Toll Brothers, Inc.(TOL)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Toll Brothers, Inc. (TOL) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores TOL at 58.1/100 on a 32-signal composite quality model, placing it at rank #1,038 of 2,960 stocks — the top half of the AI-ranked universe. TOL scores in the top quartile across revenue scale (87.1), balance sheet strength (80.7), institutional flow (79.7). Areas of concern include revenue growth (33.1) and earnings quality (36.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Toll Brothers, Inc. reports quarterly revenue of $2.7B, net income of $280.1M, an operating margin of 13.5%. Top institutional holders of TOL by reported 13-F value include BlackRock, GREENHAVEN ASSOCIATES, Capital World Investors, based on the most recent SEC filings. TOL trades on the NYSE exchange and files with the SEC under CIK 794170. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TOL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Toll Brothers, Inc. directly from SEC EDGAR.
AI Quality Score
58.1/100
AI Rank
#1,038
Revenue
$2.7B
Net Income
$280.1M
Free Cash Flow
$219.6M
Operating Margin
13.5%
TOL key financials by period
Toll Brothers, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$11.0B
$1.3B
15.7%
FY 2024
10-K
$10.8B
$1.6B
18.8%
FY 2023
10-K
$10.0B
$1.4B
17.3%
FY 2022
10-K
$10.3B
$1.3B
14.7%
FY 2021
10-K
$8.8B
$833.6M
11.6%
FY 2020
10-K
$7.1B
$446.6M
7.8%
Institutions holding TOL
Institutional investors reporting a position in Toll Brothers, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-28 — Q3 FY2026 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Toll Brothers' Q3 FY2026 revenue fell 10% YoY to $2.66B as deliveries dropped 10% and gross margin compressed to 23.9% amid rising incentives, even as net contracts and community count grew.
Biggest Revenue Drivers
Home sales$2,652.5M-8% YoY
10% decrease in homes delivered (fewer backlog homes, fewer spec deliveries) partly offset by 2% higher average delivered price from positive mix
Land sales and other$6.3M-90% YoY
Land sales and other revenue declined sharply versus prior-year quarter
Biggest Revenue Drivers
Total revenue: $2.66B-10% YoY
Home sales$2,652.5M-8% YoY
10% decrease in homes delivered (fewer backlog homes, fewer spec deliveries) partly offset by 2% higher average delivered price from positive mix
Within Home sales
South$655.8M-13% YoY
Fewer homes delivered due to lower backlog and fewer spec deliveries
Mountain$613.2M-16% YoY
Lower backlog and fewer spec home deliveries
Pacific$556.7M+1% YoY
Positive mix in California drove a 14% higher average delivered price despite fewer units
Land sales and other$6.3M-90% YoY
Land sales and other revenue declined sharply versus prior-year quarter
Largest Expense Items
Cost of revenues (home sales)$2,017.6M-6% YoY
Cost of revenues as a % of home sales revenue rose due to increased sales incentives on spec homes
Selling, general and administrative$266.1M+5% YoY
Higher payroll, commissions, and sales center operating costs tied to an increase in selling communities
Cost of revenues (land sales and other)$16.0M-74% YoY
Included $10.1M of impairment charges on land held for sale
Margins: Home sales gross margin fell to 23.9% from 25.6% a year ago, driven by higher sales incentives on spec homes; SG&A rose to 10.0% of home sales revenue from 8.8% on higher payroll, commissions, and sales center costs from more selling communities.
Watch Items from the Filing
Net signed contracts rose 5% in units and 4% in value YoY, but per-community contracts fell ~5% YoY, reflecting weaker demand per store amid elevated mortgage rates and soft consumer confidence.
The company recognized $39.6M of other-than-temporary impairment charges on several Rental Property Joint Ventures in the quarter, following $97.4M for the nine-month period.
Backlog value declined 2% YoY to $6.24B (5,312 homes) as spec homes represent a growing share of deliveries, reducing visibility from backlog.
Selling communities grew 12% YoY to 471, supporting future volume even as demand per community softened.
Company guarantees debt of unconsolidated joint ventures with $1.73B in loan commitments; maximum exposure under repayment/carry cost guarantees is $388.9M.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
