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Taylor Morrison Home (TMHC) earnings

Taylor Morrison Home Corp· Consumer Discretionary

Results to
Mar 2026
Balance sheet to
Dec 2025

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Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue1,387 $ million−26.8% YoYQuarterly, as filedQuarter to Mar 2026Revenue from operations as filed.
Operating marginUnavailable—Operating profit / revenueQuarter to Mar 2026Not in the filed figures for the quarter to mar 2026. No older figure is substituted.
Net profit98.6 $ million−53.8% YoYQuarterly, as filedQuarter to Mar 2026Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Mar 2026

Guidance

What management said, and what became of it

29 of 34 judged targets kept · 20 open · verdicts reflect calls analysed to Mar 2026.

Taylor Morrison Home Corp management guidance track record: 54 targets tracked across analysed earnings calls (29 achieved, 5 missed, 20 open).

TargetOriginal wordingSaidLatest callVerdict
Q1 FY26 average home closing priceapproximately $580,000Dec 2025Mar 2026:Both closings volume and average selling price came in roughly in line with our guidance, with 2,268 homes delivered at an average price of $578,000
Call transcript, Mar 2026 · no direct link
Achieved
Q1 FY26 community (outlet) countaround 360 communitiesDec 2025Mar 2026:We ended the quarter with 356 active selling communities, up 4% both sequentially and year-over-year.
Call transcript, Mar 2026 · no direct link
Missed
Controlled (off-balance-sheet) lot supply percentagecontrolling at least 60% to 65% of lot supplySep 2024Mar 2026:At quarter end, we owned or controlled 75,626 homebuilding lots, of which 51% were controlled off balance sheet. While our controlled ratio has recently declined due to normal first takedowns and our active reevaluation of our deal pipeline against current market conditions, we still intend to manage toward our long-term target of at least 65% control.
Call transcript, Mar 2026 · no direct link
At Risk

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

5 of Taylor Morrison Home Corp's 54 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 51 more targets are in the full ledger.

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Price

$72.45 −0.03% · −$0.02

Last close Jul 23, 2026 · US · USD

Performance +8.4% 1Y

$55.0$60.0$65.0$70.0Jul 25Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26

1Y: $66.82 on 22 Jul 2025 → $72.45. High $72.48 (21 Jul 2026), low $54.79 (15 May 2026).

Previous close
$72.47
52-week range
$54.79 – $72.48
One year
+12.66%

Overview

Symbol
TMHC
Exchange
US
Currency
USD

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