$KBH

KB Home’s (NYSE:KBH) Q3 CY2026 Earnings Results: Revenue In Line With Expectations But Full-Year Sales Guidance Misses Expectations

KB Home (NYSE: KBH) reported Q3 CY2026 revenue of $1.30B, meeting expectations but down 20% YoY. Full-year guidance of $5B missed estimates by 2%. EPS of $1.05 beat estimates by 16.7%. The company highlighted progress in its Built to Order business and community count growth. Analysts expect 6.5% revenue growth and 19.7% EPS growth over the next 12 months.

Original reporting
Published Sep 22, 2026, 9:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 22, 2026, 9:28 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
KB Home’s (NYSE:KBH) Q3 CY2026 Earnings Results: Revenue In Line With Expectations But Full-Year Sales Guidance Misses Expectations — source image
Decision brief

The 30-second read

$KBHBearishMed
01

Why it matters

Revenue guidance miss and 20% YoY sales decline raise concerns about demand, while EPS beat offers limited positive sentiment.

02

Market read

Earnings miss and weak outlook could weigh on KBH and potentially affect peer homebuilders.

03

What to watch

Backlog level and new community openings may provide upside if demand recovers.

Relevance 8/10Novelty 8/10Timing: post-market after earnings release

Background

KB Home is a U.S. homebuilder focused on first‑time and move‑up buyers, reporting its third‑quarter 2026 results.

Company-level read

Ticker impact

$KBHBearishMedium confidence
Context

Q3 CY2026 earnings report shows revenue in line but full-year guidance missed and sales fell 20% YoY.

Expected impact

downward pressure in near-term trading

Evidence & confidence

Revenue guidance below estimates and 20% sales decline suggest weaker demand, outweighing EPS beat.

Market effects

Homebuilding sector may face broader pressure as KBH signals demand weakness.

U.S. residential construction outlook could be downgraded.

Limited to U.S. housing market; minimal global spillover.

Counterpoint

Despite guidance miss, EPS beat and BTO shift could support a short-term bounce.

Key entities

  • KB Home

    U.S. homebuilder (NYSE:KBH) reporting Q3 CY2026 earnings.

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KB HOME REPORTS 2026 SECOND QUARTER RESULTS

KB Home reported Q2 ended May 31, 2026 revenues of $1.11B (down 27%) and diluted EPS of $0.43 (vs. $1.50). Net income fell to $27.3M from $107.9M. The company delivered 2,395 homes (down 23%) and repurchased $75.0M of common stock. Backlog ended at 4,526 homes (down 5%).