D.R. Horton, Inc. (DHI) Q3 FY2026 8-K Filings and Company Events
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PeriodQ3 FY2026
Published
This page digests the material Form 8-K filings D.R. Horton, Inc. (DHI) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q3 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.
Filings that contain financial statements
Each quarterly earnings release below is furnished as Exhibit 99.1 to a Form 8-K and carries unaudited consolidated financial statements (balance sheet, statements of operations, statements of cash flows) plus segment and operating data.
- Third quarter, three and nine months ended June 30, 2026: Form 8-K filed July 21, 2026, accession 0000882184-26-000092.
- Second quarter, three and six months ended March 31, 2026: Form 8-K filed April 21, 2026, accession 0000882184-26-000062.
- First quarter, three months ended December 31, 2025: Form 8-K filed January 20, 2026, accession 0000882184-26-000007.
- Fourth quarter and fiscal year ended September 30, 2025: Form 8-K filed October 28, 2025, accession 0000882184-25-000044.
Earnings and guidance
July 21, 2026 - fiscal Q3 2026 results (accession 0000882184-26-000092). Net income attributable to D.R. Horton was $904.9 million, or $3.20 per diluted share (down 12% and 5%). Revenues were $9.2 billion, with pre-tax income of $1.2 billion (13.3% margin). Homes closed rose 4% to 23,983, and home sales gross margin was 20.7%. Net sales orders were 23,084 homes ($8.4 billion), flat year over year, with a 20% cancellation rate against 17% a year earlier. For the nine months, net income attributable was $2.1 billion ($7.45 per diluted share, down 13%). The release says affordability constraints and cautious consumer sentiment continue to weigh on demand and that incentives are expected to stay elevated in the fourth quarter. Quarter-end liquidity was $6.1 billion, debt to total capital was 23.0%, and $600 million of homebuilding senior notes mature within twelve months.
Guidance update: fiscal 2026 consolidated revenue guidance was narrowed down to $32.5 billion to $33.0 billion (from $33.5 billion to $34.5 billion in April), homes closed to 83,800 to 84,300 (from 86,000 to 87,500), and the tax rate was raised to about 25.0% (from 24.5%). Operating cash flow of at least $3.0 billion, share repurchases of about $2.5 billion and dividends of about $500 million were reiterated. The company said it would give fourth-quarter guidance on its call, and that fiscal Q4 results are planned for October 29, 2026.
April 21, 2026 - fiscal Q2 2026 results (accession 0000882184-26-000062). Net income attributable was $647.9 million, or $2.24 per diluted share (down 20% and 13%), on revenues of $7.6 billion. Net sales orders rose 11% to 24,992 homes. Second-quarter margin included a 40 basis point benefit from a favorable litigation outcome and lower warranty costs. Revenue guidance was updated to $33.5 billion to $34.5 billion (from $33.5 billion to $35.0 billion) and homes closed to 86,000 to 87,500 (from 86,000 to 88,000); the other targets were reiterated.
January 20, 2026 - fiscal Q1 2026 results (accession 0000882184-26-000007). Net income attributable was $594.8 million, or $2.03 per diluted share (down 30% and 22%), on revenues of $6.9 billion; the margin included a 40 basis point benefit from recovery of prior-period warranty costs. Initial fiscal 2026 guidance was reiterated.
October 28, 2025 - fiscal Q4 and full-year 2025 results (accession 0000882184-25-000044). Fiscal 2025 net income attributable was $3.6 billion ($11.57 per diluted share) on revenues of $34.3 billion; fourth-quarter net income was $905.3 million ($3.04 per diluted share). The release set initial fiscal 2026 guidance: revenues of $33.5 billion to $35.0 billion, 86,000 to 88,000 homes closed, a tax rate of about 24.5%, operating cash flow of at least $3.0 billion, repurchases of about $2.5 billion and dividends of about $500 million. It also announced a 13% increase in the quarterly dividend to $0.45 per share.
