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Hovnanian Enterprises, Inc. HOV West — Impairment Of Real Estate

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Other financials

Income statement

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Revenue$667.6M-2.7%
Net income-$284.0K-101%
EPS (diluted)-$0.46-119%

Balance sheet

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Cash & equivalents$8.8M-28.5%
Total debt$942.7M+6.2%
Total equity$824.9M+0.6%
Total assets$2.8B+10.8%

Cash flow

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Operating cash flow$140.9M+352%
CapEx$3.4M-46.9%
Free cash flow$132.1M+322%

Valuation

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Market cap$807.34M+3.6%
Enterprise value$1.74B+5.2%
P/E21.7×+16.8×
P/S0.3×0.0×

Profitability

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Net margin1.3%-5.8pp
FCF margin12.2%+10.9pp

Returns & leverage

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Return on equity4.5%-24.8pp
Debt / equity1.1×+0.1×

Where this comes from

Reported directly by Hovnanian Enterprises, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ImpairmentOfRealEstate.

The source filing: Hovnanian Enterprises, Inc.’s 10-K, filed December 22, 2025.

Filed
Dec 22, 2025, 4:14 PM EST
Fiscal year
FY2025
Accession
0001753926-25-001938

We estimate the fair value of each impaired community by determining the present value of the estimated future cash flows at a discount rate commensurate with the risk of the respective community. For the year ended October 31, 2025, our discount rates used to determine the fair value ranged from 16.5% to 20.0%. We recorded inventory impairments, which are included in the Consolidated Statements of Operations as “Inventory impairments and land option write-offs” and deducted from inventory of $21.4 million and $10.0 million for the years ended October 31, 2025 and 2024, respectively. We did not have any assets measured at fair value on a nonrecurring basis during the year ended October 31, 2023 (see Note 12).

ITEM 7A

FAQ

What is Hovnanian Enterprises, Inc.'s west — impairment of real estate?
Hovnanian Enterprises, Inc. (HOV) reported west — impairment of real estate of $1.98M in Q3 2025.
How has Hovnanian Enterprises, Inc.'s west — impairment of real estate changed year-over-year?
Hovnanian Enterprises, Inc.'s west — impairment of real estate increased by 51.9% year-over-year, from $1.3M to $1.98M.
What is the long-term trend for Hovnanian Enterprises, Inc.'s west — impairment of real estate?
Over 3 years (2021 to 2025), Hovnanian Enterprises, Inc.'s west — impairment of real estate has grown at a 114.5% compound annual growth rate (CAGR), from $800K to $7.9M.
What does west — impairment of real estate mean?
Quantifies the non-cash charge taken to write down the carrying value of real estate assets in the West segment when their market value falls below their book value. This metric serves as a critical indicator of asset quality and potential overvaluation of land holdings.

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