TOL - is December another consolidation?

NYSE:TOL   Toll Brothers, Inc
For FY 2021, TOL expects deliveries of 9,600-10,200 homes with an average sales price of $790K-$810K.
That compares with consensus of 9,935 and average sales price of $812.9K.
Home deliveries for the quarter ended Oct. 31, 2020 were 2,940 homes vs. consensus of 2,515; compares with fiscal Q3 deliveries of 2,022 and Q4 2019 deliveries of 2,672.
Fiscal Q4 EPS of $1.55 easily beats the consensus estimate of $1.23 and increased from $1.41 in Q4 2019 and 90 cents in fiscal Q3 2020.
Q4 total consolidated revenue of $2.55B vs. average analyst estimate of $2.07B and $2.38B in the year-ago quarter.
Backlog at quarter-end was $6.37B and 7,791 units vs. $6.09B and 7,239 units at Q3-end.
Q4 cancellation rate was 5.4% vs. 8.0% in Q3 2020 and 8.9% in Q4 2019.
Toll Brothers (NYSE:TOL) sees Q1 deliveries of 1,675 homes with an average sales price of $780K-$800K, less than the consensus estimates of 1,882 homes and $815K ASP.