secwatch.observer — SEC 8-K summary
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Issuer:     Meritage Homes CORP (MTH)
CIK:        0000833079
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0000833079-26-000006
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Meritage Homes Q4 2025 EPS $1.20 (adj $1.67) vs $2.36 prior; revenue down 12% YoY
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/833079/000083307926000006/0000833079-26-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/833079/000083307926000006/mth-20260128.htm
  HTML page:      https://secwatch.observer/filing/0000833079-26-000006

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