Verified call record已核验电话会记录 ·

PHM · PulteGroup Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案PHM
12 exact excerpts 条原文摘录 16 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备
The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performancedemandq_and_a
3
“We continued to execute a successful transition back to build-to-order, as build-to-order sales increased to 45% of new orders in the quarter.”
Ryan Marshall · CEOclaim_8a75a6acd04411e449202e51f998564a
Exact numeric spans精确数值片段45%
marginsq_and_a
6
“More specifically, we delivered home building gross margins of 25% for the quarter and 24.7% for the first half of the year.”
Ryan Marshall · CEOclaim_b9d9f96bd9919c24152bae3c2bdeab4c
Exact numeric spans精确数值片段25%24.7%
demandq_and_a
6
“Reflective of this approach, through the first six months of 2026, our net new orders totaled 15,570 homes, we intentionally started only 14,378 homes.”
Ryan Marshall · CEOclaim_c12656ddfaf70eb3a7f994f72e3b7a03
Exact numeric spans精确数值片段202615,57014,378
riskssegment_changesq_and_a
8
“Within the seasonal pattern, I think it's fair to say from day to day and week to week, consumer activity was impacted to varying degrees by global tensions, macroeconomic uncertainty, and the material movement in interest rates.”
Ryan Marshall · CEOclaim_dfa07d4624b43f4107d4b13cd4352845
performancedemandq_and_a
11
“The strength of demand in our Florida operations continued to stand out as net new orders in Q2 increased by 19% over the same period in 2025.”
Jim Ossowski · CEOclaim_c05c07d0ef3988cc5d0916008f964616
Exact numeric spans精确数值片段19%
guidanceperformanceq_and_a
16
“Based on the timing of community openings and closings over the remainder of 2026, we expect year-over-year community count growth will be consistent with our previous guidance of up 3%-5% in each of the remaining quarters.”
Jim Ossowski · CEOclaim_e40014dd422e3dff90ee51d57fe5502a
Exact numeric spans精确数值片段20263%-5%
guidanceperformancedemandq_and_a
16
“Given current demand dynamics and the mix of homes we anticipate closing, we expect the average sales price of closings to be in the range of $550,000-$560,000 for both the third and fourth quarters.”
Jim Ossowski · CEOclaim_998749814b32cdccd7adf5fdbc7312b3
Exact numeric spans精确数值片段550,000560,000
guidanceperformanceq_and_a
19
“We are maintaining our guidance for full year SG&A expense be in the range of 9.5%-9.7% of home sale revenues.”
Jim Ossowski · CEOclaim_b2eb10c30d990c1d50ae606dc817cd85
Exact numeric spans精确数值片段9.5%-9.7%
demandrisksq_and_a
19
“Relative to last year, financial services pretax income in the second quarter was impacted primarily by lower closing volumes in our homebuilding operations.”
Jim Ossowski · CEOclaim_999f665ddd9185a707bbdb6fbb8d1db7
performancemarginsdemandq_and_a
22
“And finally, given expected volume, margin, and land spend for the year, we continue to expect 2026 operating cash flow generation to be approximately $1 billion.”
Jim Ossowski · CEOclaim_86d43afd328426199dfb02b919610de6
Exact numeric spans精确数值片段20261
demandcapital_allocationq_and_a
89
“We're growing the company, we're growing our land pipeline, we're growing community count, we're growing markets, we're paying our dividend and increasing it, and we've been really consistent with our share buybacks.”
Ryan Marshall · CEOclaim_3aa916f00cb1c6b0ba49c89d8b93343d
marginsdemandq_and_a
109
“Then second question just on, I guess, bigger picture and demand stabilizing, orders are up, gross margin's up, you're able to pull incentives off.”
Ryan Gilbertclaim_f9adbac76c382a3b5b85237a87be4b32
Inspect the source receipts检查来源回执28 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
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