Taylor Wimpey cuts FY25 profit guidance after unexpected charge; shares fall

Published 30/07/2025, 09:00
Updated 30/07/2025, 09:20
© Reuters.

Investing.com -- Shares of Taylor Wimpey (LON:TW) fell over 6% on Wednesday after it reduced its full-year operating profit guidance by £20 million following an unexpected charge related to remediation work on a historical site.

The UK homebuilder now expects operating profit of £424 million for 2025, down from previous market expectations of £444 million, after reporting first-half adjusted operating profit of £161 million.

Despite the profit guidance cut, Taylor Wimpey maintained its outlook for UK completions at 10,400-10,800 units excluding joint ventures and reaffirmed its average selling price target of £340,000.

The company’s first-half completions reached 5,264 homes, representing 46% of the midpoint of its full-year guidance.

The UK average selling price declined 1.3% to £313,000, below previous guidance of £330,000, which the company attributed to delayed London deliveries shifting to the second half and a higher proportion of affordable housing.

Sales rates have softened recently, with sales per site per week in the four weeks to July 27 at 0.59, down 7.8% year-over-year. This compares to a 4% year-over-year increase to 0.77 for January-April.

The company’s order book as of July 27 increased 4.2% in value but decreased 2.8% in volume compared to the same period last year. This marks a slowdown from April when the order book was up 11.5% in value and 5.3% in volume.

Taylor Wimpey reported net cash of £326 million for the first half and forecasts £350 million by year-end 2025. The company has approved approximately 3,000 plots for purchase during the period and announced an interim dividend in line with its policy.

Additionally, the company increased its fire safety provision by £222.2 million, though it noted there would be no change to remediation cash outflows for 2025.

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