Tri Pointe Homes, Inc.

NYSE:TPH 주식 리포트

시가총액: US$4.0b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

Tri Pointe Homes 경영진

경영진 기준 점검 4/4

Tri Pointe Homes CEO는 Doug Bauer, Jan2013 에 임명되었습니다 의 임기는 13.33 년입니다. 총 연간 보상은 $8.68M, 11.5% 급여 및 88.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $42.57M 가치에 해당하는 회사 주식의 1.06% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 10.1 년과 11.8 년입니다.

핵심 정보

Doug Bauer

최고경영자

US$8.7m

총 보수

CEO 급여 비율11.52%
CEO 재임 기간13.3yrs
CEO 지분 보유율1.1%
경영진 평균 재임 기간10.1yrs
이사회 평균 재임 기간11.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Apr 27

TPH: $47 Cash Offer Will Shape Returns As Deal Closure Risks Persist

Analysts have aligned Tri Pointe Homes' price target at $47, with recent Street research tying this to Sumitomo Forestry's agreed acquisition price of $47 per share and to a view that the deal has a high likelihood of completion. Analyst Commentary Recent research on Tri Pointe Homes clusters around the agreed US$47 per share acquisition price, with analysts adjusting ratings and targets to reflect that reference point rather than independent long term growth assumptions.
내러티브 업데이트 Apr 12

TPH: $47 Cash Offer Will Anchor Returns As Deal Approval Risks Persist

Analysts have reset their price target on Tri Pointe Homes to $47.00, aligning it with the agreed $47 per share cash offer from Sumitomo Forestry and citing a high perceived likelihood that the acquisition will close. Analyst Commentary Street research around the Sumitomo Forestry cash offer has become tightly focused on the US$47 per share deal price, with recent rating and target changes largely reflecting that reference point rather than new views on Tri Pointe Homes as an independent business.
내러티브 업데이트 Mar 29

TPH: $47 Cash Offer Will Define Returns As Housing Cycle Risks Persist

Analysts have aligned their price targets for Tri Pointe Homes at $47, citing the agreed acquisition by Sumitomo Forestry at $47 per share and a high perceived likelihood that the deal will be completed. Analyst Commentary Recent research around Tri Pointe Homes centers almost entirely on the agreed cash acquisition at $47 per share, with analysts adjusting ratings and targets to reflect that deal price rather than underlying long term housing fundamentals.
내러티브 업데이트 Mar 13

TPH: $47 Cash Acquisition Will Balance Deal Certainty Against Housing Cycle Risks

Analysts have raised their price target on Tri Pointe Homes to $47 per share, aligning it with the announced all cash $47 per share acquisition by Sumitomo Forestry and reflecting the view that this deal has a high likelihood of closing. Analyst Commentary Recent research around Tri Pointe Homes has shifted quickly toward the implications of the proposed all cash acquisition at US$47 per share, with most commentary now focused on deal completion rather than long term standalone growth.
내러티브 업데이트 Feb 26

TPH: $47 Cash Deal Will Test Resilience To Housing Cycle Risks

Analysts have lifted their price target on Tri Pointe Homes to $47 from $38.20 after the announced $47 per share cash acquisition by Sumitomo Forestry. The updated assumptions reflect a slightly lower discount rate, a less steep revenue decline, modestly higher profit margins, and a higher forward P/E multiple.
Seeking Alpha Feb 12

Tri Ponte Homes: Q4 May Represent A Bottom, But Valuations Still Look Concerning

Summary Despite being well exposed to the premium move-up home market, which is facing less price competition, Tri Ponte Homes has underperformed peers over the past year, returning less than 4% vs. ~15% for homebuilders. TPH is due to announce Q4 results on the 25th of February, and while most trends are likely to remain weak, this quarter could potentially represent the worst. Cash flow should pick up and help ameliorate the damp 9M performance, but it is still unlikely to be strong enough to overshadow what was seen in FY24. TPH's valuations look unappealing relative to its own history as well as other mid-cap home builders, while the risk-reward on the weekly charts does not look attractive. Read the full article on Seeking Alpha
내러티브 업데이트 Feb 11

TPH: Customer Mix And Buybacks Will Balance Affordability And Sector Risks

Analysts now peg their average price target for Tri Pointe Homes at $31, down $6 from $37. This reflects cautious views on housing affordability, mixed nonresidential demand, sector volatility, and a contrastingly more positive stance from others who highlight the company’s less rate sensitive customer mix and ongoing share repurchases.
새로운 내러티브 Jan 29

