Taylor Morrison beats Q2 expectations amid housing market challenges

Published 23/07/2025, 11:40
Taylor Morrison beats Q2 expectations amid housing market challenges

Investing.com - Taylor Morrison Home Corporation (NYSE:TMHC) on Wednesday reported second quarter adjusted earnings of $2.02 per share, exceeding analyst estimates of $1.95, while revenue reached $2 billion, surpassing the consensus expectation of $1.93 billion.

The homebuilder delivered 3,340 home closings in the quarter, up 4% YoY, though the average closing price decreased 2% to $589,000. Total (EPA:TTEF) home closings revenue increased 2% compared to the same period last year.

The company achieved a home closings gross margin of 22.3% and an adjusted home closings gross margin of 23.0%, while improving SG&A expense by 90 basis points to 9.3% of revenue.

"In the second quarter, we met or exceeded our guidance on substantially all key metrics despite the unique environment," said Sheryl Palmer, Taylor Morrison CEO and Chairman.

"Our performance reflects our diversified product portfolio that serves a broad and well-qualified consumer set with to-be-built and spec offerings, concentrated in core locations."

Net sales orders declined 12% to 2,733 homes, with monthly absorption pace falling to 2.6 per community from 3.0 in the year-ago period. The company ended the quarter with 345 active selling communities, down 1% YoY.

For the third quarter, Taylor Morrison expects home closings between 3,200 to 3,300 with an average closing price of approximately $600,000.

For the full year 2025, the company forecasts home closings between 13,000 to 13,500 and average closing prices between $595,000 to $600,000.

The company repurchased 1.7 million shares for $100 million during the quarter and has increased its full-year share repurchase target to at least $350 million.

Taylor Morrison also announced a new $3 billion land and construction financing facility agreement with Kennedy Lewis (JO:LEWJ) Investment Management to support its build-to-rent operations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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