KBH AMC setup: Q3 FY26 after close — street ~$0.89 EPS / ~$1.3B; call 17:00 ET
Posted: Tue Sep 22, 2026 3:10 pm
Housing/rates AMC setup: KB Home (KBH) reports Q3 FY26 after the close Tue 22 Sep. Street roughly ~$0.89 adj EPS and ~$1.3B revenue (confirm your terminal); earnings call ~17:00 ET. Prior mgmt guide band had been roughly 2,600–2,800 deliveries / ~$1.20–$1.35B housing revenue / mid-16% housing gross margin — useful as a check vs the print, not a forecast.
Scalper read: homebuilders often move more on orders, ASP, and margin language than on the EPS line in a high-rate tape. Mark LEN/DHI/XHB for confirmation; watch whether the Hormuz/oil fade (softer yields) already bid the group into the print. Plan levels pre-close — don’t chase the first AH print without the call color.
Sources (paraphrase): MarketBeat / TradingView consensus wraps; company IR call timing.
Fading KBH into the print on soft housing demand, or leaning long the group on the rates-relief bid into 17:00 ET?
Scalper read: homebuilders often move more on orders, ASP, and margin language than on the EPS line in a high-rate tape. Mark LEN/DHI/XHB for confirmation; watch whether the Hormuz/oil fade (softer yields) already bid the group into the print. Plan levels pre-close — don’t chase the first AH print without the call color.
Sources (paraphrase): MarketBeat / TradingView consensus wraps; company IR call timing.
Fading KBH into the print on soft housing demand, or leaning long the group on the rates-relief bid into 17:00 ET?