Taylor Morrison Home Corporation

NYSE:TMHC 주식 리포트

시가총액: US$5.2b

Taylor Morrison Home 향후 성장

Future 기준 점검 0/6

Taylor Morrison Home 의 수익과 수익은 각각 연간 3.6% 및 7.2% 감소할 것으로 예상됩니다 while EPS는 연간 2.2% 만큼 쇠퇴할 것으로 예상됩니다.

핵심 정보

-7.2%

이익 성장률

-2.18%

EPS 성장률

Consumer Durables 이익 성장8.0%
매출 성장률-3.6%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트18 May 2026

최근 향후 성장 업데이트

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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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 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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새로운 내러티브 • 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
Seeking 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 Alpha

이익 및 매출 성장 예측

NYSE:TMHC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20277,1305814874056
12/31/20266,6134947474947
3/31/20267,613668688730N/A
12/31/20258,121783777817N/A
9/30/20258,378851570609N/A
6/30/20258,403901490525N/A
3/31/20258,364907382418N/A
12/31/20248,168883174210N/A
9/30/20247,8328131527N/A
6/30/20247,386733-195-165N/A
3/31/20247,456768299328N/A
12/31/20237,418769773806N/A
9/30/20237,8908721,1431,198N/A
6/30/20238,2491,0111,4811,519N/A
3/31/20238,1841,0671,3591,398N/A
12/31/20228,2251,0531,0771,108N/A
9/30/20228,2381,050912940N/A
6/30/20228,062909656670N/A
3/31/20227,787742560578N/A
12/31/20217,501663355377N/A
9/30/20216,553485194222N/A
6/30/20216,394431661702N/A
3/31/20216,201373867907N/A
12/31/20206,1292431,0861,123N/A
9/30/20206,0382041,0011,038N/A
6/30/20205,444156536571N/A
3/31/20205,183172464494N/A
12/31/20194,762255N/A393N/A
9/30/20194,753210N/A233N/A
6/30/20194,685236N/A271N/A
3/31/20194,400213N/A107N/A
12/31/20184,227206N/A136N/A
9/30/20184,069219N/A309N/A
6/30/20183,941159N/A297N/A
3/31/20183,869126N/A239N/A
12/31/20173,88591N/A386N/A
9/30/20173,78388N/A363N/A
6/30/20173,72870N/A407N/A
3/31/20173,67456N/A537N/A
12/31/20163,55053N/A373N/A
9/30/20163,32351N/A151N/A
6/30/20163,26648N/A96N/A
3/31/20163,11342N/A-109N/A
12/31/20152,97745N/A-263N/A
9/30/20153,01853N/A-34N/A
6/30/20152,85154N/A-76N/A

애널리스트 향후 성장 전망

수입 대 저축률: TMHC 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -7.2%).

수익 vs 시장: TMHC 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -7.2%).

고성장 수익: TMHC 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: TMHC 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.6%).

고성장 매출: TMHC 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -3.6%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TMHC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 10:36
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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산업 및 섹터 지표

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분석가 소스

Taylor Morrison Home Corporation는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew BouleyBarclays
Rafe JadrosichBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)