Compared to Estimates, Meritage (MTH) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Meritage (MTH) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Meritage Homes (MTH) Q4 Earnings Surpass Estimates
Meritage Homes (MTH) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.55 per share. This compares to earnings of $4.72 per share a year ago.
Meritage Homes Remains A Top Tier Play
Meritage Homes (MTH) remains a 'strong buy' due to absolute valuation and robust balance sheet, despite ongoing industry headwinds and declining fundamentals. MTH's net leverage ratio of 1.82 and 69% owned lot portfolio provide resilience and long-term positioning as the housing cycle turns. Recent results show revenue and profit declines, but net new orders are rising and cancellation rates remain contained compared to peers.
Earnings Preview: Meritage Homes (MTH) Q4 Earnings Expected to Decline
Meritage (MTH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Meritage Homes: Attractive Valuation As Green Shoots Begin To Emerge
Meritage Homes faces near-term headwinds from high mortgage rates and incentives but trades at a significant discount to tangible book value. MTH is expanding its community count, positioning for strong growth as rates fall and affordability improves. Management is leveraging faster build times, realtor incentives, and rebidding land development to mitigate margin pressures and prepare for a housing recovery.
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.
