{"filings":[{"id":2466916,"accession_number":"0000833079-26-000130","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-08-25T20:30:49+00:00","items":["5.03","9.01"],"status":"ready","headline":"Meritage Homes amends bylaws: special-meeting threshold to 25%, director retirement age set at 75","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted bylaw amendments on Aug 20, 2026, cutting special-meeting ownership threshold from 50% to 25%.","Change implements stockholder-approved Proposal 4 from the 2026 Annual Meeting.","New mandatory retirement age of 75 for directors; no election/reelection after reaching 75.","Amended Bylaws filed as Exhibit 3.1 to this Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1941560,"accession_number":"0000833079-26-000125","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-07-29T20:30:37+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q2 2026 net earnings down 38% YoY; home closing revenue falls 14%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $90.6M ($1.37 diluted EPS) vs $146.9M ($2.04) in Q2 2025, down 38%.","Home closing revenue $1.39B, down 14% YoY; closings 3,725 units (-11%).","Home closing gross margin 18.3% vs 21.1% YoY, down 280 bps; adjusted margin 18.6%.","Orders 3,575 units (-9% YoY); average community count up 14% but absorption pace down 19%.","Full year 2026 guidance: home closing volume and revenue expected around 5% below 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1334119,"accession_number":"0000833079-26-000122","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-06-29T20:30:39+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Meritage Homes increases credit facility to $980M, extends maturity to 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving facility raised to $980M from $910M; accordion feature increased to $1.47B.","Maturity extended from July 9, 2030 to June 24, 2031.","Adjusted SOFR rate adds 0.10% spread for both Daily Simple and Term SOFR.","Minimum net worth test updated: base of $3.531B (from $3.602B) plus 50% of positive net income and equity proceeds after March 31, 2026.","Guarantors reaffirmed guarantee; no defaults occurred as of the amendment date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":583081,"accession_number":"0000833079-26-000113","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-05-21T20:37:42+00:00","items":["5.07","9.01"],"status":"ready","headline":"Meritage Holds 2026 Annual Meeting; All Director Nominees Elected, Auditor Ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Six Class I directors elected: Dana Bradford, Louis Caldera, Deb Henretta, Steven Hilton, P. Kelly Mooney, Geisha Williams.","Deloitte & Touche LLP ratified as independent auditor for 2026 with over 58M votes for, 1.38M against.","Advisory vote on executive compensation approved: 53.0M for, 1.76M against.","Advisory vote to reduce special meeting ownership threshold to 25% approved: 52.8M for, 1.93M against.","Shareholder proposal to improve ability to call special meeting rejected: 40.6M against, 14.0M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99124,"accession_number":"0000833079-26-000103","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q1 net earnings down 55% to $55.3M; home closing margin falls to 17.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $55.3M (diluted EPS $0.82) vs $122.8M ($1.69) in Q1 2025, down 55%.","Home closing revenue $1.11B (-17% YoY) on 2,967 closings (-13%); ASP $373K (-5%).","Home closing gross margin 17.5% vs 22.0% due to higher incentives, lot costs, and reduced fixed cost leverage.","Repurchased 1.8M shares for $130M (2.7% of shares outstanding); paid $32M in dividends ($0.48/share, up from $0.43).","Guidance: full-year 2026 home closing volume and revenue expected at or within 5% of 2025 levels."],"consensus_eps_estimate":null,"consensus_eps_actual":0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114965,"accession_number":"0000833079-26-000092","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes increases 2026 target compensation for CEO, CFO, GC, and CPO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Phillippe Lord: base salary unchanged at $1M; target bonus raised to $4M (from $3.25M); equity target raised to $6M (from $5.5M).","CFO Hilla Sferruzza: base unchanged at $800k; target bonus raised to $1.6M (from $1.4M); equity target unchanged at $1.8M.","GC Malissia Clinton target cash bonus set at $756k; CPO Javier Feliciano target cash $412k and equity $901k.","Chairman Steven Hilton and EVP Austin Woffinden compensation unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114964,"accession_number":"0000833079-26-000016","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Meritage Homes director Dennis V. Arriola to resign effective March 31, 2026; board reduces size to 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dennis V. Arriola notified resignation from Board effective March 31, 2026; no disagreement with company.","Board reduced size from 12 to 11 directors effective upon resignation.","No replacement director announced; board size adjustment per bylaws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114963,"accession_number":"0000833079-26-000006","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q4 2025 EPS $1.20 (adj $1.67) vs $2.36 prior; revenue down 12% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $84M ($1.20 diluted) vs $172.6M ($2.36) in Q4 2024, down 51%.","Home closing revenue $1.4B down 12% YoY; home closings 3,755 units down 7%.","Home closing gross margin 16.5% (adjusted 19.3%) vs 23.2% prior, due to $38.9M non-recurring charges.","Full year 2026 guidance: home closing volume and revenue expected consistent with 2025.","Repurchased 2.2M shares for $150M in Q4; $514M remaining under repurchase program."],"consensus_eps_estimate":null,"consensus_eps_actual":6.