KBH
Market read
KBH accounts for 6.7% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
LII, MBC moved materially before KBH. KBH crossed its material path threshold at 13:20 ET. HD, BLDR, EXP followed.
4 of 18 members in Housing Construction are active. No disclosed relationship network is available for this name; the confirmation read above is market-derived.
Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.
Research brief
KBH accounts for 6.7% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Reflecting demand for our personalized homes, supported in part by our achieving ongoing year-over-year build time improvements, we generated predominantly Built to Order net orders in both the 2026 first and second quarters, momentum that we believe will ena…”10-Q · Jul 9, 2026 ↗
“The housing gross profit margin declined year over year for both the three-month and six-month periods ended May 31, 2026, mainly due to price reductions, higher relative construction and land costs, and product and geographic mix.”10-Q · Jul 9, 2026 ↗
“The cash used was partially offset by $200.0 million of net borrowings under the Credit Facility and $.4 million of issuances of common stock under employee stock plans.”10-Q · Jul 9, 2026 ↗
“As of February 28, 2026, we were in compliance with the applicable terms of all of our covenants and other requirements under the Credit Facility, the Term Loan, the senior notes, the indenture, the LOC Facility and the mortgages and land contracts due to 38…”10-Q · Apr 9, 2026 ↗
Valuation discipline
Price/sales 0.5× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
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
Jodie has not returned a relevant primary source or news item for KBH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
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
Jodie has not yet found a suitable current-versus-prior filing comparison for KBH. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
KBH is currently a Participant in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
No durable theme membership has been observed for this name yet.