Taylor Morrison Home Corporation

NYSE•TMHC

CEO: Ms. Sheryl Denise Palmer

Sector: Consumer Cyclical

Industry: Residential Construction

Listing Date: 2013-04-10

Taylor Morrison Home Corporation, together with its subsidiaries, operates as a public homebuilder in the United States. The company designs, builds, and sells single and multi-family detached and attached homes; and develops lifestyle and master-planned communities. It develops and constructs multi-use properties consisting of commercial space, retail, and multi-family properties under the Urban Form brand name. In addition, the company offers financial services, title insurance, and closing settlement services. It operates under the Taylor Morrison, Darling Homes Collection by Taylor Morrison, and Esplanade brand names in Arizona, California, Colorado, Florida, Georgia, Nevada, North and South Carolina, Oregon, Texas, and Washington. Taylor Morrison Home Corporation was founded in 1936 and is headquartered in Scottsdale, Arizona.

Contact Information

4900 North Scottsdale Road, Suite 2000, Scottsdale, AZ, 85251, United States

480-840-8100

www.taylormorrison.com

Market Cap

$5.87B

P/E (TTM)

9.0

14.5

Dividend Yield

52W High

$72.50

52W Low

$54.58

52W Range

46%

Rank27Top 14.4%

5.4

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Average • 5.4 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$1.39B+0.00%

4-Quarter Trend

EPS

$1.03+0.00%

4-Quarter Trend

FCF

-$20.39M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Home Closings Revenue Stable Net home closings revenue reached $7.76B USD, remaining flat compared to prior year despite market softness.

Total Liquidity Increased Total liquidity grew 24.0% to $1.78B USD by year-end, providing strong financial flexibility for operations.

Financial Services Revenue Up Financial services revenue increased 5.0% to $209.4M USD, driven by loan sales and title production growth.

Senior Notes Redeemed Completed tender offer and redemption of 2027 Senior Notes, recording $13.3M loss on extinguishment.

Risk Factors

Home Closing Margins Decline Home closings gross margin fell 190 basis points to 22.5% due to product mix and discounts offered.

Sales Orders Decline Net sales orders dropped 9.6% to 11,074 units, reflecting consumer apprehension over elevated mortgage rates and inflation.

Sales Order Backlog Shrinks Total sales order backlog units decreased 40.6% to 2,819 units year-end due to lower net orders.

Interest Rates Affect Affordability Rising interest rates increase home ownership costs, potentially limiting demand and increasing cancellation rates.

Outlook

Asset-Light Land Initiatives Prioritizing strategic land initiatives using asset-light approaches like land banking and joint ventures to mitigate risk.

Scaling Build-to-Rent Operations Continuing further scaling of Build-to-Rent operations under the Yardly brand to meet growing rental household needs.

Disciplined Capital Allocation Maintaining disciplined capital allocation focused on strong liquidity and balance sheet stewardship for long-term value.

Enhance Digital Shopping Tools Focus on innovative digital marketing capabilities and enhancing online home shopping tools for customer attraction.

Peer Comparison

Revenue (TTM)

LEA

$23.26B

-0.2%

$22.62B

-1.7%

TMHC

$7.61B

-9.0%

Gross Margin (Latest Quarter)

ALSN

47.8%

-0.6pp

MAT

46.0%

-3.1pp

BBWI

45.7%

-2.2pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
ALSN	$10.81B	17.5	35.0%	48.0%
IBP	$7.93B	29.8	39.1%	50.9%
CHDN	$6.94B	18.1	36.9%	65.8%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

-11.9%

Growth Under Pressure

4Q Net Income CAGR

-20.0%

Declining Profitability

Cash Flow Stability

50%

Cash Flow Needs Attention

Deep Research

Next earnings:Jul 22, 2026

EPS:$1.15

Revenue:$1.57B

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data