NYSE$TMHC

Taylor Morrison Home Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Taylor Morrison Home reported Q4 2025, revenue of $1.96B, net income of $176M.

For Q4 2025, Taylor Morrison Home reported revenue of $1.96B, net income of $176M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $1.96B.
  • Net income $176M.
  • Taylor Morrison Home highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$1.96B

Previous: $2.36B-16.8%
EPS (adj)

$1.91

Previous: $2.64-27.7%
Home Closings

3.3K

Previous: 3.6K-8.0%
Average Closing Price

$596K

Previous: $608K-2.0%
Home Closings Gross Margin

21.8%

Previous: 24.8%-12.1%
Adjusted Home Closings Gross Margin

21.8%

Previous: 24.9%-12.4%
SG&A % of Closings Rev

9.9%

Previous: 9.4%+5.3%
Net Sales Orders

2.5K

Previous: 2.6K-4.7%
Monthly Absorption Pace

2.4

Previous: 2.6-7.7%
Ending Communities

341

Previous: 339+0.6%
Cancellation Rate (Gross)

12.5%

Previous: 13.1%-4.6%
Cancellation Rate (Backlog)

9.9%

Previous: 7.0%+41.4%
Backlog Homes

2.8K

Previous: 4.7K-40.6%
Backlog Sales Value

$1.86B

Previous: $3.19B-41.8%
Homebuilding Land Investment

$550M

Previous: $590M-6.8%
Lot Supply

78.8K

No prior period
Controlled Off-BS Lots

54.0%

No prior period
Mortgage Capture Rate

88.0%

Previous: 89.0%-1.1%
Avg Credit Score

750

No prior period
Avg Debt-to-Income

40.0%

No prior period
Total Liquidity

$1.8B

No prior period
Gross Debt-to-Cap

26.0%

No prior period
Net Debt-to-Cap

17.8%

No prior period
Shares Repurchased

1.2M

No prior period
Repurchase Value

$71M

No prior period
Net Income

$176M

Previous: $242M-27.4%
Operating Income

$257M

Previous: $307M-16.5%
Gross Profit

$463M

Previous: $564M-17.9%

Revenue & EPS history

Taylor Morrison · Revenue · Quarterly

$1.96B

Q4 2025-16.8%vs Q4 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

The release discusses Taylor Morrison Home's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Taylor Morrison Home cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+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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