Wall Street analysts expect Toll Brothers to report Q3 2026 revenue of $2.62 billion and EPS of $2.93, with the current stock price of $148.60 trading significantly below the average analyst price target of $168.20.
Investors are primarily focused on the volume of home deliveries and net signed contracts to gauge demand resilience in a high-rate environment. Management previously guided for Q3 home deliveries between 2,600 and 2,700 units, reflecting a projected double-digit year-over-year decline.
Despite these headwinds, the company’s luxury positioning and affluent customer base continue to offer a potential hedge against broader market affordability challenges.