What’s News in Earnings: Homebuilders Offer Clues on the U.S. Housing Market

单集文稿 ...

• 00:01

  What does leadership really look like?

• 00:04

  On the power of advice, a new podcast series from Capital Group, you'll hear from athletes,

• 00:09

  entrepreneurs and executives who've led on the field, in the boardroom and in their communities.

• 00:16

  It's not about titles, it's about impact.

• 00:19

  Discover what drives them and the advice they carry forward.

• 00:24

  Subscribe and start listening today.

• 00:27

  Published by Capital Client Group, Inc.

• 00:33

  Hey listeners, it's Friday, February 20th.

• 00:36

  I'm Veronica Dagger for The Wall Street Journal, and this is what's news in earnings.

• 00:42

  Our look at some of the biggest themes standing out this earnings season.

• 00:46

  The U.S.

• 00:46

  housing market is entering the 2026 spring selling season in an uneasy equilibrium.

• 00:52

  Mortgage rates have settled into a new normal, about 6 percent.

• 00:56

  But for many, the American dream feels further away than ever.

• 01:01

  The nation's biggest home builders are telling different stories about the housing market.

• 01:05

  This week, Toll Brothers reported a jump in profit fueled by luxury buyers.

• 01:11

  Meanwhile, the entry-level builder, D.R.

• 01:14

  Horton, is shrinking home sizes and piling on incentives just to keep first-time buyers in the game.

• 01:22

  And Polty Group is highlighting the country's growing geographic divide.

• 01:27

  Joining me to break down what all this means for the housing market is WSJ National Housing Reporter Nicole Friedman.

• 全部文稿