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Florida Is A Top State For New Home Builds — Could Hurricane Milton Slow It Down? 4 Homebuilder Stocks That Could Come Under Pressure

Florida Is A Top State For New Home Builds — Could Hurricane Milton Slow It Down? 4 Homebuilder Stocks That Could Come Under Pressure

佛羅里達是新房建設的熱門州,颶風米爾頓會減緩其速度嗎?可能受到壓力的4家房屋建築商股票
Benzinga ·  10/11 02:00

Hurricane Milton could slow down new home construction in the state of Florida, which could have a negative impact on the overall U.S. housing market.

颶風米爾頓可能會減緩佛羅里達州的新房屋建設速度,這可能會對整個美國房屋市場產生負面影響。

What Happened: Hurricane Milton has left devastation in the state of Florida that impacts multiple sectors and will take time to clean up and restore portions of the state.

事件經過:颶風米爾頓在佛羅里達州造成了破壞,影響了多個領域,需要時間來清理和恢復該州的部分地區。

While portions of the cleanup effort will include the rebuilding and repair of existing homes, the hurricane could impact new homes built in Florida.

雖然清理工作的一部分將包括重建和修理現有房屋,但颶風可能會影響佛羅里達州新建的住宅。

New home build permits could be delayed in portions of the state, while deliveries and orders could also be delayed on existing new homes. This could add costs to home builders who have large operations in the state of Florida, according to a Bloomberg report.

佛羅里達州部分地區的新房建許可可能會延遲,而現有新房的交付和訂單也可能會延遲。據彭博報導,這可能會給在佛羅里達州擁有大型業務的房屋建築商增加成本。

The report names Taylor Morrison Home Corp (NYSE:TMHC), PulteGroup (NYSE:PHM), Lennar Corp (NYSE:LEN) and D.R. Horton Inc (NYSE:DHI) as the home builders with the highest exposure in Florida.

報告指出,泰勒莫里森家居公司(NYSE:TMHC)、普得集團(NYSE:PHM)、萊納建築(NYSE:LEN)和霍頓房屋公司(NYSE:DHI)是在佛羅里達州受到最嚴重影響的房屋建築商。

Read Also: Hurricane Milton Knocks Out Power For Over 2M In Florida, NextEra Energy, Duke Energy, And Tampa Electric Report Major Outages

閱讀更多:颶風彌爾頓讓佛羅里達200萬以上停電,新紀元能源、杜克能源和坦帕電力報告大面積停電

Why It's Important: Florida accounts for 14% of single-family home permits and ranks second for new homes in the U.S., according to a Bloomberg report.

爲什麼這很重要:據彭博報告,佛羅里達州佔美國單獨家庭住宅許可的14%,在新房屋方面排名第二。

A report from Construction Coverage highlights Florida as ranking fifth for new home builds. Among the large cities tracked for the most new home builds, Florida has three cities on the list.

Construction Coverage的報告突出顯示佛羅里達州在新房建設方面排名第五。在跟蹤最多新房建設的大城市中,佛羅里達州有三個城市上榜。

Jacksonville ranks third, Orlando ranks seventh and Tampa ranks 12th.

傑克遜維爾排名第三,奧蘭多排名第七,坦帕排名第12。

Investors could soon get more details on the impact Hurricane Milton has on new home builds in the state of Florida. Pulte reports quarterly earnings on Oct. 22, Taylor Morrison reports on Oct. 23 and D.R. Horton reports on Oct. 29.

投資者可能很快就會得到有關颶風米爾頓對佛羅里達州新建住宅的影響的更多細節。普特將於10月22日報告季度收入,泰勒莫里森將於10月23日報告,霍頓房屋將於10月29日報告。

Lennar reported quarterly financial results in September with revenue and earnings per share both beating estimates from analysts.

萊納建築公司在9月份報告了季度財務業績,營收和每股收益均超出了分析師的預期。

The company reported new orders were up 5% year-over-year to 20,587 homes and deliveries were up 16% year-over-year to 21,516 homes. Lennar reported a backlog of 16,944 homes worth an estimated $7.7 billion.

公司報告稱,新訂單同比增長5%,至20,587套房屋,交付量同比增長16%,至21,516套房屋。萊納報告稱,備貨量爲16,944套房屋,價值估計爲77億美元。

Outlooks from home builder companies could be conservative or guided down in the coming quarterly results and something investors should closely monitor.

房屋建築公司的前景在即將公佈的季度業績中可能保守或下調,這是投資者應該密切關注的事項。

The iShares U.S. Home Construction ETF (BATS:ITB) holds a basket of home building stocks with D.R. Horton (14.6%), Lennar (11.7%) and Pulte (7.8%) ranking first, second and fourth, respectively, in the fund by assets.

iShares美國住宅建設ETF(BATS:ITB)持有一籃子住房建築股,霍頓房屋(14.6%)、萊納建築(11.7%)和普得集團(7.8%)分別在基金中以資產排名第一、第二和第四。

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Photo: Shutterstock

Photo: shutterstock

譯文內容由第三人軟體翻譯。


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