Recent 8-K filings for TPH

• May 14, 2026, 9:08 AM ET M&A materiality 0.95 neutral item 1.01item 2.01item 3.01item 3.03item 5.01item 5.02item 5.03item 8.01item 9.01 ◈ Governance Changes ×2◈ M&A Transactions

  Sumitomo Forestry completes acquisition of Tri Pointe Homes for $47.00 per share; TPH delisted

  Each TPH share converted into $47.00 cash; merger closed May 14, 2026.

• April 29, 2026, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Tri Pointe Homes Q1 net income drops 89% to $6.8M; merger conditions partially met

  Net income available to common stockholders $6.8M ($0.08 diluted EPS) vs $64.0M ($0.70) in Q1 2025.

• April 17, 2026, 7:59 PM ET M&A materiality 0.60 neutral item 8.01item 9.01

  HSR waiting period for Tri Pointe-Sumitomo Forestry merger expires

  HSR waiting period expired at 11:59 p.m. ET on April 16, 2026, satisfying one condition.

• April 17, 2026, 7:59 PM ET M&A materiality 0.60 positive item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Tri Pointe Homes lenders consent to $47/sh merger with Sumitomo, waive change-of-control default

  Lenders waive any default from change of control upon merger; amend definition to require Sumitomo to maintain >50% voting power.

• April 16, 2026, 7:59 PM ET M&A materiality 0.85 positive item 5.07item 9.01

  Tri Pointe stockholders approve merger with Sumitomo Forestry; expected close Q2 2026

  Stockholders voted 66,347,281 for, 25,531 against to adopt the Merger Agreement with Sumitomo Forestry.

• February 25, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Tri Pointe Homes Q4 net income down 53% to $60.2M; home sales revenue $945.9M

  Diluted EPS of $0.70 vs $1.37 YoY; adjusted EPS $0.80 excluding $11.8M inventory charges.

• February 13, 2026, 6:59 PM ET M&A materiality 1.00 positive item 1.01item 5.02item 5.03item 7.01item 9.01 ◈ Governance Changes◈ Material Agreements

  Tri Pointe Homes to be acquired by Sumitomo Forestry for $47/share all-cash deal valued at $4.5B

  Sumitomo Forestry to acquire Tri Pointe Homes for $47.00 per share in all-cash deal valued at approximately $4.5 billion.

• October 23, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Tri Pointe Homes Q3 net income $56.1M ($0.64 EPS), down 50% YoY; deliveries fall 25%

  Home sales revenue $817.3M vs $1.1B YoY; net new home orders 995 vs 1,252.

• September 19, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  Tri Pointe Homes increases term loan facility to $450M, extends maturity

  Term loan facility increased from $250M to $450M under Sixth Modification Agreement dated Sept 18, 2025.

• July 25, 2025, 7:59 PM ET other material materiality 0.25 neutral item 7.01item 9.01

  Tri Pointe Homes corrects Q2 2025 share repurchase total to 5.46M shares for $175M

  Prior earnings release understated aggregate shares repurchased as of June 30, 2025.

• July 24, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Tri Pointe Q2 net income $60.7M ($0.68 EPS); deliveries 1,326; repurchase program boosted $50M

  Net income $60.7M ($0.68 diluted EPS) vs $118M ($1.25) in Q2 2024; adjusted EPS $0.77 excluding $11M inventory charge.

• May 1, 2025, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Tri Pointe Homes increases revolver to $850M, extends maturity to 2030

  Revolving credit facility expanded from $750M to $850M; can increase further to $1.2B under certain conditions.

• April 24, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Tri Pointe Homes Q1 EPS $0.70, home sales revenue $720.8M, deliveries 1,040, gross margin 23.9%

  Net income was $64M ($0.70 diluted EPS) vs $99.1M ($1.03) in Q1 2024.

• April 17, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01

  Tri Pointe Homes annual meeting elects all six director nominees; advisory say-on-pay passes with ~75% support

  All six director nominees elected; Steven J. Gilbert received 69.3M for (87.6%) vs. 9.9M against.

• February 18, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Tri Pointe Homes Q4 2024: EPS $1.37, Home Sales Revenue $1.2B, Orders Down 13% YoY

  Net income $129.2M ($1.37 diluted EPS) vs $132.8M ($1.36) prior year; full year EPS $4.83, up 40% YoY.

• October 24, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Tri Pointe Homes Q3 EPS $1.18 (+55% YoY), revenue $1.1B (+35%), deliveries up 32%

  Net income $111.8M ($1.18 diluted EPS) vs $75.4M ($0.76) a year ago.

• July 25, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Tri Pointe Homes Q2 2024 EPS $1.25, revenue $1.1B (+38% YoY)

  Net income $118M ($1.25 diluted EPS) vs $60.7M ($0.60) a year ago, up 94% and 108%.

• July 22, 2024, 7:59 PM ET other material materiality 0.35 neutral item 5.02item 9.01

  Tri Pointe Homes increases COO Mitchell's severance multiples to 2x and 3x

  Board approved raising COO Thomas J. Mitchell's severance multiples: change-in-control from 1.5x to 2x, non-CIC from 2.5x to 3x.

• May 15, 2024, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Tri Pointe redeems all outstanding 5.875% Senior Notes due 2024

  Redeemed entire outstanding principal of 5.875% Senior Notes due 2024 on May 15, 2024.

• April 25, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Tri Pointe Homes Q1 EPS $1.03 vs $0.73, revenue $918M; raises full-year guidance

  Q1 diluted EPS $1.03, up 41% YoY; net income $99.1M vs $74.7M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.75 · Most common event earnings

6 positive 5 negative 9 neutral

source · TPH on sec.gov