-
Posted by
Two Blokes Jun 25 -
Filed in
Stock
-
3 views
I maintain my sell rating on KB Home as demand weakens, gross margins compress, and management cuts full-year guidance, confirming a challenging outlook. 2Q25 results showed homebuilding revenue down 10.4% and net orders falling 13% year-over-year, with cancellation rates rising to 16%. Spring selling season disappointed, with flat sales and declining order momentum despite price cuts, signaling persistent affordability and mortgage rate pressures.
