Analyst
KeyBanc Capital Markets
Analyst
KeyBanc
Analyst
Seaport Research
Equibles does not estimate personal net worth.
Ken Zener is recorded as Analyst at KeyBanc Capital Markets, Analyst at KeyBanc and Analyst at Seaport Research. Ken Zener has spoken on 7 earnings calls across 5 companies, most recently for Installed Building Products, Inc. on August 6, 2026. Those appearances were for Installed Building Products, Inc. (IBP), Horton D R Inc (DHI), Taylor Morrison Home Corp, Pultegroup Inc (PHM) and Tri Pointe Homes, Inc.. The companies whose calls Ken Zener spoke on are classified in the Consumer Cyclical sector.
“I'm sure I'll take some of this offline with you, but Michael, it seems like you're disclosing more information again. These gross margins in installation that you highlighted, 36.5 versus 37.1, and on the product side, 24.7 versus 23.”
“So the stock price kind of reminds me of when you had the commercial heavy cost headwinds X years ago, and there seemed to be a disproportionate impact, you know, from investors' perspective.”
“So when you say absorption, are you referring to the pace kind of holding the same? Cheryl, thank you so much.”
“Given your normal order seasonality, did your teams tell you that you guys gained share, or is that kind of just a demand environment?”
“Paul, you know, with the orders of 3%, there's a community account effect there, but there's a lot of details asked today.”
KeyBanc Capital Markets
Analyst
Source not stated
KeyBanc
Analyst
Source not stated
Seaport Research
Analyst
Source not stated
Residential Construction · Consumer Cyclical
DHI
Residential Construction · Consumer Cyclical
Taylor Morrison Home Corp
Residential Construction · Consumer Cyclical
PHM
Residential Construction · Consumer Cyclical
Tri Pointe Homes, Inc.
Residential Construction · Consumer Cyclical
Taylor Morrison Home Corp Q1 FY2026 Earnings Call
Taylor Morrison Home Corp
Tri Pointe Homes, Inc. Q2 FY2025 Earnings Call
Tri Pointe Homes, Inc.