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131352,"accession_number":"0000833079-25-000135","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Q3 EPS $1.39 (-48% YoY), revenue $1.4B (-12%), guides Q4 EPS $1.51-1.70","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings fell 49% to $99M, diluted EPS $1.39 vs $2.67; adjusted EPS $1.55.","Home closing revenue $1.399B, down 12% YoY; home closing margin 19.1% (down 570 bps).","Orders rose 4% to 3,636 units; community count up 20% to 334, a record high.","Q4 guidance: home closing volume 3,800-4,000, revenue $1.46-1.54B, EPS $1.51-1.70.","Returned $85M to shareholders via dividends and buybacks; $664M remaining in repurchase authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":5.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147933,"accession_number":"0000833079-25-000117","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Q2 EPS $2.04 vs $3.15 YoY; revenue down 5%; home closing gross margin 21.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $147M (-37% YoY); diluted EPS $2.04 (-35%).","Home closing revenue $1.62B (-5%); ASP on closings $387K (-6%).","Home closing gross margin 21.1% (480 bps decline); adjusted margin 21.4% excluding land deal charges.","Orders up 3% to 3,914 units; backlog value $695M (-37%).","Full-year land spend guidance cut to ~$2.0B from $2.5B; dividend $0.43/sh, $45M in buybacks in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":3.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147932,"accession_number":"0000833079-25-000112","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Meritage extends credit facility maturity to 2030, updates net worth covenant","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity date extended from June 12, 2029 to July 9, 2030 under Eleventh Amendment.","Total commitments unchanged at $910M; letter of credit sublimit set at $370M.","Minimum tangible net worth covenant reset: floor of $3.602B plus 50% of positive net income and equity proceeds after March 31, 2025.","Lenders include Mizuho (agent), JPMorgan, Bank of America, and others; no new borrowing.","Guarantors reaffirm obligations; no defaults or events of default."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166653,"accession_number":"0000833079-25-000102","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Meritage stockholders approve board declassification, elect directors, support political transparency proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Declassification amendment passed: 61.3M for, 53k against, 3.8M broker non-votes.","Political spending transparency stockholder proposal passed: 35.4M for, 25.8M against.","Seven directors elected (e.g., Arriola 61.3M, Ax 58.9M, Keough 61.3M, Lantz 61.3M, Lord 61.1M, Odell 59.2M, Williams 61.3M).","Deloitte as auditor ratified (63.9M for); advisory say-on-pay approved (58.5M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166652,"accession_number":"0000833079-25-000091","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes EVP and COO Clint Szubinski resigns; effective May 16, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Clint Szubinski, EVP and COO, resigns for personal reasons; employment ends May 16, 2025.","Company thanks Szubinski for his service; no successor or interim appointment named.","Notification received May 7, 2025; no other leadership changes disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166651,"accession_number":"0000833079-25-000087","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q1 2025: EPS $1.69 (-33% YoY), revenue down 8%, gross margin 22.0%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.69 vs $2.53 Q1 2024; net earnings $123M, down 34% YoY.","Home closing revenue $1.34B (-8% YoY); 3,416 closings (-3%) at ASP $393K (-6%).","Home closing gross margin 22.0%, down 380 bps from 25.8% due to incentives and higher lot costs.","Issued $500M of 5.650% senior notes due 2035; net debt-to-capital 13.7% vs 11.7% Q4 2024.","Reiterated FY2025 guidance: 16,250-16,750 closings, revenue $6.6-6.9B."],"consensus_eps_estimate":null,"consensus_eps_actual":1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184071,"accession_number":"0000833079-25-000069","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes approves 2025 compensation increases for CEO, CFO, COO, GC, CPO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Lord base salary unchanged at $1M; target bonus raised to $3.25M and equity target to $5.5M.","Base salaries increased for CFO Sferruzza ($800k), COO Szubinski ($800k), GC Clinton ($560k), CPO Feliciano ($515k).","Target annual cash bonuses: CFO $1.4M, COO $2M, GC $560k, CPO $386,250.","Target equity awards (50% RSU, 50% PSU): CFO $1.8M, COO $2.2M, GC $952k, CPO $849,750."