The earnings call reflects a mixed sentiment with strong operational performance and financial health, countered by challenges in demand, competitive pressures, and regional sales variability. While the company is navigating these challenges with strategic incentives and a strong balance sheet, the increased spec sales and higher cancellation rates pose concerns.

Company Guidance -

Q3 2025

During the Taylor Morrison Second Quarter 2025 Earnings Call, the company provided guidance that met or exceeded expectations across key metrics. The company delivered 3,340 homes at an average price of $589,000, resulting in $2 billion in home closings revenue, with an adjusted gross margin of 23% and 90 basis points of SG&A expense leverage. The company’s monthly net absorption pace was 2.6 per community, slightly lower than expected due to competitive pressures and increased cancellations. The mix of spec homes sold rose to 71%, impacting gross margins, which are expected to moderate to around 22% in the third and fourth quarters. Despite this, the company anticipates a full-year adjusted home closings gross margin of approximately 23%. The order composition for the quarter included 33% entry-level, 50% move-up, and 17% resort lifestyle, with a noted increase in demand for spec homes due to attractive incentives, such as a 3.75% conventional 7-year adjustable rate mortgage. The company highlighted its strategic focus on adaptable programs and product offerings to meet diverse customer needs and emphasized its commitment to maintaining financial resilience in a competitive market.

Exceeding Guidance on Key Metrics

Delivered 3,340 homes at an average price of $589,000, resulting in $2 billion of home closings revenue. Adjusted home closings gross margin at 23%, with 90 basis points of SG&A expense leverage.

Effective Consumer Engagement and Incentives

Introduction of a 3.75% conventional 7-year adjustable rate mortgage increased purchasing power by $138,000 on a $500,000 home, enhancing customer conversion.

Strong Financial Position

Repurchased 1.7 million shares for $100 million, targeting at least $350 million in repurchases for 2025. Net homebuilding debt to capitalization ratio at 22.9% with no senior note maturities until 2027.

Operational Efficiency

More than 2 weeks of sequential savings in cycle times during the second quarter, with ongoing improvements expected to support growth potential.

Sustainability and Community Focus

Released an annual sustainability and belonging report highlighting the theme of resiliency in financial performance and community development.

Taylor Morrison (TMHC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TMHC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.95 / -	2.37	―	―	―
Jul 23, 2025	2025 (Q2)	1.93 / 1.92	1.86	3.23% (+0.06)
Apr 23, 2025	2025 (Q1)	1.89 / 2.07	1.75	18.29% (+0.32)
Feb 12, 2025	2024 (Q4)	2.39 / 2.30	1.58	45.57% (+0.72)
Oct 23, 2024	2024 (Q3)	2.08 / 2.37	1.54	53.90% (+0.83)
Jul 24, 2024	2024 (Q2)	1.90 / 1.86	2.12	-12.26% (-0.26)
Apr 30, 2024	2024 (Q1)	1.61 / 1.75	1.74	0.57% (+0.01)
Feb 14, 2024	2023 (Q4)	1.82 / 1.58	2.51	-37.05% (-0.93)
Oct 25, 2023	2023 (Q3)	1.58 / 1.54	2.72	-43.38% (-1.18)
Jul 26, 2023	2023 (Q2)	1.69 / 2.12	2.45	-13.47% (-0.33)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TMHC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$66.82	$64.31	-3.76%
Apr 23, 2025	$58.79	$57.60	-2.02%
Feb 12, 2025	$62.39	$64.45	+3.30%
Oct 23, 2024	$64.84	$67.20	+3.64%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Taylor Morrison Home (TMHC) report earnings?

Taylor Morrison Home (TMHC) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Taylor Morrison Home (TMHC) earnings time?

Taylor Morrison Home (TMHC) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TMHC EPS forecast?

TMHC EPS forecast for the fiscal quarter 2025 (Q3) is 1.95.

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