Toll Brothers Q1 EPS rises to $2.19 from $1.75; net income $210.9 million
Toll Brothers reported results for the first quarter ended January 31, 2026, with net income of $210.9 million, or $2.19 per diluted share, up from $177.7 million, or $1.75, a year earlier. Home sales revenues were $1.85 billion, roughly flat, while deliveries fell to 1,899 homes from 1,991, and backlog value dropped to $6.02 billion from $6.94 billion. Management said it is maintaining full-year fiscal 2026 guidance.
Key points
- Net income $210.9 million, or $2.19 per diluted share, versus $177.7 million, or $1.75, in the prior-year quarter.
- Home sales revenues $1.85 billion versus $1.84 billion; delivered homes 1,899 versus 1,991.
- Quarter-end backlog $6.02 billion (5,051 homes) versus $6.94 billion (6,312 homes) a year earlier.
- Full-year fiscal 2026 guidance includes 10,300 to 10,700 deliveries and an adjusted home sales gross margin of 26.00%.
The filing
Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 17, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.