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184070,"accession_number":"0001193125-25-048411","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Meritage Homes issues $500M 5.65% Senior Notes due 2035 for general corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Net proceeds of $493.4M after underwriting discount; interest payable semi-annually at 5.65%.","Notes mature March 15, 2035; are unsecured senior obligations guaranteed by substantially all subsidiaries.","Optional redemption: before Dec 15, 2034 at Treasury rate + 25 bps; thereafter at par.","Upon Change of Control and Rating Decline, holders may require repurchase at 101% plus accrued interest.","Indenture includes customary restrictive covenants and events of default."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184069,"accession_number":"0000833079-25-000009","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q4 net earnings fall 13% to $172.6M; full year record closings of 15,611 homes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $4.72 vs $5.38; net earnings $172.6M, down 13% YoY.","Full year home closing revenue $6.34B (+5%) with record 15,611 closings (+12%).","Q4 home closing gross margin 23.2% (down 200bps YoY) and orders up 14% to 3,304.","FY 2025 guidance: home closings 16,250-16,750 units, revenue $6.6-6.9B.","Acquired Elliott Homes (~5,500 lots); net debt-to-capital 11.7%; stock split Jan 2, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":10.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184068,"accession_number":"0000833079-25-000004","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes appoints Geisha Williams to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Geisha Williams appointed as independent Class II Director effective Jan 6, 2025.","She is former President and CEO of PG&E Corporation with over 30 years energy experience.","Board size increased to 12 directors; Ms. Williams is first Latina CEO of a Fortune 200.","Annual cash compensation $50,000 plus service-based RSUs and indemnification.","Currently serves on Supervisory Board of Siemens Energy AG and private boards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200675,"accession_number":"0000833079-24-000118","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q3 EPS $5.34, down 11% YoY; record closings but margins compress","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 diluted EPS $5.34 vs $5.98 YoY; net earnings $196M, down 12%.","Home closing revenue $1.585B, down 2% on 9% lower ASP; closings up 8% to 3,942 units.","Home closing gross margin 24.8%, down 190 bps from 26.7% on higher lot costs and financing incentives.","Q4 2024 guidance: 3,750-3,950 closings, revenue $1.50-1.59B, diluted EPS $4.10-$4.60, gross margin 22.5-23.5%.","Quarterly dividend raised to $0.75/share (up 178%); $30M in share repurchases during Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":16.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200674,"accession_number":"0000833079-24-000111","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Meritage appoints Erin Lantz to board; to propose board declassification at 2025 meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erin Lantz appointed as independent Class II director effective Oct 14, 2024, increasing board size to 11.","Lantz brings 20+ years of tech, real estate, and mortgage experience; currently CRO at Ethos.","Board approved declassification proposal to move to annual director elections; vote at 2025 annual meeting.","Lantz receives $50k annual cash compensation, service-based RSUs, and expense reimbursement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216685,"accession_number":"0000833079-24-000090","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q2 EPS $6.31, +26% YoY; home closings up 18% to 4,118","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $231.6M ($6.31 diluted EPS), up 26% YoY; revenue $1.69B, +10%.","Home closing gross margin improved 150 bps to 25.9% due to lower direct costs and shorter cycle times.","Orders up 14% to 3,799 units; average absorption pace 4.5/month vs 3.9 last year.","Issued $575M of 1.75% convertible notes due 2028; redeemed $250M of 2025 senior notes.","FY2024 guidance: diluted EPS $19.80-$21.00, closings 14,750-15,500 units."],"consensus_eps_estimate":null,"consensus_eps_actual":11.