NVR Inc. (NVR) came in below expectations in Q2 FY2026 on revenue of $2.3B versus the $2.4B estimate (-10.6% YoY) and EPS of $0.84. The next NVR Inc. (NVR) earnings date is Oct 28, 2026. Below is the full NVR Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
NVR Inc. (NVR) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Miss
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±2.2% (over the last 8 reports)
Post-earnings direction
Up 2 / Down 6 (of the last 8 reports)
Implied move (next report)
±14.5% (options-derived · into Oct 28, 2026)
Institutional ownership
73.4% (13F as of 2026-06-30)
Top 10 holders
41.9% (of shares outstanding)
Insider activity
10 buys / 2 sells (recent Form 4 filings)
Revenue
$2.3B (vs $2.4B est · -3.0% surprise · -10.6% YoY)
EPS
$0.84 (vs $0.90 est · -6.7% surprise · -23.6% YoY)
Share price
$6307.93 (-1.1%)
Market cap
$17.0B
NVR Inc. (NVR) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$2.3B vs $2.4B est
$0.84 vs $0.90 est
-6.7%
+1.0%
Miss
Q2 FY2026
$1.9B vs $2.0B est
$0.68 vs $0.77 est
-12.4%
-3.8%
Miss
Q1 FY2026
$2.7B vs $2.5B est
$1.22 vs $1.06 est
+14.8%
+1.7%
Beat
Q4 FY2025
$2.5B vs $2.6B est
$112.33 vs $109.36 est
+2.7%
-1.4%
Mixed
Q3 FY2025
$2.6B vs $2.5B est
$108.54 vs $106.20 est
+2.2%
-1.5%
Beat
Q2 FY2025
$2.4B vs $2.4B est
$94.83 vs $106.07 est
-10.6%
-0.7%
Mixed
Q1 FY2025
$2.9B vs $2.8B est
$139.93 vs $127.85 est
+9.4%
-5.0%
Mixed
Q4 FY2024
$2.7B vs $2.7B est
$130.50 vs $131.00 est
-0.4%
-2.5%
In line
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
10.6%
294K
$2.0B
+4.3%
Vanguard Capital Management LLC
6.3%
175K
$1.2B
-1.5%
Capital Research Global Investors
5.9%
164K
$1.1B
+0.5%
State Street Corp
4.6%
129K
$877.3M
+0.9%
Undisclosed filer
4.1%
113K
$771.2M
-5.1%
Geode Capital Management, LLC
2.7%
74K
$500.4M
+0.1%
Boston Partners
2.2%
61K
$414.0M
+4.8%
Principal Financial Group INC
2.1%
59K
$398.8M
+0.5%
Aqr Capital Management LLC
1.8%
49K
$334.5M
+453.9%
Invesco Ltd.
1.7%
47K
$318.9M
+8.9%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Oliver George
director
2026-08-07
Buy
63
$405185
Martinez Melquiades R.
director
2026-07-30
Sell
29
—
Ross Susan Williamson
director
2026-05-29
Buy
238
$404600
Ross Susan Williamson
director
2026-05-29
Sell
238
$404600
SAVILLE PAUL C
officer: Executive Chairman
2026-05-14
Buy
3K
$15.0M
Bredow Eugene James
officer: Chief Executive Officer
2026-05-14
Buy
3K
$15.0M
Malzahn Daniel David
officer: Chief Financial Officer
2026-05-14
Buy
1K
$7.6M
Kelpy Matthew B.
officer: VP, Chief Accounting Officer
2026-05-14
Buy
272
$1.6M
What you'll find
Next NVR Inc. (NVR) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment NVR Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in NVR Inc. (NVR)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is NVR Inc.'s next earnings date?
NVR Inc.'s (NVR) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did NVR Inc. (NVR) beat or miss earnings?
In Q2 FY2026, NVR Inc. (NVR) posted miss results — revenue of $2.3B versus the $2.4B estimate (-3.0% surprise) and EPS of $0.84 versus $0.90 expected (-6.7% surprise). Magnisto decodes every NVR Inc. (NVR) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does NVR Inc. beat earnings estimates?
Over its last 8 reported quarters, NVR Inc. (NVR) beat Wall Street EPS estimates 4 times, most recently a miss result in Q3 FY2026. Magnisto tracks every NVR Inc. (NVR) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does NVR Inc. stock move after earnings?
Over its last 8 quarterly reports, NVR Inc. (NVR) moved an average of ±2.2% the day after earnings — ranging from -5.0% (Q1 FY2025) to +1.7% (Q1 FY2026). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±14.5% (derived). Magnisto tracks the realized post-earnings move for every NVR Inc. (NVR) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of NVR Inc.?
Institutions hold about 73.4% of NVR Inc.'s (NVR) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (10.6%), Vanguard Capital Management LLC (6.3%), Capital Research Global Investors (5.9%). Magnisto lists NVR Inc.'s (NVR) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling NVR Inc. (NVR)?
In the most recent Form 4 filings Magnisto tracks, NVR Inc. (NVR) insiders recorded 10 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for NVR Inc. (NVR) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for NVR Inc. (NVR), anchored to the current $6307.93 share price, so you can weigh the bull, base and bear cases for NVR Inc. side by side.
Is NVR Inc. (NVR) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether NVR Inc. fits your own thesis and risk profile. This is research, not investment advice.