KB HOME 3Q 2026: Revenue $1.297B, EPS $1.05— 10-Q Summary
KB Home reported 3Q 2026 revenue of $1.297B, down 20% YoY, and EPS of $1.05, down 35% YoY. Net income fell 41% to $65.3M due to fewer home deliveries and pricing pressure. Built-to-Order homes grew to 74% of deliveries, and operational capacity expanded with a 5% increase in community count.
How this was made

The 30-second read
Why it matters
The recap reinforces negative sentiment but adds no new data beyond the filing.
Market read
The earnings miss may pressure KB Home shares, with limited broader market impact.
What to watch
Improved build times and increased built‑to‑order share may improve margins later in the year.
Background
KB Home released its Q3 2026 10‑Q on Sep 22, showing a decline in revenue and earnings versus the prior year.
Ticker impact
The article recaps KB Home's Q3 2026 earnings that were already released on 2026-09-22, showing lower revenue and EPS.
likely downward pressure as investors price in weaker revenue and earnings.
Revenue fell 20% YoY and EPS dropped 35%, suggesting reduced profitability and potential share price decline.
Market effects
Homebuilding sector may face broader concerns over pricing pressure and demand slowdown.
U.S. residential construction outlook could be slightly downgraded.
Limited; primarily affects U.S. housing market participants.
Counterpoint
If the backlog growth and higher average selling price offset delivery declines, the stock could be undervalued.
Key entities
- companyKB Home
U.S. homebuilder reporting Q3 2026 results.