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236358,"accession_number":"0000833079-24-000086","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Meritage Homes upsizes credit facility to $910M, extends maturity to 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility size increased from $835M to $910M; accordion feature allows further increase to $1.365B.","Maturity date extended from June 2, 2028 to June 12, 2029.","Pricing grid revised; Mizuho Bank becomes administrative agent, replacing JPMorgan.","No default or event of default as of amendment date; representations reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236357,"accession_number":"0000833079-24-000082","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Meritage shareholders approve proposal to elect directors annually; board nominees elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholder proposal to elect each director annually passed: 19,033,038 for, 13,771,727 against.","All six director nominees elected: Dana C. Bradford, Louis E. Caldera, Deb Henretta, Steven J. Hilton, P. Kelly Mooney, Dennis V. Arriola.","Ratification of Deloitte & Touche as auditor for FY2024 approved: 33,478,528 for, 613,843 against.","Advisory vote on named executive officer compensation passed: 30,889,975 for, 1,858,039 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236356,"accession_number":"0001193125-24-135316","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Meritage Homes closes $575M 1.75% convertible senior notes offering due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$575M aggregate principal, 1.75% interest, due May 15, 2028.","Initial conversion price ~$232.30/share; capped call with cap $350.64/share to reduce dilution.","Net proceeds ~$557.8M; ~$250.6M to redeem outstanding 6.00% Senior Notes due 2025.","Notes are senior unsecured, guaranteed by certain subsidiaries; not redeemable by company before maturity.","Maximum of ~3.28M shares issuable upon conversion based on max conversion rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236355,"accession_number":"0001193125-24-132571","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Meritage Homes prices $500M 1.75% convertible notes due 2028, redeems 6% senior notes due 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of 1.75% Convertible Senior Notes due 2028 priced on May 6, 2024.","Underwriters granted a 13-day option to purchase up to $75M additional notes.","Net proceeds ~$484.8M (or ~$557.8M with greenshoe) to redeem 6% Senior Notes due 2025, general corporate purposes.","Initial conversion rate 4.3048 shares/$1,000 ($232.30 per share, 32.5% premium over $175.32 stock price).","Capped call transactions entered with cap price $350.64 per share to offset dilution upon conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236354,"accession_number":"0000833079-24-000077","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes posts record Q1 sales orders; diluted EPS up 43% to $5.06","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $186M ($5.06 diluted EPS) vs $131M ($3.54) prior year, up 43%.","Home closing revenue $1.47B (+16% YoY) on 3,507 homes closed (+21%).","Home closing gross margin improved to 25.8% from 22.4%, aided by lower incentives.","Record quarterly sales orders of 3,991 homes (+14% YoY) with 91% entry-level.","Full-year 2024 guidance: home closing revenue $6.0-6.2B, diluted EPS $19.20-20.70."],"consensus_eps_estimate":null,"consensus_eps_actual":5.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254023,"accession_number":"0000833079-24-000066","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-03-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes director Raymond Oppel to retire after 27-year board tenure","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Raymond Oppel notified Meritage on March 14, 2024; retirement effective May 16, 2024, not seeking re-election.","Oppel served on board since 1997, chaired Executive Compensation Committee, member of Land Committee.","No replacement announced; retirement at end of current term.","Executive Chairman Steven Hilton thanked Oppel for his dedication and contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254022,"accession_number":"0000833079-24-000006","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q4 2023 EPS $5.38; orders surge 60% YoY to 2,892 units","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $198.9M ($5.38 diluted EPS) vs $262.4M ($7.09) a year ago, down 24%.","Home closing revenue $1.64B, down 17% YoY; home closing gross margin 25.2% (adjusted 25.4%).","Sales orders 2,892 units (+60% YoY); average absorption pace 3.6/month vs 2.2.","Full-year 2023 diluted EPS $19.93 vs $26.74; net earnings $738.7M, down 26%.","Cash $921.2M; debt-to-capital 17.9%; board authorized $185M remaining buyback capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":19.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254021,"accession_number":"0000833079-24-000003","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2024-01-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage raises 2024 pay for CEO, CFO, COO, GC, and CPO; Hilton new agreement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Lord: base $1M (+$200k), cash incentive target $3M, equity target $5M.","CFO Sferruzza: base $775k, cash incentive $1.36M, equity $1.74M.","COO Szubinski: base $750k, cash incentive $1.875M, equity $2.06M.","GC Clinton: base $540k, cash incentive $540k, equity $918k.","Executive Chairman Hilton signed new employment agreement through Dec 2024; compensation unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271491,"accession_number":"0000833079-23-000151","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-11-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes