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D.R. Horton, Inc.

DHIleader

D.R. Horton is the largest homebuilder in the United States by volume, closing approximately 90,000 homes annually across 33 states. The company is known for its focus on affordable entry-level homes under the Express Homes brand.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($36.8B)

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Homebuilding - South (35%)
Homebuilding - East (22%)
Homebuilding - Midwest (10%)
Homebuilding - West (23%)
Financial Services & Other (10%)

Segment Breakdown & Key Customers

Product Details

Homebuilding90%

Single-family homes across entry-level, move-up, and luxury segments in 33 states

Forestar (Lots)5%

Residential lot development through Forestar Group subsidiary

Financial Services5%

Mortgage origination, title insurance, and closing services

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

Amazon·Tesla Q1 실적 (2026.04~05)중국 5.4월 소매판매 데이터미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

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Company Info

Headquarters

Arlington, Texas, USA

Founded

1978

Employees

14,100

Sector Overview소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • 소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • 중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • Amazon·Tesla Q1 실적 (2026.04~05)
  • 중국 5.4월 소매판매 데이터