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Total Backlog
Indicates the total value of homes sold but not yet delivered, providing insight into future revenue and demand for new homes.Backlog has trended materially lower over the past two years with pronounced year‑end drops and progressively weaker seasonal rebounds, signaling fading new‑order momentum. For a homebuilder that directly reduces forward revenue visibility and increases the risk of price concessions, cancellations or tighter margins. Treat guidance with caution and watch new orders, cancellation rates, gross margins and land acquisition activity as the clearest leading indicators of whether demand is stabilizing or deteriorating further.
Date | Total Backlog |
|---|---|
Dec 31, 2025 | $821.29M |
Sep 30, 2025 | $1.17B |
Jun 30, 2025 | $1.20B |
Mar 31, 2025 | $1.39B |
Dec 31, 2024 | $1.30B |
Sep 30, 2024 | $2.00B |
Jun 30, 2024 | $2.12B |
Mar 31, 2024 | $2.32B |
Dec 31, 2023 | $1.89B |
Sep 30, 2023 | $2.41B |