| Stage | DHI | % of rev | LEN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $9.2B | 100.00% | $8.0B | 100.00% | DHI ×1.15 |
| Gross profit | $2.1B | 23.26% | $619M | 7.69% | DHI +15.6pp |
| Operating income | $1.2B | 12.52% | $460M | 5.71% | DHI +6.8pp |
| Pre-tax income | $1.2B | 13.29% | $387M | 4.81% | DHI +8.5pp |
| Net income | $919M | 9.96% | $285M | 3.55% | DHI +6.4pp |
| Stage | DHI | LEN | Gap · A − B |
|---|---|---|---|
| Revenue | $9.2B100.00% | $8.0B100.00% | DHI ×1.15 |
| Gross profit | 23.26%$2.1B | 7.69%$619M | DHI +15.6pp |
| Operating income | 12.52%$1.2B | 5.71%$460M | DHI +6.8pp |
| Pre-tax income | 13.29%$1.2B | 4.81%$387M | DHI +8.5pp |
| Net income |
| 9.96%$919M |
| 3.55%$285M |
| DHI +6.4pp |
DHI · GFF 10-KNov 13 '24
“CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation ("Tractor Supply"), Wal-Mart Stores Inc. ("Walmart"), Target Corporation ("Target"), Canadian Tire Corporation, Limited ("Canadian Tire"), Costco Wholesale Corporation ("Costco"), Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc. ("Amazon"), Wayfair Inc., ("Wayfair), Hayneedle Inc., "(Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC. ("Spreetail").”
“CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation ("Tractor Supply"), Wal-Mart Stores Inc. ("Walmart"), Target Corporation ("Target"), Canadian Tire Corporation, Limited ("Canadian Tire"), Costco Wholesale Corporation ("Costco"), Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc. ("Amazon"), Wayfair Inc., ("Wayfair), Hayneedle Inc., "(Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC. ("Spreetail").”
DHI · AII 10-KFeb 27 '26
“We have partnered with insurance agencies affiliated with national homebuilders such as D.R. Horton, Homefirst, KB Home, Lennar, Toll Brothers and Pulte.”
LEN · AII 10-KFeb 27 '26
“We have partnered with insurance agencies affiliated with national homebuilders such as D.R. Horton, Homefirst, KB Home, Lennar, Toll Brothers and Pulte.”
DHI · PCYO 10-KNov 12 '25
“Melody (DR Horton) 30 % 19 %”
LEN · PCYO 10-KNov 12 '25
“Lennar 20 % 24 %”