The earnings call reflects a mixed sentiment with strong financial performance and strategic investments offset by challenges in sales absorption, increased cancellations, and competitive pressures affecting margins.

Company Guidance

During Taylor Morrison's Second Quarter 2025 Earnings Conference Call, the company reported delivering 3,340 homes at an average price of $589,000, resulting in $2 billion in home closings revenue. The adjusted home closings gross margin was 23%, with a 90 basis points improvement in SG&A expense leverage. The company highlighted a spec sales share increase to 71%, including a notable 50% in their Esplanade segment, driven by consumer preference for inventory homes due to competitive incentives. The fiscal outlook anticipates a slight moderation in gross margins to approximately 22% in the third and fourth quarters, with an expected full-year gross margin of 23%. Taylor Morrison emphasized its strategic focus on maintaining a balanced portfolio of to-be-built and spec homes, targeting a low to mid-20% gross margin range long-term, despite market pressures. The discussion also covered the introduction of a new 3.75% conventional 7-year adjustable-rate mortgage program to enhance purchasing power, reflecting the company's commitment to personalized incentives and consumer education.

Solid Home Closings Revenue

Taylor Morrison delivered 3,340 homes at an average price of $589,000, generating $2 billion in home closings revenue with an adjusted home closings gross margin of 23%.

Financial Services Performance

Financial services revenue reached $53 million with a gross margin of 51.1%, and a strong capture rate of 87% during the quarter.

Resilient Esplanade Segment

Esplanade's net sales orders declined by only 8% compared to 12% for the entire company, with home closings gross margin slightly improved year-over-year in the high 20% range.

Strategic Land Investments

Invested $612 million in homebuilding land during the quarter, with 43% allocated to lot development, and a goal to control at least 65% of lots through options and off-balance sheet structures.

Strong Balance Sheet and Liquidity

Ended the quarter with $1.1 billion in liquidity, including $130 million in cash and $952 million in revolving credit capacity. Net homebuilding debt to capitalization ratio was 22.9%.

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

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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 (TMHC) report earnings?

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

What is Taylor Morrison (TMHC) earnings time?

Taylor Morrison (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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