HighGravityDataCurrent guidance
21 items
Toll Brothers
Guidance from Toll Brothers’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 18, 2026
Data checked
Aug 18, 2026
What changed in the Aug 18, 2026 release
Each item compared with the same item in the previous release (May 19, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Community Count Growth | for FY2027 | — | “similar growth” | Filing ↗ |
| New | Home Sales Revenues | for FY2026 | — | “approximately $10.5 billion” | Filing ↗ |
| New | SG&A, as a Percentage of Home Sales Revenues | for Q4 FY2026 | — | “8.10 %” | Filing ↗ |
| New | Adjusted Gross Margin | for FY2026 | — | “26.1%” | Filing ↗ |
| New | Adjusted Home Sales Gross Margin | for Q4 FY2026 | — | “26.00 %” | Filing ↗ |
| New | Other Income, Income from Unconsolidated Entities, and Gross Margin from Land Sales and Other | for Q4 FY2026 | — | “$30 million” | Filing ↗ |
| New | Average Delivered Price per Home | for Q4 FY2026 | — | “$995,000 - $1,005,000” | Filing ↗ |
| Narrowed | Average Delivered Price per Home | for FY2026 | “$985,000 -$1,000,000” | “$995,000 - $1,000,000” | Filing ↗ |
| New | Deliveries | for Q4 FY2026 | — | “3,450 - 3,550” | Filing ↗ |
| Narrowed | Deliveries | for FY2026 | “10,400 - 10,700” | “10,500 - 10,600” | Filing ↗ |
| New | Period-End Community Count | for Q4 FY2026 | — | “480 - 490” | Filing ↗ |
| New | Tax Rate | for Q4 FY2026 | — | “26.0 %” | Filing ↗ |
| Lowered | Tax Rate | for FY2026 | “25.5 %” | “25.2 %” | Filing ↗ |
| Reiterated | SG&A, as a Percentage of Home Sales Revenues | for FY2026 | “10.10 %” | “10.10 %” | Filing ↗ |
| Reiterated | Adjusted Home Sales Gross Margin | for FY2026 | “26.10 %” | “26.10 %” | Filing ↗ |
| Reiterated | Other Income, Income from Unconsolidated Entities, and Gross Margin from Land Sales and Other | for FY2026 | “$120 million” | “$120 million” | Filing ↗ |
| Reiterated | Community Count Growth | for FY2026 | “8% to 10%” | “8% to 10%” | Filing ↗ |
Show 2 items not restated in this release
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Home Sales Revenues | “approximately $10.5 billion” | for FY2026 | GAAP-tied | Aug 18, 2026 | 1 | Filing ↗ |
| SG&A, as a Percentage of Home Sales Revenues | “8.10 %” | for Q4 FY2026 | GAAP-tied | Aug 18, 2026 | 1 | Filing ↗ |
| SG&A, as a Percentage of Home Sales Revenues | “10.10 %” | for FY2026 | GAAP-tied | Dec 8, 2025 | 4 | Filing ↗ |
| Adjusted Gross Margin | “26.1%” | for FY2026 | Company-defined | Aug 18, 2026 | 1 | Filing ↗ |
| Adjusted Home Sales Gross Margin | “26.00 %” | for Q4 FY2026 | Company-defined | Aug 18, 2026 | 1 | Filing ↗ |
| Adjusted Home Sales Gross Margin | “26.10 %” | for FY2026 | Company-defined | Dec 8, 2025 | 4 | Filing ↗ |
| Other Income, Income from Unconsolidated Entities, and Gross Margin from Land Sales and Other | “$30 million” | for Q4 FY2026 | GAAP-tied | Aug 18, 2026 | 1 | Filing ↗ |
| Other Income, Income from Unconsolidated Entities, and Gross Margin from Land Sales and Other | “$120 million” | for FY2026 | GAAP-tied | Dec 8, 2025 | 4 | Filing ↗ |
