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Andrew Aziz

Research Analyst at JPMorgan

Andrew Aziz served as a High-yield Credit Research Analyst at J.P. Morgan from 2013 to 2014, where he supported the senior analyst in covering over 40 high-yield rated credits and published research reports. No specific performance metrics, success rates, or company names covered are detailed in available records, though he contributed to high-yield credit research during his tenure. His career includes prior roles such as Research Associate at JP Morgan India Private supporting banking and financial solutions, followed by positions at Tiburon Capital Management, Cedar Holdings as Senior Analyst starting in February 2018, and currently Vice President at Arena Investors. He holds FINRA registration (CRD# 6512591) with prior registration at J.P. Morgan Securities LLC from July 2015 to June 2018.

Andrew Aziz's questions to KB HOME (KBH) leadership

Question · Q4 2025

Andrew Aziz asked about any meaningful differences in sales trends month-to-month within Q4, given stable traffic. He also inquired about the assumptions for construction costs and lot costs within Q1 and full-year guidance.

Answer

President and COO Robert McGibney confirmed Q4 followed typical seasonal patterns, with September being the strongest month, then ticking down in October and November. Traffic held steady, and conversion improved. Chairman and CEO Jeffrey Mezger stated no meaningful change is expected in construction or lot costs, noting that direct construction and material cost reductions have offset lot cost inflation, with the year-over-year change in lot costs decreasing significantly from Q3 to Q4.

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Question · Q4 2025

Andrew Aziz inquired about the stability of traffic and any month-to-month differences in sales trends during Q4. He also asked about KB Home's assumptions for construction costs and lot costs within the Q1 and full-year 2026 guidance.

Answer

President and COO Robert McGibney confirmed that Q4 followed typical seasonal patterns, with September being the strongest month, and traffic remained steady while conversion improved. Chairman and CEO Jeffrey Mezger (or EVP and CFO Robert Dillard) stated that no meaningful change is expected in construction or lot costs, noting that direct construction and material cost reductions have been offsetting lot cost inflation, with the year-over-year change in lot costs declining from Q3 to Q4.

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