普尔特集团三季度净利润4.76亿美元：每股收益2.53美元 交房6,876套降9% 积压订单增至10,298套
亚特兰大——美国住宅建筑商普尔特集团（PulteGroup，纽交所：PHM）10月22日发布截至2026年9月30日的第三季度业绩：当季净利润4.76亿美元（精确值4.757亿美元），摊薄每股收益2.53美元；上年同期净利润5.86亿美元、每股收益2.96美元。当季总营收39.74亿美元，同比下降9.8%（上年同期44.05亿美元）。
房屋销售是主要收入来源。当季房屋销售收入38.59亿美元，同比下降9%，公司称这反映交房量下降9%至6,876套、以及成交均价下降1%至56.1万美元（上年同期56.4万美元）。当季房屋销售毛利率为24.8%，低于上年同期的26.2%；公司称报告毛利率中包含当季计提的2,600万美元土地减值，约占70个基点。当季销售、一般及行政费用3.97亿美元，占房屋销售收入的10.3%（上年同期4.01亿美元、占9.4%）。
订单方面，当季净新订单6,208套，同比下降6%（上年同期6,638套），订单金额35亿美元（上年同期36亿美元）；当季平均在营社区数量1,077个，同比增加7%。季末积压订单10,298套、金额64亿美元；上年同期季末为9,888套、62亿美元，套数增加4%、金额增加3%。
金融服务业务当季税前利润4,600万美元，与上年同期大体相当；按揭贷款捕获率85%，高于上年同期的84%。资本回报方面，公司当季以3.5亿美元回购280万股普通股，均价每股124.70美元；今年前九个月累计回购840万股、约占已发行股份的4%，金额10亿美元，均价每股123.51美元。季末公司持有现金14亿美元，债务与资本比率为12%。
总裁兼首席执行官 Ryan Marshall 表示：「在购房需求日益受到房贷利率上升、普遍通胀和全球动荡压力的背景下，我们多元化的经营平台和一贯的战略，使我们能够在整个住房周期中持续取得优异回报。」「利率的快速上升进一步拉紧了可负担性，使出售现有住房更加困难，并把更多消费者推向观望。」他表示，公司将继续在价格与销售节奏之间保持平衡、相应调整生产，并保持资本配置的纪律。
普尔特集团总部位于佐治亚州亚特兰大，是美国最大的住宅建筑商之一，业务遍及全美45个以上的市场，品牌包括 Centex、Pulte Homes、Del Webb、DiVosta Homes 等。公司三季度业绩电话会定于美东时间10月22日上午8时30分举行。（GSM 据普尔特集团10月22日经 Business Wire 发布的官方新闻稿）
PulteGroup Q3 Net Income Falls to $476 Million, EPS $2.53; Closings Down 9% to 6,876 Homes as Backlog Rises to 10,298
ATLANTA — PulteGroup, Inc. (NYSE: PHM) on October 22 reported financial results for its third quarter ended September 30, 2026: net income of $476 million ($475.7 million), or $2.53 per diluted share, compared with net income of $586 million, or $2.96 per share, in the prior-year period. Total revenues were $3.97 billion, down 9.8% from $4.40 billion a year earlier.
Home sale revenues were $3.86 billion, a decrease of 9% from $4.25 billion, reflecting a 9% decrease in closings to 6,876 homes combined with a 1% decrease in the average sales price of homes closed to $561,000, from $564,000. The reported home sale gross margin was 24.8%, compared with 26.2% a year earlier, and included $26 million, or approximately 70 basis points, of land impairments recorded in the period. Selling, general and administrative expenses were $397 million, or 10.3% of home sale revenues, compared with $401 million, or 9.4%, a year earlier.
Net new orders totaled 6,208 homes, down 6% from 6,638 homes a year earlier, with a value of $3.5 billion, compared with $3.6 billion. The average community count rose 7% to 1,077. The company's backlog at quarter-end was 10,298 homes valued at $6.4 billion, up from 9,888 homes valued at $6.2 billion a year earlier — unit backlog increased 4% and backlog value increased 3%.
Financial services operations generated pre-tax income of $46 million, comparable with the prior-year period, and the mortgage capture rate was 85%, up from 84%. PulteGroup repurchased 2.8 million common shares in the quarter for $350 million, at an average price of $124.70 per share; through the first nine months of 2026 it repurchased 8.4 million shares, or 4% of shares outstanding, for $1.0 billion at an average price of $123.51. The company ended the quarter with $1.4 billion of cash and a debt-to-capital ratio of 12%.
"With homebuying demand increasingly pressured by rising mortgage rates, widespread inflation, and global unrest, we continue to benefit from our diversified operating platform and consistent strategies for delivering superior returns over the housing cycle," said Ryan Marshall, PulteGroup's president and CEO. "The rapid increase in interest rates has stretched affordability even further, made selling an existing home even harder, and has pushed even more consumers to the sidelines," he added, saying the company would continue to balance price and pace of home sales, align production accordingly, and remain disciplined in its allocation of capital.
Based in Atlanta, Georgia, PulteGroup is one of America's largest homebuilding companies, with operations in more than 45 markets across the country and brands including Centex, Pulte Homes, Del Webb and DiVosta Homes. Its third-quarter conference call was scheduled for 8:30 a.m. Eastern Time on October 22. (GSM, from PulteGroup's official press release via Business Wire, October 22)
来源：GSM·美国（原文链接）
图片来源：图：圣何塞一处普尔特住宅社区的普尔特标识（资料图）。照片：Minh Nguyen，CC BY-SA 4.0，经Wikimedia Commons。A Pulte Homes community marker in San Jose, California (file photo). Photo: Minh Nguyen, CC BY-SA 4.0, via Wikimedia Commons.
