Taylor Morrison Home Crecimiento futuro
Future controles de criterios 0/6
Se prevé que los ingresos y los beneficios de Taylor Morrison Home disminuyan a un ritmo anual de 3.6% y 7.2% respectivamente, mientras que se espera que el BPA disminuya un 2.2% por año.
Información clave
-7.2%
Tasa de crecimiento de los beneficios
-2.18%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Consumer Durables | 8.0% |
| Tasa de crecimiento de los ingresos | -3.6% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 18 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • May 16
Taylor Morrison Home Remains Deeply Undervalued Even As Havoc Reigns
Summary Taylor Morrison Home Corporation remains a compelling buy in the homebuilding sector despite near-term headwinds and recent operational softness. TMHC's differentiation through resort lifestyle communities and a high-credit, high-income customer base positions it well for future demand recovery. Financials show revenue and unit declines, but shares remain attractively valued both absolutely and relative to peers, supporting a continued buy rating. Long-term catalysts include a persistent US housing shortage and anticipated interest rate declines, which should drive renewed homebuyer activity and profit growth. Read the full article on Seeking Alpha
Actualización de narrativa • May 13
TMHC: Long Term Closing Run Rate Progress Will Support Future P/E Multiple
Analyst fair value for Taylor Morrison Home has been nudged higher to $70.22 from $70.11, as recent price target revisions, including both increases and cuts across several firms, point to mixed views on growth, profitability and the appropriate P/E multiple for the stock. Analyst Commentary Recent Street research on Taylor Morrison Home highlights a split view on where the stock should trade, with some firms lifting price targets and others trimming them or lowering ratings.Actualización de narrativa • Apr 25
TMHC: Long Term Closing Run Rate Aims And Buybacks Will Shape Future Multiple
Analysts have trimmed the consolidated price target for Taylor Morrison Home to about $70.11 from roughly $70.67. This reflects slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E, even as several recent target increases have occurred alongside a downgrade and target cuts from other firms.Actualización de narrativa • Apr 10
TMHC: Long Term Closing Run Rate Ambitions Will Support Multiple Re Rating
Narrative Update Analysts have trimmed their price expectations for Taylor Morrison Home, with the updated fair value estimate moving from about $73.63 to roughly $70.67 as they factor in slightly higher discount rates, modestly softer revenue assumptions, and a lower future P/E multiple, partly offset by a small improvement in expected profit margin. Analyst Commentary Recent Street research on Taylor Morrison Home shows a mix of optimism around the company’s long term plans and caution around nearer term earnings risk and valuation assumptions.Actualización de narrativa • Feb 28
TMHC: Buyer Mix And Margin Resilience Will Support Re Rating Potential
Analysts have raised their average price target on Taylor Morrison Home by $6. They suggest the stock's previous valuation discount may be overly severe, even as they continue to highlight ongoing risks related to earnings and housing affordability.Actualización de narrativa • Feb 14
TMHC: Fair Value View Balances EPS Risk And Peer Discount Potential
Narrative Update Analysts have nudged their price target on Taylor Morrison Home to about $73.63. This reflects updated assumptions on discount rates, revenue trends, profit margins, and a higher future P/E, supported by recent research that highlights both EPS risk and an unwarranted valuation discount versus peers.Artículo de análisis • Feb 01
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Nueva narrativa • Jan 25
Cautious Land Investment And Rental Expansion Will Constrain Margins Yet Keep Outlook Balanced
Catalysts About Taylor Morrison Home Taylor Morrison Home is a U.S. homebuilder focused on entry level, move up and resort lifestyle buyers, along with single family rental communities through its Yardly platform. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 06
TMHC: Share Repurchases Will Support Future Earnings Power And Capital Returns
Analysts kept their price target for Taylor Morrison Home steady at US$73.00, citing updated assumptions that include a slightly higher discount rate and a modestly higher future P/E multiple to reflect their current view of the stock’s risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Taylor Morrison Home repurchased 1,277,533 shares for US$83.03 million, representing 1.29% of its shares.Artículo de análisis • Jan 02
Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?
