Meet Kevin 对 $DHI 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 1 条
2026-08-24
《Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate》
DHI在PEG基础上被低估(PEG<1),但面临上升的诉讼和保修索赔,这证明了低市盈率的合理性。

Dr. Horton第三季度财报824。

Dr. Horton Q3 earnings report 824.

Dr. Horton。这是他们的利润表。所以这是截至6月的三个月。这是购房季节。这是92亿美元的收入。那么他是不是把这个乘以了四?因为他们最近九个月是230亿,更接近300亿的收入。

Dr. Horton. This is their income statement. So this is for the three months ending June. This is buy season. This is 9.2 billion in revenue. So did he just multiply this by four?

Because their last nine months is at 23 billion which is closer to 30 billion in revenues.