10-KPeriod: FY2019

HORTON D R INC /DE/ Annual Report, Year Ended Sep 30, 2019

Filed November 25, 2019For Securities:DHI

Summary

D.R. Horton, Inc. (DHI) reported solid performance for the fiscal year ended September 30, 2019, demonstrating continued growth in a dynamic housing market. As the largest homebuilder in the United States by volume, the company closed 56,975 homes with revenues of $17.6 billion, reflecting a 9% increase over the prior year. This growth was driven by a 10% increase in homes closed, with a slight decrease in average closing price to $297,100. The company benefited from a strong demand for its entry-level homes and a diversified geographic footprint across 29 states and 90 markets, which helps mitigate regional economic downturns. The company's strategy continues to focus on leveraging its scale, offering a broad range of homes to various buyer segments, and managing inventory effectively. The acquisition of Westport Homes, Classic Builders, and Terramor Homes during the year further bolstered its market presence. DHI Mortgage, the company's financial services arm, also saw robust growth, contributing significantly to overall profitability. Despite some headwinds related to housing affordability and rising costs, DHI maintained a strong balance sheet and liquidity position.

Financial Statements
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Key Highlights

  • 1D.R. Horton closed 56,975 homes in fiscal year 2019, a 10% increase year-over-year, solidifying its position as the largest homebuilder in the U.S.
  • 2Consolidated revenues reached $17.6 billion, up 9% from the prior year, driven by increased home closings.
  • 3The company's homebuilding segment reported a pre-tax income of $1.9 billion on revenues of $17.0 billion, with a pre-tax income margin of 11.2%.
  • 4DHI Mortgage, the financial services segment, experienced strong growth with pre-tax income up 41% to $166.3 million on revenues of $441.7 million, financing 58% of DHI's home closings.
  • 5Forestar Group Inc., a majority-owned subsidiary focused on lot development, saw significant revenue growth of 292% to $428.3 million.
  • 6Sales order backlog increased by 2% to 13,613 homes, valued at $4.1 billion, indicating a stable near-term demand.
  • 7The company repurchased approximately 11.9 million shares of its common stock for $479.8 million in fiscal year 2019, returning capital to shareholders.

Frequently Asked Questions

In fiscal year 2019, D.R. Horton reported consolidated revenues of $17.6 billion, a 9% increase from the prior year. The company closed 56,975 homes, representing a 10% increase compared to fiscal year 2018.

D.R. Horton's financial services segment, primarily DHI Mortgage, showed strong performance with revenues increasing by 18% to $441.7 million and pre-tax income rising by 41% to $166.3 million. DHI Mortgage financed approximately 58% of the company's total homes closed.

The company aims to enhance operational efficiency and returns by increasing its control over land and lot positions, largely through its majority-owned subsidiary, Forestar Group Inc. At September 30, 2019, 60% of D.R. Horton's lots were controlled under purchase contracts, up from 57% the previous year.

Key risks include the cyclical nature of the homebuilding industry, sensitivity to economic conditions and interest rates, potential supply shortages of materials and labor, competition, and the impact of governmental regulations. The company also faces risks related to its financial services operations, including mortgage financing availability and potential loan repurchase obligations.