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 (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.
While the top- and bottom-line numbers for Taylor Morrison (TMHC) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Taylor Morrison Home (TMHC) came out with quarterly earnings of $2.18 per share, beating the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $1.75 per share a year ago.
Get a deeper insight into the potential performance of Taylor Morrison (TMHC) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Recent months have not been kind to Taylor Morrison Home Corporation, even as the company continues to grow and trade on the cheap. The firm has seen strong financial performance with revenue up 16.7%, net income rising from $172.6M to $242.5M, and significant operating cash flow improvements. Concerns include a drop in backlog homes, rising cancellation rates, and potential labor shortages, but net new orders and share buybacks indicate confidence.
Sheryl Palmer, Taylor Morrison CEO, joins 'Closing Bell Overtime' to talk the state of the housing market, the impact of tariffs, land acquisition and more.
Taylor Morrison Home Corporation (NYSE:TMHC ) Q4 2024 Earnings Conference Call February 12, 2025 8:30 AM ET Company Participants Mackenzie Aron - Vice President-Investor Relations Sheryl Palmer - Chairman and Chief Executive Officer Erik Heuser - Chief Corporate Operations Officer Curt VanHyfte - Chief Financial Officer Conference Call Participants Elizabeth Langan - Barclays Michael Rehaut - J.P. Morgan Michael Dahl - RBC Trevor Allinson - Wolfe Research Alan Ratner - Zelman and Associates Carl Reichardt - BTIG Buck Horne - Raymond James Alex Barron - Housing Research Center Operator Good morning, and welcome to the Taylor Morrison Fourth Quarter 2024 Earnings Conference Call.
The headline numbers for Taylor Morrison (TMHC) give insight into how the company performed in the quarter ended December 2024, 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) came out with quarterly earnings of $2.64 per share, beating the Zacks Consensus Estimate of $2.40 per share. This compares to earnings of $2.05 per share a year ago.
Beyond analysts' top -and-bottom-line estimates for Taylor Morrison (TMHC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.
TMHC stock benefits from an improving housing market alongside its balanced to-be-built and spec home mix and focus on shareholder value.