{"filings":[{"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}],"next_cursor":null}