Pultegroup, Inc. · NYSE:PHM

Pultegroup — Raymond James 47th Annual Institutional Investors Conference 2026

15 slides from Pultegroup's conference presentation, March 2026

  1. Slide 1: Investor Presentation

    INVESTOR PRESENTATION Raymond James March 2026 2026 INVESTOR PRESENTATION 1

  2. Slide 2: Forward-looking Statements

    Forward-looking Statements This presentation includes “forward-looking statements.” These statements are subject to a number of risks, uncertainties and other factors that could cause our actual results, performance, prospects or opportunities, as well as those of the markets we serve or intend to s

  3. Slide 3: PulteGroup Formula for Creating Long-Term Shareholder Value

    PulteGroup Formula for Creating Long-Term Shareholder Value 2026 INVESTOR PRESENTATION 3

  4. Slide 4: PulteGroup Value Creation Formula

    PulteGroup Value Creation Formula 1 Disciplined Land Underwriting 2 Integrated Design and Build Process  Leveraging multi-year portfolio of valuable land assets  Maximizing value through innovative  Deploying proprietary risk screening algorithm and go-to-market strategy: optimizing optioned/own

  5. Slide 5: Data-driven Land Underwriting Algorithm Adjusts Required Returns for Risk

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Data-driven Land Underwriting Algorithm Adjusts Required Returns for Risk Majority of Our Projects • Project-specific required returns 20-24% based on multi-factor risk scoring IRR Threshold rather

  6. Slide 6: Strategic and Efficient Land Option Strategy

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Strategic and Efficient Land Option Strategy Balancing flexibility and control to profitably grow, enhance • As of 12/31/25 control ~235,000 lots; returns, and mitigate market risk 43% owned / 57%

  7. Slide 7: Geographic Diversification: Strategic Locations in Attractive Markets

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Geographic Diversification: Strategic Locations in Attractive Markets Our Footprint Our Advantages  Focused on major metros with attractive housing fundamentals  Strategic selection of projects b

  8. Slide 8: First-Time Buyers: Delivering Modern, Affordable Homes for Younger Buyers

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 First-Time Buyers: Delivering Modern, Affordable Homes for Younger Buyers 38% $438K 20 - 40 >90M 2025 Closings Mix ASP Demographics Population Buyer Group How We Win Characteristics • Seek closer-i

  9. Slide 9: Move-Up Buyers: Helping Growing Families Take the Next Step

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Move-Up Buyers: Helping Growing Families Take the Next Step 40% $671K 40 - 55 >60M 2025 Closings Mix ASP Demographics Population Buyer Group How We Win Characteristics • Build-to-order platform all

  10. Slide 10: Active Adult Buyers: Enabling Fulfilling Lifestyles in Vibrant Communities

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Active Adult Buyers: Enabling Fulfilling Lifestyles in Vibrant Communities 22% $597K 55+ >60M 2025 Closings Mix ASP Demographics Population Buyer Group How We Win Characteristics • Del Webb is the

  11. Slide 11: Del Webb Explore: Laying New Foundations for Growth

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Del Webb Explore: Laying New Foundations for Growth Expanding our iconic brand of resort-style living for the next generation Proven Concept, New Application New Buyer Group How We Win Opportunity

  12. Slide 12: Strong and Stable Balance Sheet

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Strong and Stable Balance Sheet Balance sheet strength and flexibility allows consistent investment in our strategic priorities 12/31/25 Notes Payable ($M) and Debt-to-Capital Ratio Modest Leverage

  13. Slide 13: Disciplined Capital Allocation

    Disciplined Land Underwriting 1 Integrated Design and Build Process 2 Generating and Allocating Cash 3 Disciplined Capital Allocation Capital allocation framework aligned with profitable growth strategy and shareholder value creation Capital Deployment History 2021 – 2025 Future Priorities 4% • Rein

  14. Slide 14: Why Invest with PulteGroup

    Why Invest with PulteGroup Industry Leader: Diversified business platform, resilient 1 operating model, and experienced leadership team focused on generating top-tier, through-cycle returns Profitable Growth: Competitively advantaged through 2 local-market scale, rigorous underwriting processes, and

  15. Slide 15: Building Incredible Places Where People Can Live Their Dreams

    Building Incredible Places Where People Can Live Their Dreams 2026 INVESTOR PRESENTATION 15

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