Capital allocation
September 15, 2026 - additional $5.0 billion repurchase authorization (accession 0000882184-26-000108). The Board authorized repurchasing an additional $5.0 billion of common stock with no expiration date. About $53 million remained under the prior authorization at that date. The company now expects fiscal 2026 repurchases of at least $3.25 billion, up from the approximately $2.5 billion in guidance through July. This filing falls after the June 30, 2026 quarter end.
Quarterly dividends of $0.45 per share were declared with each earnings release in fiscal 2026. Through the first nine months the company repurchased 14.6 million shares for $2.2 billion and paid $388.3 million in dividends; shares outstanding were 280.7 million at June 30, 2026 (accession 0000882184-26-000092).
Financing
May 12, 2026 - mortgage repurchase facility amended (accession 0000882184-26-000087). Effective May 6, 2026, DHI Mortgage Company, Ltd. amended its master repurchase agreement with U.S. Bank as administrative agent: maximum aggregate commitment increased to $1.925 billion, maturity extended to May 4, 2029 (subject to extension options), pricing and fees modified, and certain financial covenants modified. The facility is not guaranteed by D.R. Horton, Inc. or its homebuilding, rental or Forestar guarantor subsidiaries.
March 31, 2026 - credit facilities amended (accession 0000882184-26-000053). Effective March 27, 2026, Amendment No. 13 to the D.R. Horton revolving credit agreement increased aggregate revolving commitments to $3.295 billion across tranches maturing October 28, 2027, March 27, 2029 and March 27, 2031, raised the aggregate credit facility limit to $4.0 billion, and modified interest margins. The same day, Amendment No. 2 to the $1.050 billion DRH Rental, Inc. revolver extended its termination date to March 27, 2030 and reduced undrawn fees.
Governance
January 16, 2026 - annual meeting results (accession 0000882184-26-000004). At the January 15, 2026 annual meeting, stockholders elected all eight director nominees, approved executive compensation on an advisory basis, and ratified Ernst & Young LLP as auditor for fiscal 2026.
Acquisitions
October 2025 - acquisition of SK Builders completed (Form 10-Q for the quarter ended June 30, 2026, accession 0000882184-26-000096, Note A; also Form 10-K, accession 0000882184-25-000081). D.R. Horton acquired the homebuilding operations of SK Builders, which operates in and around Greenville, South Carolina, for approximately $80 million in cash. The assets acquired included approximately 160 homes in inventory, 260 lots and a sales order backlog of 110 homes, and the company obtained control of approximately 1,320 additional lots through land purchase contracts. No Form 8-K announced the transaction.
Not reflected
Apart from the October 2025 SK Builders acquisition, which is disclosed in the Form 10-K and Form 10-Q rather than in a Form 8-K, the Form 10-Q for the nine months ended June 30, 2026 discloses no other acquisitions or divestitures, and the Form 8-K filings through September 15, 2026 report none, nor any executive departures, impairments or going-concern items.
FAQ · D.R. Horton 8-K filings and events
What has D.R. Horton, Inc. (DHI) reported in its recent 8-K filings?
D.R. Horton, Inc. (DHI): Each quarterly earnings release below is furnished as Exhibit 99.1 to a Form 8-K and carries unaudited consolidated financial statements (balance sheet, statements of operations, statements of cash flows) plus segment and operating data. Third quarter, three and nine months ended June 30, 2026: Form 8-K filed July 21, 2026, accession 0000882184-26-000092. Second quarter, three and six months ended March 31, 2026: Form 8-K filed April 21, 2026, accession 0000882184-26-000062. First quarter, three months ended December 31, 2025: Form 8-K filed January 20, 2026, accession 0000882184-26-000007.
When does D.R. Horton, Inc. (DHI) next file with the SEC?
D.R. Horton, Inc. (DHI) is expected to file its next Form 10-K with the SEC on or around November 18, 2026. That date is a projection rather than a company-announced date: it is derived from D.R. Horton, Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q3 FY2026, the period ended 2026-06-30, SEC accession 0000882184-26-000096.
How this page was built
This page was built from 10 of D.R. Horton, Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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