Homebuilder Toll Brothers reports earnings Monday after the close. Lennar will report on Wednesday after the close. I'll describe my set-up going into the results. Since the beginning of Q4 2024, the homebuilding industry has underperformed the broad market materially. For example, of the eleven building products companies reported this quarter, only four have outperformed the S & P from the day before their earnings release through this past Friday.
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