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    Paul Przybylski • Wolfe Research

    Paul Przybylski's questions to Smith Douglas Homes Corp (SDHC) leadership

    Paul Przybylski's questions to Smith Douglas Homes Corp (SDHC) leadership • Q2 2025

    Question

    Paul Przybylski from Wolfe Research asked for an update on the M&A environment, any changes to land underwriting standards, and trends in land financing costs.

    Answer

    EVP and CFO Russell Devendorf stated that while M&A opportunities exist, the company is comfortable with its proven greenfield model, which preserves culture and utilizes internal talent. President and CEO Gregory Bennett added that there have been no significant changes to overall underwriting standards or land financing terms, with the company remaining conservative and focused on maintaining pace.

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    Paul Przybylski's questions to Taylor Morrison Home Corp (TMHC) leadership

    Paul Przybylski's questions to Taylor Morrison Home Corp (TMHC) leadership • Q1 2025

    Question

    Paul Przybylski asked for color on demand changes in Texas and Florida markets, as well as the company's perspective on M&A and the Indianapolis integration.

    Answer

    Sheryl Palmer, Chairman and CEO, detailed market performance, noting Florida's year-over-year strength led by Orlando and the Esplanade brand. In Texas, she highlighted Austin's recovery, Dallas's high-margin growth, and Houston's successful repositioning. Erik Heuser, Chief Corporate Operations Officer, added that resale inventory in Florida had improved. Regarding M&A, Palmer noted an increase in deal flow from smaller privates but said valuation expectations have not fully recalibrated. She confirmed the Indianapolis integration is largely complete and performing well.

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    Paul Przybylski's questions to American Woodmark Corp (AMWD) leadership

    Paul Przybylski's questions to American Woodmark Corp (AMWD) leadership • Q3 2025

    Question

    Paul Przybylski, on behalf of Trevor Young, inquired about the specific contributions of the slower Repair & Remodel (R&R) market versus builder inventory reductions to the company's reduced guidance. He also asked if the company has seen any positive business impact from recent hurricanes or wildfires.

    Answer

    Executive M. Culbreth confirmed that both softer R&R demand and new construction inventory reductions were key drivers of the quarterly performance and the revised full-year outlook, expecting a similar environment in Q4. Culbreth added that while there were some positive, non-material impacts in Florida from hurricanes, there was no specific impact observed from the fires in Southern California.

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    Paul Przybylski's questions to Tri Pointe Homes Inc (Delaware) (TPH) leadership

    Paul Przybylski's questions to Tri Pointe Homes Inc (Delaware) (TPH) leadership • Q4 2024

    Question

    Paul Przybylski inquired about the drivers behind the sequential increase in average sales price for orders, asking if it was due to mix or pricing power. He also asked about the potential impact of tariffs, political uncertainty in the Mid-Atlantic, and insurance issues in California on the business.

    Answer

    CEO Douglas Bauer and CFO Glenn Keeler clarified that the ASP increase was due to mix. Bauer noted that pricing power varies by submarket from 1% to 5%. Regarding external factors, he stated there has been no negative business impact in the D.C. Metro area and that the company is managing California insurance issues for entry-level buyers through its Tri Pointe Assurance program and targeted incentives.

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