Reported Q: Q2 2025 Rev YoY: -3.5% EPS YoY: -23.3% Move: +6.02%
Toll Brothers Inc
0LFS.L
$161.50 6.02%
Exchange LSE Sector Consumer Cyclical Industry Apparel Retail
Q2 2025
Published: May 29, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for 0LFS.L

Reported

Report Date

May 29, 2025

Quarter Q2 2025

Revenue

2.74B

YoY: -3.5%

EPS

3.50

YoY: -23.3%

Market Move

+6.02%

Previous quarter: Q1 2025

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Earnings Highlights

  • Revenue of $2.74B down 3.5% year-over-year
  • EPS of $3.50 decreased by 23.3% from previous year
  • Gross margin of 25.8%
  • Net income of 352.45M
  • ""We reaffirm all of our guidance for fiscal 2025, and including home sales revenue of $10.9 billion at the midpoint, an adjusted gross margin of 27.25% and earnings of approximately $14 per diluted share."" - Douglas Yearley, Chief Executive Officer
0LFS.L
Company 0LFS.L

Executive Summary

Toll Brothers delivered a resilient QQ2 2025 performance in a housing market characterized by softer demand and consumer uncertainty. The company reported 2,899 homes sold at an average price of approximately $934,000, generating home sales revenue of $2.71 billion, and an adjusted gross margin of 27.5% with SG&A margin of 9.5%. Net income totaled $352.4 million and diluted EPS was $3.50 for the quarter. Management reaffirmed full-year 2025 guidance, highlighting a durable luxury niche demand, strong balance sheet, and capital return framework. The results underscore Toll Brothers’ strategic emphasis on price discipline, margin protection, and a diversified mix of build-to-order and spec homes to sustain returns even as visibility remains clouded by macro headwinds.

Key Performance Indicators

Revenue
Decreasing
2.74B
QoQ: 47.33% | YoY: -3.47%
Gross Profit
Decreasing
705.44M
25.75% margin
QoQ: 53.59% | YoY: -17.94%
Operating Income
Decreasing
449.68M
QoQ: 105.21% | YoY: -27.88%
Net Income
Decreasing
352.45M
QoQ: 98.33% | YoY: -26.82%
EPS
Decreasing
3.53
QoQ: 100.57% | YoY: -23.26%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q4 2025 0.00 4.58 +0.0% View
Q3 2025 2,945.12 3.73 +8.0% View
Q2 2025 2,739.08 3.50 -3.5% View
Q1 2025 1,859.13 1.75 -4.6% View
Q4 2024 3,333.46 4.63 +10.4% View