KB Home Q4 Review: 2026 Likely To Be A Challenging Year
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Seeking Profits5.13K FollowersFollow5ShareSavePlay(11min)CommentsSummaryKB Home remains a 'hold' as weak demand, shrinking backlog, and Sun Belt exposure weigh on revenue visibility and earnings outlook.Q4 results beat on EPS but revealed falling deliveries, declining prices, and compressing margins, with backlog down 37% year-over-year.Guidance for 2025 is highly uncertain, with a wide revenue range and EPS estimated at $5.15-$5.70, reflecting operational and market risks.While KBH trades below book value and offers significant capital returns, persistent sector headwinds and first-time buyer reliance limit near-term upside. JHVEPhoto/iStock Editorial via Getty Images Shares of KB Home (KBH) have been a mixed performer over the past year, losing about 7% of their value. Hopes that 2025 could represent a turn in the housing market were thwarted by elevated-for-longer mortgageThis article was written bySeeking Profits5.13K FollowersFollowOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.