| Average Delivered Price per Home | “$995,000 - $1,005,000” | for Q4 FY2026 | Company-defined | Aug 18, 2026 | 1 | Filing ↗ |
| Average Delivered Price per Home | “$995,000 - $1,000,000” | for FY2026 | Company-defined | Dec 8, 2025 | 4 | Filing ↗ |
| Community Count Growth | “8% to 10%” | for FY2026 | Company-defined | Dec 8, 2025 | 2 | Filing ↗ |
| Community Count Growth Rate | “8% to 10%” | for FY2026 | Company-defined | Feb 17, 2026 | 1 | Filing ↗ |
| Deliveries | “3,450 - 3,550” | for Q4 FY2026 | Company-defined | Aug 18, 2026 | 1 | Filing ↗ |
| Deliveries | “10,500 - 10,600” | for FY2026 | Company-defined | Dec 8, 2025 | 4 | Filing ↗ |
| Operating Cash Flows | “significant operating cash flows” | for FY2026 | GAAP-tied | Feb 17, 2026 | 1 | Filing ↗ |
| Period-End Community Count | “480 - 490” | for Q4 FY2026 | Company-defined | Aug 18, 2026 | 1 | Filing ↗ |
| Period-End Community Count | “480 - 490” | for FY2026 | Company-defined | Dec 8, 2025 | 3 | Filing ↗ |
| Projected Share Repurchases | “$700 million” | for FY2026 | Declared action | Aug 18, 2026 | 1 | Filing ↗ |
| Tax Rate | “26.0 %” | for Q4 FY2026 | Company-defined | Aug 18, 2026 | 1 | Filing ↗ |
| Tax Rate | “25.2 %” | for FY2026 | Company-defined | Dec 8, 2025 | 4 | Filing ↗ |
How one item moved
Average Delivered Price per Home, for FY2026 — every statement across the year, each linked to its filing.
How your Homebuilders & building products sector group guides
12 companies in Homebuilders & building products. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| KB Home | Sep 22, 2026 | 8 changes |
| Lennar | Sep 16, 2026 | 10 changes |
| Toll Brothers | Aug 18, 2026 | 13 changes |
| Fortune Brands Innovations | Aug 4, 2026 | 9 changes |
| LGI Homes | Aug 4, 2026 | 6 changes |
| Builders FirstSource | Jul 30, 2026 | 11 changes |
| Masco | Jul 29, 2026 | 7 changes |
| Meritage Homes | Jul 29, 2026 | 2 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | No period |
|---|---|---|---|---|
| Home Sales Revenues | — | 1 statement | — | — |
| SG&A, as a Percentage of Home Sales Revenues | — | 8 statements | 8 statements | — |
| Adjusted Gross Margin | — | 1 statement | — | — |
| Adjusted Home Sales Gross Margin | — | 8 statements | 6 statements | — |
| Other Income, Income from Unconsolidated Entities, and Gross Margin from Land Sales and Other | — | 8 statements | 8 statements | — |
The full record for Toll Brothers and its Homebuilders & building products peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 18, 2026 | FY2026 Q3 | 0000794170-26-000096 | 18 | Open filing ↗ |
| May 19, 2026 | FY2026 Q2 | 0000794170-26-000083 | 15 | Open filing ↗ |
| Feb 17, 2026 | FY2026 Q1 | 0000794170-26-000050 | 17 | Open filing ↗ |
| Dec 8, 2025 | FY2025 Q4 | 0000794170-25-000099 | 15 | Open filing ↗ |
| Aug 19, 2025 | FY2025 Q3 | 0000794170-25-000055 | 12 | Open filing ↗ |
| May 20, 2025 | FY2025 Q2 | 0000794170-25-000035 | 13 | Open filing ↗ |
| Feb 18, 2025 | FY2025 Q1 | 0000794170-25-000024 | 13 | Open filing ↗ |
| Dec 9, 2024 | FY2024 Q4 | 0000794170-24-000046 | 15 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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