Every material Form 8-K PulteGroup filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
PulteGroup reported third-quarter 2026 net income of $476 million, or $2.53 per diluted share, down from $586 million, or $2.96 per share, a year earlier. Home sale revenues fell 9% to $3.9 billion on 9% fewer closings, and home sale gross margin narrowed to 24.8% from 26.2%. Net new orders fell 6%, while backlog rose 4% to 10,298 homes and the company repurchased $350 million of its shares.
Diluted EPS of $2.53 versus $2.96 a year earlier; net income of $476 million versus $586 million
Home sale revenues of $3.9 billion, down 9%; closings of 6,876 homes, down 9%
Home sale gross margin of 24.8% versus 26.2%, including $26 million of land impairments
Repurchased $350 million of common shares in the quarter; ended with $1.4 billion of cash and a 12% debt-to-capital ratio
PulteGroup's subsidiary Pulte Mortgage LLC entered into a Master Repurchase Agreement with Truist Bank as agent on August 11, 2026, to finance mortgage loan originations. The facility provides a maximum aggregate commitment of $625 million and expires on the earlier of August 10, 2027, or an earlier termination of the buyers' commitments. The filing describes a financing arrangement for the mortgage unit and does not state effects on PulteGroup's earnings or results.
Agreement dated as of August 11, 2026, between Pulte Mortgage LLC and Truist Bank as agent and buyer
Maximum aggregate commitment of $625 million, subject to certain sublimits
Facility expires on the earlier of August 10, 2027, or termination of buyers' commitments
Purpose is to finance origination of mortgage loans by Pulte Mortgage
PulteGroup reported second quarter 2026 results on July 22, 2026, with net income of $472 million, or $2.48 per diluted share, down from $608 million, or $3.03 per share, a year earlier. Home sale revenues fell 11% to $3.8 billion on 8% fewer closings, and home sale gross margin declined to 25.0% from 27.0%. Net new orders rose 6% to 7,536 homes, and the company repurchased $373 million of its common shares in the quarter.
Net income of $472 million, or $2.48 per diluted share, versus $608 million, or $3.03 per share, in the prior year quarter
Home sale revenues of $3.8 billion, down 11%, on 6,997 closings (down 8%) and an average sales price of $544,000 (down 3%)
Home sale gross margin of 25.0%, compared with 27.0% a year earlier, and up 60 basis points from the first quarter of 2026
Net new orders rose 6% to 7,536 homes; unit backlog of 10,966 homes was up 2%; $373 million of shares repurchased
PulteGroup reported first-quarter 2026 net income of $347 million, or $1.79 per diluted share, down from $523 million, or $2.57 per share, a year earlier. Home sale revenues fell 12% to $3.3 billion as closings dropped 7% and gross margin narrowed to 24.4% from 27.5% due to higher incentives. The board also approved a $1.5 billion increase in the share repurchase authorization, bringing the remaining authorization to $2.1 billion.
Net new orders rose 3% to 8,034 homes valued at $4.6 billion, while the average sales price fell 5% to $542,000.
Home sale gross margin was 24.4%, compared with 27.5% a year earlier; SG&A expense was 11.5% of home sale revenues versus 10.5%.
The company repurchased $308 million of common shares in the quarter, and its board approved a $1.5 billion increase in the repurchase authorization effective April 22, 2026.
Quarter-end backlog was 10,427 homes valued at $6.5 billion; debt-to-capital ratio rose to 12.3% from 11.2%.
PulteGroup completed an underwritten public offering of $800.0 million in senior unsecured notes on February 20, 2026, split evenly between 4.250% notes due 2031 and 4.900% notes due 2036. The notes are guaranteed by the company's wholly-owned U.S. subsidiaries that guarantee its revolving credit facility, which adds to the company's long-term debt obligations.
Total offering of $800.0 million: $400.0 million of 4.250% Senior Notes due March 1, 2031 and $400.0 million of 4.900% Senior Notes due March 1, 2036
Interest paid semi-annually on March 1 and September 1, beginning September 1, 2026
Notes issued under an indenture with U.S. Bank Trust Company, National Association, as trustee, and carry a 101% change of control repurchase offer and covenants limiting secured debt and sale-leasebacks
PulteGroup appointed Kristin Gannon, a Managing Director at Eastdil Secured, as an independent director, effective February 10, 2026, increasing the Board to 11 members. She will also serve on the Audit and Nominating and Governance Committees. The filing reports no financial results, and the board change is an administrative governance step rather than a change in company operations.
Board increased to 11 members; Kristin Gannon appointed effective February 10, 2026, to serve until the 2026 annual meeting
Gannon is designated independent under NYSE listing standards and joins the Audit and Nominating and Governance Committees
Gannon previously held senior investment banking roles at Goldman Sachs and Morgan Stanley and has advised on more than $150 billion in real estate transactions, per the press release
As a non-employee director, she will receive compensation described in the 2025 proxy statement, prorated from her appointment date
PulteGroup reported fourth quarter 2025 results with diluted earnings of $2.56 per share and net income of $502 million, down from $4.43 and $913 million a year earlier. Home sale revenues fell 5% to $4.5 billion, and the prior-year quarter included a $255 million insurance benefit, so the comparison is weaker than the operating figures alone suggest. The filing gives no guidance for 2026.
Diluted EPS was $2.56 versus $4.43 in the prior-year quarter; the quarter included an $81 million charge tied to the intended divestiture of certain manufacturing assets.
Home sale revenues were $4.5 billion, down 5%, on 7,821 closings, down 3%.
Net new orders rose 4% to 6,428 homes, while the value of orders was $3.5 billion, comparable with a year earlier.
The company repurchased $300 million of common shares in the quarter and $1.2 billion for the full year 2025.
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