Company Dossier · Consumer Discretionary
Toll Brothers
- Russell 1000
- MidCap 400
What Toll Brothers is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $10.8 billion, down 1.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $1.09 billion, up 18% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.10 billion, up 25% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to October 31, 2025: $0.65 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to October 31, 2025: $0.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 19, 2026): sentiment 0.10 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 3 lowered, 2 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed December 19, 2025): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.1 million on the open market.SEC Form 4
- 806 institutional managers reported a position at June 30, 2026 (+21 on the quarter before).SEC Form 13F
Risk events (12 months): 3 — latest OSHA inspection, Aug 12, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Toll Brothers's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jun 5, 2025 | $500M | 5.600% | 2035 (10y) | +125bp | 5.648% |
From the pricing term sheets Toll Brothers filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Toll Brothers, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralToll Brothers Buys West Chelsea Development Site for $45M
Commercial Observer · Oct 8, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Aug 12, 2026Risk event
- Jul 9, 2026Risk event
- May 13, 20268-KDirector or officer changeItem 5.02
- Mar 31, 20268-KDirector or officer changeItem 5.02
- Mar 27, 2026Risk event
- Mar 11, 20268-KShareholder vote resultsItem 5.07
- Feb 5, 20268-KMaterial agreement signedItem 1.01
- Jan 7, 20268-KDirector or officer changeItem 5.02
- Dec 19, 20258-KDirector or officer changeItem 5.02
- Dec 19, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Sep 24, 2025Risk event
- Jul 11, 20258-KDirector or officer changeItem 5.02
- Jun 10, 20258-KMaterial agreement signedItem 1.01
- Mar 12, 20258-KShareholder vote resultsItem 5.07
- Feb 11, 20258-KMaterial agreement signedItem 1.01
- Dec 20, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
- Dec 21, 202310-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| NVR, Inc. NVR | $9.5B | $1.1B | Jun 30, 2026 |
| PulteGroup PHM | $16.4B | $1.5B | Jun 30, 2026 |
| Lennar LEN | $32.0B | $0.7B | Aug 31, 2026 |
| D. R. Horton DHI | $33.4B | $3.2B | Jun 30, 2026 |
| Millrose Properties MRP | $0.8B | — | Jun 30, 2026 |
| Autoliv ALV | $11.1B | $0.8B | Jun 30, 2026 |
| Lululemon Athletica LULU | $11.1B | $1.4B | Aug 2, 2026 |
| Mohawk Industries MHK | $11.2B | $0.8B | Jul 4, 2026 |