Toll Brothers (TOL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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Toll Brothers (TOL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended January 2026, Toll Brothers (TOL) reported revenue of $2.15 billion, up 15.4% over the same period last year. EPS came in at $2.19, compared to $1.75 in the year-ago quarter.

The reported revenue represents a surprise of +16.42% over the Zacks Consensus Estimate of $1.84 billion. With the consensus EPS estimate being $2.05, the EPS surprise was +6.66%.

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: 1,899 versus the four-analyst average estimate of 1,841. Backlog - Units: 5,051 versus the four-analyst average estimate of 5,216. Average delivered price (Total Average Price Per Unit): $976.80 versus $989.41 estimated by four analysts on average. Net contracts - Units: 2,303 compared to the 2,410 average estimate based on four analysts. Average Backlog Price: $1,192.30 compared to the $1,132.22 average estimate based on two analysts. Backlog - Value: $6.02 billion compared to the $5.85 billion average estimate based on two analysts. Number of Selling Communities: 445 versus the two-analyst average estimate of 448. Revenues- Home Sales: $1.85 billion versus $1.82 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.8% change. Revenues- Land sales: $290.64 million compared to the $42.56 million average estimate based on three analysts. The reported number represents a change of +1483.5% year over year. Gross Margin- Land sales and other: $17.47 million compared to the $1.91 million average estimate based on three analysts. Gross Margin- Home sales: $459.52 million versus the three-analyst average estimate of $445.84 million.

View all Key Company Metrics for Toll Brothers here>>>

Shares of Toll Brothers have returned +13.3% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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