Story perspectives

D.R. Horton Misses Earnings; United Rentals Sets Revenue Record

10/31/2025

Summary

Story summary

D.R. Horton, Inc. reported mixed results for the fourth quarter of fiscal 2025, with earnings below estimates and total revenues exceeding expectations, both showing a year-over-year decline.
United Rentals achieved record third-quarter revenues and adjusted EBITDA, driven by strong demand in construction and industrial markets.
The company expects total revenues for 2025 to range between $16 billion and $16.2 billion, an increase from earlier projections, despite its EPS missing estimates.

History

Historical Context

The Great Recession, officially lasting from December 2007 to June 2009, marked the worst economic downturn since the Great Depression. Triggered by the collapse of the housing bubble, home prices plummeted by an average of 30%, leading to significant declines in homebuilder revenues. While many sectors struggled, companies like United Rentals thrived amid rising construction demand, illustrating the varied impacts of economic cycles.

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Story summary

D.R. Horton, Inc. reported mixed results for the fourth quarter of fiscal 2025, with earnings below estimates and total revenues exceeding expectations, both showing a year-over-year decline.
United Rentals achieved record third-quarter revenues and adjusted EBITDA, driven by strong demand in construction and industrial markets.
The company expects total revenues for 2025 to range between $16 billion and $16.2 billion, an increase from earlier projections, despite its EPS missing estimates.

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