board member Gerald Haddock to retire Jan 2 2024; Henretta named committee chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gerald Haddock, board member since 2005 and Nominating/Governance Chair, retires effective Jan 2, 2024.","Deborah Ann Henretta appointed Chair of Nominating/Governance Committee effective Jan 2, 2024.","Dennis Arriola becomes member of Nominating/Governance Committee effective immediately.","Board size reduced from 12 to 11 directors following retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271490,"accession_number":"0000833079-23-000146","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q3 diluted EPS $5.98 (-16% YoY); orders surge 50% to 3,474 homes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $221.8M ($5.98 diluted EPS) vs $262.5M ($7.10) in Q3 2022, down 16%.","Home orders rose 50% YoY to 3,474 units; home closing revenue up 3% to $1.61B.","Home closing gross margin fell to 26.7% from 28.7% due to higher financing incentives.","Q4 2023 guidance: 3,500-3,700 home closings, $1.45-1.53B revenue, EPS $4.84-5.43.","Cash $1.05B; repurchased $45M stock, redeemed $150M of 2025 Notes; maintained $0.27 dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":14.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288353,"accession_number":"0000833079-23-000127","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Q2 EPS $5.02, down 26% YoY; home closing revenue $1.54B up 10%; orders decline 11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $186.8M ($5.02 diluted EPS) vs $250.1M ($6.77) in Q2 2022, a 25% decrease.","Home closing revenue rose 10% to $1.543B on 8% more closings (3,490 units); ASP on closings up 1% to $442K.","Home closing gross margin contracted 720 bps to 24.4% from 31.6% due to greater sales incentives and higher direct costs.","Home orders fell 11% to 3,340 units; average absorption pace 3.9 per month vs 4.4 a year ago.","Full-year 2023 guidance: 13,300-13,800 closings, home closing revenue $5.85-6.07B, diluted EPS $19.12-19.80."],"consensus_eps_estimate":null,"consensus_eps_actual":8.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308835,"accession_number":"0000833079-23-000115","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-06-14T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Meritage appoints Dennis V. Arriola to board; board size increased to 12","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dennis V. Arriola appointed independent Class II director effective June 14, 2023.","Arriola is an Operating Partner at Sandbrook Capital and former CEO of Avangrid (AGR).","Board size raised from 11 to 12 via amendment to Amended and Restated Bylaws.","Annual cash compensation of $50,000 plus service-based RSU grants and indemnification.","Arriola brings 30 years of leadership in utilities and clean energy sectors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308834,"accession_number":"0000833079-23-000113","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Meritage Homes increases credit facility to $835M, extends maturity to 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility size raised to $835M from $780M; maturity extended to June 2, 2028.","Liquidity and interest coverage covenant eliminated; accordion feature amended.","New lenders Fifth Third Bank and Goldman Sachs join; Citibank, CIBC, RBC exit.","Administrative agent changes from JPMorgan to Mizuho Bank, Ltd.","Letter of credit sublimit increased up to total facility size at closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308833,"accession_number":"0000833079-23-000109","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Meritage stockholders approve 800K share increase to stock plan, elect directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders approved amendment to 2018 Stock Incentive Plan, adding 800,000 shares (30.6M for, 2.0M against).","Five Class II directors elected: Ax, Haddock, Keough, Lord, Odell (highest votes 32.2M for Keough).","Say-on-pay approved on advisory basis (31.5M for, 967K against); board adopts annual frequency.","Deloitte ratified as auditor for FY2023 (33.1M for, 541K against).","Bylaws amended to update director nomination procedures per universal proxy rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308832,"accession_number":"0000833079-23-000092","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q1 net earnings down 40% to $131M; EPS $3.54 vs $5.79","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Home closing revenue $1.26B (+1% YoY); home closing gross margin fell 790 bps to 22.4%.","Home orders 3,487 units (-10% YoY); cancellation rate improved to 15% from 39% in Q4 2022.","Balance sheet strong: cash $957M, net debt-to-capital 4.5%; initiated $0.27/share dividend.","Backlog units down 41% to 3,922; average active communities rose to 274.5 from 263.5.","Effective tax rate 20.6% benefited from earned energy tax credits under Inflation Reduction Act."],"consensus_eps_estimate":null,"consensus_eps_actual":3.