Millrose Q1 net income $64.8M ($0.39/sh); raises 2025 funding guidance to $1.5B

Millrose Properties, Inc.

2025-Q1 EPS reported $0.39 revenue$82,698,000

Net income $64.8M ($0.39/share) on $82.7M option fees; book value $35.40/share.
Raised FY 2025 third-party funding guidance to $1.5B (from $1B); year-end quarterly EPS run-rate raised to $0.69-0.71.
Declared inaugural stub dividend of $0.38/share (normalized quarterly $0.65); paid Apr 15.
Deployed $351M with third-parties at 11.7% yield; portfolio yield 8.7% on ~111k homesites.
Post-quarter: $700M commitment to acquire Landsea Homes homesites via New Home Co; close expected Q3 2025.

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