Taylor Morrison Home Résultats passés
Passé contrôle des critères 2/6
Taylor Morrison Home a connu une croissance annuelle moyenne de ses bénéfices de 5.7%, tandis que le secteur Consumer Durables a vu ses bénéfices augmenter de en baisse à 0.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 3.2% par an. Le rendement des capitaux propres de Taylor Morrison Home est 10.9% et ses marges nettes sont de 8.8%.
Informations clés
5.75%
Taux de croissance des bénéfices
10.49%
Taux de croissance du BPA
| Consumer Durables Croissance de l'industrie | 24.52% |
| Taux de croissance des recettes | 3.23% |
| Rendement des fonds propres | 10.85% |
| Marge nette | 8.77% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Seeking Alpha • Jun 02
Taylor Morrison Home Finds A Home At Berkshire Hathaway
Summary Taylor Morrison Home Corporation agreed to an all-cash buyout by Berkshire Hathaway at $72.50/share, a 23.9% premium. TMHC's valuation is fair given current housing market headwinds, but long-term upside may be sacrificed for immediate liquidity. I downgrade TMHC to 'hold' as the buyout premium leaves minimal remaining upside; the spread to deal price is only 1.2%. Berkshire Hathaway strengthens its building products segment, leveraging synergies and long-term housing demand despite current industry pressures. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...
Nouveau récit • 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?Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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
Nouveau récit • 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 AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Taylor Morrison Home gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 7,613 | 668 | 707 | 0 |
| 31 Dec 25 | 8,121 | 783 | 735 | 0 |
| 30 Sep 25 | 8,378 | 851 | 745 | 0 |
| 30 Jun 25 | 8,403 | 901 | 763 | 0 |
| 31 Mar 25 | 8,364 | 907 | 777 | 0 |
| 31 Dec 24 | 8,168 | 883 | 770 | 0 |
| 30 Sep 24 | 7,832 | 813 | 754 | 0 |
| 30 Jun 24 | 7,386 | 733 | 723 | 0 |
| 31 Mar 24 | 7,456 | 768 | 710 | 0 |
| 31 Dec 23 | 7,418 | 769 | 699 | 0 |
| 30 Sep 23 | 7,890 | 872 | 684 | 0 |
| 30 Jun 23 | 8,249 | 1,011 | 663 | 0 |
| 31 Mar 23 | 8,184 | 1,067 | 645 | 0 |
| 31 Dec 22 | 8,225 | 1,053 | 643 | 0 |
| 30 Sep 22 | 8,238 | 1,050 | 656 | 0 |
| 30 Jun 22 | 8,062 | 909 | 676 | 0 |
| 31 Mar 22 | 7,787 | 742 | 678 | 0 |
| 31 Dec 21 | 7,501 | 663 | 668 | 0 |
| 30 Sep 21 | 6,553 | 485 | 626 | 0 |
| 30 Jun 21 | 6,394 | 431 | 605 | 0 |
| 31 Mar 21 | 6,201 | 373 | 583 | 0 |
| 31 Dec 20 | 6,129 | 243 | 572 | 0 |
| 30 Sep 20 | 6,038 | 204 | 572 | 0 |
| 30 Jun 20 | 5,444 | 156 | 544 | 0 |
| 31 Mar 20 | 5,183 | 172 | 523 | 0 |
| 31 Dec 19 | 4,762 | 255 | 490 | 0 |
| 30 Sep 19 | 4,753 | 210 | 471 | 0 |
| 30 Jun 19 | 4,685 | 236 | 452 | 0 |
| 31 Mar 19 | 4,400 | 213 | 427 | 0 |
| 31 Dec 18 | 4,227 | 206 | 417 | 0 |
| 30 Sep 18 | 4,069 | 219 | 399 | 0 |
| 30 Jun 18 | 3,941 | 159 | 393 | 0 |
| 31 Mar 18 | 3,869 | 126 | 389 | 0 |
| 31 Dec 17 | 3,885 | 91 | 390 | 0 |
| 30 Sep 17 | 3,783 | 88 | 384 | 0 |
| 30 Jun 17 | 3,728 | 70 | 378 | 0 |
| 31 Mar 17 | 3,674 | 56 | 373 | 0 |
| 31 Dec 16 | 3,550 | 53 | 362 | 0 |
| 30 Sep 16 | 3,323 | 51 | 343 | 0 |
| 30 Jun 16 | 3,266 | 48 | 334 | 0 |
| 31 Mar 16 | 3,113 | 42 | 314 | 0 |
| 31 Dec 15 | 2,977 | 45 | 294 | 0 |
| 30 Sep 15 | 3,018 | 53 | 285 | 0 |
| 30 Jun 15 | 2,851 | 54 | 267 | 0 |
Des revenus de qualité: TMHC a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TMHC sont inférieures à celles de l'année dernière TMHC. (8.8%) sont inférieures à celles de l'année dernière (10.8%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de TMHC ont augmenté de 5.7% par an au cours des 5 dernières années.
Accélération de la croissance: TMHC a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: TMHC a enregistré une croissance négative de ses bénéfices ( -26.3% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Consumer Durables ( -16.4% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de TMHC ( 10.9% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/03 15:26 |
| Cours de l'action en fin de journée | 2026/06/03 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Taylor Morrison Home Corporation est couverte par 19 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew Bouley | Barclays |
| Rafe Jadrosich | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |