D.R. Horton, Inc. · NYSE:DHI
D.R. Horton — Q2 2019 Earnings Presentation
7 slides from D.R. Horton's earnings presentation, 2019
Slide 1: Supplementary Data Q2 2019
SUPPLEMENTARY DATA D-RHORTON JS nericas Builder Q2|2019 5Q: D.R. HORTON « EXPRESS + EMERALD - FREEDOM veg
Slide 2: Homebuilding Return on Inventory (ROI) Q2 2019
HOMEBUILDING RETURN ON INVENTORY (ROI) Q2 2019 Quarter Ended: 03/31/17 06/30/17 09/30/17 12/31/17 03/31/18 06/30/18 09/30/18 12/31/18 03/31/19 Homebuilding Pre-Tax Income $ 322.4 $ 415.2 $ 457.8 $ 373.8 $ 416.0 $ 589.7 $ 577.7 $ 354.3 $ 400.4 Ending Homebuilding Inventory 9,038.1 9,554.0 9,237.1 9,6
Slide 3: Home Sales Gross Margin Q2 2019
HOME SALES GROSS MARGIN Q2 2019 Quarter Ended: Fiscal Year Ended: 03/31/17 06/30/17 09/30/17 12/31/17 03/31/18 06/30/18 09/30/18 12/31/18 03/31/19 09/30/17 09/30/18 Home Sales Revenues $ 3,158.1 $ 3,662.3 $ 4,035.1 $ 3,184.5 $ 3,672.1 $ 4,265.5 $ 4,379.9 $ 3,410.6 $ 3,980.5 $ 13,653.2 $ 15,502.0 Hom
Slide 4: Sales & Active Selling Communities Q2 2019
SALES & ACTIVE SELLING COMMUNITIES Q2 2019 CHANGE IN NET SALES ORDERS COMPARED TO CHANGE IN AVERAGE ACTIVE SELLING COMMUNITIES (ASCs) Quarter Ended 6/30/2018 Quarter Ended 9/30/2018 Quarter Ended 12/31/2018 Quarter Ended 3/31/2019 YOY Change SEQ Change YOY Change SEQ Change YOY Change SEQ Change YOY
Slide 5: Price Stratification Q2 2019
P R I C E S T R AT I F I C AT I O N Q2 2019 Homes Closed and Home Sales Revenues Quarter Ended: June 30, 2018 September 30, 2018 December 31, 2018 March 31, 2019 Home Sales Home Sales Home Sales Home Sales Selling Price Homes Closed Revenues Homes Closed Revenues Homes Closed Revenues Homes Closed R
Slide 6: Brand Stratification
B R A N D S T R AT I F I C AT I O N Q2 2019 Quarter Ended Quarter Ended Quarter Ended Quarter Ended June 30, 2018 September 30, 2018 December 31, 2018 March 31, 2019 Net Home Net Home Net Home Net Home Homes Homes Sales Closings Homes Homes Sales Closings Homes Homes Sales Closings Homes Homes Sales
Slide 7: Select DHI Mortgage Data Q2 2019
S E L E C T D H I M O R TG A G E DATA Q2 2019 A B C Loan Type / Product Mix Capture Avg Avg FICO Conven- FHA/VA% Period Rate FTHB % CLTV % Score tional % Jumbo % FHA % VA % Combined USDA % Total Q2 19 56% 53% 88% 719 53% 1% 28% 17% 45% 1% 100% Q1 19 54% 50% 87% 721 53% 1% 27% 17% 44% 2% 100% FY 18 5