TMHC
Taylor Morrison Home·NYSE
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TMHC fundamentals
Taylor Morrison Home (TMHC) released its earnings on Feb 11, 2026: revenue was 2.10B (YoY -10.90%), beat estimates; EPS was 1.76 (YoY -23.48%), beat estimates.
Revenue / YoY
2.10B
-10.90%
EPS / YoY
1.76
-23.48%
Report date
Feb 11, 2026
TMHC Earnings Call Summary for Q4,2025
- Resilient 2025 Performance: Delivered 12,997 closings with 22.5% adjusted gross margin, outpacing peers.\n- Strategic Shift to Higher-Margin Segments: 7% growth in Esplanade orders; 2026 plans include 20+ new Esplanade communities.\n- AI-Driven Efficiency: Launched AI platform to streamline operations and customer experience.\n- 2026 Outlook: Q1 gross margin at 20%, expected improvement as to-be-built share increases.\n- Balance Sheet Strength: $1.8 billion liquidity, $400 million share buyback planned for 2026.\n- Build-to-Rent Expansion: 46 projects in pipeline, 17 to stabilize in 2026.\n- Market Caution: Managing 3,000 unsold specs, with slower Texas activity offset by strength in Florida and California.
EPS
Actual | -0.26 | 0.5 | 0.87 | 0.72 | 0.75 | 0.95 | 1.34 | 2.19 | 1.44 | 2.45 | 2.72 | 2.51 | 1.74 | 2.12 | 1.54 | 1.58 | 1.75 | 1.86 | 2.37 | 2.3 | 2.07 | 1.92 | 2.01 | 1.76 | ||||||||||
Forecast | 0.4418 | 0.4863 | 0.62 | 0.8238 | 0.7544 | 0.9989 | 1.199 | 2.0711 | 1.2544 | 1.8388 | 2.4954 | 2.7706 | 1.3213 | 1.6901 | 1.5773 | 1.8224 | 1.6095 | 1.9023 | 2.0749 | 2.3915 | 1.8924 | 1.9331 | 1.9505 | 1.7392 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -158.85% | +2.82% | +40.32% | -12.60% | -0.58% | -4.90% | +11.76% | +5.74% | +14.80% | +33.24% | +9.00% | -9.41% | +31.69% | +25.44% | -2.36% | -13.30% | +8.73% | -2.22% | +14.22% | -3.83% | +9.38% | -0.68% | +3.05% | +1.20% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.35B | 1.53B | 1.70B | 1.56B | 1.42B | 1.72B | 1.86B | 2.51B | 1.70B | 2.00B | 2.03B | 2.49B | 1.66B | 2.06B | 1.68B | 2.02B | 1.70B | 1.99B | 2.12B | 2.36B | 1.90B | 2.03B | 2.10B | 2.10B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.17B | 1.52B | 1.47B | 1.47B | 1.47B | 1.73B | 1.78B | 2.63B | 1.64B | 1.99B | 2.16B | 2.36B | 1.54B | 1.71B | 1.64B | 1.85B | 1.66B | 1.87B | 1.96B | 2.12B | 1.78B | 1.93B | 2.01B | 1.95B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +15.12% | +0.46% | +15.72% | +5.79% | -3.54% | -0.36% | +4.52% | -4.63% | +4.01% | +0.44% | -5.79% | +5.65% | +7.95% | +20.35% | +1.94% | +9.19% | +2.32% | +6.66% | +8.18% | +11.15% | +6.71% | +5.27% | +4.32% | +7.92% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Taylor Morrison Home year over year?What does Taylor Morrison Home do and what are its main business segments?What were the key takeaways from Taylor Morrison Home’s earnings call?What factors drove the changes in Taylor Morrison Home's revenue and profit?What is the market's earnings forecast for Taylor Morrison Home next quarter?What were the key takeaways from Taylor Morrison Home's earnings call?What is Taylor Morrison Home's gross profit margin?What is Taylor Morrison Home's latest dividend and current dividend yield?
