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13:00
Jul 30 ◎
Jul 30 ◎
BLDR
▾
HIGH
Management lowered full-year guidance for single-family, multifamily, and R&R, citing persistent affordability pressure. Gross margins are under pressure. They raised cost-saving targets to defend profitability, but the tone and outlook are clearly cautious and deteriorating.
"Ongoing geopolitical uncertainty, persistent inflation, and elevated interest rates continue to weigh on affordability and consumer sentiment, creating a challenging demand environment for new residential construction."
BLDR WATCH
HIGH
13:00
Feb 17 ◎
Feb 17 ◎
ANDURIL
▾
HIGH
Generic M&A commentary, no specific mention of Anduril.
"We remain focused on pursuing acquisitions that expand our value-added product offerings and advance our leadership position in desirable geographies."
ANDURIL WATCH
HIGH
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