TOL Earnings

TOL reported its FY2025Q4 earnings on 2025-12-08, showcasing a revenue of 3.42B against an estimate of 3.32B, resulting in a 3.18% surprise. The EPS was 4.58, surpassing the expected 4.87 by -5.95%. The stock experienced a -2.36% price change on the earnings day and a 2.17% change over the next five days, reflecting market reactions to the results.

Following TOL's FY2025Q4 earnings announcement on 2025-12-08, the stock price moved by -2.36% on the day of the release. Over the subsequent five days, it saw a 2.17% change. Historically, TOL's stock price tends to shift by an average of -0.7% in the 10 days leading up to earnings and 1.7% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate TOL's annual revenue to reach 2.40B, while the EPS is projected at 2.85. These estimates reflect recent revisions, with revenue estimates revised downward by -2.5% and EPS estimates revised upward by 1.24% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TOL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised downward by -2.5%, while EPS estimates moved revised upward by 1.24%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TOL's stock price typically moves by -0.7% in the 10 days before its earnings and 1.7% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 2.85 and revenue of 2.40B.

The earnings call reveals strong financial performance with low cancellation rates and positive market trends such as increased traffic and sales. Despite a slight decline in gross margins, improvements are expected in Q3 and Q4. The company is optimistic about the spring selling season and has a solid strategy for community growth and shareholder returns. The Q&A session highlighted concerns about technology adoption but overall sentiment remains positive. The strategic plan for 2026 and favorable demographics further support a positive outlook. Therefore, the stock price is likely to see a positive movement over the next two weeks.