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Taylor Morrison Home (TMHC) investor relations material
Taylor Morrison Home EGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order at 8:00 A.M. Pacific Time, with agenda and rules posted online.
Business portion conducted first, followed by Q&A on proposals.
Introduction of board members and executive officers present.
Specific resolutions to be voted on
Adoption of the agreement and plan of merger with Berkshire Hathaway Inc. and WXYZ Merger Sub Inc.
Advisory vote on compensation for named executive officers in connection with the merger.
Proposal to adjourn the meeting under certain circumstances, though not considered necessary.
Board and executive committee updates
Board unanimously recommends approval of both the merger and executive compensation proposals.
Introduction of directors and CFO; Chief Legal Officer serves as Secretary and Inspector of Election.
- Q3 2025 saw $2.0B revenue, $201M net income, and 22.1% gross margin with strong liquidity.TMHC
Q3 20259 Jul 2026 - Aims for 20,000 closings by 2028 with digital innovation, capital discipline, and high-teen ROE.TMHC
Investor Day 20258 Jul 2026 - Q3 net income up 54% to $251M, with strong revenue, margin gains, and robust guidance.TMHC
Q3 20248 Jul 2026 - Q2 2024 delivered 3,200 closings, raised guidance, and maintained strong liquidity.TMHC
Q2 20248 Jul 2026 - Q2 2025 revenue rose 2% to $2.03B, net income $194M, and net sales orders declined 12%.TMHC
Q2 20258 Jul 2026 - Stockholders to vote on $72.50/share cash merger with Berkshire Hathaway, board recommends approval.TMHC
Proxy filing23 Jun 2026 - Shareholders to vote on Berkshire Hathaway's $72.50 per share all-cash acquisition, with board support.TMHC
Proxy filing12 Jun 2026 - Taylor Morrison to be acquired by Berkshire Hathaway, pending shareholder approval.TMHC
Proxy filing12 Jun 2026 - Definitive acquisition agreement reached; shareholders to vote, with no immediate business changes.TMHC
Proxy filing5 Jun 2026
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