secwatch.observer — SEC 8-K summary
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Issuer:     Taylor Morrison Home Corp (TMHC)
CIK:        0001562476
Form:       8-K
Filed at:   2025-07-23T23:59:59+00:00
Accession:  0001193125-25-162909
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Taylor Morrison Q2: net income $194M, adj. EPS $2.02; orders drop 12%, gross margin 22.3%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1562476/000119312525162909/0001193125-25-162909-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1562476/000119312525162909/d98868d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-162909

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