earnings
confidence high
sentiment negative
materiality 0.75
Tri Pointe Homes Q4 net income down 53% to $60.2M; home sales revenue $945.9M
Tri Pointe Homes, Inc.
2025-FY EPS
reported $2.72
vs consensus $0.79
▲ beat
(+244.4%)
- Diluted EPS of $0.70 vs $1.37 YoY; adjusted EPS $0.80 excluding $11.8M inventory charges.
- Home sales revenue $945.9M (-21% YoY) on 1,364 deliveries vs 1,748; ASP $693,000.
- Homebuilding gross margin 19.3% (adjusted 20.6%) vs 23.3% YoY; SG&A 11.3% of revenue.
- Net new home orders 928 (-1% YoY); backlog 862 homes vs 1,517; cancellation rate 11%.
- Ended Q4 with $1.8B liquidity ($983M cash, $798M revolver); homebuilding debt-to-capital 25%.