Green Brick Partners

GRBK

Market cap $3.21B

Green Brick Partners, Inc. (GRBK) Q4 2025 Earnings Call Transcript

PLANO, Texas--(BUSINESS WIRE)--Green Brick Partners, Inc. (NYSE: GRBK) (“Green Brick,” “we,” or the “Company”), today announced record results for its fourth quarter and full year ended December 31, 2025. Net income attributable to Green Brick in the fourth quarter was $78 million or $1.78 per diluted share. The Company delivered 1,038 new homes in the fourth quarter, a 1.9% increase year over year, generating home closings revenue of $550 million. Homebuilding gross margin for Q4 2025 was 29.4.

PLANO, Texas--(BUSINESS WIRE)--Green Brick Partners, Inc. (NYSE: GRBK) (the “Company” or “Green Brick”), the third largest homebuilder in Dallas-Fort Worth, and one of Fortune Magazine's fastest growing companies in 2024, announced that it will release its financial results for the fourth quarter ended December 31, 2025, after the market closes on February 25, 2026. Jim Brickman, Green Brick's CEO, will host an earnings conference call to discuss its results at 12:00 p.m. Eastern Time on Thursd.

PLANO, Texas--(BUSINESS WIRE)--Green Brick Partners, Inc. (NYSE: GRBK), a diversified homebuilding and land development company, announced today that several of its master-planned communities have been recognized among the top developments both nationally and in North Texas. Green Brick Partners earned spots on two prestigious national rankings for 2025—the John Burns Research and Consulting (JBREC) “Top 50 Master-Planned Communities Nationally” list and the RCLCO “Top 50 Master-Planned Communi.

The U.S. housing market is still navigating choppy waters, especially on the supply side, as evidenced by the new residential sales and building permits data. After a pause of approximately four months, primarily due to the federal government shutdown in October and November 2025, the U.S. Census Bureau and the U.S. Department of Housing and Urban Development jointly released the statistics for October 2025.

Here is how Green Brick Partners (GRBK) and Orion Marine Group (ORN) have performed compared to their sector so far this year.

With the Fed cutting rates to 3.5%-3.75%, CROX, PLD & GRBK stand out among rate-sensitive stocks poised to benefit as easing supports spending and cash flow values.

GRBK, LEN, and CCS are set to benefit as easing rates and tight supply point to a potential 2026 housing rebound.

Here is how Green Brick Partners (GRBK) and Alfa Laval AB Unsponsored ADR (ALFVY) have performed compared to their sector so far this year.

Although higher mortgage rates and land/labor costs pose risks, better operating leverage and marketing strategies are likely to drive homebuilders like PHM, GRBK and CCS.