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Taylor Morrison

TMHC Q4 2025 Earnings

Reported Feb 11, 2026 at 6:20 AM ET · SEC Source

Q4 25 EPS

$1.91

BEAT +9.99%

Est. $1.74

Q4 25 Revenue

$2.10B

BEAT +7.94%

Est. $1.95B

vs S&P Since Q4 25

+3.6%

BEATING MARKET

TMHC +9.8% vs S&P +6.1%

Full Year 2025 Results

FY 25 EPS

$8.24

FY 25 Revenue

$8.12B

Market Reaction

Did TMHC Beat Earnings? Q4 2025 Results

Taylor Morrison delivered a stronger-than-expected fourth quarter, posting adjusted EPS of $1.91 against the $1.74 consensus estimate, a beat of roughly 10%, while revenue of $2.10 billion cleared Wall Street's $1.95 billion forecast by nearly 8%, ev… Read more Taylor Morrison delivered a stronger-than-expected fourth quarter, posting adjusted EPS of $1.91 against the $1.74 consensus estimate, a beat of roughly 10%, while revenue of $2.10 billion cleared Wall Street's $1.95 billion forecast by nearly 8%, even as total revenue fell 10.9% year over year. The headline decline was rooted in softer homebuilding activity, with home closings volume dropping 8% to 3,285 homes and average closing prices slipping 2% to roughly $596,000, while home closings gross margin contracted 300 basis points to 21.8% amid persistent competitive pricing pressure. A $13.32 million loss on debt extinguishment added further weight to reported net income, which came in at $174.02 million versus $242.45 million a year earlier. RBC raised its price target on the stock to $68 following the results, maintaining an outperform rating. Looking ahead, management guided for approximately 11,000 full-year 2026 closings at an average price of $580,000 to $590,000, with the company refocusing on move-up and resort lifestyle segments to support margin recovery into 2027.

Key Takeaways

  • • Diversified geographic and consumer portfolio
  • • Disciplined balancing of pace and price across communities
  • • Strength in resort lifestyle segment supporting stable Q4 absorption pace
  • • SG&A expense leverage of 40 basis points full year on essentially flat revenue
  • • 88% mortgage capture rate in financial services
24/7 Wall St

TMHC YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

TMHC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We are pleased to report strong fourth quarter results that met or exceeded our expectations across nearly all key operational metrics, despite continued challenging market conditions. These results concluded a solid year of performance in 2025, during which we delivered nearly 13,000 homes at an adjusted home closings gross margin of 23.0% and generated 40 basis points of SG&A expense leverage on essentially flat home closings revenue. Coupled with $381 million of share repurchases, these results drove a 13% return on equity and 14% growth in our book value per share. Our resilient performance reflects the strength of our diversified geographic and consumer portfolio and our disciplined focus on strategically balancing pace and price across our portfolio of well-located communities.”

— Sheryl Palmer, Q4 2025 Earnings Press Release

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