $300 million and ended the year with $1.8 billion in cash.

Net income was reported at $3.28 per share.

Net new orders increased 57% to 6,214 homes.

Home sale revenues reached $4.2 billion with 7,615 home closings.

Unit backlog totaled 12,146 homes, valued at $7.3 billion.

Total Revenue
$4.29B
Previous year: $5.17B
-17.0%
EPS
$3.28
Previous year: $3.63
-9.6%
Total Closings Units
7.62K
Previous year: 8.85K
-13.9%
Total Avg Selling Price
$547K
Previous year: $571K
-4.2%
Total Backlog Units
12.15K
Previous year: 12.17K
-0.2%
Gross Profit
$1.25B
Previous year: $1.46B
-14.3%
Cash and Equivalents
$1.81B
Previous year: $1.05B
+71.5%
Free Cash Flow
$263M
Previous year: $948M
-72.3%
Total Assets
$16.1B
Previous year: $14.8B
+8.7%

PulteGroup

PulteGroup

PulteGroup Revenue by Segment

Forward Guidance

Expectations are that 2024 can be a year of increased homebuying demand given a strong job market, lower interest rates and a limited inventory of existing homes. With a ready supply of homes and lots, PulteGroup is extremely well positioned to capitalize on such market conditions as we seek to grow our business, while delivering strong cash flow and high returns.

Positive Outlook

  • Strong job market
  • Lower interest rates
  • Limited inventory of existing homes
  • Ready supply of homes and lots
  • Opportunity to grow business