D R Horton Inc at Barclays Industrials Select Conference Transcript

Feb 22, 2023 / 07:25PM GMT
Matthew Adrien Bouley - Barclays Bank PLC, Research Division - VP

Good afternoon, everyone. Matt Bouley, Barclays U.S. homebuilding and building products analyst. Very happy to continue the afternoon here with the team from D.R. Horton. We've got Jessica Hansen, VP of IR; and Michael Murray, Co-COO of D.R. Horton.

So we're going to begin in a second. But as always, we're going to run through our ARS question first and good stuff. So if you wouldn't mind starting with our first question for the audience, which you can answer on your clickers. Number one, do you currently own DR Horton? Overweight, market weight, underweight, or no? So we've got an audience of new investors. A lot of opportunity. Here we go.

Next question please. Anyone blank, yes or no. Team, the question is blank. If this doesn't work, we'll go right into it. General bias towards D.R. Horton right now, positive, negative or neutral? Generally bias positive, although I had that wrong, bias negative. Excuse me. I thought neutral was in the middle.

Next question, please. Through cycle EPS growth for D.R. Horton

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