Contrarian Smith Douglas leans into its system, goes for market share

Contrarian Smith Douglas leans into its system, goes for market share

Uncertainty, margin compression and the gut-check math of affordability are the givens of a new-home market impatiently waiting for relief on at least one of those three fronts.  Most public homebuilders –... Read more »
Finance of America 2025 profit jumps 175% on loan volume

Finance of America 2025 profit jumps 175% on loan volume

Adjusted EBITDA totaled $143 million, a 138% increase from 202. This was a reflection of improved earnings quality and the benefits of scale across the company’s platform, CEO Graham Fleming said during... Read more »
Opendoor posts .3B loss in 2025 but sees path to profitability

Opendoor posts $1.3B loss in 2025 but sees path to profitability

These declines came as executives have promised an increase in velocity in which the iBuyer transacts homes. However, on the call, executives noted that Opendoor has increased purchases by 46% in Q4... Read more »
Q4 2025 earnings for publicly traded mortgage, real estate and homebuilder companies

Q4 2025 earnings for publicly traded mortgage, real estate and homebuilder companies

HousingWire reports on the quarterly earnings of publicly traded mortgage, real estate and homebuilder companies, offering a glimpse into the financial performance of key players in the housing market. As earnings results... Read more »
Kilroy Realty REIT Reports Earnings

Kilroy Realty REIT Reports Earnings

Kilroy Realty continued to modify its portfolio at the end of 2025.  The Los Angeles-based real estate investment trust entered into an agreement to offload a three-building, roughly 430,000-square-foot office campus in... Read more »
Rexford Earnings

Rexford Earnings

Laura Clark has led earnings calls before but Thursday’s was her first as incoming chief executive of Rexford Industrial. The call began with a pre-recorded personal note from co-founders and co-CEOs Michael... Read more »
Realtor.com Q2 revenue rises 10% as visitor traffic outpaces rivals

Realtor.com Q2 revenue rises 10% as visitor traffic outpaces rivals

“Our powerful audience is increasingly a result of being part of News Corp. We expertly leverage trusted brands — including The Wall Street Journal, Barron’s, MarketWatch, The Sun U.S., The New York... Read more »
Champion Homes beats expectations with varied product mix, brand power

Champion Homes beats expectations with varied product mix, brand power

Champion Homes (SKY), a Michigan-based manufactured, modular, and mobile homes builder, posted better-than-expected results during a difficult homebuilding sales environment. Amid a challenging market, the builder is leveraging its strong reputation and... Read more »
PennyMac reports Q4 2025 profit of 7M

PennyMac reports Q4 2025 profit of $107M

Dan Perotti, PennyMac’s chief financial officer, said during the company’s earnings call that the net income results included $1 million of fair value gains on mortgage servicing rights (MSRs), the net of... Read more »
Toll Brothers leans on luxury to navigate homebuilding’s headwinds

Toll Brothers leans on luxury to navigate homebuilding’s headwinds

For Toll Brothers, whose enviable core customers are ones whose financial wherewithal effectively shields them from worries about high prices and high interest rates, the question is not “can they buy?” It’s... Read more »