TOL

Toll Brothers

PRICE + EARNINGS

TOL · daily price and volume
OFFICIAL CLOSE · Sep 3, 2026$141.80
SCHEDULED REPORTDec 7, 2026Tentative · As of Sep 3, 2026
EPS ESTIMATE$4.93
52-WEEK RANGE$123.15—$168.36
Sep 3, 2026 · $141.80 · 613.2K shares+2.8% over period
$123$134$146$157$168Q4 · $4.58 EPSQ1 · $2.19 EPSQ2 · $2.72 EPSQ3 · $2.97 EPSSep 3, 2026$141.80 · 613.2KAug 27, 2025Sep 3, 2026

Forecasts

2026

Annual home deliveries

LIKELY RANGE10,350–10,750homes · middle 80%
UNCERTAINTY±213homes
Sep 410,548homes

10,350–10,750 range

10,31810,43410,55010,66610,782Aug 19Sep 4

Derived from public YES prices · observed Sep 4, 2026

Q3 2026 · Aug 19, 2026

Toll Brothers skipped the word every other August call said.

Tariff resolved Yes on Walmart, Target, Home Depot, Deere and Amer Sports. On Toll’s board it was the most-traded contract at 57¢ and resolved No; apartments at 71¢ was the other real miss.

ADJUSTED EPS$2.97

$2.92 expected

EPS SURPRISE+$0.05

versus consensus

LOW-PRICED HIT58%

Lumber

CROWDED MISS71%

Apartment

Quarter forecasts

Q3 2026

Q3 deliveries

LIKELY RANGE2,663–2,688homes · middle 80%
UNCERTAINTY±77homes
Aug 182,684homes

2,663–2,688 range

2,6132,7032,7942,8842,975REPORTED2,662Jul 20Aug 18

Derived from public YES prices · observed Sep 4, 2026

EARNINGS WORDS

What the call was about

8:30 AM ET start
CONFIRMEDMortgage

95% before the call

8:36 AM ET · +7 min
Start+30 min+60 min

Buyer affordability

Inventory and land

Costs and geography

Capital