earnings
confidence high
sentiment negative
materiality 0.80
Meritage Homes Q4 2025 EPS $1.20 (adj $1.67) vs $2.36 prior; revenue down 12% YoY
Meritage Homes CORP
2025-FY EPS reported
$6.35
- 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.