{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-235180","form_type":"8-K","ticker":"MRP","cik":"0002017206","company_name":"Millrose Properties, Inc.","filed_at":"2025-10-09T23:59:59+00:00","discovered_at":"2026-05-14T18:02:41.321333+00:00","generated_at":"2026-05-17T04:14:52.812054+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Millrose Properties reports preliminary Q3 2025 AFFO $122.5M ($0.74/share), rev $179.3M","bullets":["Revenue $179.3M (Q3) and $411.0M (9M); net income $105.1M ($0.63/share).","AFFO $122.5M ($0.74/share) adds back $11.8M accelerated amortization from delayed draw term loan payoff.","Invested Capital $8.2B as of Sep 30, 2025; weighted average yield 9.1% (based on 3-month SOFR as of Jun 26, 2025).","Homesite inventory $8.7B; book value $35.29 per share as of Sep 30, 2025.","Full Q3 2025 results expected before market open on October 23, 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-235180","json":"https://secwatch.observer/filing/0001193125-25-235180.json","markdown":"https://secwatch.observer/filing/0001193125-25-235180.md","text":"https://secwatch.observer/filing/0001193125-25-235180.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2017206/000119312525235180/0001193125-25-235180-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2017206/000119312525235180/d62880d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T04:14:52.812054+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}