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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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Toll Brothers' 2Q25 revenue declined by 3.47% YoY to $2.74 billion. Operating income and net income margins also deteriorated by 550 bps and 410 bps to 16.42% and 12.87%, respectively. Industry drivers suggest that TOL will continue to see strong demand for its services. As TOL operates in the luxury home space, its customers are less price-sensitive. TOL's pivot to build-to-order homes may restart a new margin expansion cycle, making the company more profitable than before.