Investors looking for stocks in the Building Products - Home Builders sector might want to consider either Meritage Homes (MTH) or NVR (NVR). But which of these two stocks is more attractive to value investors?
Meritage (MTH) reported earnings 30 days ago. What's next for the stock?
Meritage Homes Corporation (MTH) Shareholder/Analyst Call Prepared Remarks Transcript
MTH's downward earnings per share revisions since its first quarter release on April 22 earn the homebuilder a Zacks Rank #5 (Strong Sell).
Meritage Homes (MTH) remains rated Hold due to persistent weak demand and declining absorption, despite management's efforts on inventory control and the quick-close model. MTH's Q1 2026 saw home closing revenue fall 17% y/y, gross margin drop 450 bps to 17.5%, and net earnings decline 55% y/y. Incentive usage remains elevated, margins are pressured by higher lot costs, and order value fell 10% y/y despite a 17% increase in community count.
Meritage Homes Corporation (MTH) Q1 2026 Earnings Call Transcript
Meritage Homes (MTH) came out with quarterly earnings of $0.82 per share, missing the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.69 per share a year ago.
While the top- and bottom-line numbers for Meritage (MTH) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Meritage (MTH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
First Trust Advisors LP reduced its holdings in Meritage Homes Corporation (NYSE: MTH) by 22.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 534,147 shares of the construction company's stock after selling 154,624 shares during the quarter. First Trust Advisors
Meritage (MTH) reported earnings 30 days ago. What's next for the stock?
Meritage Homes remains a hold as management guides for flat FY2026 revenue and home closing volume, with no near-term recovery in demand. Community count hit an all-time high, and inventory management improved, reducing downside risk and limiting forced discounting pressures. MTH is shifting to a more disciplined incentive strategy, prioritizing margin protection over chasing volume in weaker markets.