Toll Brothers ($TOL) podcast mentions

Per Ticker.id: 8 Toll Brothers ($TOL) mentions across 5 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-05.

1. I think that what the builders have shown is that there is an ability to take content out and to change the content that's going into homes. People want housing. That is very clear. We do surveys where 34% of— yeah. So the actual what goes into the home right now, people are being a little bit more flexible. Now, the higher-end buyer, either it's, you know, the Toll Brothers or a Pulte Group, that buyer is still more discerning.

   John Lovallo · Bloomberg Surveillance · Euro and Oil Contagion Risks · 2026-10-05

2. Impact. Last night I got a call about QXO. That's a company founded by the very successful Brad Jacobs, the chairman and CEO. I know he's successful because he wrote How to Make a Few Billion Dollars in January of 2024 and then followed up last December with How to Make a Few More Billion Dollars. So I guess he's successful. The company QXO is an amalgam of Beacon Roofing Supply, Kodiak Building Partners and TopBuild, making it the top outfit when it comes to insulation and waterproofing. It's number 2 in roofing and then arguably number 1 or 2 in building materials. The stock was at $27 and change earlier this year. It's now at $11 and change. Because this is a miserable time to be a supplier to the homebuilders. Hey, look, the homebuilders themselves are doing very poorly. The stocks of Lennar and KB Homes are down 20% and 17% year to date, respectively. The others are treading water, slightly down, although Toll Brothers is only down 0.35%. That's because about 25% of their buyers pay cash. Toll is the rich man's homebuilder, so the customers have less sensitivity to mortgage rates.

   Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/30/26 · 2026-09-30