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Meritage (MTH)
NYSE:MTH
US Market
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Meritage (MTH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 04, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.67
Last Year’s EPS
2.36
Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 28, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflected a challenging market environment with reduced revenue, earnings, and margins. Despite these challenges, there were positive aspects such as strong backlog conversion, community count growth, and shareholder returns. However, the significant use of incentives and impairments weigh heavily on the overall sentiment.
Company Guidance
During the Meritage Homes Third Quarter 2025 Analyst Call, the company provided several key metrics in its financial guidance. They reported a 4% year-over-year increase in orders to 3,636 units and achieved an average absorption pace of 3.8. The company delivered 3,685 homes, resulting in home closing revenue of $1.4 billion. The adjusted gross margin was reported at 20.1%, with an adjusted diluted EPS of $1.55, both in line with their guidance. Meritage Homes increased their book value per share by 8% year-over-year and ended the quarter with 334 communities, marking a 20% increase from the previous year. The company also maintained a strong balance sheet, with a net debt to capital ratio of 17.2% and returned $85 million to shareholders during the quarter. Looking ahead to Q4 2025, Meritage Homes projected home closings between 3,800 and 4,000 units, home closing revenue between $1.46 billion and $1.54 billion, and a gross margin of 19% to 20%, with a diluted EPS range of $1.51 to $1.70.
Year-over-Year Increase in Orders
Orders grew by 4% year-over-year to 3,636 units despite softer market conditions.
Strong Backlog Conversion Rate
Achieved a 211% backlog conversion rate with 3,685 home deliveries and home closing revenue of $1.4 billion.
Community Count Growth
Reported a 20% year-over-year increase in community count, ending the quarter with 334 communities.
Shareholder Returns
Returned $85 million to shareholders in the third quarter, including $55 million in share repurchases.
Improved Cycle Times
Cycle times improved to approximately 105 calendar days from about 110 days in the previous quarter.

Meritage (MTH) 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

MTH Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 04, 2026
2025 (Q4)
1.67 / -
2.36
Oct 28, 2025
2025 (Q3)
1.63 / 1.39
2.67-47.94% (-1.28)
Jul 23, 2025
2025 (Q2)
1.97 / 2.04
3.155-35.34% (-1.11)
Apr 23, 2025
2025 (Q1)
1.69 / 1.69
2.53-33.20% (-0.84)
Jan 29, 2025
2024 (Q4)
2.24 / 2.36
2.69-12.27% (-0.33)
Oct 29, 2024
2024 (Q3)
2.49 / 2.67
2.99-10.70% (-0.32)
Jul 24, 2024
2024 (Q2)
2.57 / 3.15
2.5125.70% (+0.65)
Apr 24, 2024
2024 (Q1)
1.78 / 2.53
1.7742.94% (+0.76)
Jan 31, 2024
2023 (Q4)
2.58 / 2.69
3.545-24.12% (-0.85)
Oct 31, 2023
2023 (Q3)
2.56 / 2.99
3.55-15.77% (-0.56)
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

MTH Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 28, 2025
$71.04$67.08-5.57%
Jul 23, 2025
$74.36$70.65-4.99%
Apr 23, 2025
$67.38$68.08+1.04%
Jan 29, 2025
$77.38$79.54+2.79%
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 Meritage (MTH) report earnings?
Meritage (MTH) is schdueled to report earning on Feb 04, 2026, After Close (Confirmed).
    What is Meritage (MTH) earnings time?
    Meritage (MTH) earnings time is at Feb 04, 2026, After Close (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 MTH EPS forecast?
          MTH EPS forecast for the fiscal quarter 2025 (Q4) is 1.67.
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