Taylor Wimpey (TWODF)
OTHER OTC:TWODF
Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a balanced but constructive picture: strong operational progress (revenue +13%, completions +6.4%, outlet openings +29%), clear planning momentum, improved capital efficiency and a robust balance sheet with continued shareholder distributions. These positives are tempered by margin pressure (operating margin down ~1.4ppt), ongoing build cost inflation, a material building‑safety provisioning and remediation cash profile, and a slightly weaker opening order book. Management retains confidence in medium‑term targets and has added capital allocation flexibility to support returns, suggesting the positives outweigh the near‑term headwinds.Company Guidance
Revenue Growth
Group revenue increased 13% year‑on‑year to GBP 3.84 billion, driven by UK completions growth, resilient private pricing and stronger contribution from land sales.
Volume and Outlet Expansion
Completed 10,614 homes (ex‑JVs), up 6.4% year‑on‑year; private completions up 7.7%. Opened 71 new outlets in 2025, a 29% increase versus 2024, finishing the year with 219 outlets (up 3%) and guidance that average outlets will be higher in 2026.
Profitability Resilience
Adjusted operating profit rose 1% to GBP 421 million with adjusted operating margin at 10.9%; adjusted UK operating profit GBP 369 million and UK operating margin 10.1%. Return on net operating assets edged up to 11% supported by improved asset turn.
Strong Planning Momentum
Detailed planning achieved for over 10,000 plots in 2025 (28% y/y increase); 71% of applications had positive planning progress or approvals in 2025 vs 58% prior year. Forecast positive recommendation rate for assertive applications improved to 49% from 22% year‑on‑year; ~32,000 plots at first principal planning determination and converted 5,000+ plots from strategic pipeline.
Landbank and Capital Efficiency Progress
Short‑term owned & controlled landbank reduced to 77,000 plots from 79,000; average approved site size (land intake) reduced to 211 plots from an average of 260 over prior 5 years (~19% reduction). WIP per outlet improved and London apartment WIP reduced from GBP 270m to GBP 200m.
Cash, Balance Sheet and Capital Return
Ended 2025 with net cash of GBP 343 million (in line with guidance). Evolved distribution policy to retain 7.5% of net assets distributed through the cycle (minimum 5% as ordinary dividend, remainder via dividend/buyback). Announced final dividend GBP 0.0295/share (GBP 105m) and a GBP 52m buyback; total 2025 distributions GBP 322m.
Customer Experience and Quality Recognition
High customer satisfaction scores comfortably above the 5‑star threshold and sector‑leading build quality. Taylor Wimpey site manager won NHBC Supreme Award again (Lee Dewing, North Yorkshire). Marketing improvements delivered better lead quality, increased appointments and improved conversion metrics.
House Type Rollout and Procurement Self‑help
New house type range accounted for just over 25% of completions in 2025 and is expected to be just under 50% in 2026. Procurement changes (central negotiation, rapid repricing, e‑auctions) improving cost control and supplier management.
Cladding & Building Safety: Provision Stability and Remediation Progress
Overall building safety provision remained broadly unchanged at GBP 544m set aside; GBP 131m spent to date leaving GBP 413m provision remaining. 62 buildings fully remediated and number of buildings awaiting assessment reduced by ~50% since June.
TWODF 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
TWODF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $1.37 | $1.31 | -4.23% |
Jul 30, 2025 | $1.36 | $1.31 | -3.45% |
Feb 27, 2025 | $1.33 | $1.26 | -5.41% |
Jul 31, 2024 | $1.81 | $1.83 | +0.94% |
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 Wimpey (TWODF) report earnings?
Taylor Wimpey (TWODF) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Taylor Wimpey (TWODF) earnings time?
Taylor Wimpey (TWODF) earnings time is at Aug 05, 2026, 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 TWODF EPS forecast?
TWODF EPS forecast for the fiscal quarter 2026 (Q2) is 0.03.