Homebuilding Research
Zelman’s Homebuilding research delivers a clear, data-driven view of U.S. housing demand, pricing power, community-level trends, and builder performance. Through proprietary surveys and detailed analytical reports, we help homebuilders, investors, and lenders navigate shifting fundamentals and understand emerging opportunities across national, regional, and local markets.
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
Western Markets Homebuilding Report
Absorptions Improve Slightly, but Remain Below Typical Levels
Macro Homebuilding Forecasts
With Headwinds Mounting, Outlook Moves Lower Yet Again
Western Markets Homebuilding Report
Absorptions Decline to the Lowest Level of the Year
KB Home
BTO Shift a Success, but Margin Outlook Reset Lower
KB Home Financial Model
KB Home
3Q26 Results Mixed; Gross Margin Guidance Below Expectations
Lennar
Another Leg Down
Lennar Financial Model
Macro Housing Quick Take
SF Starts Stronger than Expected, MF Weaker
Comprehensive Homebuilding Data and Insights
Zelman’s Homebuilding research blends real-time survey results with deep thematic and company-level analysis to reveal market conditions across every phase of the housing cycle.
The Homebuilding Survey tracks new-home sales, pricing, incentives, absorption rates, cancellations, construction timelines, lot supply, and buyer traffic, providing timely visibility into demand strength and operational performance.
Our Thematic Reports, including regional-focused studies such as Western Markets and granular Community-by-Community analyses, examine demographic drivers, migration patterns, affordability, permitting activity, supply constraints, and competitive dynamics across key metros.
Company-Specific Reports deliver detailed financial modeling, land and community pipeline evaluation, margin frameworks, and growth outlooks tailored to individual public builders and private operators.
Together, these research pillars offer a comprehensive understanding of near-term fundamentals and long-term structural trends shaping the homebuilding industry.