Skip to content

Toll Brothers TOL South — Inventory write-down

Other segment segments

Pacific
$16.97M
Mid-Atlantic
$8.74M
Mountain
$3.42M
North
$506K

Similar metrics at other companies

Builders FirstSource logo
BLDRSouth — Goodwill Impaired Accumulated Impairment Loss
$43.53M0.0%
Lennar logo
LENHomebuilding — Inventory write-down
$5.78M
Builders FirstSource logo
BLDRSouth — D&A
$7.2M+37.0%
Pultegroup logo
PHMSoutheast — Land-related charges
$188K-92.8%
Builders FirstSource logo
BLDRSouth — Depreciation And Amortization Of Long Lived Assets
$4.79M-21.0%
Lennar logo
LENHomebuilding — Inventory Write-down, Real Estate Land and Land Development Costs
$0-100%

Other financials

Income statement

See full
Revenue$2.5B-7.6%
Gross profit$604.9M-14.3%
Operating income$346.6M-22.9%
Net income$260.6M-26.1%
EPS (diluted)$2.72-22.3%

Balance sheet

See full
Cash & equivalents$1.2B+53.9%
Total debt$139.8M+8.1%
Total equity$8.5B+6.6%
Total assets$14.5B+2.4%

Cash flow

See full
Operating cash flow$134.5M-62.9%
CapEx$24.5M+56.9%
Free cash flow$110.0M-68.3%

Valuation

See full
Market cap$14.55B+34.0%
Enterprise value$13.52B+32.0%
P/E11.3×+3.4×
P/S1.3×+0.3×

Profitability

See full
Gross margin24.2%-2.0pp
Operating margin14.6%-2.0pp
Net margin11.7%-1.3pp
FCF margin11%+4.2pp

Returns & leverage

See full
Return on equity15.7%-2.4pp
Debt / equity0.0×

Where this comes from

Reported directly by Toll Brothers in its filing.

Tagged under the XBRL concept us-gaap:InventoryWriteDown.

The official record: Toll Brothers’s 10-Q, filed May 29, 2026, on SEC EDGAR. View the filing →

Ask your AI about Toll Brothers's south — inventory write-down.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Toll Brothers's south — inventory write-down?
Toll Brothers (TOL) reported south — inventory write-down of $2.84M in Q1 2026.
How has Toll Brothers's south — inventory write-down changed year-over-year?
Toll Brothers's south — inventory write-down increased by 358.5% year-over-year, from $620K to $2.84M.
What is the long-term trend for Toll Brothers's south — inventory write-down?
Over 4 years (2021 to 2025), Toll Brothers's south — inventory write-down has grown at a 124.7% compound annual growth rate (CAGR), from $662K to $16.89M.
What does south — inventory write-down mean?
Losses recognized when the value of inventory in the South region drops below its cost.
How do you interpret south — inventory write-down?
Higher write-downs signal declining market conditions or poor land acquisition decisions in the region.
How does south — inventory write-down compare across companies?
Standard impairment metric used by all homebuilders during market downturns.