Key Insights The projected fair value for Taylor Morrison Home is US$75.92 based on 2 Stage Free Cash Flow to Equity...Actualización de narrativa • Dec 22
TMHC: Share Repurchases Will Support Earnings Power Amid Modest Margin Pressure
Analysts have trimmed their price target on Taylor Morrison Home by 1.7 percent, from 74.25 dollars to 73.00 dollars, citing slightly higher discount rates, marginally lower profit margin expectations, and a modestly reduced future price to earnings multiple. What's in the News Taylor Morrison Home completed a share repurchase tranche between July 1, 2025 and September 30, 2025, buying back 1,277,533 shares, or about 1.29 percent of its outstanding stock, for 83.03 million dollars (Key Developments) Under the buyback program announced on October 23, 2024, the company has now repurchased a total of 6,473,036 shares, representing roughly 6.39 percent of its share base, for an aggregate 399.01 million dollars (Key Developments) Valuation Changes Fair Value Estimate, reduced slightly from 74.25 dollars to 73.00 dollars, reflecting a modestly lower projected intrinsic value per share.Actualización de narrativa • Dec 08
TMHC: Sector Tailwinds Will Support Earnings Power Despite Limited Fed Cut Impact
Analysts have modestly increased their fair value estimate for Taylor Morrison Home to $74.25 from $73.63, citing updated price targets that reflect supportive sector dynamics, despite expectations that the recent Fed rate cut will not materially alter near term housing market trends. Analyst Commentary Analyst commentary on Taylor Morrison Home reflects a broadly constructive stance on the company’s execution and earnings outlook, even as the macro backdrop for housing remains largely unchanged following the recent Fed rate cut.Actualización de narrativa • Nov 24
TMHC: Recent Fed Cut Will Maintain Resilient Sector Performance Through Year End
Narrative Update on Taylor Morrison Home Analysts have raised their price target for Taylor Morrison Home by $3 to $75. They cite updated homebuilder sector valuations and expectations that recent changes in interest rates are unlikely to significantly shift the near-term housing market outlook.Actualización de narrativa • Nov 07
TMHC: Recent Fed Rate Cut Will Support Near-Term Housing Demand
Narrative Update on Taylor Morrison Home Analysts have slightly lowered their fair value estimate for Taylor Morrison Home from $74.63 to $73.63. This change reflects updated views on market growth and profit expectations following recent industry assessments.Actualización de narrativa • Oct 23
Analysts Adjust Taylor Morrison Home Outlook Amid Modest Valuation Decline and Buyback Activity
Analysts have modestly lowered their fair value estimate for Taylor Morrison Home to $74.63 from $76. This change is based on updated price targets and expectations that recent interest rate changes will have limited impact on the housing market's trajectory.Artículo de análisis • Oct 02
An Intrinsic Calculation For Taylor Morrison Home Corporation (NYSE:TMHC) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Taylor Morrison Home fair value estimate is US$119 Current...Artículo de análisis • Sep 07
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Actualización de narrativa • Aug 27
Order Declines And Discounting Will Erode Future Performance
Despite a significantly lower consensus revenue growth forecast and a notable rise in future P/E, the consensus analyst price target for Taylor Morrison Home has increased from $72.52 to $76.00. What's in the News Repurchased 1,729,436 shares (1.72%) for $110.07 million from April 1 to June 30, 2025.Artículo de análisis • Aug 24
Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?
Taylor Morrison Home Corporation ( NYSE:TMHC ), is not the largest company out there, but it received a lot of...Artículo de análisis • Jul 20
Insufficient Growth At Taylor Morrison Home Corporation (NYSE:TMHC) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 6.9x Taylor Morrison Home Corporation ( NYSE:TMHC ) may be sending very...Artículo de análisis • Jun 19
These 4 Measures Indicate That Taylor Morrison Home (NYSE:TMHC) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 16
Taylor Morrison Home: Buying This Dip Makes Sense
Summary Recent months have not been kind to Taylor Morrison Home Corporation, even as the company continues to grow and trade on the cheap. The firm has seen strong financial performance with revenue up 16.7%, net income rising from $172.6M to $242.5M, and significant operating cash flow improvements. Concerns include a drop in backlog homes, rising cancellation rates, and potential labor shortages, but net new orders and share buybacks indicate confidence. Shares are attractively priced, making Taylor Morrison Home Corporation a compelling opportunity, despite market uncertainties and potential economic challenges. Read the full article on Seeking AlphaSeeking Alpha • Sep 01
