
Toll Brothers, Inc.
NYSE•TOL
CEO: Mr. Douglas C. Yearley Jr.
セクター: Consumer Cyclical
業種: Residential Construction
上場日: 1986-07-08
Toll Brothers, Inc., together with its subsidiaries, designs, builds, markets, sells, and arranges finance for a range of detached and attached homes in luxury residential communities in the United States. It designs, builds, markets, and sells condominiums through Toll Brothers City Living. The company also develops a range of single-story living and first-floor primary bedroom suite home designs, as well as communities with recreational amenities, such as golf courses, marinas, pool complexes, country clubs, and fitness and recreation centers; and develops, operates, and rents apartments. In addition, it provides various interior fit-out options, such as flooring, wall tile, plumbing, cabinets, fixtures, appliances, lighting, and home-automation and security technologies. Further, the company owns and operates architectural, engineering, mortgage, title, land development, insurance, smart home technology, landscaping, lumber distribution, house component assembly, and component manufacturing operations. It serves luxury first-time, move-up, empty-nester, active-adult, and second-home buyers. Toll Brothers, Inc. was founded in 1967 and is headquartered in Fort Washington, Pennsylvania.
連絡先情報
時価総額
$15.45B
PER (TTM)
11.7
14.9
配当利回り
0.6%
52週高値
$165.62
52週安値
$86.67
52週レンジ
順位26Top 13.0%
5.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$3.42B+2.70%
直近4四半期の推移
EPS
$4.62-1.07%
直近4四半期の推移
フリーCF
$772.20M+16.24%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Home Sales Revenue Rises Home sales revenue reached $10.84B, marking a 3% increase, driven by 4% higher unit deliveries in fiscal 2025.
Unit Deliveries Increase Total unit deliveries grew 4% to 11,292 homes in fiscal 2025, reflecting better backlog conversion rates across regions.
Strong Operating Cash Flow Cash provided by operating activities totaled $1.11B, improving from $1.01B in the prior year, supporting liquidity needs.
Spec Home Strategy Execution Spec homes comprised 54% of fiscal 2025 deliveries, supporting competitive positioning against existing homes available in the market.
リスク要因
Net Income Declines Sharply Net income decreased 14% to $1.35B in fiscal 2025, impacted by lower operating income and increased cost of revenues.
Margin Pressure Evident Home sales cost of revenues rose to 74.4% of revenue, driven by increased incentives due to soft market conditions.
Backlog Value Shrinks Backlog value ended FY2025 at $5.49B, a 15% decrease year-over-year, signaling lower future revenue visibility.
Contract Value Softness Net contract value fell 2% to $9.85B, attributed to ongoing affordability pressures impacting consumer confidence and demand.
見通し
Exiting Multifamily Business Announced intent to exit multifamily development, completing a significant portion of the sale to Kennedy Wilson in December 2025.
Spec/Build-to-Order Balance Will continue monitoring local market factors to adjust spec home starts relative to the traditional build-to-order strategy.
Future Land Acquisition Long-term growth depends on securing land at reasonable prices and obtaining necessary governmental approvals for development.
同業比較
売上高 (TTM)
$142.71B
MGA$41.79B
PAG$30.73B
粗利益率 (最新四半期)
DECK59.8%
41.6%
WYNN41.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| HMC | $40.85B | 10.3 | 5.3% | 41.2% |
| BALL | $17.88B | 19.5 | 16.9% | 35.9% |
| DECK | $16.91B | 16.4 | 41.4% | 8.4% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
22.6%
高成長
4四半期純利益CAGR
36.0%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年2月16日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-K - FY 2025
会計期末: 2025年10月31日|提出日: 2025年12月19日|売上高: $10.97B+1.1%|EPS: $13.60-10.3%予想を上回るForm 10-Q - Q3 2025
会計期末: 2025年7月31日|提出日: 2025年8月28日|売上高: $2.95B+8.0%|EPS: $3.76+3.3%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年4月30日|提出日: 2025年5月29日|売上高: $2.74B-3.5%|EPS: $3.53-23.3%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年1月31日|提出日: 2025年2月28日|売上高: $1.86B-4.6%|EPS: $1.76-22.8%予想を下回るForm 10-K - FY 2024
会計期末: 2024年10月31日|提出日: 2024年12月20日|売上高: $10.85B+8.5%|EPS: $15.16+21.6%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年7月31日|提出日: 2024年9月4日|売上高: $2.73B+1.5%|EPS: $3.64-3.4%予想を上回るForm 10-Q - Q2 2024
会計期末: 2024年4月30日|提出日: 2024年5月31日|売上高: $2.84B+13.2%|EPS: $4.60+59.7%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年1月31日|提出日: 2024年3月1日|売上高: $1.95B+9.4%|EPS: $2.28+32.6%予想を上回る