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KB Home (KBH) Q2 2026 earnings — TrendMatrix coverage

BEAT+16.7% vs estimateEPS $1.05 vs $0.90 estCurrent verdict Sell 4.2/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Adjusted EPS
$1.05
Estimate
$0.90
Surprise
+16.7%
Score today
4.2/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

KB Home (KBH) beat the $0.90 estimate with adjusted EPS of $1.05 — a large 16.7% upside surprise.

Around the report

Coverage in the report window

  • Mortgage Rates Top 7% for the First Time Since 2024: 5 Stocks Most at Riskbenzinga, 2026-09-23
  • These Analysts Slash Their Forecasts On KB Home Following Q3 Resultsbenzinga, 2026-09-23
  • Microsoft To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Wednesdaybenzinga, 2026-09-23
Current read · as of 2026-09-23

Where TrendMatrix's rating stands now

TrendMatrix currently rates KBH Sell at 4.2/10; no pre/post engine snapshot brackets this report.

2 of the last 4 quarters beat the estimate; this quarter's +16.7% surprise compares with a +3.4% four-quarter average.

What argues against it

  • Concentration risk — Product: homebuilding (99.6%)
  • Concentration risk — Customer: first-time and first move-up homebuyers (75.0%)
  • Quality below floor (3.8 < 4.0)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$48.36
Price target
$50.82
Stop
$45.39
Upside to target
+5.1%
Reward-to-risk
0.7:1

At 11.7× trailing and 11.2× forward earnings, consensus estimates imply little change in earnings power.

Model outputs from TrendMatrix’s engine as of 2026-09-23 — shown for context, not personalized investment advice.

Consumer Cyclical context

KBH at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Residential Construction
Market cap
$2.98B
P/E (fwd)
11.2
P/E (ttm)
11.7
52-week range
$44.03$67.57
Off 52-week high
28.4%
RSI (14)
33
Volume vs avg
0.54×
Score today
4.2/10

EPS and the estimate come from Yahoo Finance’s earnings calendar, captured around the report date. That EPS is the adjusted figure analysts forecast, so it can differ from the GAAP diluted EPS in the company’s filing, and consensus estimates vary between data providers. Revenue comes from SEC XBRL company facts where available, yfinance-provisional otherwise. Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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