Customer MixHeavy exposure to the north and a focus on first-time buyers can provide resilience, as these segments may outperform the broader market and help sustain sales volumes.
DemandFalling mortgage rates combined with targeted marketing are supporting homebuyer demand, which could boost orders and sell-through rates.
Sales ExecutionStronger-than-expected home completions and healthy forward sales are supporting an earnings beat and improving near-term cash flow visibility.