Earnings summaries and quarterly performance for Taylor Morrison Home.
Executive leadership at Taylor Morrison Home.
Board of directors at Taylor Morrison Home.
Research analysts who have asked questions during Taylor Morrison Home earnings calls.
Alan Ratner
Zelman & Associates
8 questions for TMHC
Also covers: BZH, CCS, DHI +9 more
MR
Michael Rehaut
JPMorgan Chase & Co.
8 questions for TMHC
Also covers: AZEK, BECN, BLD +17 more
Kenneth Zener
Seaport Research Partners
7 questions for TMHC
Also covers: BLD, CCS, DHI +7 more
AB
Alex Barron
Housing Research Center
5 questions for TMHC
Also covers: BZH, CCS, DHI +9 more
Michael Dahl
RBC Capital Markets
5 questions for TMHC
Also covers: AHR, AZEK, BECN +21 more
Rafe Jadrosich
Bank of America
5 questions for TMHC
Also covers: AWI, BLD, BLDR +14 more
Trevor Allinson
Wolfe Research, LLC
5 questions for TMHC
Also covers: AMWD, AZEK, BECN +18 more
Matthew Bouley
Barclays
4 questions for TMHC
Also covers: CNM, DHI, FBIN +10 more
BH
Buck Horne
Raymond James Financial, Inc.
3 questions for TMHC
Also covers: AMH, CLPR, DHI +9 more
CR
Carl Reichardt
BTIG, LLC
3 questions for TMHC
Also covers: BV, CCS, DHI +7 more
JM
Jay McCanless
Wedbush Securities
3 questions for TMHC
Also covers: BLDR, BZH, CCS +20 more
Mike Dahl
RBC Capital Markets
3 questions for TMHC
Also covers: BECN, BLDR, CNM +14 more
PP
Paul Przybylski
Wolfe Research, LLC
3 questions for TMHC
Also covers: AMWD, LGIH, PHM +3 more
Elizabeth Langan
Barclays
2 questions for TMHC
Also covers: AZEK, BLDR, CHB +4 more
Matthew Bouley
Barclays PLC
1 question for TMHC
Also covers: AZEK, BLDR, CNM +18 more
Recent press releases and 8-K filings for TMHC.
Taylor Morrison Home Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Outlook
TMHC
Earnings
Guidance Update
Share Buyback
- Taylor Morrison Home reported Q4 2025 adjusted net income of $188 million or $1.91 per diluted share, and full-year 2025 adjusted net income of $830 million or $8.24 per diluted share on 12,997 home closings. The company achieved an adjusted home closings gross margin of 23% and a 9.5% SG&A ratio for the full year.
- The company repurchased $381 million of shares in 2025, contributing to 14% growth in book value per share, and the board approved an increased share repurchase authorization of $1 billion through December 31, 2027.
- For 2026, Taylor Morrison Home anticipates delivering around 11,000 homes at an average price of $580,000-$590,000, with Q1 home closings gross margin expected to be around 20%. The company plans to open over 100 new communities and invest approximately $2 billion in land.
Feb 11, 2026, 1:30 PM
Taylor Morrison Home Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
TMHC
Earnings
Guidance Update
Share Buyback
- Taylor Morrison Home reported Q4 2025 adjusted net income of $188 million or $1.91 per diluted share, with full-year 2025 adjusted net income reaching $830 million or $8.24 per diluted share. The company delivered 12,997 homes in 2025, generating approximately $7.8 billion in home closings revenue, and achieved an adjusted home closings gross margin of 23%.
- For 2026, the company expects to deliver around 11,000 homes at an average closing price between $580,000-$590,000. The Q1 2026 home closings gross margin is projected to be approximately 20%, with gradual improvement throughout the year.
- Taylor Morrison plans to repurchase approximately $400 million of common stock in 2026. Strategic priorities include accelerating over 100 new community openings in 2026, limiting land investment in non-core submarkets, and reinforcing focus on move-up and resort lifestyle segments. The company ended 2025 with nearly 3,000 unsold homes (spec inventory), which is expected to temporarily impact gross margins in the first half of 2026.
Feb 11, 2026, 1:30 PM
Taylor Morrison Home Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
TMHC
Earnings
Guidance Update
Share Buyback
- Taylor Morrison Home reported Q4 2025 home closings revenue of $1,958 million, a 10% decrease year-over-year, with reported diluted EPS of $1.76 and adjusted diluted EPS of $1.91, down 23% and 28% respectively from Q4 2024.
- For the full year 2025, the company achieved 12,997 home closings and total revenue of $8.1 billion, with net income of $783 million and adjusted diluted EPS of $8.24.
- The company provided guidance for Q1 2026, expecting approximately 2,200 home closings at an average closing price of approximately $580,000, and a home closings gross margin of approximately 20%.
- For Full Year 2026, Taylor Morrison Home anticipates approximately 11,000 home closings at an average closing price between $580,000 to $590,000, and plans for approximately $400 million in share repurchases.
- Taylor Morrison Home maintained a strong balance sheet with $1.8 billion in total liquidity and a net homebuilding debt to capitalization ratio of 17.8% as of December 31, 2025.
Feb 11, 2026, 1:30 PM
Taylor Morrison Home Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
TMHC
Earnings
Guidance Update
Share Buyback
- Taylor Morrison Home (TMHC) reported Q4 2025 adjusted net income of $188 million or $1.91 per diluted share, contributing to a full-year 2025 adjusted net income of $830 million or $8.24 per diluted share.
- In 2025, the company delivered 12,997 homes with approximately $7.8 billion in home closings revenue and an adjusted home closings gross margin of 23%.
- For 2026, Taylor Morrison expects to deliver around 11,000 homes at an average closing price of $580,000-$590,000, with Q1 home closings gross margin projected at approximately 20%.
