NYSE$TMHC

Taylor Morrison Home Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Taylor Morrison's financial performance significantly improved, marked by substantial growth in earnings and strategic advancements.

Taylor Morrison reported a strong first quarter in 2022, with net income increasing by 80% and diluted earnings per share rising by 92% compared to the previous year. The company saw improvements in home closings revenue, gross margins, and return on equity, driven by operational efficiencies and strategic execution.

  • Home closings revenue increased by 21% to $1.6 billion.
  • Home closings gross margin improved by 450 basis points to 23.1%.
  • SG&A as a percentage of home closings revenue improved by 120 basis points to 9.6%.
  • Backlog decreased by 7% to 9,400 sold homes with an average price of $659,000, up 24%.

Headline financials

Total Revenue

$1.7B

Previous: $1.42B+20.1%
EPS (adj)

$1.44

Previous: $0.75+92.0%
Capital Expenditures

-$5.39M

Previous: -$7.82M+31.1%
Free Cash Flow

$171M

Previous: $90.2M+89.9%
Net Income

$177M

Previous: $98M+80.3%
Operating Income

$236M

Previous: $127M+85.8%
Gross Profit

$393M

Previous: $274M+43.2%
Cash & Equivalents

$569M

Previous: $393M+45.0%
Total Assets

$8.52B

Previous: $7.98B+6.8%
Stock-Based Comp

$6.86M

Previous: $5.68M+20.8%

Revenue & EPS history

Taylor Morrison · Revenue · Quarterly

$1.7B

Q1 2022+20.1%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

Taylor Morrison provided guidance for the second quarter and full year of 2022, including expectations for active community count, home closings, gross margin, tax rate, and diluted share count. The company also anticipates significant spending on homebuilding land and development.

Tailwinds

  • Ending active community count is expected to be between 310 to 315 for Q2 2022.
  • Home closings are expected to be between 3,000 to 3,200 for Q2 2022.
  • GAAP home closings gross margin is expected to be approximately 24 percent for Q2 2022.
  • Effective tax rate is expected to be approximately 24 percent for Q2 2022.
  • Diluted share count is expected to be approximately 122 million for Q2 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.0%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.0%

Avg return

30 days after

42%

22 / 53 earnings

Positive

+11.5%

Q3 2021

Best reaction

-8.9%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.5%+1.6%-6.4%
Q4 2025-1.1%+3.7%-10.9%
Q3 2025-3.2%-4.4%-2.9%
Q2 2025-1.9%-0.8%+0.5%
Q1 2025-2.0%-2.6%-4.0%
Q4 2024+3.3%+2.9%-5.9%
Q3 2024+5.4%+7.8%+9.6%
Q2 2024-0.6%+2.8%+4.1%
Q1 2024-2.8%-0.9%-1.0%
Q4 2023+7.9%+3.2%+6.4%
Q3 2023-2.8%-3.6%+15.3%
Q2 2023-5.4%-3.2%-11.5%
Q1 2023+4.9%+5.6%+7.9%
Q4 2022+0.6%-0.4%-1.3%
Q3 2022-4.0%-2.6%+8.6%
Q2 2022+4.8%+6.1%-3.0%
Q1 2022-1.5%-1.3%+4.3%
Q4 2021+4.2%-0.5%+4.4%
Q3 2021+11.5%+14.4%+16.5%
Q2 2021+6.3%+8.3%+13.2%
Q1 2021-4.8%-3.8%-9.7%
Q4 2020-0.5%-3.0%-3.2%
Q3 2020-3.4%-3.8%+11.7%
Q2 2020-5.3%-6.5%-1.9%
Q1 2020-0.5%+8.9%+48.4%
Q4 2019-0.5%-1.3%-18.5%
Q3 2019-5.1%-8.6%-12.1%
Q2 2019+2.1%-1.2%+6.4%
Q1 2019+9.8%+6.9%+3.2%
Q4 2018-6.4%-8.4%-10.5%
Q3 2018+2.7%+4.4%+6.9%
Q2 2018-0.9%-0.6%-0.4%
Q1 2018-6.0%-5.6%-10.0%
Q4 2017-1.2%-2.3%-2.2%
Q3 2017-3.3%-2.9%-1.0%
Q2 2017-3.7%-3.7%-12.3%
Q1 2017+2.6%+2.2%+5.1%
Q4 2016-8.9%+0.1%+9.2%
Q3 2016+6.2%+9.5%+17.3%
Q2 2016+5.6%+8.9%+10.8%
Q1 2016-3.8%
Q4 2015+3.7%
Q3 2015-6.3%
Q2 2015+5.4%
Q1 2015+1.0%
Q4 2014-2.8%
Q3 2014+6.3%
Q2 2014-0.6%
Q1 2014+0.3%
Q4 2013+8.1%
Q3 2013-2.0%
Q2 2013-8.8%
Q1 2013-5.4%
Q3 2012
Q2 2012
Q1 2012

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