Taylor Wimpey plc (TWODF) Trading Update Call Transcript
Taylor Wimpey plc (OTCPK:TWODF) Trading Update Call April 30, 2025 3:30 AM ET Company Participants Jennifer Daly - CEO and Executive Director Christopher Carney - Group Finance Director and Executive Director Conference Call Participants Will Jones - Redburn Atlantic Allison Sun - Bank of America Marcus Cole - UBS Chris Millington - Deutsche Bank Aynsley Lammin - Investec Ami Galla - Citi Zaim Beekawa - JPMorgan Glynis Johnson - Jefferies Peter Ajose-Adeogun - Morgan Stanley Harry Goad - Berenberg Operator Hello, and welcome everyone to the Taylor Wimpey Trading Update Call. My name is Becky, and I will be your operator today.
Taylor Wimpey warns of profit margin squeeze in first half
Taylor Wimpey PLC (LSE:TW.) warned that first-half profit margins would be lower than last year's due to mix effects and pricing headwinds in the early part of the year, but stated its confidence in still meeting full-year guidance.
Taylor Wimpey: A Dividend Giant That Can't Be Ignored
Taylor Wimpey stock has fallen below its book value but offers a compelling and market-beating dividend yield, making it hard to ignore despite the market's recent setbacks. While FY24 recorded lower home completions, ASP, and revenue, the outlook for FY25 looks more optimistic for both its top and bottom lines, with a minimal direct impact from tariffs. The stock's attractive dividend policy, robust financials, and the potential for a 9.1% forward yield present a strong value proposition that also hedges against downside risks to quite some extent.
Taylor Wimpey recovery in focus as margins set to trough
Taylor Wimpey PLC's full-year figures on Thursday February 27 are set to be under the microscope for any commentary around recovering prospects in the housing sector. Having already flagged a 4% drop in volumes to 9,972 units for the year and 2% drop in average selling prices to £319,000, UBS noted the update would be all about the outlook.
Taylor Wimpey flags cost pressures after Budget
Taylor Wimpey PLC has said full-year trading matched expectations but that cost pressures, fueled by the likes of the Budget, were anticipated in 2025. Completions were towards the top-end of guidance at 10,593, against 10,848 in 2023, over the year just gone, the FTSE 100-listed housebuilder reported on Thursday.
Taylor Wimpey needs to distance itself from sector malaise
Thus far, FTSE 100 member Taylor Wimpey PLC (LSE:TW.) has been a counterbalance to the cost concerns at Persimmon and Vistry's meltdown.
Taylor Wimpey steadies housebuilding nerves with update
Taylor Wimpey PLC (LSE:TW.) steadied nerves in the housebuilding sector after yesterday's warning by peer Persimmon over costs.
Taylor Wimpey plc (TWODF) Q2 2024 Earnings Call Transcript
Taylor Wimpey plc (OTCPK:TWODF) Q2 2024 Earnings Conference Call July 31, 2024 4:00 AM ET Company Participants Jennifer Daly - CEO and Executive Director Christopher Carney - Group Finance Director and Executive Director Conference Call Participants Glynis Johnson - Jefferies Will Jones - Redburn Atlantic Aynsley Lammin - Investec Ami Galla - Citigroup Harry Goad - Berenberg Charlie Campbell - Stifel Chris Millington - Deutsche Numis Sam Cullen - Peel Hunt Jennifer Daly Thank you, Alice. So, we're running a little bit behind.
Taylor Wimpey profits beat forecasts but £88m fire safety provision takes edge off
Shares in Taylor Wimpey PLC (LSE:TW.) climbed over 2% after it reported underlying profits ahead of expectations but made an increased cladding fire safety provision of £88 million.
Taylor Wimpey to report in glow of pro-build Labour rally
Like its housebuilding contemporaries, FTSE 100-listed Taylor Wimpey PLC (LSE:TW.) has been well supported in the market following the Labour Party's sweeping election victory on a pro-growth campaign platform.
