Dafinchi AI

KBH

Industrial

Adjusted housing gross profit margin of 18.9%, above the high end of guidance but 180 basis points lower year-over-year.
Book value per share increased 11% year-over-year to over $60.
Diluted earnings per share of $1.61, benefiting from a 12% reduction in diluted shares outstanding.
Homebuilding operating income margin of 8.8% excluding inventory-related charges, driven by cost management and operational efficiency.
Repurchased approximately 3.3 million shares for $188 million in Q3, totaling $440 million year-to-date, representing 11% of shares outstanding at start of year.
SG&A expenses held to 10% of housing revenues, a slight increase of 20 basis points from prior year.
Total revenues of $1.62 billion in Q3 2025, exceeding midpoint guidance but down 8% year-over-year.

KFY

Industrial

Adjusted diluted earnings per share rose 11% year-over-year to $1.31.
Adjusted EBITDA increased by $9 million or 8% year-over-year to $120 million, with margin expansion of 50 basis points to 17%.
Average bill rates increased 9% in Consulting and 4% in Interim year-over-year.
Consolidated fee revenue grew 5% year-over-year to $709 million, marking the second consecutive quarter of positive growth.
Digital subscription and licensed new business grew 10% year-over-year, contributing 39% of total digital new business.
Executive Search fee revenue grew 8% year-over-year, marking the fifth consecutive quarter of growth.
Marquee & Diamond accounts generated nearly 40% of consolidated fee revenue, growing over 7% year-over-year.
Professional search and interim fee revenue increased 10% year-over-year, with interim up 14%.

CNM

Industrial

Adjusted diluted EPS rose 13% to $0.87 from $0.77 in the prior year, reflecting higher net income and share repurchases.
Adjusted EBITDA increased 4% to $266 million, but adjusted EBITDA margin declined 40 basis points to 12.7% due to higher SG&A as a percentage of sales.
Gross margin improved to 26.8%, up 10 basis points sequentially and 40 basis points year over year, driven by private label and sourcing initiatives.
Net debt stood at $2.3 billion with a leverage ratio of 2.4x, and total liquidity was $1.1 billion.
Net sales grew nearly 7% to $2.1 billion in Q2 2025, with approximately 5% organic growth and the remainder from acquisitions.
Operating cash flow was $34 million, down from $48 million last year, mainly due to higher working capital investment.
SG&A expenses increased 13% to $302 million, impacted by acquisitions, inflation, and one-time costs.

LEN

Industrial

17.5%

Sales incentives rose to 14.3%, reducing gross margin to 17.5%, which was lower than expected on a lower-than-expected average sales price.

LEN

Industrial

Lenar has achieved a 14% year-over-year reduction in cycle time, now at 126 days, the lowest in company history.
The company’s manufacturing approach emphasizes real-time data, efficient scheduling, and quality assurance to improve home quality and reduce costs.
Cost reductions in construction have been achieved in 10 of the last 11 quarters, with an average decrease of $1.50 per square foot.
Land development costs are being negotiated downward through volume-based strategies and phased takedowns.
The focus on efficiency and technology is aimed at creating a durable, cost-effective, and scalable homebuilding ecosystem.

Earnings Feed