Taylor Morrison: Attractive Valuation And Order Rebound Should Drive Good 2026 Upside
Taylor Morrison is set to benefit from falling mortgage rates and stronger order trends into 2026. Faster construction cycles and healthy 2026 community openings position the company to capture rising housing demand. Attractive valuation and good cost control support a favorable risk-reward outlook for the stock.
Is the Options Market Predicting a Spike in Taylor Morrison Home Stock?
Investors need to pay close attention to TMHC stock based on the movements in the options market lately.
Taylor Morrison Home Corporation (TMHC) Q3 2025 Earnings Call Transcript
Taylor Morrison Home Corporation (NYSE:TMHC ) Q3 2025 Earnings Call October 22, 2025 8:30 AM EDT Company Participants Mackenzie Aron - Vice President of Investor Relations Sheryl Palmer - Chairman, President & CEO Erik Heuser - Executive VP & Chief Corporate Operations Officer Curt VanHyfte - Executive VP & CFO Conference Call Participants Trevor Allinson - Wolfe Research, LLC Michael Dahl - RBC Capital Markets, Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division Matthew Bouley - Barclays Bank PLC, Research Division Alan Ratner - Zelman & Associates LLC Rafe Jadrosich - BofA Securities, Research Division Kenneth Zener - Seaport Research Partners James McCanless - Wedbush Securities Inc., Research Division Presentation Operator Good morning, and welcome to Taylor Morrison's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
Taylor Morrison (TMHC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Taylor Morrison (TMHC) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Taylor Morrison Home (TMHC) Q3 Earnings and Revenues Beat Estimates
Taylor Morrison Home (TMHC) came out with quarterly earnings of $2.11 per share, beating the Zacks Consensus Estimate of $1.93 per share. This compares to earnings of $2.37 per share a year ago.
The Case For Taylor Morrison In The Builder Bearish To Bullish Reversal
TMHC is my top homebuilder pick for a bearish-to-bullish housing market reversal, supported by resilient margins and strong execution despite industry headwinds. Q2 results beat expectations on closings and pricing, with stable margins, but guidance calls for temporary margin softness as spec sales rise. Balance sheet is adequate, with cash down due to inventory build and buybacks; new $3B facility boosts capital flexibility for build-to-rent expansion.
Taylor Morrison Home Corporation (TMHC) Q2 2025 Earnings Call Transcript
Taylor Morrison Home Corporation (NYSE:TMHC ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Curt VanHyfte - Executive VP & CFO Erik Heuser - Executive VP & Chief Corporate Operations Officer Mackenzie Jean Aron - Vice President of Investor Relations Sheryl Denise Palmer - Chairman, President & CEO Conference Call Participants Alan S. Ratner - Zelman & Associates LLC Jay McCanless - Wedbush Securities Inc., Research Division Kenneth Robinson Zener - Seaport Research Partners Matthew Adrien Bouley - Barclays Bank PLC, Research Division Michael Glaser Dahl - RBC Capital Markets, Research Division Michael Jason Rehaut - JPMorgan Chase & Co, Research Division Rafe Jason Jadrosich - BofA Securities, Research Division Trevor Scott Allinson - Wolfe Research, LLC Operator Good morning, and welcome to Taylor Morrison's Second Quarter 2025 Earnings Conference Call.
Compared to Estimates, Taylor Morrison (TMHC) Q2 Earnings: A Look at Key Metrics
The headline numbers for Taylor Morrison (TMHC) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Taylor Morrison Home (TMHC) Q2 Earnings and Revenues Beat Estimates
Taylor Morrison Home (TMHC) came out with quarterly earnings of $2.02 per share, beating the Zacks Consensus Estimate of $1.94 per share. This compares to earnings of $1.97 per share a year ago.
Unlocking Q2 Potential of Taylor Morrison (TMHC): Exploring Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Taylor Morrison (TMHC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Taylor Morrison Home Corporation: Still Cheap, Even In Light Of Recent Challenges
Despite recent underperformance versus the S&P 500, Taylor Morrison remains a long-term value play due to its attractive valuation and growth plans. The company posted strong Q1 2025 results, with revenue and profitability up, but faces near-term headwinds like declining net orders and higher cancellation rates. Management is still targeting significant long-term growth, aiming to nearly double annual home closings by 2028, while maintaining disciplined leverage and aggressive share buybacks.
Taylor Morrison Home Corporation (TMHC) Q1 2025 Earnings Call Transcript
Taylor Morrison Home Corporation (NYSE:TMHC ) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Mackenzie Aron - VP, IR Sheryl Palmer - Chairman and CEO Curt VanHyfte - CFO Erik Heuser - Chief Corporate Operations Officer Conference Call Participants Paul Przybylski - Wolfe Research Michael Rehaut - JPMorgan Alan Ratner - Zelman & Associates Elizabeth Langan - Barclays Mike Dahl - RBC Carl Reichardt - BTIG Jay McCanless - Wedbush Buck Horne - Raymond James Ken Zener - Seaport Research Partners Alex Barron - Housing Research Center Operator Good morning. And welcome to Taylor Morrison's First Quarter 2025 Earnings Conference Call.
