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    Trevor Allison

    Research Analyst at Wolfe Research LLC

    Trevor Allison is an Analyst at Wolfe Research LLC specializing in the homebuilding sector, with a particular focus on companies such as Meritage Homes. He is recognized for producing in-depth industry insights and has participated in earnings calls with top executives to analyze market trends and company performance. Trevor began his career in equity research and joined Wolfe Research where he continues to expand his coverage in the real estate and home construction industries. He holds necessary securities licenses and is registered with FINRA, exemplifying strong professional standards in financial analysis.

    Trevor Allison's questions to Meritage Homes (MTH) leadership

    Trevor Allison's questions to Meritage Homes (MTH) leadership • Q2 2025

    Question

    Trevor Allison of Wolfe Research LLC inquired about the absorption rates of newly opened communities and the expected cadence of community count growth for the remainder of 2025 and into 2026.

    Answer

    CEO Phillippe Lord confirmed that the 50 new communities opened in Q2 met expectations, contributing to the strong 4.3 net sales per month pace. He projected that community count growth would be evenly distributed in Q3 and Q4, leading to double-digit growth for 2025, with similar growth anticipated for 2026. EVP & CFO Hilla Sferruzza clarified this growth would be between 10% and 20%.

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