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PULTEGROUP, INC. FY 2025 10-K, explained in plain English

PHM · 10-K for the period ending December 31, 2025, filed February 4, 2026 · Read the original on SEC.gov →

Key financials — as reported

Total revenue$17.3B
Gross margin— not reported
Operating income— not reported
Net income$2.2B
Diluted EPS$11.12
Cash & equivalents$2.0B
Total assets$18.0B
Long-term debt$43.9M

Key takeaway

Home sale gross margin compressed to 26.3% in 2025 from 28.9% in 2024 due to elevated sales incentives, higher land costs, and land impairments.

🔒 4 more takeaways in the full analysis

Beneath the surface

The 2024 comparison period benefited from a one-time $333.9 million insurance reserve reversal versus only $42.3 million in 2025, meaning a large chunk of the SG&A margin deterioration and earnings decline reflects a non-repeating prior-year tailwind rather than pure operating weakness.

🔒 3 more insights a headline reader would miss

This is the free preview. The full analysis explains every line item above and includes 7 more findings — plus insider trades, activist stakes, and 8-K events for PHM.

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