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Taylor Morrison Home
Taylor Morrison Home (TMHC) investor relations material
Taylor Morrison Home Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Delivered 3,324 home closings in Q3 2025, generating $2.0 billion in revenue at an average price of $602,000, with net income of $201 million ($2.01 per diluted share) and adjusted net income of $211 million ($2.11 per share).
Gross margin was 22.1% (adjusted 22.4%), with SG&A leverage improving to 9.0% of home closings revenue, and strong liquidity of $1.3 billion maintained.
Net sales orders declined 13% year-over-year to 2,468, with cancellations rising to 15.4% of gross orders and a monthly absorption pace of 2.4 per community.
Continued focus on operational efficiency, digital innovation, and customer experience, with over 100 new communities planned for next year and ongoing share repurchases totaling 1.3 million shares ($75 million) in Q3.
Celebrated 100,000 home closings since IPO and recognized as America's Most Trusted Builder for the 10th consecutive year.
Financial highlights
Q3 2025 total revenue was $2.10 billion, down 1.2% year-over-year, with home closings revenue at $2.0 billion and gross margin at 22.1% (adjusted 22.4%).
Adjusted net income was $210.9 million ($2.11 per share); EBITDA was $314 million, adjusted EBITDA $333 million.
SG&A as a percentage of home closings revenue improved by 80 bps to 9.0%, with sales, commissions, and marketing costs at 5.8% and G&A at 3.2%.
Book value per share increased 15% year-over-year to $61.95; return on equity was 14.3% on a trailing twelve-month basis.
Net homebuilding debt to capitalization ratio was 21.3% at quarter-end, with $1.3 billion in liquidity and $955 million available on the credit facility.
Outlook and guidance
Q4 2025 guidance: 3,100–3,300 home closings, average closing price ~$590,000, gross margin ~21.5%.
Full-year 2025 guidance: 12,800–13,000 home closings, average closing price ~$595,000, gross margin ~22.5% (GAAP), ~23% (adjusted).
SG&A as a percentage of home closings revenue expected in the mid-9% range; share repurchases to be at least $350 million.
Homebuilding land and development spend projected at ~$2.3 billion for the year.
Management expects continued pressure on sales pace and margins due to elevated mortgage rates and increased incentives.
Outlook for further land deal renegotiations?
Yardly scaling pace and capital deployment?
Regional market divergence or convergence?
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Next Taylor Morrison Home earnings date
Q4 202511 Feb, 2026
Taylor Morrison Home
Next Taylor Morrison Home earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
Taylor Morrison Home Corporation is a homebuilding company engaged in the design, construction, and sale of single-family and multifamily residences. It operates across several U.S. states and serves a broad customer base including first-time, move-up, and active adult homebuyers. The company also provides financial services related to mortgages and title insurance. It is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.
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