Premium Community Expansion And Margin Pressure Will Shape A Cautious Long Term Outlook

Catalysts About Tri Pointe Homes Tri Pointe Homes is a U.S. homebuilder focused on premium move up buyers across Western, Central and Eastern regions. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jan 28

TPH: Active Adult Expansion And Buybacks Will Support Future Resilience

Narrative Update: Tri Pointe Homes Analyst Price Target Shift Analysts have reset their view on Tri Pointe Homes with a wider range of price targets, from US$31 at the cautious end to US$46 on the bullish side. This reflects differing opinions on housing affordability risks, volatility in the sector, and potential benefits from the company’s customer mix and share repurchase activity.
내러티브 업데이트 Jan 11

TPH: Active Adult Expansion And Buybacks Are Expected To Support Execution

Analysts now estimate fair value for Tri Pointe Homes at about $38.20, up from roughly $37.75. This reflects a blend of more cautious housing sector views from some firms, alongside supportive arguments related to the company’s customer mix, active share repurchases, and updated P/E expectations.
내러티브 업데이트 Dec 19

TPH: Active Adult Expansion Is Expected To Drive Future Upside

Analysts have modestly reduced their price target on Tri Pointe Homes to approximately $37.75 from about $38.60, citing slightly higher discount rate assumptions and softer profit margin expectations, partially offset by an improved revenue growth outlook and a marginally higher future earnings multiple. What's in the News Tri Pointe Homes Raleigh division has broken ground on the 8,000 square foot Altis at Serenity clubhouse, the centerpiece of its first 55+ lifestyle community in Fuquay Varina, with opening targeted for fall 2026 and extensive indoor and outdoor resort style amenities planned (Key Developments).
분석 기사 Dec 15

At US$33.74, Is It Time To Put Tri Pointe Homes, Inc. (NYSE:TPH) On Your Watch List?

Tri Pointe Homes, Inc. ( NYSE:TPH ), is not the largest company out there, but it saw a decent share price growth of...
내러티브 업데이트 Oct 23

Analysts Weigh Discounted Tri Pointe Homes Valuation Against Growth Slowdown and Conservative Strategy

Analysts have left their price target for Tri Pointe Homes unchanged at $38.60. They cite expectations of near-term earnings declines as the company reduces the number of spec builds, despite its shares' discounted valuation.
내러티브 업데이트 Oct 09

US Housing Demand Will Spur Growth Amid Challenges

The analyst price target for Tri Pointe Homes was lowered from $39.40 to $38.60. This change reflects concerns among analysts about near-term earnings declines following the company's reduced speculative home builds.
분석 기사 Sep 08

At US$37.14, Is Tri Pointe Homes, Inc. (NYSE:TPH) Worth Looking At Closely?

Tri Pointe Homes, Inc. ( NYSE:TPH ), is not the largest company out there, but it led the NYSE gainers with a...
분석 기사 Jul 13

Tri Pointe Homes (NYSE:TPH) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 29

Tri Pointe Homes, Inc.'s (NYSE:TPH) Low P/E No Reason For Excitement

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
분석 기사 May 14

The Return Trends At Tri Pointe Homes (NYSE:TPH) Look Promising

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 Apr 29

Tri Pointe Homes, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in Tri Pointe Homes, Inc. ( NYSE:TPH ) had a good week, as its shares rose 2.5% to close at US$30.31...
분석 기사 Apr 23

A Look At The Fair Value Of Tri Pointe Homes, Inc. (NYSE:TPH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tri Pointe Homes fair value estimate is US$33.10 Current share...
분석 기사 Mar 19

Tri Pointe Homes (NYSE:TPH) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Feb 20

Things Look Grim For Tri Pointe Homes, Inc. (NYSE:TPH) After Today's Downgrade

Market forces rained on the parade of Tri Pointe Homes, Inc. ( NYSE:TPH ) shareholders today, when the analysts...
Seeking Alpha Feb 18

Tri Pointe Homes: Things Get Tougher From Here

Summary Tri Pointe Homes just reported fourth quarter results.  The home builder faces challenges from high mortgage rates and housing affordability, despite posting impressive FY 2024 earnings and revenue growth. The company's Q4 results showed mixed performance, with a slight revenue decline, decreased home deliveries, and a significant drop in order backlog. An updated analysis around Tri Pointe Homes follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 Feb 13

When Should You Buy Tri Pointe Homes, Inc. (NYSE:TPH)?

