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Taylor Morrison Home Corporation(TMHC)Earnings, Financials & Key Ratios
TMHC•NYSE
$71.77
9.2× P/E·Price updated Jul 7, 2026
AboutTaylor 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 also develops and constructs multi-use properties consisting of commercial space, retail, and multi-family properties under the Urban Form brand name; and offers title insurance and closing settlement services, as well as financial services. In addition, the company operates under the Taylor Morrison, William Lyon Signature, and Darling Homes 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.Show more
- Revenue$8.12B-0.6%
- EBITDA$1.14B-11.0%
- Net Income$783M-11.4%
- EPS (Diluted)7.77-6.0%
- Gross Margin23.03%-6.6%
- EBITDA Margin14.07%-10.5%
- Operating Margin13.98%-8.2%
- Net Margin9.63%-10.9%
- ROE12.84%-18.5%
TMHC Price & Volume
Taylor Morrison Home Corporation (TMHC) stock price & volume — 10-year historical chart
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Cyclical Revenue Contraction Pressures Operating Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Contracting
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Cyclical Margin Erosion
Key Thesis Takeaways
- Taylor Morrison faces significant cyclical headwinds as evidenced by a 26.8% revenue contraction in 2026Q1, signaling potential challenges in maintaining volume within the current interest rate environment.
- While the company maintains a conservative debt-to-equity ratio of 0.39, the erosion of gross margins to 21.0% suggests that pricing power is increasingly constrained.
- Investors should monitor the sustainability of aggressive share repurchases, which totaled $157.1 million in 2026Q1 despite negative operating cash flow, as this capital allocation strategy may heighten liquidity risks during periods of market volatility.
Verdict Logic
while the company maintains a stable debt-to-equity ratio of 0.39, the 51.2% year-over-year decline in 2026Q1 EPS and negative free cash flow margins of -1.5% warrant a cautious approach until top-line growth stabilizes.
TMHC Growth Metrics
Taylor Morrison Home Corporation (TMHC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years10.56%
5 Years5.79%
3 Years-0.42%
TTM-8.99%
Profit CAGR
10 Years29.06%
5 Years26.3%
3 Years-9.42%
TTM-25.85%
EPS CAGR
10 Years15.43%
5 Years32.82%
3 Years-4.99%
TTM-22%
Return on Capital
10 Years11.61%
5 Years14.77%
3 Years14.18%
Last Year13.17%
TMHC Recent Earnings
Taylor Morrison Home Corporation (TMHC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 12/12 qtrs (100%)
Q2 2026Latest
Apr 22, 2026Metric
Actual
Est
EPS
$1.12+36.6%
$0.82
Rev
$1.4B+5.0%
$1.3B
Q1 2026
Feb 11, 2026Metric
Actual
Est
EPS
$1.91+10.4%
$1.73
Rev
$2.1B+8.0%
$1.9B
Q4 2025
Oct 22, 2025Metric
Actual
Est
EPS
$2.11+9.3%
$1.93
Rev
$2.1B+6.7%
$2.0B
Q3 2025
Jul 23, 2025Metric
Actual
Est
EPS
$2.02+4.1%
$1.94
Rev
$2.0B+0.9%
$2.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $1.12vs $0.82+36.6% | $1.4Bvs $1.3B+5.0% |
| Q1 2026 | Feb 11, 2026 | $1.91vs $1.73+10.4% | $2.1Bvs $1.9B+8.0% |
| Q4 2025 | Oct 22, 2025 | $2.11vs $1.93+9.3% | $2.1Bvs $2.0B+6.7% |
| Q3 2025 | Jul 23, 2025 | $2.02vs $1.94+4.1% | $2.0Bvs $2.0B+0.9% |
Based on last 12 quarters of dataView full earnings history →
Latest TMHC News
Recent stock market news and headlines for Taylor Morrison Home Corporation (TMHC)
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Peers Comparison
Key metrics vs top competitors for Taylor Morrison Home Corporation (TMHC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $71.77 | $6.71B | 9.24 | -0.57% | 9.63% | 12.84% | — | |
| $155.72 | $44.16B | 13.46 | -6.93% | 9.51% | 12.94% | — | |
| $86.74 | $21.54B | 10.87 | -3.54% | 5.39% | 7.98% | — | |
| $129.92 | $24.96B | 11.68 | -3.54% | 12.14% | 15.92% | — | |
| $151.64 | $14.36B | 11.24 | 1.11% | 11.66% | 15.47% | — | |
| $6693.69 | $18.07B | 15.33 | -2.08% | 12.77% | 32.66% | — |
Compare TMHC vs Peers
Taylor Morrison Home Corporation (TMHC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
TMHC SEC Filings & Documents
Taylor Morrison Home Corporation (TMHC) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 22, 2026·SEC
Material company update
Mar 17, 2026·SEC
Material company update
Feb 11, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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TMHC Frequently Asked Questions
Taylor Morrison Home Corporation (TMHC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Taylor Morrison Home Corporation's revenue?
Taylor Morrison Home Corporation (TMHC) reported $7.61B in revenue for fiscal year 2025. This represents a 456% increase from $1.37B in 2011.
How fast is Taylor Morrison Home Corporation growing?
Taylor Morrison Home Corporation (TMHC) saw revenue decline by 0.6% over the past year.
Is TMHC profitable?
Yes, Taylor Morrison Home Corporation (TMHC) is profitable, generating $672.1M in net income for fiscal year 2025 (9.6% net margin).
Dividend & Returns
What is TMHC's return on equity?
Taylor Morrison Home Corporation (TMHC) has a return on equity (ROE) of 12.8%. This is reasonable for most industries.
What is Taylor Morrison Home Corporation's free cash flow?
Taylor Morrison Home Corporation (TMHC) generated $709.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.