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Jan 31
Toll Brothers Q1 2026 Earnings Report
Toll Brothers reported higher net income and revenue for the first quarter of fiscal 2026, maintaining full-year guidance.
Key Takeaways
Toll Brothers generated $2.15 billion in total revenue and $210.9 million in net income for Q1 FY2026, driven by 1,899 home deliveries at an average price of $976,800. The company maintained strong margins and liquidity while reaffirming its full-year outlook.
Net income increased to $210.9 million with diluted EPS of $2.19.
Home sales revenues reached $1.85 billion on 1,899 deliveries.
Net signed contracts totaled $2.38 billion across 2,303 units.
Backlog stood at $6.02 billion with 5,051 homes at quarter end.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q2 FY2026, the company guided 2,400 to 2,500 deliveries and reaffirmed full-year delivery guidance of 10,300 to 10,700 units with stable margins.
Positive Outlook
- Q2 deliveries expected between 2400 and 2500 units.
- Full-year deliveries projected between 10300 and 10700 units.
- Full-year adjusted gross margin guidance of 26.00%.
- Projected full-year other income of 130000000.
- Expected period-end community count of 480 to 490 for full year.
Challenges Ahead
- Q2 adjusted gross margin expected at 25.50%, below full-year level.
- Q2 SG&A expected at 10.7% of home sales revenue.
- Full-year tax rate projected at 25.5%.
- Backlog declined year over year.
- Home sales gross margin slightly decreased year over year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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