NVR
NVR, Inc.
Price as of Jul 20, 2026
NVR analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
BRK.B Taylor Morrison acquisition closes at $6.8B all-cash on May 31, 2026 — Berkshire's first major direct US housing builder position at TMHC's ~1.10x book value. Greg Abel led negotiations.
Research
Berkshire Hathaway Abel succession portfolio thesis: Greg Abel's first big M&A — $6.8B for TMHC — used 1.7% of BRK's $397B Q1 cash + ST investments. The next 4 transactions decide the playbook.
Research
NVR's Q4 2025 results showed revenue down 4.86% YoY to $2.71B but beating estimates by $584M, with EPS off 13% to $121.54 yet $17 ahead of consensus. This underscores margin resilience versus homebuilder peers in a tough market. Track Q1 2026 for EPS beats and margins above 16% to confirm the thesis.
