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Taylor Morrison (TMHC)
NYSE:TMHC
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.04Last Year’s EPS
1.86Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: -2.02%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted Taylor Morrison's strong financial performance in the first quarter of 2025, with notable increases in revenue, earnings per share, and book value. However, there are significant concerns regarding declining net orders, elevated spec home inventory, and increased incentives due to macroeconomic uncertainties. Overall, the sentiment reflects a cautious outlook amidst strong financial results.Company Guidance
During Taylor Morrison's First Quarter 2025 Earnings Conference Call, the company provided guidance that highlighted a strong start to the year with 3,048 homes delivered at an average price of $600,000, generating $1.8 billion in home closings revenue, a 12% year-over-year increase. The adjusted home closings gross margin rose by 80 basis points to 24.8%, while SG&A leverage improved by 70 basis points, leading to a 25% increase in adjusted earnings per diluted share. The company experienced a sales absorption rate increase to 3.3 per community, although this was down from 3.7 a year ago. Despite macroeconomic pressures, the firm anticipates delivering between 13,000 to 13,500 homes this year with a gross margin around 23%. Taylor Morrison has adjusted its expected land investment to $2.4 billion from $2.6 billion and plans to repurchase approximately $350 million of shares. The long-term aim remains to achieve 20,000 closings by 2028, supported by strategic rationalization and product optimization.Strong Home Closings Revenue
Taylor Morrison delivered 3,048 homes at an average price of $600,000, resulting in $1.8 billion of home closings revenue, up 12% year-over-year.
Improved Gross Margin and Earnings Per Share
Adjusted home closings gross margin increased to 24.8%, up 80 basis points year-over-year. Adjusted earnings per diluted share increased by 25%.
Growth in Book Value Per Share
Book value per share grew 16% to approximately $58.
Increased SG&A Leverage
The company achieved 70 basis points of SG&A leverage.
Resilient Sales Pace
Monthly absorption rate increased to 3.3 per community from 2.6 in the fourth quarter, although down from 3.7 a year ago.
Strong Financial Position
Ended the quarter with liquidity of approximately $1.3 billion, including $378 million of unrestricted cash.
Record Share Repurchases
Repurchased 2.2 million shares of common stock for $135 million, targeting $350 million in total repurchases for 2025.
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TMHC Earnings History
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
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TMHC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Jul 24, 2024 | $65.93 | $65.58 | -0.53% |
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.
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FAQ
When does Taylor Morrison (TMHC) report earnings?
Taylor Morrison (TMHC) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Taylor Morrison (TMHC) earnings time?
Taylor Morrison (TMHC) earnings time is at Jul 23, 2025, TBA Not 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 (Q2) is 2.04.
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