Why Is Meritage (MTH) Up 10.2% Since Last Earnings Report?
Meritage (MTH) reported earnings 30 days ago. What's next for the stock?
Meritage Homes Corporation (MTH) Q3 2025 Earnings Call Transcript
Meritage Homes Corporation ( MTH ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Emily Tadano - Vice President of Investor Relations & ESG Steven Hilton - Executive Chairman Phillippe Lord - CEO, Executive VP & Director Hilla Sferruzza - CFO & Executive VP Conference Call Participants Alan Ratner - Zelman & Associates LLC Trevor Allinson - Wolfe Research, LLC Stephen Kim - Evercore ISI Institutional Equities, Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division John Lovallo - UBS Investment Bank, Research Division Susan Maklari - Goldman Sachs Group, Inc., Research Division Rafe Jadrosich - BofA Securities, Research Division Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division James McCanless - Wedbush Securities Inc., Research Division Presentation Operator Greetings. Welcome to the Meritage Homes Third Quarter 2025 Analyst Call.
Meritage (MTH) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Meritage (MTH) 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.
Meritage Homes (MTH) Misses Q3 Earnings and Revenue Estimates
Meritage Homes (MTH) came out with quarterly earnings of $1.39 per share, missing the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $2.67 per share a year ago.
Meritage Homes: Weakness Will Continue, But Shares Are Still Attractive
Meritage Homes remains a "Strong Buy" despite recent stock underperformance and near-term housing market weakness. Meritage Homes faces declining revenue, profits, and backlog due to high interest rates and lower home prices but maintains industry-leading low net leverage. Valuation remains attractive, especially on a price-to-operating-cash-flow basis, though some peers are cheaper on other metrics.
Meritage (MTH) Up 5.4% Since Last Earnings Report: Can It Continue?
Meritage (MTH) reported earnings 30 days ago. What's next for the stock?
Meritage Homes Corporation: Prefer To Continue Staying On The Sidelines
I maintain a Hold rating on Meritage Homes due to weak demand, deep margin compression, and unsustainable reliance on buyer incentives. Earnings and margins declined sharply in 2Q25, with net income down 37% and gross margin pressured by increased use of incentives. Management's $500 million cut to FY25 land spend signals caution, likely limiting future community growth and volume recovery.
Meritage Homes Corporation (MTH) Q2 2025 Earnings Call Transcript
Meritage Homes Corporation (NYSE:MTH ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Emily Tadano - Vice President of Investor Relations & ESG Hilla Sferruzza - CFO & Executive VP Phillippe Lord - CEO, Executive VP & Director Steven J. Hilton - Executive Chairman Conference Call Participants Alan S.
Meritage Homes (MTH) Surpasses Q2 Earnings and Revenue Estimates
Meritage Homes (MTH) came out with quarterly earnings of $2.04 per share, beating the Zacks Consensus Estimate of $1.99 per share. This compares to earnings of $3.15 per share a year ago.
Here Is Why Bargain Hunters Would Love Fast-paced Mover Meritage (MTH)
Meritage (MTH) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
Meritage Homes Is Building Value For All Seasons
Meritage Homes, is steadily taking market share, building and delivering homes faster, all the while returning capital to shareholders. Meritage Homes is in an advantageous position even as housing prices and interest rates remain high. At its current price, MTH's PEBV ratio implies the market expects the company's profits to permanently fall 30%. This expectation seems overly pessimistic and leaves shares undervalued.
Meritage Homes: A Building Stock For All Seasons
I originally made Meritage Homes (MTH) a Long Idea in June 2020 and reiterated my bullish thesis on the stock many times since.
