Toll Brothers (TOL) reported $2.53 billion in revenue for the quarter ended April 2026, representing a year-over-year decline of 7.6%. EPS of $2.72 for the same period compares to $3.50 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.41 billion, representing a surprise of +5.07%. The company delivered an EPS surprise of +5.37%, with the consensus EPS estimate being $2.58.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Toll Brothers performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Closed/Delivered - Units: 2,491 compared to the 2,457 average estimate based on four analysts. Backlog - Units: 5,394 compared to the 5,466 average estimate based on four analysts. Average delivered price (Total Average Price Per Unit): $1,008.60 versus the four-analyst average estimate of $977.80. Net contracts - Units: 2,834 versus the four-analyst average estimate of 2,872. Average Backlog Price: $1,171.80 versus the two-analyst average estimate of $1,144.34. Backlog - Value: $6.32 billion versus the two-analyst average estimate of $6.28 billion. Number of Selling Communities: 459 versus 455 estimated by two analysts on average. Revenues- Home Sales: $2.51 billion versus $2.4 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -7.2% change. Revenues- Land sales: $18.77 million compared to the $15.06 million average estimate based on three analysts. The reported number represents a change of -42.4% year over year. Gross Margin- Home sales: $599.3 million versus $580.33 million estimated by three analysts on average. Gross Margin- Land sales and other: $5.59 million compared to the $1.02 million average estimate based on two analysts.View all Key Company Metrics for Toll Brothers here>>>
Shares of Toll Brothers have returned -13.8% over the past month versus the Zacks S&P 500 composite's +4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Toll Brothers Inc. (TOL): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).