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327618,"accession_number":"0000833079-23-000072","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes raises 2023 compensation targets for top executives; increases max payout caps","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Lord: base salary unchanged at $900k; PSA/RSU target increased to $2.025M each; max payout cap raised to 200%.","CFO Sferruzza: target bonus increased to $1.26875M (175% of base, up from 125%); PSA/RSU target $725k each.","COO Szubinski: target annual cash bonus increased to $1.625M.","General Counsel Clinton and CPO Feliciano: equity targets raised to $412k and $322.5k, respectively.","For all NEOs: max payout for 2023 equity awards raised from 150% to 200%; cash bonus cap raised from 200% to 250%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327617,"accession_number":"0000833079-23-000025","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-02-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Meritage Homes initiates quarterly cash dividend of $0.27 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.27 per share approved by the Board.","First dividend payable March 31, 2023; record date March 15, 2023.","CEO cites confidence in strategy, free cash flow, and balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327616,"accession_number":"0000833079-23-000005","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2023-02-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes reports record Q4 EPS $7.09, but orders plunge 46% YoY with 39% cancellation rate","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $7.09, up 13% YoY; full year EPS $26.74, up 39% YoY.","Home closing revenue $2.0B (+32% YoY) on 4,540 closings (+29%); ASP $437K (+3%).","Q4 home orders 1,808 units (-46% YoY); cancellation rate 39% as company validated backlog.","Home closing gross margin 25.2% (adj. 25.7%) vs 29.0% (adj. 29.2%) a year ago.","Cash $861.6M; net debt-to-capital 6.8%; repurchased 1.17M shares ($109.3M) in FY 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":26.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345313,"accession_number":"0000833079-22-000088","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2022-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q3 EPS $7.10, +35% YoY; orders -33%; guides Q4 EPS $6.50-7.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 diluted EPS $7.10 vs $5.25 a year ago; net earnings $262.5M (+31%).","Home closing revenue $1.57B (+25%); homes closed 3,487 (+12%).","Home orders 2,310 (-33%); cancellation rate 30%; average absorption pace 2.7/mo (down from 5.0).","Home closing gross margin 28.7% (vs 29.7%); Q4 guidance ~25% due to increased incentives.","Terminated ~5,200 lots with $8.8M walk-away charge; net debt-to-capital 18.9%."],"consensus_eps_estimate":null,"consensus_eps_actual":19.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361771,"accession_number":"0000833079-22-000079","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2022-08-12T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Meritage Homes amends bylaws to refine officer roles, effective August 11, 2022","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Board adopted amendments to Article III (Officers) of the Amended and Restated Bylaws.","Changes refine officer designations, duties, responsibilities and authorities.","Amendments align bylaws with the Company's current organizational structure.","Amended and Restated Bylaws filed as Exhibit 3.1 to this 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361770,"accession_number":"0001437749-22-017896","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q2 diluted EPS $6.77 (+55% YoY); withdraws FY2022 guidance citing market uncertainty","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $250.1M vs $167.4M YoY; home closing revenue $1.41B (+11%).","Home closing gross margin expanded 430 bps to 31.6%; orders up 6% to 3,767 units.","Ending backlog of 7,241 units (+31%); ASP on closings up 13% to $437K.","Management withdraws FY2022 guidance due to mortgage-rate-driven demand slowdown.","Repurchased 1.17M shares for $109.3M in H1; net debt-to-capital 20.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":12.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":2699315000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381184,"accession_number":"0000833079-22-000075","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2022-05-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Meritage Homes authorizes additional $200M share repurchase program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to $200M additional buyback under program originally approved Feb 13, 2019.","No expiration date; management discretion on timing and amount of repurchases.","Repurchases may be made in open market or private transactions; shares will be retired.","Program may be modified, suspended, or discontinued at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381183,"accession_number":"0000833079-22-000073","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2022-05-19T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Meritage shareholders re-elect six directors, ratify auditor, and approve say-on-pay with 57% support","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Six