Tri Pointe Homes (TPH) reported $817.3 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 26.6%. EPS of $0.71 for the same period compares to $1.18 a year ago.
The reported revenue represents a surprise of +3.13% over the Zacks Consensus Estimate of $792.53 million. With the consensus EPS estimate being $0.51, the EPS surprise was +39.22%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Tri Pointe performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- New homes delivered: 1,217 versus the two-analyst average estimate of 1,054.
- Net new home orders: 995 versus 1,141 estimated by two analysts on average.
- Selling communities at end of period: 155 compared to the 154 average estimate based on two analysts.
- Average sales price in backlog: $781.00 versus the two-analyst average estimate of $763.51.
- Average sales price of homes delivered: $672.00 versus the two-analyst average estimate of $680.12.
- Backlog (estimated dollar value): $1.01 billion versus $1.23 billion estimated by two analysts on average.
- Backlog (homes): 1,298 compared to the 1,607 average estimate based on two analysts.
- Total revenues- Homebuilding- Home sales revenue: $817.3 million versus the three-analyst average estimate of $792.53 million. The reported number represents a year-over-year change of -26.6%.
- Total revenues- Financial Service: $17.86 million versus $21.16 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
- Total revenues- Homebuilding: $836.87 million versus the two-analyst average estimate of $831.49 million. The reported number represents a year-over-year change of -25.7%.
- Income before income taxes- Financial services: $4.13 million compared to the $6.04 million average estimate based on two analysts.
View all Key Company Metrics for Tri Pointe here>>>
Shares of Tri Pointe have returned -2.6% over the past month versus the Zacks S&P 500 composite's +0.2% 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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Tri Pointe Homes Inc. (TPH): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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