Hovnanian: Lukewarm About This Small-Cap Homebuilder As It Approaches Q1 Earnings

HOV, a small-cap representative of the homebuilding market, has lagged its peers since our last coverage in August 2025 but now faces a decisive earnings event on the 25th of Feb. Investors would do well to curtail any buoyancy, as Q1 is seasonally weak, HOV has a questionable earnings track record, and gross margin and SG&A trends are expected to worsen. While Q1 is unlikely to have too many highs, guidance, especially for H2-26, has the potential to restimulate spirits.

Seeking Alpha • Feb 18, 2026

Hovnanian Enterprises Announces First Quarter Fiscal 2026 Earnings Release and Conference Call

MATAWAN, N.J., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Hovnanian Enterprises, Inc. (NYSE: HOV), a leading national homebuilder, will release financial results for the first quarter ended January 31, 2026, the morning of Wednesday, February 25, 2026.

GlobeNewsWire • Feb 11, 2026

K. Hovnanian Middle East, Saudi Arabia Tourism Development Fund, and Emaar, The Economic City Sign MoU to Deliver Tourism Investment and Lifestyle Residential Projects in KAEC

RIYADH, Saudi Arabia, Feb. 03, 2026 (GLOBE NEWSWIRE) -- K. Hovnanian M.E. Investments, LLC (KHME), a subsidiary of Hovnanian Enterprises, Inc. (NYSE: HOV) and the majority shareholder of Al Tahaluf Real Estate Company, CJSC, has signed a Memorandum of Understanding (MoU) with the Tourism Development Fund (TDF) and Emaar, The Economic City (EEC) to enable high-quality tourism investment and lifestyle-focused residential opportunities in King Abdullah Economic City (KAEC). The parties signed the agreement during the Future Real Estate Forum 2026 in Riyadh.

GlobeNewsWire • Feb 3, 2026

Hovnanian Enterprises: The House Fell Down

Hovnanian Enterprises remains a 'strong buy' despite a 22.5% share price drop driven by weak Q4 results and soft near-term guidance. HOV trades at compelling mid-single-digit cash flow multiples, making it the cheapest among peers on this metric. Management is proactively reducing debt, restructuring maturities, and focusing on land with higher embedded incentives to protect margins.

Seeking Alpha • Dec 5, 2025

Hovnanian Enterprises Reports Fourth Quarter and Fiscal Year 2025 Results

Met or Exceeded All Guidance Metrics Provided 8% Year-Over-Year Increase in Consolidated Communities Successfully Completed $900 Million Unsecured Debt Refinancing Extending Maturities Until 2031 and 2033 Operating Performance Reflects a $34 Million Expense from Refinancing and $19 Million in Land Charges

GlobeNewsWire • Dec 4, 2025

Hovnanian (HOV) Surpasses Q4 Earnings and Revenue Estimates

Hovnanian (HOV) came out with quarterly earnings of $5.96 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $12.79 per share a year ago.

Zacks Investment Research • Dec 4, 2025

Hovnanian Enterprises Swings to Loss as Hesitant Homebuyers Squeeze Margins

The home builder posted a net loss of $667,000 as it offered more incentives to try to maintain a strong sales pace.

WSJ • Dec 4, 2025

Hovnanian Enterprises, Inc. (HOV) Q4 2025 Earnings Call Transcript

Hovnanian Enterprises, Inc. (HOV) Q4 2025 Earnings Call Transcript

Seeking Alpha • Dec 4, 2025

Hovnanian Enterprises Logs Loss on Higher Costs, Tighter Margins

The home builder reports home-building gross margin percentage, after cost of sales interest expense and land charges, was 10.7% compared with 18% a year earlier.

WSJ • Dec 4, 2025

Hovnanian Enterprises Announces Fiscal Year 2025 Earnings Release and Conference Call

MATAWAN, N.J., Nov. 20, 2025 (GLOBE NEWSWIRE) -- Hovnanian Enterprises, Inc. (NYSE: HOV), a leading national homebuilder, will release financial results for the fourth quarter and fiscal year ended October 31, 2025, the morning of Thursday, December 4, 2025. The Company will webcast its fourth quarter earnings conference call at 11:00 a.m. (ET) on Thursday, December 4, 2025.

GlobeNewsWire • Nov 20, 2025