earnings
confidence high
sentiment neutral
materiality 0.75
Taylor Morrison Q2: net income $194M, adj. EPS $2.02; orders drop 12%, gross margin 22.3%
Taylor Morrison Home Corp
2025-Q2 EPS reported
$3.99
revenue$3,926,089,000
- Net income $194M ($1.92/share); adjusted net income $204M ($2.02/share).
- Home closings revenue $2.0B (+2% YoY) on 3,340 closings (+4%); avg price $589K (-2%).
- GAAP home closings gross margin 22.3% (down 150bps YoY); adjusted 23.0% (down 90bps).
- Net sales orders 2,733 (-12% YoY); monthly absorption 2.6 vs 3.0; cancellation rate 14.6% vs 9.4%.
- FY2025 guidance: closings 13,000-13,500; avg price $595K-$600K; share repurchases at least $350M.