Class I directors elected: Bradford, Caldera, Henretta, Hilton, Mooney, Oppel; all received >93% votes cast.","Ratification of Deloitte as auditor for FY2022 approved with >98% votes cast (33.1M for, 545k against).","Advisory vote on executive compensation passed with 57% support (18.4M for, 13.6M against, 1.7M broker non-votes).","All proposals were routine; no other matters submitted to stockholders.","Meeting held virtually on May 19, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381182,"accession_number":"0000833079-22-000069","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q1 diluted EPS $5.79 (+68% YoY); home closing revenue $1.25B (+15%); gross margin 30.3% (+560 bps)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $217.3M vs $131.8M a year ago; diluted EPS $5.79 vs $3.44.","Home orders 3,874 units (+12% YoY); average active communities up 32% to 268.","Home closing gross margin 30.3% (up 560 bps); SG&A leverage improved 130 bps to 8.5%.","Full-year 2022 guidance: 14,500-15,500 closings; diluted EPS $26.30-$27.90.","Repurchased ~1.04M shares for $99.3M in Q1; net debt-to-capital 16.9%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399215,"accession_number":"0000833079-22-000006","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2022-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Meritage Homes Q4 diluted EPS $6.25, up 57% YoY; guides FY2022 EPS $23.15-$24.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $6.25 vs $3.97 YoY; net earnings $237.5M; home closing revenue $1.5B (+6% YoY).","Home closing gross margin improved 500 bps to 29.0% in Q4; full year 2021 margin 27.8% vs 22.0%.","Year-end community count 259 (+33% YoY); backlog 5,679 homes valued at $2.5B (+39% YoY).","FY2022 guidance: 14,500-15,500 closings, home closing revenue $6.1-$6.5B, diluted EPS $23.15-$24.65.","Net debt-to-capital 15.1%; $618M cash; repurchased $61M of shares in FY2021."],"consensus_eps_estimate":null,"consensus_eps_actual":19.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418198,"accession_number":"0000833079-21-000170","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2021-12-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes raises 2022 executive compensation; appoints new Principal Accounting Officer","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Phillippe Lord: base salary $900K, target cash bonus $2.25M, equity targets $1.8M each.","CFO Hilla Sferruzza: base salary $725K, target cash bonus $906K, equity targets $725K each.","COO Clinton Szubinski: base salary $650K, target cash bonus $1.3M, equity targets $650K each.","Chief People Officer Javier Feliciano: base $430K, target bonus $322.5K, equity targets $268.75K.","Alison L. Sasser appointed Principal Accounting Officer eff. Jan 1, 2022; salary +~$40K, bonus target 60% of base."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418197,"accession_number":"0000833079-21-000169","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2021-12-20T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Meritage Homes extends credit facility maturity to Dec 2026, transitions to SOFR","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Maturity extended from Dec 22, 2025 to Dec 22, 2026 via Seventh Amendment.","Benchmark interest rate replaced from LIBOR to SOFR (term SOFR + 10 bps adjustment).","Total commitments remain $780M across 13 lenders; no change in aggregate amount.","Interest rate margins unchanged: Term SOFR 125-175 bps, ABR 25-75 bps based on leverage.","No new borrowings; facility continues as revolving credit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418196,"accession_number":"0000833079-21-000161","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2021-12-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Meritage Homes appoints Louis E. Caldera to board of directors, effective Dec 10, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Louis E. Caldera appointed as independent Class I director effective December 10, 2021; board now totals 11.","Mr. Caldera is a former U.S. Secretary of the Army and served as White House Military Office director.","He currently serves on boards of Granite Construction (GVA) and DallasNews Corp (DALN).","Annual cash compensation of $50,000 plus service-based RSU grants; standard indemnification agreement.","Background includes leadership in higher education (UNM president, American University law professor)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418195,"accession_number":"0000833079-21-000144","cik":833079,"company_name":"Meritage Homes CORP","ticker":"MTH","form_type":"8-K","filed_at":"2021-11-23T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Meritage Homes increases maximum board size from 10 to 11 members","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board of Directors adopted amendment on November 17, 2021.","Amendment to Article II, Section 2 of Amended and Restated Bylaws.","Maximum board size raised from ten to eleven directors.","Amended and Restated Bylaws filed as Exhibit 3.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4433710633.20821,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-11-23T23:59:59+00:00|418195"}