“These uses of cash were partially offset by net borrowings on our rental and homebuilding revolving credit facilities of $220 million and $500 million, respectively, and net borrowings on our mortgage repurchase facilities of $404.9 million.”10-Q · Jul 23, 2026 ↗
D.R. Horton, Inc.
DHI
Market read
D.R. Horton, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
- DHI's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if DHI's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- DHI's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Latest annual revenue changed -6.9% year over year.
- Net margin changed -2.5 percentage points in the latest annual period.
- P/E is 22% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
135.57Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“As a result of this review, there were $3.7 million and $6.7 million of impairment charges recorded in our homebuilding segment during the three and nine months ended June 30, 2026, respectively, compared to $15.9 million and $23.3 million in the prior year p…”10-Q · Jul 23, 2026 ↗
“In the nine month period, the increase in the value of net sales orders was attributable to a 5% increase in sales order volume.”10-Q · Jul 23, 2026 ↗
“These decreases were partially offset by an increase of 30 basis points due to a favorable litigation outcome and lower warranty costs.”10-Q · Jul 23, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.2× · EV/sales 1.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for DHI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for DHI. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind DHI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
MRSHMarsh & McLennan Companies, Inc.partnerFeb 9, 2026 ▾
“80 • August – MMA acquired The Horton Group, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DHI is currently a Leader in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for DHI; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.