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Fiscal Spend '26: Housing Affordability
9 tickers · $1.21T total market cap
Group: Fiscal Spend
Fiscal Spend '26: Housing Affordability tracks 9 publicly listed stocks in this theme: CVCO, DHR, JPM, LEN, RKT, SKY, UWMC, WFC, XHB. See the constituent table for details.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
JPMorgan Chase & Co.JPM | 04/14/2026 (BMO) | 04/14/2026 (BMO) | -5.12% | -2.47% | 1.89% | -3.34% | $797.51B | 11.1111 |
Wells Fargo & CompanyWFC | 04/14/2026 (BMO) | 04/14/2026 (BMO) | -0.97% | -7.33% | -7.10% | -7.15% | $228.14B | 11.1111 |
Danaher CorporationDHR | 04/21/2026 (BMO) | 04/21/2026 (BMO) | -6.84% | -5.86% | -10.98% | -9.24% | $118.23B | 11.1111 |
Rocket Companies, Inc.RKT | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.36% | 7.10% | -22.21% | -19.25% | $35.78B | 11.1111 |
Lennar CorporationLEN | 03/12/2026 (BMO) | — | -1.67% | — | -12.59% | — | $21.01B | 11.1111 |
UWM Holdings CorporationUWMC | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -0.22% | -1.46% | -24.62% | -13.61% | $4.43B | 11.1111 |
Champion Homes, Inc.SKY | 02/03/2026 | 05/26/2026 | 9.72% | — | -22.75% | — | $3.64B | 11.1111 |
Cavco Industries, Inc.CVCO | 01/29/2026 (AMC) | 05/21/2026 (AMC) | -20.32% | — | -5.55% | — | $3.61B | 11.1111 |
State Street SPDR S&P Homebuilders ETFXHB | — | — | — | — | — | — | $1.47B | 11.1111 |
| Average | -2.88% | -2.00% | -12.99% | -10.52% | $134.87B | 11.1111 | ||
| Median | -1.32% | -2.47% | -11.79% | -9.24% | $21.01B | 11.1111 | ||
| Std Dev | 8.09% | 5.03% | 8.88% | 5.48% | $244.97B | 0.0% | ||
| Min | -20.32% | -7.33% | -24.62% | -19.25% | $1.47B | 11.1111 | ||
| Max | 9.72% | 7.10% | 1.89% | -3.34% | $797.51B | 11.1111 | ||
| % Positive Tickers | 25.00% | 20.00% | 12.50% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.