Tri Pointe Homes, Inc. ( NYSE:TPH ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 Jan 28

Tri Pointe Homes, Inc.'s (NYSE:TPH) Earnings Are Not Doing Enough For Some Investors

Tri Pointe Homes, Inc.'s ( NYSE:TPH ) price-to-earnings (or "P/E") ratio of 7.8x might make it look like a strong buy...

CEO 보수 분석

Doug Bauer의 보수는 Tri Pointe Homes의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$184m

Dec 31 2025US$9mUS$1m

US$241m

Sep 30 2025n/an/a

US$310m

Jun 30 2025n/an/a

US$366m

Mar 31 2025n/an/a

US$423m

Dec 31 2024US$12mUS$1m

US$458m

Sep 30 2024n/an/a

US$462m

Jun 30 2024n/an/a

US$425m

Mar 31 2024n/an/a

US$368m

Dec 31 2023US$13mUS$960k

US$344m

Sep 30 2023n/an/a

US$414m

Jun 30 2023n/an/a

US$488m

Mar 31 2023n/an/a

US$563m

Dec 31 2022US$8mUS$960k

US$576m

Sep 30 2022n/an/a

US$521m

Jun 30 2022n/an/a

US$504m

Mar 31 2022n/an/a

US$486m

Dec 31 2021US$7mUS$920k

US$469m

Sep 30 2021n/an/a

US$437m

Jun 30 2021n/an/a

US$382m

Mar 31 2021n/an/a

US$321m

Dec 31 2020US$7mUS$827k

US$282m

Sep 30 2020n/an/a

US$285m

Jun 30 2020n/an/a

US$269m

Mar 31 2020n/an/a

US$239m

Dec 31 2019US$5mUS$800k

US$207m

보상 대 시장: Doug의 총 보수(USD8.68M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.02M) 수준입니다.

보상과 수익: Doug의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Doug Bauer (64 yo)

13.3yrs
재임 기간
US$8,677,081
보수

Mr. Douglas F. Bauer, also known as Doug, Founded TRI Pointe Group, Inc. (also known as TRI Pointe Homes, Inc.) He has been Chief Executive Officer and Director at TRI Pointe Homes, Inc. since January 30,...


리더십 팀

이름직위재임 기간보수지분
Douglas Bauer
CEO & Non-Independent Director13.3yrsUS$8.68m1.06%
$ 42.6m
Thomas Mitchell
President & COO13.3yrsUS$8.58m1.52%
$ 60.7m
Glenn Keeler
CFO, Chief Accounting Officer & Treasurer11.9yrsUS$3.30m0.17%
$ 6.9m
David Lee
General Counsel & Secretary8.3yrsUS$1.86m0.12%
$ 4.7m
Linda Mamet
Executive VP & Chief Marketing Officer7.2yrs데이터 없음데이터 없음
Heather Breidenthal
Chief Human Resources Officer8yrs데이터 없음데이터 없음
Kenneth Krivanec
President of Quadrant Homesno dataUS$851.61k데이터 없음
Michael Taylor
President of Pardee Homes Inland Empireno data데이터 없음데이터 없음
Klif Andrews
President of Pardee Homes Las Vegas20.3yrs데이터 없음데이터 없음
Jeffrey Frankel
President of TRI Pointe Homes Northern Californiano data데이터 없음데이터 없음
Ronald Turner
President of TRI Pointe Connectno data데이터 없음데이터 없음
Phill Bodem
President of TRI Pointe Homes Sacramento7.7yrs데이터 없음데이터 없음
10.1yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: TPH의 경영진은 노련하고 경험이 풍부합니다(평균 재임 10.1 년).


이사회 구성원

이름직위재임 기간보수지분
Douglas Bauer
CEO & Non-Independent Director13.3yrsUS$8.68m1.06%
$ 42.6m
Steven Gilbert
Independent Chairman of the Board13.3yrsUS$359.99k0.036%
$ 1.4m
Constance Moore
Non-Employee Independent Director11.8yrsUS$295.99k0.090%
$ 3.6m
Lawrence Burrows
Non-Employee Independent Director11.8yrsUS$294.99k0.10%
$ 4.1m
Vicki McWilliams
Independent Director7.8yrsUS$274.99k0.066%
$ 2.6m
R. Grahl
Independent Director4.7yrsUS$280.99k0.032%
$ 1.3m
11.8yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: TPH의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 21:57
종가2026/05/13 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

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Tri Pointe Homes, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tyler BatoryBrean Capital Historical (Janney Montgomery)
Alexander RygielB. Riley Securities, Inc.
Jay McCanlessCitizens JMP Securities, LLC