Taylor Morrison Home Corporation

NYSE:TMHC 株式レポート

時価総額：US$6.7b

Taylor Morrison Home 過去の業績

過去 基準チェック /26

Taylor Morrison Homeは、平均年間5.7%の収益成長を遂げていますが、 Consumer Durables業界の収益は、年間 減少しています。収益は、平均年間1% 3.2%収益成長率で 成長しています。 Taylor Morrison Homeの自己資本利益率は10.9%であり、純利益率は8.8%です。

主要情報

5.75%

収益成長率

10.49%

EPS成長率

Consumer Durables 業界の成長24.52%
収益成長率3.23%
株主資本利益率10.85%
ネット・マージン8.77%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • Jun 07

TMHC: Berkshire Takeout Terms And Earnings Execution Will Shape Future P E Multiple

Analysts have trimmed the fair value estimate for Taylor Morrison Home to about $66.43 from roughly $70.22. Recent research leans on the agreed $72.50 per share Berkshire Hathaway offer, with multiple firms shifting to neutral stances and focusing on deal terms rather than long term fundamentals.
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
新しいナラティブ • 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?
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
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 Alpha
Seeking 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
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新しいナラティブ • 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 Alpha

収支内訳

Taylor Morrison Home の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:TMHC 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 267,6136687070
31 Dec 258,1217837350
30 Sep 258,3788517450
30 Jun 258,4039017630
31 Mar 258,3649077770
31 Dec 248,1688837700
30 Sep 247,8328137540
30 Jun 247,3867337230
31 Mar 247,4567687100
31 Dec 237,4187696990
30 Sep 237,8908726840
30 Jun 238,2491,0116630
31 Mar 238,1841,0676450
31 Dec 228,2251,0536430
30 Sep 228,2381,0506560
30 Jun 228,0629096760
31 Mar 227,7877426780
31 Dec 217,5016636680
30 Sep 216,5534856260
30 Jun 216,3944316050
31 Mar 216,2013735830
31 Dec 206,1292435720
30 Sep 206,0382045720
30 Jun 205,4441565440
31 Mar 205,1831725230
31 Dec 194,7622554900
30 Sep 194,7532104710
30 Jun 194,6852364520
31 Mar 194,4002134270
31 Dec 184,2272064170
30 Sep 184,0692193990
30 Jun 183,9411593930
31 Mar 183,8691263890
31 Dec 173,885913900
30 Sep 173,783883840
30 Jun 173,728703780
31 Mar 173,674563730
31 Dec 163,550533620
30 Sep 163,323513430
30 Jun 163,266483340
31 Mar 163,113423140
31 Dec 152,977452940
30 Sep 153,018532850
30 Jun 152,851542670

質の高い収益: TMHCは 高品質の収益 を持っています。

利益率の向上: TMHCの現在の純利益率 (8.8%)は、昨年(10.8%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: TMHCの収益は過去 5 年間で年間5.7%増加しました。

成長の加速: TMHCは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: TMHCは過去 1 年間で収益成長率がマイナス ( -26.3% ) となったため、 Consumer Durables業界平均 ( -15.2% ) と比較することが困難です。

株主資本利益率

高いROE: TMHCの 自己資本利益率 ( 10.9% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/24 01:47
終値2026/06/24 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Taylor Morrison Home Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Matthew BouleyBarclays
Rafe JadrosichBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)