- The company plans to repurchase approximately $400 million of common stock in 2026, following $381 million repurchased in 2025, and ended Q4 2025 with $1.8 billion in liquidity.
- Strategic priorities for 2026 include opening over 100 new communities, emphasizing move-up and resort lifestyle segments, and limiting land investment in non-core submarkets.
Feb 11, 2026, 1:30 PM
Taylor Morrison Home Corporation Reports Q4 and Full Year 2025 Results and Provides 2026 Guidance
TMHC
Earnings
Guidance Update
Share Buyback
- Taylor Morrison Home Corporation reported Q4 2025 net income of $174 million, or $1.76 per diluted share, and full year 2025 net income of $783 million, or $7.77 per diluted share.
- For Q4 2025, home closings revenue was $1.96 billion with a gross margin of 21.8%, and for the full year 2025, home closings revenue reached $7.76 billion with an adjusted gross margin of 23.0%.
- The company provided Q1 2026 guidance for approximately 2,200 home closings at an average price of $580,000 and a home closings gross margin of approximately 20%.
- For full year 2026, guidance includes approximately 11,000 home closings at an average price between $580,000 to $590,000, and anticipates approximately $400 million in share repurchases.
- The Board of Directors increased the share repurchase program authorization to $1 billion, expiring on December 31, 2027.
Feb 11, 2026, 11:20 AM
Taylor Morrison Home Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
TMHC
Earnings
Guidance Update
Share Buyback
- Taylor Morrison Home Corporation reported Q4 2025 net income of $174 million ($1.76 per diluted share) and full-year 2025 net income of $783 million ($7.77 per diluted share).
- For the full year 2025, home closings revenue reached $7.76 billion from 12,997 closings at an average sales price of $597,000, achieving an adjusted home closings gross margin of 23.0%.
- The company repurchased 6.5 million common shares for $381 million in 2025 and the Board has increased the stock repurchase program to $1 billion through December 31, 2027.
- For Q1 2026, the company expects approximately 2,200 home closings at an average closing price of approximately $580,000 and a home closings gross margin of approximately 20%.
- Full-year 2026 guidance includes approximately 11,000 home closings at an average closing price between $580,000 to $590,000, and plans for approximately $400 million in share repurchases.
Feb 11, 2026, 11:15 AM
Taylor Morrison Home Corp Establishes New Revolving Credit Facility
TMHC
Debt Issuance
- Taylor Morrison Communities, Inc., a subsidiary of Taylor Morrison Home Corporation, entered into an Amendment and Restatement Agreement on December 22, 2025, establishing a new $1,000,000,000 revolving credit facility.
- This new facility replaces the existing one, includes an uncommitted accordion feature for an additional $400,000,000, and matures five years from the closing date.
- Wells Fargo Bank, National Association has been appointed as the new administrative agent, succeeding Citibank, N.A..
- The agreement sets financial covenants, including a Capitalization Ratio not to exceed 0.60:1.00 and a Consolidated Tangible Net Worth minimum of $4,131,006,729 plus certain additions.
Dec 23, 2025, 1:00 PM
Taylor Morrison Home Corp Issues New Senior Notes and Refinances Existing Debt
TMHC
Debt Issuance
- On November 10, 2025, Taylor Morrison Communities, Inc., a subsidiary of Taylor Morrison Home Corporation, issued $525.0 million aggregate principal amount of 5.750% Senior Notes due 2032.
- The new notes will pay interest semi-annually on May 15 and November 15, commencing May 15, 2026, and will mature on November 15, 2032.
- On November 10, 2025, the Issuer settled a cash tender offer for its outstanding 5.875% Senior Notes due 2027, purchasing approximately $479.2 million (95.83%) of these notes.
- A portion of the net proceeds from the issuance of the new 5.750% Senior Notes due 2032 was used to fund this tender offer.
- Additionally, on November 10, 2025, the Issuer completed redemptions of $25.44 million of its 6.625% Senior Notes due 2027 and $1.63 million of William Lyon Homes, Inc.'s 6.625% Senior Notes due 2027.
Nov 10, 2025, 9:23 PM
Taylor Morrison Home Corporation Announces Results of Senior Notes Tender Offer
TMHC
Debt Issuance
- Taylor Morrison Communities, Inc.'s cash tender offer for its 5.875% Senior Notes due 2027 expired on November 7, 2025.
- $479,155,000 principal amount of the Notes were tendered, representing 95.83% of the $500,000,000 outstanding principal amount.
- The Offeror expects to accept all validly tendered Notes and make payment on November 10, 2025, at a purchase price of $1,023.07 per $1,000 principal amount.
- The tender offer is being funded by proceeds from the issuance of $525.0 million aggregate principal amount of new 5.750% senior notes due 2032, expected to close on November 10, 2025, along with cash on hand.
- Any remaining outstanding Notes not purchased in the offer are intended to be redeemed on or around December 2, 2025.
Nov 10, 2025, 12:39 PM
Taylor Morrison Announces Results of Cash Tender Offer
TMHC
Debt Issuance
- Taylor Morrison Communities, Inc.'s cash tender offer for its 5.875% Senior Notes due 2027 expired on November 7, 2025.
- The offer successfully tendered $479,155,000 principal amount of notes, representing 95.83% of the $500,000,000 outstanding principal.
- Payment for the tendered notes, at a purchase price of $1,023.07 per $1,000 principal amount, is expected on November 10, 2025, funded by a new $525.0 million issuance of 5.750% senior notes due 2032 and cash on hand.
- The Offeror intends to redeem any remaining outstanding notes not purchased in the offer around December 2, 2025.
Nov 10, 2025, 12:30 PM
Quarterly earnings call transcripts for Taylor Morrison Home.
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