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.
Investors need to pay close attention to TMHC stock based on the movements in the options market lately.
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.
| Household Durables Industry | Consumer Discretionary Sector | Sheryl Denise Palmer CEO | XFRA Exchange | US87724P1066 ISIN |
| US Country | 3,000 Employees | - Last Dividend | - Last Split | 10 Apr 2013 IPO Date |
Taylor Morrison Home Corporation, with its subsidiaries, stands out as a distinguished public homebuilder within the United States. It has carved a niche for itself in the industry by focusing on the design, construction, and sales of a variety of residential properties. These include both single and multi-family homes, which range from detached to attached structures. The company's operations are widespread, spanning across numerous states from Arizona to Washington, encompassing significant regions like California, Colorado, Florida, Georgia, Nevada, North and South Carolina, Oregon, and Texas. Rooted in a rich history since its inception in 1936, Taylor Morrison has established its headquarters in Scottsdale, Arizona. The company prides itself not only on its homebuilding operations but also on developing lifestyle and master-planned communities that cater to a broad spectrum of customer needs and preferences. A notable extension of its brand is the focus on multi-use properties, including commercial, retail, and multi-family developments under the Urban Form brand name, which underscores its adaptability and responsiveness to market demands and trends.
At the core of Taylor Morrison’s offerings are its single and multi-family homes, which are carefully designed and built to meet the varying needs of homeowners. The company leverages contemporary designs and functionality to create living spaces that are both appealing and practical, catering to a diverse clientele. These homes form an integral part of the lifestyle and master-planned communities, which are developed with a keen focus on offering a comprehensive living experience to residents.
Taylor Morrison is renowned for its development of lifestyle and master-planned communities. These are carefully curated to offer more than just homes; they provide a complete lifestyle upgrade for residents. Incorporating amenities such as parks, community centers, and recreational facilities, these communities are designed to enhance the quality of life for their inhabitants, promoting a sense of community and well-being.
The Urban Form brand represents Taylor Morrison’s foray into multi-use property development. These projects combine commercial spaces, retail outlets, and multi-family residential units, reflecting a modern approach to urban living. The brand focuses on creating dynamic spaces that integrate work, living, and leisure, appealing to a broad demographic seeking convenience and vibrancy in their living environment.
Beyond the physical construction and development of properties, Taylor Morrison extends its services to financial aspects of home buying. The company offers financial services to assist clients in navigating the complexities of home purchasing. Additionally, it provides title insurance and closing settlement services, ensuring a smooth and secure transaction process for buyers. These services underscore Taylor Morrison’s commitment to providing comprehensive support throughout the home buying journey.