Question · Q4 2025
Steven Mia, on behalf of Mike Dahl, asked for further color on Toll Brothers' fiscal '26 delivery guidance, specifically the confidence in achieving over two times beginning backlog, and the role of the spec strategy.
Answer
Chairman and CEO Douglas Yearley provided a detailed quantitative breakdown for the 10,500 delivery midpoint, combining 4,500 backlog homes, 3,000 spec homes under construction, 1,500 build-to-order homes expected to sell and settle, and 1,500 spec permits to be started for summer deliveries. He also explained the decision to exit the multifamily business, citing a lack of full public market credit for its earnings and a desire to focus on core homebuilding, with proceeds used for business growth and shareholder returns.
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