Green Brick Partners, Inc. (GRBK) Earnings History

Green Brick Partners, Inc. - Q4 2025 Earnings

Filed at: Feb 25, 2026, 4:28 PM EST|Read from source

EXECUTIVE SUMMARY

Green Brick Partners reported record full-year results for 2025, driven by strong home deliveries and revenue, despite ongoing affordability challenges. The company maintained peer-leading gross margins and a strong balance sheet, positioning itself for future growth.

POSITIVE HIGHLIGHTS

  • •

    Full year 2025 net income of $313 million, a record year for the company.

    positive
  • •

    Full year 2025 new home deliveries of 3,943, a record year on record.

    positive
  • •

    Full year 2025 home closings revenue of $2,091 million, a record year on record.

    positive
  • •

    Full year homebuilding gross margins of 30.5%, leading the public homebuilding industry.

    positive
  • •

    Homebuilding debt-to-total capital ratio improved to 12.8% from 17.2% in the prior year.

    positive
  • •

    Adopted a new share repurchase plan of $150 million.

    positive

CONCERNS & RISKS

  • •

    Q4 2025 total revenues decreased 2.6% year-over-year to $552.6 million.

    negative
  • •

    Q4 2025 total gross profit decreased 16.5% year-over-year to $162.0 million.

    negative
  • •

    Q4 2025 net income attributable to Green Brick Partners, Inc. decreased 24.5% year-over-year to $78.4 million.

    negative
  • •

    Q4 2025 diluted EPS decreased 22.9% year-over-year to $1.78.

    negative
  • •

    Homebuilding gross margin percentage decreased 490 bps year-over-year to 29.4% in Q4 2025.

    negative
  • •

    Backlog revenue decreased 28.5% year-over-year to $354.3 million in Q4 2025.

    negative
  • •

    Homes under construction decreased 12.5% year-over-year to 2,048 in Q4 2025.

    negative
  • •

    Full year 2025 total revenues were flat year-over-year at $2,098.5 million.

    negative
  • •

    Full year 2025 total gross profit decreased 8.9% year-over-year to $640.8 million.

    negative
  • •

    Full year 2025 net income attributable to Green Brick Partners, Inc. decreased 17.9% year-over-year to $313.2 million.

    negative
  • •

    Full year 2025 diluted EPS decreased 16.3% year-over-year to $7.07.

    negative
  • •

    Homebuilding gross margin percentage decreased 330 bps year-over-year to 30.5% for the full year 2025.

    negative
  • •

    Selling, general and administrative expenses as a percentage of residential units revenue increased 20 bps year-over-year to 11.1% for the full year 2025.

    negative
  • •

    Inventory owned increased 9.6% year-over-year to $1,941.5 million.

    negative
  • •

    Total inventory increased 8.3% year-over-year to $2,099.2 million.

    negative
  • •

    Accounts payable increased 58.2% year-over-year to $94.5 million.

    negative
  • •

    Accrued expenses increased 38.7% year-over-year to $152.6 million.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$552.61M
-2.6%
Prior year: $567.31M
Annual (YTD)
$2.10B
N/A
Prior year: $2.10B
Net Income
Quarterly
$78.36M
-24.5%
Prior year: $103.81M
Annual (YTD)
$313.23M
N/A
Prior year: $381.58M
EPS (Diluted)
Quarterly
$1.78
-22.9%
Prior year: $2.31
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$1.79
-22.8%
Prior year: $2.32

MARGIN ANALYSIS

Gross Margin
Current Quarter
29.4%
Prior Year
34.3%
YoY Change
-490 bps
Net Margin
Current Quarter
14.2%
Prior Year
18.3%
YoY Change
-412 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT COMMENTARY

Delivered strong fourth quarter results despite ongoing affordability challenges and softening consumer confidence.

— Green Brick Partners, Inc., Q4 2025 2025 Earnings Call

Achieved the best year in company history with regards to new home deliveries and home closings revenue.

— Green Brick Partners, Inc., Q4 2025 2025 Earnings Call

Gross margins of 30.5% for the full year continue to lead the public homebuilding industry, a testament to our strong land position, self-development strategy, and focus on infill communities.

— Green Brick Partners, Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Absorption rate per average active selling community per quarter
8.7
+4.8% YoY
Prior year: 8.3
Average active selling communities
101
-4.7% YoY
Prior year: 106
Average sales price of homes delivered
529.6
-3.1% YoY
Prior year: 546.5
Average selling price of net new home orders
496.6
-7.4% YoY
Prior year: 536.3
Cancellation rate
7.6
-2.6% YoY
Prior year: 7.8
Homes under construction
2.0K
-12.5% YoY
Prior year: 2.3K
Net new home orders
883
+0.6% YoY
Prior year: 878
New homes delivered
1.0K
+1.9% YoY
Prior year: 1.0K

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.