Taylor Morrison Home Corporation: Despite Weaknesses, Picture For The Business Is Bullish
Summary Taylor Morrison Home Corporation has seen significant stock appreciation despite mediocre financial performance, driven by undervaluation and a growing backlog of home orders. Revenue, profits, and cash flows have declined due to high interest rates impacting home prices, but the company remains attractively priced compared to peers. Improved cancellation rates and a potential future cut in interest rates could boost housing demand and home prices, supporting a continued 'buy' rating. Read the full article on Seeking Alpha
Nueva narrativa • Aug 28
Sustaining Growth In Shifting Housing Markets
Diversified consumer and geographic strategies, and a commitment to affordable financing options, are set to stabilize demand and enhance revenue.Seeking Alpha • May 26
Taylor Morrison Home Corporation: After Rising Through The Roof, Shares Offer Additional Upside
Summary Taylor Morrison Home Corporation shares have outperformed the broader market, up 26.3% since August 2023 and 101.6% since January 2022. Despite mixed financial performance, shares of Taylor Morrison still appear attractive on an absolute and relative basis. Positive indicators, such as net new orders and lower cancellation rates, suggest that demand for homes is increasing, benefiting the company and its investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Taylor Morrison Home: Fairly Priced As Momentum Builds For 2025
Summary Taylor Morrison Home Corporation's stock has seen a 54% increase due to a bounce back from a low valuation. The company's guidance for 2024 shows modest growth in home closings and a shift towards more affordable homes. Until evidence supports guidance for strong growth in 2025, TMHC stock looks fairly priced. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2027 | 7,130 | 581 | 487 | 405 | 6 |
| 12/31/2026 | 6,613 | 494 | 747 | 494 | 7 |
| 3/31/2026 | 7,613 | 668 | 688 | 730 | N/A |
| 12/31/2025 | 8,121 | 783 | 777 | 817 | N/A |
| 9/30/2025 | 8,378 | 851 | 570 | 609 | N/A |
| 6/30/2025 | 8,403 | 901 | 490 | 525 | N/A |
| 3/31/2025 | 8,364 | 907 | 382 | 418 | N/A |
| 12/31/2024 | 8,168 | 883 | 174 | 210 | N/A |
| 9/30/2024 | 7,832 | 813 | 15 | 27 | N/A |
| 6/30/2024 | 7,386 | 733 | -195 | -165 | N/A |
| 3/31/2024 | 7,456 | 768 | 299 | 328 | N/A |
| 12/31/2023 | 7,418 | 769 | 773 | 806 | N/A |
| 9/30/2023 | 7,890 | 872 | 1,143 | 1,198 | N/A |
| 6/30/2023 | 8,249 | 1,011 | 1,481 | 1,519 | N/A |
| 3/31/2023 | 8,184 | 1,067 | 1,359 | 1,398 | N/A |
| 12/31/2022 | 8,225 | 1,053 | 1,077 | 1,108 | N/A |
| 9/30/2022 | 8,238 | 1,050 | 912 | 940 | N/A |
| 6/30/2022 | 8,062 | 909 | 656 | 670 | N/A |
| 3/31/2022 | 7,787 | 742 | 560 | 578 | N/A |
| 12/31/2021 | 7,501 | 663 | 355 | 377 | N/A |
| 9/30/2021 | 6,553 | 485 | 194 | 222 | N/A |
| 6/30/2021 | 6,394 | 431 | 661 | 702 | N/A |
| 3/31/2021 | 6,201 | 373 | 867 | 907 | N/A |
| 12/31/2020 | 6,129 | 243 | 1,086 | 1,123 | N/A |
| 9/30/2020 | 6,038 | 204 | 1,001 | 1,038 | N/A |
| 6/30/2020 | 5,444 | 156 | 536 | 571 | N/A |
| 3/31/2020 | 5,183 | 172 | 464 | 494 | N/A |
| 12/31/2019 | 4,762 | 255 | N/A | 393 | N/A |
| 9/30/2019 | 4,753 | 210 | N/A | 233 | N/A |
| 6/30/2019 | 4,685 | 236 | N/A | 271 | N/A |
| 3/31/2019 | 4,400 | 213 | N/A | 107 | N/A |
| 12/31/2018 | 4,227 | 206 | N/A | 136 | N/A |
| 9/30/2018 | 4,069 | 219 | N/A | 309 | N/A |
| 6/30/2018 | 3,941 | 159 | N/A | 297 | N/A |
| 3/31/2018 | 3,869 | 126 | N/A | 239 | N/A |
| 12/31/2017 | 3,885 | 91 | N/A | 386 | N/A |
| 9/30/2017 | 3,783 | 88 | N/A | 363 | N/A |
| 6/30/2017 | 3,728 | 70 | N/A | 407 | N/A |
| 3/31/2017 | 3,674 | 56 | N/A | 537 | N/A |
| 12/31/2016 | 3,550 | 53 | N/A | 373 | N/A |
| 9/30/2016 | 3,323 | 51 | N/A | 151 | N/A |
| 6/30/2016 | 3,266 | 48 | N/A | 96 | N/A |
| 3/31/2016 | 3,113 | 42 | N/A | -109 | N/A |
| 12/31/2015 | 2,977 | 45 | N/A | -263 | N/A |
| 9/30/2015 | 3,018 | 53 | N/A | -34 | N/A |
| 6/30/2015 | 2,851 | 54 | N/A | -76 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de TMHC disminuyan en los próximos 3 años (-7.2% al año).
Beneficios vs. Mercado: Se prevé que los beneficios de TMHC disminuyan en los próximos 3 años (-7.2% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de TMHC disminuyan en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos de TMHC disminuyan en los próximos 3 años (-3.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos de TMHC disminuyan en los próximos 3 años (-3.6% al año).
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de TMHC se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 22:30 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Taylor Morrison Home Corporation está cubierta por 19 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Matthew Bouley | Barclays |
| Rafe Jadrosich | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |